Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GeoWealth Management, LLC (CIK 1593387) reported $3.18B across 881 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($245.5M, 7.72%), IUSB ($221.0M, 6.95%), DFAC ($217.1M, 6.83%), VV ($149.3M, 4.70%), VTI ($125.1M, 3.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $245.5M | 7.72% | 357,401 | Added |
| 2 | IUSB | ISHARES TR | $221.0M | 6.95% | 4.8M | Added |
| 3 | DFAC | DIMENSIONAL ETF TRUST | $217.1M | 6.83% | 4.9M | Trimmed |
| 4 | VV | VANGUARD INDEX FDS | $149.3M | 4.70% | 434,122 | Added |
| 5 | VTI | VANGUARD INDEX FDS | $125.1M | 3.94% | 338,170 | Added |
| 6 | SPDW | SPDR INDEX SHS FDS | $115.4M | 3.63% | 2.3M | Added |
| 7 | VTEB | VANGUARD MUN BD FDS | $95.7M | 3.01% | 1.9M | Added |
| 8 | DFAX | DIMENSIONAL ETF TRUST | $85.2M | 2.68% | 2.3M | Trimmed |
| 9 | VXF | VANGUARD INDEX FDS | $58.5M | 1.84% | 237,457 | Added |
| 10 | DFCF | DIMENSIONAL ETF TRUST | $58.3M | 1.83% | 1.4M | Added |
| 11 | IAGG | ISHARES TR | $53.8M | 1.69% | 1.1M | Added |
| 12 | DFNM | DIMENSIONAL ETF TRUST | $51.0M | 1.60% | 1.1M | Added |
| 13 | VXUS | VANGUARD STAR FDS | $48.8M | 1.53% | 570,737 | Trimmed |
| 14 | PYLD | PIMCO ETF TR | $48.0M | 1.51% | 1.8M | Added |
| 15 | SECT | NORTHERN LTS FD TR IV | $44.2M | 1.39% | 613,483 | Added |
| 16 | SPEM | SPDR INDEX SHS FDS | $40.4M | 1.27% | 780,430 | Added |
| 17 | DYNF | BLACKROCK ETF TRUST | $38.1M | 1.20% | 560,438 | Added |
| 18 | ZECP | ZACKS TRUST | $36.6M | 1.15% | 968,590 | Added |
| 19 | DUHP | DIMENSIONAL ETF TRUST | $32.7M | 1.03% | 783,936 | Added |
| 20 | NVDA | NVIDIA CORPORATION | $30.8M | 0.97% | 154,112 | Trimmed |
| 21 | VO | VANGUARD INDEX FDS | $26.7M | 0.84% | 331,122 | Added |
| 22 | AAPL | APPLE INC | $23.5M | 0.74% | 81,260 | Trimmed |
| 23 | BNDX | VANGUARD CHARLOTTE FDS | $22.8M | 0.72% | 470,493 | Added |
| 24 | GSLC | GOLDMAN SACHS ETF TR | $20.1M | 0.63% | 141,518 | Added |
| 25 | XLK | SELECT SECTOR SPDR TR | $19.0M | 0.60% | 99,509 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30