GeoWealth Management, LLC

13F filer · CIK 0001593387

Reported Jul 30, 2026

13F portfolio value$3.18BU.S. long equity reported on 13F

Positions522Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight8.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 30, 2026522 positions
DFAXGulf Resources, Inc.	$85.2M	2.68%	Not reported	-3.3%	Q1 2024
SECTSECTOR 10, Inc.	$44.2M	1.39%	Not reported	+13.9%	Q1 2023
NVDANvidia Corp	$30.8M	0.97%	0.00%	-3.2%	Q3 2021
AAPLApple Inc.	$23.5M	0.74%	0.00%	-4.2%	Q2 2019
GOOGLAlphabet Inc.	$18.6M	0.58%	0.00%	-8.0%	Q3 2019
MSFTMicrosoft Corp	$18.1M	0.57%	0.00%	-5.2%	Q3 2019
AMZNAmazon Com Inc	$16.7M	0.53%	0.00%	-1.2%	Q3 2019
SPYSPDR S&P 500 ETF Trust	$16.5M	0.52%	Not reported	+0.7%	Q2 2019
MUMicron Technology Inc	$13M	0.41%	0.00%	-6.9%	Q3 2021
METAMeta Platforms, Inc.	$12.7M	0.40%	Not reported	-1.3%	Q3 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$10.3M	0.33%	0.00%	-3.1%	Q1 2024
JPMJPMorgan Chase & Co	$9.7M	0.31%	0.00%	-8.3%	Q3 2019
WELLWelltower Inc.	$8.99M	0.28%	0.01%	+4.1%	Q1 2024
GOOGAlphabet Inc.	$8.84M	0.28%	Not reported	-9.2%	Q4 2019
AVGOBroadcom Inc.	$8.53M	0.27%	0.00%	+4.9%	Q3 2021
AMATApplied Materials Inc	$8.41M	0.26%	0.00%	-16.9%	Q1 2024
PLDPrologis, Inc.	$6.5M	0.20%	0.01%	+10.2%	Q4 2020
MAMastercard Inc	$6.26M	0.20%	0.00%	-9.7%	Q3 2019
VVisa Inc.	$5.97M	0.19%	0.00%	-8.3%	Q3 2019
SPMDSupermedia Inc.	$5.91M	0.19%	Not reported	-4.1%	Q3 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$5.28M	0.17%	Not reported	+1151.9%	Q2 2020
LRCXLam Research Corp	$5.11M	0.16%	0.00%	-11.9%	Q2 2021
LLYELI LILLY & Co	$4.98M	0.16%	0.00%	-2.7%	Q3 2022
EQIXEquinix Inc	$4.84M	0.15%	0.00%	-2.8%	Q1 2024
TXNTexas Instruments Inc	$4.75M	0.15%	0.00%	-15.5%	Q2 2021
BRK.BBerkshire Hathaway Inc	$4.37M	0.14%	Not reported	+2.7%	Q3 2019
TSLATesla, Inc.	$4.29M	0.13%	0.00%	+5.2%	Q3 2021
VLUEiSHARES TRUST	$4.28M	0.13%	Not reported	+333.3%	Q4 2022
BKNGBooking Holdings Inc.	$4.19M	0.13%	0.00%	+5.5%	Q1 2024
PMPhilip Morris International Inc.	$4.03M	0.13%	0.00%	-6.6%	Q3 2019
AMDAdvanced Micro Devices Inc	$4M	0.13%	0.00%	+1.1%	Q3 2021
MDTMedtronic plc	$3.94M	0.12%	0.00%	-2.1%	Q4 2020
TJXTJX Companies Inc	$3.85M	0.12%	0.00%	-17.8%	Q4 2022
ABBVAbbVie Inc.	$3.67M	0.12%	0.00%	+3.0%	Q2 2021
TMOThermo Fisher Scientific Inc.	$3.64M	0.11%	0.00%	-16.3%	Q3 2021
AZNAstrazeneca PLC	$3.58M	0.11%	Not reported	-10.3%	Q1 2024
PEPPepsico Inc	$3.54M	0.11%	0.00%	-12.6%	Q3 2019
