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
QLDPROSHARES TR
$1.6B
ELVELEVANCE HEALTH INC FORMERLY
$1.6B
AZNASTRAZENECA PLC
$1.6B
UNHUNITEDHEALTH GROUP INC
$1.6B
HIGHARTFORD INSURANCE GROUP INC
$1.6B
EWYISHARES INC
$1.6B
CVXCHEVRON CORP NEW
$1.6B
HYGISHARES TR
$1.6B
SAPSAP SE
$1.6B
SSOPROSHARES TR
$1.6B
BILSPDR SERIES TRUST
$1.5B
ABTABBOTT LABS
$1.5B
ADIANALOG DEVICES INC
$1.5B
IOOISHARES TR
$1.5B
BWABORGWARNER INC
$1.5B
ESSESSEX PPTY TR INC
$1.5B
BDXBECTON DICKINSON & CO
$1.5B
CMCSACOMCAST CORP NEW
$1.5B
VMBSVANGUARD SCOTTSDALE FDS
$1.5B
ADBEADOBE INC
$1.5B
UBERUBER TECHNOLOGIES INC
$1.5B
BDVLBLACKROCK ETF TRUST
$1.5B
BNDVANGUARD BD INDEX FDS
$1.5B
SPSMSPDR SERIES TRUST
$1.5B
SBUXSTARBUCKS CORP
$1.5B
GDGENERAL DYNAMICS CORP
$1.5B
ADFITWO RDS SHARED TR
$1.5B
ILDRFIRST TR EXCHNG TRADED FD VI
$1.5B
SHWSHERWIN WILLIAMS CO
$1.5B
ACNACCENTURE PLC IRELAND
$1.4B
IWYISHARES TR
$1.4B
PALCPACER FDS TR
$1.4B
SNYSANOFI SA
$1.4B
SCHESCHWAB STRATEGIC TR
$1.4B
AXPAMERICAN EXPRESS CO
$1.4B
CWCURTISS WRIGHT CORP
$1.4B
DEODIAGEO PLC
$1.4B
HDHOME DEPOT INC
$1.4B
DGDOLLAR GEN CORP NEW
$1.4B
XMESPDR SERIES TRUST
$1.4B
NRANRG ENERGY INC
$1.4B
VTVVANGUARD INDEX FDS
$1.3B
CMICUMMINS INC
$1.3B
XARSPDR SERIES TRUST
$1.3B
NVSNNOVARTIS AG
$1.3B
XLUSELECT SECTOR SPDR TR
$1.3B
UCONFIRST TR EXCHNG TRADED FD VI
$1.3B
SPIBSPDR SERIES TRUST
$1.3B
KRCKILROY RLTY CORP
$1.3B
PGPROCTER AND GAMBLE CO
$1.3B
OMCOMNICOM GROUP INC
$1.3B
COPCONOCOPHILLIPS
$1.3B
GTOINVESCO ACTIVELY MANAGED EXC
$1.3B
JBLJABIL INC
$1.3B
IEFISHARES TR
$1.3B
PHPARKER-HANNIFIN CORP
$1.2B
CBRECBRE GROUP INC
$1.2B
UDRUDR INC
$1.2B
LRCXLAM RESEARCH CORP
$1.2B
DGROISHARES TR
$1.2B
VGSHVANGUARD SCOTTSDALE FDS
$1.2B
GSKGSK PLC
$1.2B
QUSSPDR SERIES TRUST
$1.2B
BACVERIZON COMMUNICATIONS INC
$1.2B
BUYWNORTHERN LTS FD TR IV
$1.2B
FRTFEDERAL RLTY INVT TR NEW
$1.2B
GSGOLDMAN SACHS GROUP INC
$1.2B
AUANGLOGOLD ASHANTI PLC
$1.1B
JSCPJ P MORGAN EXCHANGE TRADED F
$1.1B
COSTCOSTCO WHSL CORP NEW
$1.1B
NLRVANECK ETF TRUST
$1.1B
ETNEATON CORP PLC
$1.1B
RLRALPH LAUREN CORP
$1.1B
LQDISHARES TR
$1.1B
SSRMSSR MINING IN
$1.1B
HONHONEYWELL INTL INC
$1.1B
VFLOVICTORY PORTFOLIOS II
$1.1B
CCLCARNIVAL CORP
$1.1B
QTECFIRST TR EXCHANGE-TRADED FD
$1.1B
APDAIR PRODS & CHEMS INC
$1.1B
ULUNILEVER PLC
$1.1B
ASMLASML HOLDING N V
$1.1B
BLKBLACKROCK INC
$1.1B
IBMINTERNATIONAL BUSINESS MACHS
$1.1B
ADPAUTOMATIC DATA PROCESSING IN
$1.1B
ABGCENCORA INC
$1.1B
IEIISHARES TR
$1.1B
VONGVANGUARD SCOTTSDALE FDS
$1.1B
RSPINVESCO EXCHANGE TRADED FD T
$1.1B
SPTSSPDR SERIES TRUST
$1.1B
AVREAMERICAN CENTY ETF TR
$1.0B
KOCOCA COLA CO
$1.0B
KMXCARMAX INC
$1.0B
PANWPALO ALTO NETWORKS INC
$1.0B
VCSHVANGUARD SCOTTSDALE FDS
$1.0B
MCDMCDONALDS CORP
$1.0B
HYSPIMCO ETF TR
$1.0B
AMDADVANCED MICRO DEVICES INC
$998.5M
BBIOBRIDGEBIO PHARMA INC
$998.3M
EQINCOLUMBIA ETF TR I
$994.6M
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