Geo Wealth Management, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.58 Billion distributed in 844 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Total Usd Bond Ma with a value of $214M, Vanguard Index Fds S&P 500 ETF with a value of $198M, Dimensional ETF Tr U S Core Eq with a value of $182M, Vanguard Large Cap ETF with a value of $139M, and Vanguard Total Stock Market Et with a value of $112M.
Examining the 13F form we can see an increase of $181M in the current position value, from $2.4B to 2.58B.
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.
Portfolio value
$2.58 Billion
ETFs: $1.96 Billion
Technology: $150 Million
Financial Services: $76.3 Million
Real Estate: $66.5 Million
Communication Services: $55.2 Million
Consumer Cyclical: $51.5 Million
Healthcare: $48.9 Million
Industrials: $28.2 Million
Other: $51.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