CBChubb Ltd	$3.51M	0.11%	0.00%	-22.6%	Q1 2024
CRMSalesforce, Inc.	$3.51M	0.11%	0.00%	-13.7%	Q1 2022
SCHWSchwab Charles Corp	$3.5M	0.11%	0.00%	-4.5%	Q1 2024
DELLDell Technologies Inc.	$3.43M	0.11%	0.00%	-7.1%	Q1 2024
CSCOCisco Systems, Inc.	$3.43M	0.11%	0.00%	-10.3%	Q3 2019
ASMLAsml Holding NV	$3.41M	0.11%	0.00%	-25.5%	Q1 2024
SPGSimon Property Group Inc.	$3.4M	0.11%	190.28%	-22.4%	Q1 2022
JNJJohnson & Johnson	$3.39M	0.11%	0.00%	-13.3%	Q3 2019
DLRDigital Realty Trust, Inc.	$3.29M	0.10%	0.01%	+8.0%	Q1 2024
PMBSPuramed Bioscience Inc.	$3.29M	0.10%	0.03%	+12.3%	Q2 2025
BCSBarclays PLC	$3.23M	0.10%	0.00%	-29.6%	Q1 2024
UPSUnited Parcel Service Inc	$3.14M	0.10%	0.00%	+619.5%	Q4 2020
BACBank of America Corp	$2.97M	0.09%	0.00%	+6.7%	Q3 2019

Q1 2026Reported May 13, 2026490 positions
DFAXGulf Resources, Inc.	$81.2M	2.93%	Not reported	Not reported	Q1 2024
SECTSECTOR 10, Inc.	$32.5M	1.17%	Not reported	Not reported	Q1 2023
NVDANvidia Corp	$27.8M	1.00%	0.00%	Not reported	Q3 2021
AAPLApple Inc.	$21.5M	0.78%	0.00%	Not reported	Q2 2019
MSFTMicrosoft Corp	$19M	0.68%	0.00%	Not reported	Q3 2019
GOOGLAlphabet Inc.	$16.2M	0.58%	0.00%	Not reported	Q3 2019
AMZNAmazon Com Inc	$14.8M	0.53%	0.00%	Not reported	Q3 2019
SPYSPDR S&P 500 ETF Trust	$14.3M	0.51%	Not reported	Not reported	Q2 2019
METAMeta Platforms, Inc.	$13.1M	0.47%	Not reported	Not reported	Q3 2019
JPMJPMorgan Chase & Co	$9.51M	0.34%	0.00%	Not reported	Q3 2019
GOOGAlphabet Inc.	$7.91M	0.28%	Not reported	Not reported	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$7.56M	0.27%	0.00%	Not reported	Q1 2024
WELLWelltower Inc.	$7.52M	0.27%	0.01%	Not reported	Q1 2024
MAMastercard Inc	$6.75M	0.24%	0.00%	Not reported	Q3 2019
AVGOBroadcom Inc.	$6.67M	0.24%	0.00%	Not reported	Q3 2021
PLDPrologis, Inc.	$5.76M	0.21%	0.00%	Not reported	Q4 2020
VVisa Inc.	$5.73M	0.21%	0.00%	Not reported	Q3 2019
SPMDSupermedia Inc.	$5.4M	0.19%	Not reported	Not reported	Q3 2019
WMTWalmart Inc.	$5.32M	0.19%	0.00%	Not reported	Q2 2020
TJXTJX Companies Inc	$4.94M	0.18%	0.00%	Not reported	Q4 2022
CRMSalesforce, Inc.	$4.84M	0.17%	0.00%	Not reported	Q1 2022
AMATApplied Materials Inc	$4.79M	0.17%	0.00%	Not reported	Q1 2024
EQIXEquinix Inc	$4.68M	0.17%	0.00%	Not reported	Q1 2024
PEPPepsico Inc	$4.64M	0.17%	0.00%	Not reported	Q3 2019
MDTMedtronic plc	$4.46M	0.16%	0.00%	Not reported	Q4 2020
CBChubb Ltd	$4.34M	0.16%	0.00%	Not reported	Q1 2024
TMOThermo Fisher Scientific Inc.	$4.26M	0.15%	0.00%	Not reported	Q3 2021
