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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 1 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFAC DIMENSIONAL ETF TRUST 4,893,413.0 $217.1M 6.83% -59K -1.2% $44.36 +3.2%
2 DFAX DIMENSIONAL ETF TRUST 2,311,945.0 $85.2M 2.68% -79K -3.3% $36.84 +4.1%
3 VXUS VANGUARD STAR FDS 570,737.0 $48.8M 1.53% -10K -1.7% $85.49 +2.8%
4 NVDA NVIDIA CORPORATION Technology 154,112.0 $30.8M 0.97% -5K -3.2% $200.10 +13.0%
5 AAPL APPLE INC Technology 81,260.0 $23.5M 0.74% -4K -4.2% $289.35 +8.8%
6 XLK SELECT SECTOR SPDR TR 99,509.0 $19.0M 0.60% -4K -3.9% $190.52 -1.7%
7 TFLO ISHARES TR 373,979.0 $18.9M 0.59% -251K -40.1% $50.63 +0.0%
8 GOOGL ALPHABET INC Communication Services 51,952.0 $18.6M 0.58% -4K -8.0% $357.36 -4.7%
9 MSFT MICROSOFT CORP Technology 48,646.0 $18.1M 0.57% -3K -5.2% $373.01 +33.9%
10 AMZN AMAZON COM INC Consumer Cyclical 70,269.0 $16.7M 0.53% -815.0 -1.1% $238.33 +7.6%
11 MU MICRON TECHNOLOGY INC Technology 11,291.0 $13.0M 0.41% -840.0 -6.9% $1154.45 -20.8%
12 META META PLATFORMS INC Communication Services 22,577.0 $12.7M 0.40% -291.0 -1.3% $563.28 +1.8%
13 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 21,656.0 $10.3M 0.33% -703.0 -3.1% $477.59 -11.1%
14 JPM JPMORGAN CHASE & CO Financial Services 29,636.0 $9.7M 0.30% -3K -8.3% $327.33 +8.5%
15 GOOG ALPHABET INC 25,025.0 $8.8M 0.28% -3K -9.2% $353.33
16 AMAT APPLIED MATLS INC Technology 11,638.0 $8.4M 0.27% -2K -16.9% $723.00 -34.2%
17 DFAI DIMENSIONAL ETF TRUST 188,696.0 $7.8M 0.24% -39K -17.1% $41.25 +5.0%
18 DFGR DIMENSIONAL ETF TRUST 256,697.0 $7.4M 0.23% -7K -2.6% $28.97 +1.4%
19 BDYN BLACKROCK ETF TRUST 242,188.0 $6.7M 0.21% -24K -8.9% $27.74 +1.6%
20 SMLF ISHARES TR 74,648.0 $6.7M 0.21% -2K -2.5% $89.14 +0.3%
Page 1 of 16  ·  310 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%