GeoWealth Management, LLC - Portfolio Stock Holdings
GeoWealth Management, LLC disclosed 963 stock positions in a recent SEC 13F filing. $3,180,897,526 of stock holdings were filed, with the largest holdings including VOO, IUSB, and DFAC. This filing represented positions held on June 30, 2026, and was filed on July 30, 2026.We estimate the fund has a total AUM of $17,574,540,779 and has 88 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
963Est. Stock Holding Value:
$3,180,897,526Top Stock Holdings By Sector
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Portfolio Stock Holdings - GeoWealth Management, LLC
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% of Portfolio
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