GeoWealth Management, LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$2.7T
Holdings
764
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (764 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | QLDPROSHARES TR | 11,920 | $1.6B | 0.06% | |
| 202 | ELVELEVANCE HEALTH INC FORMERLY | 4,998 | $1.6B | 0.06% | |
| 203 | AZNASTRAZENECA PLC | 20,959 | $1.6B | 0.06% | |
| 204 | UNHUNITEDHEALTH GROUP INC | 4,635 | $1.6B | 0.06% | |
| 205 | HIGHARTFORD INSURANCE GROUP INC | 11,910 | $1.6B | 0.06% | |
| 206 | EWYISHARES INC | 19,760 | $1.6B | 0.06% | |
| 207 | CVXCHEVRON CORP NEW | 10,107 | $1.6B | 0.06% | |
| 208 | HYGISHARES TR | 19,325 | $1.6B | 0.06% | |
| 209 | SAPSAP SE | 5,858 | $1.6B | 0.06% | |
| 210 | SSOPROSHARES TR | 13,898 | $1.6B | 0.06% | |
| 211 | BILSPDR SERIES TRUST | 16,853 | $1.5B | 0.06% | |
| 212 | ABTABBOTT LABS | 11,504 | $1.5B | 0.06% | |
| 213 | ADIANALOG DEVICES INC | 6,251 | $1.5B | 0.06% | |
| 214 | IOOISHARES TR | 12,764 | $1.5B | 0.06% | |
| 215 | BWABORGWARNER INC | 34,695 | $1.5B | 0.06% | |
| 216 | ESSESSEX PPTY TR INC | 5,686 | $1.5B | 0.06% | |
| 217 | BDXBECTON DICKINSON & CO | 8,131 | $1.5B | 0.06% | |
| 218 | CMCSACOMCAST CORP NEW | 48,385 | $1.5B | 0.06% | |
| 219 | VMBSVANGUARD SCOTTSDALE FDS | 32,286 | $1.5B | 0.06% | |
| 220 | ADBEADOBE INC | 4,287 | $1.5B | 0.06% | |
| 221 | UBERUBER TECHNOLOGIES INC | 15,395 | $1.5B | 0.06% | |
| 222 | BDVLBLACKROCK ETF TRUST | 59,879 | $1.5B | 0.05% | |
| 223 | BNDVANGUARD BD INDEX FDS | 20,074 | $1.5B | 0.05% | |
| 224 | SPSMSPDR SERIES TRUST | 31,901 | $1.5B | 0.05% | |
| 225 | SBUXSTARBUCKS CORP | 17,348 | $1.5B | 0.05% | |
| 226 | GDGENERAL DYNAMICS CORP | 4,294 | $1.5B | 0.05% | |
| 227 | ADFITWO RDS SHARED TR | 169,768 | $1.5B | 0.05% | |
| 228 | ILDRFIRST TR EXCHNG TRADED FD VI | 44,987 | $1.5B | 0.05% | |
| 229 | SHWSHERWIN WILLIAMS CO | 4,191 | $1.5B | 0.05% | |
| 230 | ACNACCENTURE PLC IRELAND | 5,875 | $1.4B | 0.05% | |
| 231 | IWYISHARES TR | 5,264 | $1.4B | 0.05% | |
| 232 | PALCPACER FDS TR | 27,747 | $1.4B | 0.05% | |
| 233 | SNYSANOFI SA | 30,331 | $1.4B | 0.05% | |
| 234 | SCHESCHWAB STRATEGIC TR | 42,093 | $1.4B | 0.05% | |
| 235 | AXPAMERICAN EXPRESS CO | 4,207 | $1.4B | 0.05% | |
| 236 | CWCURTISS WRIGHT CORP | 2,562 | $1.4B | 0.05% | |
| 237 | DEODIAGEO PLC | 14,540 | $1.4B | 0.05% | |
| 238 | HDHOME DEPOT INC | 3,419 | $1.4B | 0.05% | |
| 239 | DGDOLLAR GEN CORP NEW | 13,378 | $1.4B | 0.05% | |
| 240 | XMESPDR SERIES TRUST | 14,691 | $1.4B | 0.05% | |
| 241 | NRANRG ENERGY INC | 8,406 | $1.4B | 0.05% | |
| 242 | VTVVANGUARD INDEX FDS | 7,238 | $1.3B | 0.05% | |
| 243 | CMICUMMINS INC | 3,194 | $1.3B | 0.05% | |
| 244 | XARSPDR SERIES TRUST | 5,712 | $1.3B | 0.05% | |
| 245 | NVSNNOVARTIS AG | 10,358 | $1.3B | 0.05% | |
| 246 | XLUSELECT SECTOR SPDR TR | 14,820 | $1.3B | 0.05% | |
| 247 | UCONFIRST TR EXCHNG TRADED FD VI | 51,255 | $1.3B | 0.05% | |
| 248 | SPIBSPDR SERIES TRUST | 37,750 | $1.3B | 0.05% | |
| 249 | KRCKILROY RLTY CORP | 30,109 | $1.3B | 0.05% | |
