GeoWealth Management, LLC
Q3 2025 13F Holdings
- Locationchicago, IL
- Num holdings
764
- Value ($000)
$2,740,843
- Date Filed11/13/2025
- Form type13F-HR
- CIK0001593387
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $214.14 M | 8 % | 4,584,390 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $198.35 M | 7 % | 323,908 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $182.37 M | 7 % | 4,728,254 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $138.77 M | 5 % | 450,768 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $112.35 M | 4 % | 342,350 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $91.90 M | 3 % | 2,147,677 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $76.19 M | 3 % | 1,521,705 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $75.00 M | 3 % | 2,389,931 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $51.09 M | 2 % | 1,194,847 | ||
IAGG ISHARES TR | CORE INTL AGGR | 46435G672 | $50.89 M | 2 % | 993,330 |
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