GeoWealth Management, LLC
GeoWealth Management, LLC reported 882 positions worth $3.18B as of June 30, 2026 (13F filed July 30, 2026). Largest holding: VOO (7.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $245.5M | 7.72% | 357,401 | — | — | |
| ▸ 2 | IUSB | SH | $221.0M | 6.95% | 4,787,854 | — | — | |
| ▸ 3 | DFAC | SH | $217.1M | 6.83% | 4,893,413 | — | — | |
| ▸ 4 | VV | SH | $149.3M | 4.70% | 434,122 | — | — | |
| ▸ 5 | VTI | SH | $125.1M | 3.94% | 338,170 | — | — | |
| ▸ 6 | SPDW | SH | $115.4M | 3.63% | 2,291,106 | — | — | |
| ▸ 7 | VTEB | SH | $95.7M | 3.01% | 1,891,755 | — | — | |
| ▸ 8 | DFAX | SH | $85.2M | 2.68% | 2,311,945 | — | — | |
| ▸ 9 | VXF | SH | $58.5M | 1.84% | 237,457 | — | — | |
| ▸ 10 | DFCF | SH | $58.3M | 1.83% | 1,380,920 | — | — |
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Frequently Asked Questions
What stocks does GeoWealth Management, LLC hold as of Q2 2026?
GeoWealth Management, LLC reported 882 positions worth $3.18B in its Q2 2026 13F filing. Largest positions: VOO (7.7%), IUSB (6.9%), DFAC (6.8%), VV (4.7%) and VTI (3.9%).
What did GeoWealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did GeoWealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.