GeoWealth Management, LLC: 13F holdings
CIK 15933872026Q2
| Positions | 882 |
|---|
| Reported value | $3.2bn |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 882 (+29 vs prior quarter) |
|---|
| Reported value | $3.2bn (+14.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 357,401 | $245.5m | 7.7% |
| IUSB ISHARES TR | 4,787,854 | $221.0m | 6.9% |
| DIMENSIONAL ETF TRUST | 4,893,413 | $217.1m | 6.8% |
| VV VANGUARD INDEX FDS | 434,122 | $149.3m | 4.7% |
| VTI VANGUARD INDEX FDS | 338,170 | $125.1m | 3.9% |
| EWU SPDR INDEX SHS FDS | 2,291,106 | $115.4m | 3.6% |
| VTEB VANGUARD MUN BD FDS | 1,891,755 | $95.7m | 3.0% |
| DFAX DIMENSIONAL ETF TRUST | 2,311,945 | $85.2m | 2.7% |
| VXF VANGUARD INDEX FDS | 237,457 | $58.5m | 1.8% |
| DFCF DIMENSIONAL ETF TRUST | 1,380,920 | $58.3m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1593387")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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