GeoWealth Management, LLC - Portfolio Stock Holdings
GeoWealth Management, LLC disclosed 909 stock positions in a recent SEC 13F filing. $2,740,543,857 of stock holdings were filed, with the largest holdings including IUSB, VOO, and DFAC. This filing represented positions held on March 31, 2026, and was filed on May 13, 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:
March 31, 2026No. of Stocks:
909Est. Stock Holding Value:
$2,740,543,857Top Stock Holdings By Sector
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Portfolio Stock Holdings - GeoWealth Management, LLC
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