GeoWealth Management, LLC
Q4 2025 13F Holdings
- Locationchicago, IL
- Num holdings
769
- Value ($000)
$2,712,844
- Date Filed02/17/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE UNIVRSL USD | 46434V613 | $213.27M | 8 % | 4,582,505 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $208.69M | 8 % | 332,774 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $191.77M | 7 % | 4,843,821 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $133.62M | 5 % | 424,463 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $114.88M | 4 % | 342,653 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $99.12M | 4 % | 2,231,870 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $79.47M | 3 % | 2,427,980 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $76.31M | 3 % | 1,517,483 | ||
DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $52.74M | 2 % | 1,239,238 | ||
ISHARES TR | CORE INTL AGGR | 46435G672 | $50.55M | 2 % | 1,010,731 |
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