Geowealth Management
$2.8B Assets Reported
912 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IUSB | ISHARES TR | 4,664,293 | $215M | 7.8% |
| VOO | VANGUARD INDEX FDS | 336,069 | $201M | 7.2% |
| DFAC | DIMENSIONAL ETF TRUST | 4,952,425 | $192M | 6.9% |
| VV | VANGUARD INDEX FDS | 425,422 | $127M | 4.6% |
| VTI | VANGUARD INDEX FDS | 337,380 | $108M | 3.9% |
| SPDW | SPDR INDEX SHS FDS | 2,225,192 | $102M | 3.7% |
| DFAX | DIMENSIONAL ETF TRUST | 2,390,556 | $81M | 2.9% |
| VTEB | VANGUARD MUN BD FDS | 1,547,081 | $77M | 2.8% |
| DFCF | DIMENSIONAL ETF TRUST | 1,332,758 | $56M | 2.0% |
| IAGG | ISHARES TR | 1,041,449 | $52M | 1.9% |
Track Geowealth Management's 13F portfolio: $2.8B in reported holdings, 912 positions. Top holdings, AUM, and quarterly changes on SentiSense.