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Portfolio (Quarterly) Guide ↗

GeoWealth Management, LLC

· CIK 0001593387
13F Portfolio $3.2B AUM 987 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 114 New 416 Added 310 Reduced 85 Exited
Page 5 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SMMU PIMCO ETF TR 48,266.0 $2.4M 0.08% +24K +101.2% $50.50 -0.4%
82 IEF ISHARES TR 24,500.0 $2.3M 0.07% +11K +79.6% $94.57 -1.4%
83 MUNI PIMCO ETF TR 43,432.0 $2.3M 0.07% +28K +175.0% $52.60 -1.8%
84 PGX INVESCO EXCH TRADED FD TR II 202,467.0 $2.2M 0.07% +41K +25.3% $10.84 -1.9%
85 XLE SELECT SECTOR SPDR TR 40,945.0 $2.2M 0.07% +10K +30.3% $53.11 +17.4%
86 SAP SAP SE Technology 13,715.0 $2.1M 0.07% +3K +26.3% $154.10 +43.7%
87 TMAT NORTHERN LTS FD TR IV 67,187.0 $2.1M 0.07% +2K +3.3% $31.43 -6.1%
88 DGCB DIMENSIONAL ETF TRUST 37,878.0 $2.1M 0.07% +4K +11.6% $54.67 -2.4%
89 VEU VANGUARD INTL EQUITY INDEX F 24,436.0 $2.0M 0.06% +16K +173.8% $83.75 +2.3%
90 VLO VALERO ENERGY CORP Energy 7,744.0 $2.0M 0.06% +1K +18.1% $260.43 +32.6%
91 EWY ISHARES INC 9,894.0 $2.0M 0.06% +2K +33.6% $201.90 -10.6%
92 SUSB ISHARES TR 77,925.0 $1.9M 0.06% +74K +1957.7% $24.99 -0.5%
93 EMDM FIRST TR EXCHANGE-TRADED FD 45,007.0 $1.9M 0.06% +17K +59.5% $43.20 -1.9%
94 FRT FEDERAL RLTY INVT TR NEW Real Estate 15,660.0 $1.9M 0.06% +4K +37.3% $123.44 -5.2%
95 NVS NOVARTIS AG Healthcare 12,284.0 $1.9M 0.06% +2K +15.4% $156.73 -1.4%
96 NFLX NETFLIX INC. Communication Services 26,544.0 $1.9M 0.06% +9K +50.1% $71.41 +12.1%
97 SHYG ISHARES TR 44,418.0 $1.9M 0.06% +5K +12.8% $42.41 -0.2%
98 ORCL ORACLE CORP Technology 12,758.0 $1.9M 0.06% +346.0 +2.8% $146.57 +3.3%
99 DMXF ISHARES TR 22,064.0 $1.9M 0.06% +4K +20.9% $84.60 +2.7%
100 NVO NOVO-NORDISK A S Healthcare 38,770.0 $1.9M 0.06% +12K +46.1% $47.94 -3.5%
Page 5 of 21  ·  416 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.3%
Financial Services 16.4%
Real Estate 11.2%
Healthcare 9.4%
Communication Services 7.3%
Consumer Cyclical 7.1%
Industrials 6.5%
Consumer Defensive 3.8%
Utilities 2.1%
Energy 2.0%