AZNAstrazeneca PLC	$4.15M	0.15%	Not reported	Not reported	Q1 2024
MUMicron Technology Inc	$4.1M	0.15%	0.00%	Not reported	Q3 2021
BRK.BBerkshire Hathaway Inc	$4.07M	0.15%	Not reported	Not reported	Q3 2019
INTUIntuit Inc.	$3.96M	0.14%	0.00%	Not reported	Q3 2021
PMPhilip Morris International Inc.	$3.95M	0.14%	0.00%	Not reported	Q3 2019
LLYELI LILLY & Co	$3.93M	0.14%	0.00%	Not reported	Q3 2022
JNJJohnson & Johnson	$3.77M	0.14%	0.00%	Not reported	Q3 2019
BKNGBooking Holdings Inc.	$3.75M	0.14%	0.00%	Not reported	Q1 2024
SCHWSchwab Charles Corp	$3.73M	0.13%	0.00%	Not reported	Q1 2024
SPGSimon Property Group Inc.	$3.66M	0.13%	245.30%	Not reported	Q1 2022
TXNTexas Instruments Inc	$3.66M	0.13%	0.00%	Not reported	Q2 2021
BCSBarclays PLC	$3.61M	0.13%	0.00%	Not reported	Q1 2024
XOMExxonMobil Holdings Corp	$3.6M	0.13%	0.00%	Not reported	Q3 2019
TSLATesla, Inc.	$3.6M	0.13%	0.00%	Not reported	Q3 2021
ABBVAbbVie Inc.	$3.08M	0.11%	0.00%	Not reported	Q2 2021
DLRDigital Realty Trust, Inc.	$3.06M	0.11%	0.00%	Not reported	Q1 2024
ASMLAsml Holding NV	$3.04M	0.11%	0.00%	Not reported	Q1 2024
PMBSPuramed Bioscience Inc.	$2.94M	0.11%	0.03%	Not reported	Q2 2025
LRCXLam Research Corp	$2.86M	0.10%	0.00%	Not reported	Q2 2021
TMUST-Mobile US, Inc.	$2.85M	0.10%	0.00%	Not reported	Q2 2021
MCKMckesson Corp	$2.64M	0.10%	0.00%	Not reported	Q3 2022
QCOMQualcomm Inc	$2.63M	0.09%	0.00%	Not reported	Q4 2020
CSCOCisco Systems, Inc.	$2.53M	0.09%	0.00%	Not reported	Q3 2019

Q3 2025Reported Nov 13, 2025430 positions
DFAXGulf Resources, Inc.	$75M	2.74%	Not reported	-2.4%	Q1 2024
SECTSECTOR 10, Inc.	$33.3M	1.22%	Not reported	+3.1%	Q1 2023
NVDANvidia Corp	$29.2M	1.06%	0.00%	+2.6%	Q3 2021
MSFTMicrosoft Corp	$27M	0.98%	0.00%	+21.4%	Q3 2019
AAPLApple Inc.	$21.3M	0.78%	0.00%	+1.9%	Q2 2019
METAMeta Platforms, Inc.	$17.4M	0.64%	Not reported	+41.8%	Q3 2019
AMZNAmazon Com Inc	$17.2M	0.63%	0.00%	+36.1%	Q3 2019
GOOGLAlphabet Inc.	$16.7M	0.61%	0.00%	+36.4%	Q3 2019
SPYSPDR S&P 500 ETF Trust	$16.5M	0.60%	Not reported	+105.4%	Q2 2019
TDSC3d Systems Corp	$16.2M	0.59%	Not reported	-55.3%	Q4 2020
JPMJPMorgan Chase & Co	$10.8M	0.39%	0.00%	+27.5%	Q3 2019
WELLWelltower Inc.	$8.41M	0.31%	0.01%	+2.6%	Q1 2024
MAMastercard Inc	$7.85M	0.29%	0.00%	+26.2%	Q3 2019
AVGOBroadcom Inc.	$7.38M	0.27%	0.00%	+17.6%	Q3 2021
ORCLOracle Corp	$7.05M	0.26%	0.00%	+16.5%	Q1 2023
GOOGAlphabet Inc.	$6.71M	0.24%	Not reported	+15.1%	Q4 2019
