GeoWealth Management, LLC
CIK 1593387
13F filing for Q2 2026・No. 1,237
- Holdings
- US$3.18B
- Quarter change
- +US$403.32M
- Entries
- 987
- Net bought (estimate)
- +US$118.03M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 113
- Sold out 85
- Cut 324
- Added 431
- Corporate actions 2
- Unchanged 13
Largest holdings
881 stocks worth US$3.18B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 357,401 | US$245.46M | 7.72% |
| ISHARES TRCORE UNIVRSL USD | Added | 4,787,854 | US$220.96M | 6.95% |
| DIMENSIONAL ETF TRUSTUS CORE EQUITY 2 | Cut | 4,893,413 | US$217.07M | 6.83% |
| VANGUARD INDEX FDSLARGE CAP ETF | Added | 434,122 | US$149.3M | 4.70% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 338,170 | US$125.14M | 3.94% |
| SPDR INDEX SHS FDSSTATE STREET SPD | Added | 2,291,106 | US$115.45M | 3.63% |
| VANGUARD MUN BD FDSTAX EXEMPT BD | Added | 1,891,755 | US$95.68M | 3.01% |
| DIMENSIONAL ETF TRUSTWORLD EX US CORE | Cut | 2,311,945 | US$85.17M | 2.68% |
| VANGUARD INDEX FDSEXTEND MKT ETF | Added | 237,457 | US$58.47M | 1.84% |
| DIMENSIONAL ETF TRUSTCORE FIXED INCOM | Added | 1,380,920 | US$58.29M | 1.83% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 30, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.