SEC Form 13F

GeoWealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-31
Reported value$3,179,634,023
Positions882

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$245,464,673357,401
ISHARES TRIUSBCORE UNIVRSL USD$220,959,4544,787,854
DIMENSIONAL ETF TRUSTDFACUS CORE EQUITY 2$217,071,8554,893,413
VANGUARD INDEX FDSVVLARGE CAP ETF$149,298,897434,122
VANGUARD INDEX FDSVTITOTAL STK MKT$125,136,562338,170
SPDR INDEX SHS FDSSPDWSTATE STREET SPD$115,448,6962,291,106
VANGUARD MUN BD FDSVTEBTAX EXEMPT BD$95,684,9521,891,755
DIMENSIONAL ETF TRUSTDFAXWORLD EX US CORE$85,172,0932,311,945
VANGUARD INDEX FDSVXFEXTEND MKT ETF$58,465,144237,457
DIMENSIONAL ETF TRUSTDFCFCORE FIXED INCOM$58,288,7131,380,920

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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