VVisa Inc.	$6.32M	0.23%	0.00%	+22.2%	Q3 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.34M	0.19%	0.00%	+64.9%	Q1 2024
TJXTJX Companies Inc	$5.12M	0.19%	0.00%	+16.8%	Q4 2022
CRMSalesforce, Inc.	$5.1M	0.19%	0.00%	+33.4%	Q1 2022
WMTWalmart Inc.	$5.05M	0.18%	0.00%	+10.2%	Q2 2020
PLDPrologis, Inc.	$5.03M	0.18%	0.00%	-0.3%	Q4 2020
MDTMedtronic plc	$4.95M	0.18%	0.00%	+60.4%	Q4 2020
SPMDSupermedia Inc.	$4.74M	0.17%	Not reported	+10.2%	Q3 2019
GLDSPDR Gold Trust	$4.65M	0.17%	0.00%	+3.4%	Q3 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$4.51M	0.16%	Not reported	+8.6%	Q2 2020
TSLATesla, Inc.	$4.24M	0.15%	0.00%	-1.8%	Q3 2021
BKNGBooking Holdings Inc.	$4.15M	0.15%	0.00%	+87.6%	Q1 2024
TXNTexas Instruments Inc	$4.07M	0.15%	0.00%	+33.8%	Q2 2021
BRK.BBerkshire Hathaway Inc	$3.98M	0.15%	Not reported	+69.2%	Q3 2019
SPGSimon Property Group Inc.	$3.96M	0.14%	264.01%	-4.8%	Q1 2022
PEPPepsico Inc	$3.85M	0.14%	0.00%	+34.9%	Q3 2019
EQIXEquinix Inc	$3.85M	0.14%	0.01%	-3.5%	Q1 2024
TMOThermo Fisher Scientific Inc.	$3.8M	0.14%	0.00%	+25.0%	Q3 2021
ABBVAbbVie Inc.	$3.77M	0.14%	0.00%	-2.3%	Q2 2021
SCHWSchwab Charles Corp	$3.74M	0.14%	0.00%	+163.6%	Q1 2024
QCOMQualcomm Inc	$3.67M	0.13%	0.00%	+35.0%	Q4 2020
CBChubb Ltd	$3.5M	0.13%	0.00%	+22.8%	Q1 2024
TMUST-Mobile US, Inc.	$3.42M	0.12%	0.00%	+23.5%	Q2 2021
PMPhilip Morris International Inc.	$3.31M	0.12%	0.00%	+131.0%	Q3 2019
LLYELI LILLY & Co	$3.29M	0.12%	0.00%	-0.3%	Q3 2022
BACBank of America Corp	$3.17M	0.12%	0.00%	+17.8%	Q3 2019
BNYBank of New York Mellon Corp	$3.12M	0.11%	0.00%	+248.1%	Q2 2021
BCSBarclays PLC	$2.97M	0.11%	0.00%	+51.1%	Q1 2024
DLRDigital Realty Trust, Inc.	$2.96M	0.11%	0.01%	+2.3%	Q1 2024
SPGIS&P Global Inc.	$2.87M	0.10%	0.00%	+149.0%	Q3 2021
AMATApplied Materials Inc	$2.8M	0.10%	0.00%	+105.6%	Q1 2024
WFCWells Fargo & Company	$2.79M	0.10%	0.00%	+106.7%	Q2 2021
JNJJohnson & Johnson	$2.66M	0.10%	0.00%	+4.3%	Q3 2019
PLTRPalantir Technologies Inc.	$2.45M	0.09%	0.00%	+1.3%	Q3 2024

Q2 2025Reported Aug 13, 2025804 positions
DFAXGulf Resources, Inc.	$71.9M	2.81%	Not reported	-8.3%	Q1 2024
TDSC3d Systems Corp	$34.8M	1.36%	Not reported	-27.4%	Q4 2020
SECTSECTOR 10, Inc.	$29.8M	1.16%	Not reported	+27.9%	Q1 2023
NVDANvidia Corp	$24.1M	0.94%	0.00%	+8.4%	Q3 2021
MSFTMicrosoft Corp	$21.3M	0.83%	0.00%	+0.5%	Q3 2019
AAPLApple Inc.	$16.8M	0.66%	0.00%	-0.8%	Q2 2019
AMZNAmazon Com Inc	$12.6M	0.49%	0.00%	+2.2%	Q3 2019
METAMeta Platforms, Inc.	$12.3M	0.48%	Not reported	-6.5%	Q3 2019
