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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 45  ·  882 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LLY ELI LILLY & CO Healthcare 4,153.0 $5.0M 0.16% -114.0 -2.7% $1200.10 -1.7%
82 EQIX EQUINIX INC Real Estate 4,644.0 $4.8M 0.15% -133.0 -2.8% $1042.45 +3.5%
83 DSI ISHARES TR 33,636.0 $4.8M 0.15% +6K +23.4% $142.39 +4.0%
84 TXN TEXAS INSTRS INC Technology 15,926.0 $4.7M 0.15% -3K -15.4% $298.04 -10.6%
85 EAGG ISHARES TR 97,647.0 $4.6M 0.15% +46K +88.2% $47.41 -1.1%
86 SPYM SPDR SERIES TRUST 52,571.0 $4.6M 0.14% -21K -28.1% $87.88 +3.1%
87 MINT PIMCO ETF TR 43,877.0 $4.4M 0.14% +13K +40.5% $100.81 -0.0%
88 BERKSHIRE HATHAWAY INC DEL 8,725.0 $4.4M 0.14% +229.0 +2.7% $500.36
89 SCHE SCHWAB STRATEGIC TR 119,538.0 $4.3M 0.14% -20K -14.1% $36.26 +2.6%
90 XLY SELECT SECTOR SPDR TR 36,826.0 $4.3M 0.14% +3K +8.7% $117.29 -0.8%
91 TSLA TESLA INC Consumer Cyclical 10,193.0 $4.3M 0.14% +507.0 +5.2% $420.53 -16.5%
92 VLUE ISHARES TR 21,440.0 $4.3M 0.14% +16K +333.3% $199.81 +0.5%
93 BKNG BOOKING HOLDINGS INC Consumer Cyclical 23,521.0 $4.2M 0.13% +23K +2536.9% $178.24 +15.4%
94 USXF ISHARES TR 60,270.0 $4.2M 0.13% +10K +19.1% $69.45 -1.0%
95 AOR ISHARES TR 59,761.0 $4.2M 0.13% +586.0 +1.0% $69.50 +0.8%
96 PM PHILIP MORRIS INTL INC Consumer Defensive 22,292.0 $4.0M 0.13% -2K -6.6% $180.91 +6.7%
97 AMD ADVANCED MICRO DEVICES INC Technology 6,879.0 $4.0M 0.13% +75.0 +1.1% $580.83 -18.5%
98 XLV SELECT SECTOR SPDR TR 25,150.0 $4.0M 0.13% -5K -17.3% $158.67 +8.8%
99 MDT MEDTRONIC PLC Healthcare 50,382.0 $3.9M 0.12% -1K -2.1% $78.23 +16.9%
100 CLSM EXCHANGE LISTED FDS TR 142,393.0 $3.9M 0.12% -1K -0.7% $27.55 +0.3%
Page 5 of 45  ·  882 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%