GeoWealth Management, LLC - Portfolio overview

GeoWealth Management, LLC has 947 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IUSB - ISHARES TR, 8.03%
2. VOO - VANGUARD INDEX FDS, 7.49%
3. DFAC - DIMENSIONAL ETF TRUST, 7.18%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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