GOOGLAlphabet Inc.	$8.89M	0.35%	0.00%	+2.7%	Q3 2019
JPMJPMorgan Chase & Co	$7.81M	0.30%	0.00%	+0.6%	Q3 2019
SPYSPDR S&P 500 ETF Trust	$7.44M	0.29%	Not reported	+11.7%	Q2 2019
WELLWelltower Inc.	$7.08M	0.28%	0.01%	-2.8%	Q1 2024
MAMastercard Inc	$6.15M	0.24%	0.00%	-5.1%	Q3 2019
VVisa Inc.	$5.38M	0.21%	0.00%	+12.0%	Q3 2019
AVGOBroadcom Inc.	$5.24M	0.20%	0.00%	-1.7%	Q3 2021
ORCLOracle Corp	$4.7M	0.18%	0.00%	+97.4%	Q1 2023
PLDPrologis, Inc.	$4.63M	0.18%	0.00%	-10.6%	Q4 2020
CRMSalesforce, Inc.	$4.4M	0.17%	0.00%	+1.2%	Q1 2022
WMTWalmart Inc.	$4.35M	0.17%	0.00%	-11.9%	Q2 2020
GOOGAlphabet Inc.	$4.25M	0.17%	Not reported	+12.5%	Q4 2019
SPMDSupermedia Inc.	$4.09M	0.16%	Not reported	+418.2%	Q3 2019
EQIXEquinix Inc	$4.05M	0.16%	0.01%	+0.1%	Q1 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.93M	0.15%	Not reported	+699.4%	Q2 2020
GLDSPDR Gold Trust	$3.86M	0.15%	0.00%	+725.6%	Q3 2019
TJXTJX Companies Inc	$3.74M	0.15%	0.00%	-10.9%	Q4 2022
SPGSimon Property Group Inc.	$3.56M	0.14%	277.19%	-17.8%	Q1 2022
TXNTexas Instruments Inc	$3.44M	0.13%	0.00%	+18.6%	Q2 2021
LLYELI LILLY & Co	$3.37M	0.13%	0.00%	+2.1%	Q3 2022
NFLXNetflix Inc	$3.28M	0.13%	0.00%	+31.4%	Q3 2021
ABBVAbbVie Inc.	$3.09M	0.12%	0.00%	-1.1%	Q2 2021
TSLATesla, Inc.	$3.08M	0.12%	0.00%	+7.5%	Q3 2021
CBChubb Ltd	$2.92M	0.11%	0.00%	-32.6%	Q1 2024
DLRDigital Realty Trust, Inc.	$2.92M	0.11%	0.00%	-2.9%	Q1 2024
MDTMedtronic plc	$2.82M	0.11%	0.00%	-3.7%	Q4 2020
AMTAmerican Tower Corp	$2.76M	0.11%	0.00%	-2.1%	Q2 2021
TMUST-Mobile US, Inc.	$2.75M	0.11%	0.00%	-20.3%	Q2 2021
PEPPepsico Inc	$2.68M	0.10%	0.00%	+7.3%	Q3 2019
CAHCardinal Health Inc	$2.67M	0.10%	0.01%	+5.7%	Q1 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.63M	0.10%	0.00%	+1.3%	Q1 2024
QCOMQualcomm Inc	$2.6M	0.10%	0.00%	+0.3%	Q4 2020
TMOThermo Fisher Scientific Inc.	$2.54M	0.10%	0.00%	+12.0%	Q3 2021
BACBank of America Corp	$2.47M	0.10%	0.00%	-5.7%	Q3 2019
VICIVici Properties Inc.	$2.46M	0.10%	0.01%	+14.2%	Q1 2024
INTUIntuit Inc.	$2.43M	0.09%	0.00%	+7.5%	Q3 2021
IRMIron Mountain Inc	$2.42M	0.09%	0.01%	-0.5%	Q1 2022
UNHUnitedhealth Group Inc	$2.4M	0.09%	0.00%	-24.5%	Q3 2019
BKNGBooking Holdings Inc.	$2.37M	0.09%	0.00%	+16.2%	Q1 2024
MCKMckesson Corp	$2.33M	0.09%	0.00%	+58.8%	Q3 2022
BRK.BBerkshire Hathaway Inc	$2.27M	0.09%	Not reported	-39.2%	Q3 2019
SGOLabrdn Gold ETF Trust	$2.18M	0.09%	0.04%	-16.6%	Q2 2020

Premium opens every quarter this fund has filed