GeoWealth Management, LLC
Annual return '25
+15.8%
SPY '25
+17.7%
Alpha
-2.0ptsvs SPY
Invested
$5.6B
Holdings
852
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IUSB
ISHARES TR
Held since at least Q1 2024
7.8%
02
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
7.3%
03
$DFAC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
7.0%
04
$VV
VANGUARD INDEX FDS
Held since at least Q1 2024
4.6%
05
$VTI
VANGUARD INDEX FDS
Held since at least Q1 2024
3.9%
06
$SPDW
SPDR INDEX SHS FDS
Held since at least Q1 2024
3.7%
07
$DFAX
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
2.9%
08
$VTEB
VANGUARD MUN BD FDS
Held since at least Q1 2024
2.8%
09
$DFCF
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
2.0%
10
$IAGG
ISHARES TR
Held since at least Q1 2024
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:13 UTC.