GeoWealth Management, LLC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$2.7T

Holdings

764

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (764 positions)

StockValue
ABBVABBVIE INC
$3.8B
AVEMAMERICAN CENTY ETF TR
$3.8B
SCHWSCHWAB CHARLES CORP
$3.7B
QCOMQUALCOMM INC
$3.7B
TFLOISHARES TR
$3.6B
CBCHUBB LIMITED
$3.5B
AORISHARES TR
$3.5B
IXP*ISHARES TR
$3.5B
EFVISHARES TR
$3.5B
TMUST-MOBILE US INC
$3.4B
XLSRSSGA ACTIVE TR
$3.3B
IEMGISHARES INC
$3.3B
JMSIJ P MORGAN EXCHANGE TRADED F
$3.3B
OEFISHARES TR
$3.3B
4I1PHILIP MORRIS INTL INC
$3.3B
LLYELI LILLY & CO
$3.3B
DSIISHARES TR
$3.3B
BACBANK AMERICA CORP
$3.2B
JAAAJANUS DETROIT STR TR
$3.2B
IXNISHARES TR
$3.1B
BKBANK NEW YORK MELLON CORP
$3.1B
WLDRTWO RDS SHARED TR
$3.0B
BCSBARCLAYS PLC
$3.0B
FQIDIGITAL RLTY TR INC
$3.0B
PMBSPIMCO ETF TR
$2.9B
MGCVANGUARD WORLD FD
$2.9B
SPGIS&P GLOBAL INC
$2.9B
SUSCISHARES TR
$2.8B
PFFISHARES TR
$2.8B
AMATAPPLIED MATLS INC
$2.8B
WFCWELLS FARGO CO NEW
$2.8B
NEARISHARES U S ETF TR
$2.7B
RWLCADVISORS INNER CIRCLE FD III
$2.7B
TLHISHARES TR
$2.7B
DFAEDIMENSIONAL ETF TRUST
$2.7B
XLISELECT SECTOR SPDR TR
$2.7B
JNJJOHNSON & JOHNSON
$2.7B
DCORDIMENSIONAL ETF TRUST
$2.6B
USXFISHARES TR
$2.6B
MBBISHARES TR
$2.6B
EUSBISHARES TR
$2.6B
SCHBSCHWAB STRATEGIC TR
$2.6B
MINTPIMCO ETF TR
$2.5B
PLTRPALANTIR TECHNOLOGIES INC
$2.4B
IJHISHARES TR
$2.4B
VICIVICI PPTYS INC
$2.4B
IWVISHARES TR
$2.4B
IRMIRON MTN INC DEL
$2.4B
GEMGOLDMAN SACHS ETF TR
$2.4B
AQLTISHARES TR
$2.4B
OREALTY INCOME CORP
$2.3B
BBUSJ P MORGAN EXCHANGE TRADED F
$2.3B
AMTAMERICAN TOWER CORP NEW
$2.3B
XMHQINVESCO EXCHANGE TRADED FD T
$2.3B
VEAVANGUARD TAX-MANAGED FDS
$2.3B
RTXRTX CORPORATION
$2.3B
NFLXNETFLIX INC
$2.2B
XOMEXXON MOBIL CORP
$2.2B
SGOLETFS GOLD TR
$2.2B
BINCBLACKROCK ETF TRUST II
$2.2B
VUSBVANGUARD BD INDEX FDS
$2.2B
AESRTWO RDS SHARED TR
$2.2B
XLFISELECT SECTOR SPDR TR
$2.2B
AFIFTWO RDS SHARED TR
$2.2B
GSIBTHEMES ETF TR
$2.1B
HSTHOST HOTELS & RESORTS INC
$2.1B
IEURISHARES TR
$2.1B
MTUMISHARES TR
$2.1B
MCKMCKESSON CORP
$2.1B
VUGVANGUARD INDEX FDS
$2.1B
INTUINTUIT
$2.1B
EAGGISHARES TR
$2.1B
TMATNORTHERN LTS FD TR IV
$2.0B
MCHIISHARES TR
$2.0B
NOWSERVICENOW INC
$2.0B
CSCOCISCO SYS INC
$2.0B
PSAPUBLIC STORAGE OPER CO
$1.9B
IQVIQVIA HLDGS INC
$1.9B
BXPBXP INC
$1.9B
SMIZZACKS TRUST
$1.8B
SPSBSPDR SERIES TRUST
$1.8B
ARKTARK ETF TR
$1.8B
APPAPPLOVIN CORP
$1.8B
NUSCNUSHARES ETF TR
$1.8B
BAIBLACKROCK ETF TRUST
$1.8B
ADSKAUTODESK INC
$1.8B
DBDEUTSCHE BANK A G
$1.8B
AVBAVALONBAY CMNTYS INC
$1.8B
LDURPIMCO ETF TR
$1.7B
IAU*ISHARES GOLD TR
$1.7B
APHAMPHENOL CORP NEW
$1.7B
DISDISNEY WALT CO
$1.7B
EXREXTRA SPACE STORAGE INC
$1.7B
PMBSPIMCO ETF TR
$1.7B
GEGE AEROSPACE
$1.7B
THROBLACKROCK ETF TRUST
$1.7B
RPHSTWO RDS SHARED TR
$1.7B
8CWCROWN CASTLE INC
$1.7B
MCOMOODYS CORP
$1.7B
SPTMSPDR SERIES TRUST
$1.6B
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