GeoWealth Management, LLC
•CIK: 1593387•Filing: Q4 2025
**GeoWealth Management, LLC** manages $2.7B across a diversified portfolio of 769 positions. The fund exhibits significant concentration in core US equity exposure, notably holding IUSB at $213.3M and VOO at $208.7M. Further substantial allocations include DFAC ($191.8M) and VV ($133.6M), suggesting a strategic tilt toward established market leaders and sector-specific growth vectors. This positioning reflects a disciplined, large-cap oriented approach to capital appreciation.
Total AUM
$2.7B
QoQ Performance
-1.0%
Positions
491
Top 10 Concentration
50.5%
Latest Filing
Q4 2025
Top Holdings Allocation
IUSB
VOO
DFAC
IUSB7.9%
VOO7.7%
DFAC7.1%
VV4.9%
VTI4.2%
SPDW3.7%
DFAX2.9%
VTEB2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other79.0%
ETF9.7%
Technology6.1%
Financial1.8%
Consumer1.2%
Healthcare0.9%
Real Estate0.8%
Consumer Staples0.2%
🚪 Exited Positionssold since Q3 2025
+564 more exited positions
Changes from Q3 2025
NEW5 new positions
↑94 increased
↓101 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023