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 $2.78B across 850 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IUSB ($215.4M, 7.76%), VOO ($200.8M, 7.23%), DFAC ($192.5M, 6.93%), VV ($127.1M, 4.58%), VTI ($108.2M, 3.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IUSB | ISHARES TR | $215.4M | 7.76% | 4.7M | Added |
| 2 | VOO | VANGUARD INDEX FDS | $200.8M | 7.23% | 336,069 | Added |
| 3 | DFAC | DIMENSIONAL ETF TRUST | $192.5M | 6.93% | 5.0M | Added |
| 4 | VV | VANGUARD INDEX FDS | $127.1M | 4.58% | 425,422 | Added |
| 5 | VTI | VANGUARD INDEX FDS | $108.2M | 3.90% | 337,380 | Trimmed |
| 6 | SPDW | SPDR INDEX SHS FDS | $101.6M | 3.66% | 2.2M | Trimmed |
| 7 | DFAX | DIMENSIONAL ETF TRUST | $81.2M | 2.93% | 2.4M | Trimmed |
| 8 | VTEB | VANGUARD MUN BD FDS | $77.2M | 2.78% | 1.5M | Added |
| 9 | DFCF | DIMENSIONAL ETF TRUST | $56.3M | 2.03% | 1.3M | Added |
| 10 | IAGG | ISHARES TR | $52.1M | 1.88% | 1.0M | Added |
| 11 | VXF | VANGUARD INDEX FDS | $46.6M | 1.68% | 226,382 | Added |
| 12 | PYLD | PIMCO ETF TR | $45.4M | 1.64% | 1.7M | Added |
| 13 | VXUS | VANGUARD STAR FDS | $44.8M | 1.61% | 580,473 | Trimmed |
| 14 | DFNM | DIMENSIONAL ETF TRUST | $42.2M | 1.52% | 881,082 | Trimmed |
| 15 | SPEM | SPDR INDEX SHS FDS | $34.8M | 1.25% | 741,710 | Added |
| 16 | SECT | NORTHERN LTS FD TR IV | $32.5M | 1.17% | 538,529 | Added |
| 17 | TFLO | ISHARES TR | $31.6M | 1.14% | 624,744 | Added |
| 18 | DUHP | DIMENSIONAL ETF TRUST | $28.0M | 1.01% | 761,437 | Added |
| 19 | NVDA | NVIDIA CORPORATION | $27.8M | 1.00% | 159,266 | Added |
| 20 | ZECP | ZACKS TRUST | $27.5M | 0.99% | 811,741 | Added |
| 21 | DYNF | BLACKROCK ETF TRUST | $24.5M | 0.88% | 420,670 | Added |
| 22 | VO | VANGUARD INDEX FDS | $23.0M | 0.83% | 80,082 | Added |
| 23 | BNDX | VANGUARD CHARLOTTE FDS | $22.1M | 0.79% | 459,066 | Added |
| 24 | AAPL | APPLE INC | $21.5M | 0.78% | 84,826 | Added |
| 25 | MSFT | MICROSOFT CORP | $19.0M | 0.68% | 51,305 | Added |
Source: SEC Form 13F filings · as of 2026-03-31