Geowealth Management
$3.2B 13F equity value
968 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Geowealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 357,401 | $245M | 7.7% |
| IUSB | ISHARES TR | 4,787,854 | $221M | 6.9% |
| DFAC | DIMENSIONAL ETF TRUST | 4,893,413 | $217M | 6.8% |
| VV | VANGUARD INDEX FDS | 434,122 | $149M | 4.7% |
| VTI | VANGUARD INDEX FDS | 338,170 | $125M | 3.9% |
| SPDW | SPDR INDEX SHS FDS | 2,291,106 | $115M | 3.6% |
| VTEB | VANGUARD MUN BD FDS | 1,891,755 | $96M | 3.0% |
| DFAX | DIMENSIONAL ETF TRUST | 2,311,945 | $85M | 2.7% |
| VXF | VANGUARD INDEX FDS | 237,457 | $58M | 1.8% |
| DFCF | DIMENSIONAL ETF TRUST | 1,380,920 | $58M | 1.8% |
Track Geowealth Management's 13F portfolio: $3.2B in reported holdings, 968 positions. Top holdings and quarterly changes on SentiSense.
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