| 250 | PGPROCTER AND GAMBLE CO | 8,277 | $1.3B | 0.05% | |
| 251 | OMCOMNICOM GROUP INC | 15,600 | $1.3B | 0.05% | |
| 252 | COPCONOCOPHILLIPS | 13,288 | $1.3B | 0.05% | |
| 253 | GTOINVESCO ACTIVELY MANAGED EXC | 26,385 | $1.3B | 0.05% | |
| 254 | JBLJABIL INC | 5,764 | $1.3B | 0.05% | |
| 255 | IEFISHARES TR | 12,967 | $1.3B | 0.05% | |
| 256 | PHPARKER-HANNIFIN CORP | 1,630 | $1.2B | 0.05% | |
| 257 | CBRECBRE GROUP INC | 7,812 | $1.2B | 0.04% | |
| 258 | UDRUDR INC | 32,994 | $1.2B | 0.04% | |
| 259 | LRCXLAM RESEARCH CORP | 9,081 | $1.2B | 0.04% | |
| 260 | DGROISHARES TR | 17,859 | $1.2B | 0.04% | |
| 261 | VGSHVANGUARD SCOTTSDALE FDS | 20,500 | $1.2B | 0.04% | |
| 262 | GSKGSK PLC | 27,865 | $1.2B | 0.04% | |
| 263 | QUSSPDR SERIES TRUST | 6,964 | $1.2B | 0.04% | |
| 264 | BACVERIZON COMMUNICATIONS INC | 26,907 | $1.2B | 0.04% | |
| 265 | BUYWNORTHERN LTS FD TR IV | 82,093 | $1.2B | 0.04% | |
| 266 | FRTFEDERAL RLTY INVT TR NEW | 11,471 | $1.2B | 0.04% | |
| 267 | GSGOLDMAN SACHS GROUP INC | 1,451 | $1.2B | 0.04% | |
| 268 | AUANGLOGOLD ASHANTI PLC | 16,286 | $1.1B | 0.04% | |
| 269 | JSCPJ P MORGAN EXCHANGE TRADED F | 23,999 | $1.1B | 0.04% | |
| 270 | COSTCOSTCO WHSL CORP NEW | 1,228 | $1.1B | 0.04% | |
| 271 | NLRVANECK ETF TRUST | 8,336 | $1.1B | 0.04% | |
| 272 | ETNEATON CORP PLC | 3,011 | $1.1B | 0.04% | |
| 273 | RLRALPH LAUREN CORP | 3,591 | $1.1B | 0.04% | |
| 274 | LQDISHARES TR | 10,089 | $1.1B | 0.04% | |
| 275 | SSRMSSR MINING IN | 46,017 | $1.1B | 0.04% | |
| 276 | HONHONEYWELL INTL INC | 5,325 | $1.1B | 0.04% | |
| 277 | VFLOVICTORY PORTFOLIOS II | 29,637 | $1.1B | 0.04% | |
| 278 | CCLCARNIVAL CORP | 38,284 | $1.1B | 0.04% | |
| 279 | QTECFIRST TR EXCHANGE-TRADED FD | 4,791 | $1.1B | 0.04% | |
| 280 | APDAIR PRODS & CHEMS INC | 4,004 | $1.1B | 0.04% | |
| 281 | ULUNILEVER PLC | 18,368 | $1.1B | 0.04% | |
| 282 | ASMLASML HOLDING N V | 1,120 | $1.1B | 0.04% | |
| 283 | BLKBLACKROCK INC | 929 | $1.1B | 0.04% | |
| 284 | IBMINTERNATIONAL BUSINESS MACHS | 3,825 | $1.1B | 0.04% | |
| 285 | ADPAUTOMATIC DATA PROCESSING IN | 3,667 | $1.1B | 0.04% | |
| 286 | ABGCENCORA INC | 3,435 | $1.1B | 0.04% | |
| 287 | IEIISHARES TR | 8,965 | $1.1B | 0.04% | |
| 288 | VONGVANGUARD SCOTTSDALE FDS | 8,786 | $1.1B | 0.04% | |
| 289 | RSPINVESCO EXCHANGE TRADED FD T | 5,572 | $1.1B | 0.04% | |
| 290 | SPTSSPDR SERIES TRUST | 35,816 | $1.1B | 0.04% | |
| 291 | AVREAMERICAN CENTY ETF TR | 23,542 | $1.0B | 0.04% | |
| 292 | KOCOCA COLA CO | 15,579 | $1.0B | 0.04% | |
| 293 | KMXCARMAX INC | 22,686 | $1.0B | 0.04% | |
| 294 | PANWPALO ALTO NETWORKS INC | 4,971 | $1.0B | 0.04% | |
| 295 | VCSHVANGUARD SCOTTSDALE FDS | 12,649 | $1.0B | 0.04% | |
| 296 | MCDMCDONALDS CORP | 3,320 | $1.0B | 0.04% | |
| 297 | HYSPIMCO ETF TR | 10,466 | $1.0B | 0.04% | |
| 298 | AMDADVANCED MICRO DEVICES INC | 6,172 | $998.5M | 0.04% | |
| 299 | BBIOBRIDGEBIO PHARMA INC | 19,221 | $998.3M | 0.04% | |
| 300 | EQINCOLUMBIA ETF TR I | 21,303 | $994.6M | 0.04% |