Geo Wealth Management, LLC Portfolio Holdings

Geo Wealth Management, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.4 Billion distributed in 1307 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $204M, Ishares Core Total Usd Bond Ma with a value of $192M, Dimensional ETF Tr U S Core Eq with a value of $173M, Vanguard Large Cap ETF with a value of $134M, and Vanguard Total Stock Market Et with a value of $104M.

Examining the 13F form we can see an increase of $66.3M in the current position value, from $2.33B to 2.4B.

Geo Wealth Management, LLC is based out at Chicago, IL

Below you can find more details about Geo Wealth Management, LLC portfolio as well as his latest detailed transactions.