13F Filings History of GeoWealth Management, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$2,712,843,659
Signature - Title
Evan Lieberman - Chief Compliance Officer
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by GeoWealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. GeoWealth Management, LLC reported 769 stock holdings with total value $2,712,843,659 as of Q4 2025. Top holdings included IUSB, VOO, DFAC, VV, and VTI.

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Holdings Value

List of Other Managers Reporting for GeoWealth Management, LLC:

Name Holdings Value Location File Number
CENTAURUS FINANCIAL, INC. $2,186,169,000 Anaheim, CA 028-18315
INTEGRITY ALLIANCE, LLC. $2,730,830,449 Urbandale, IA 028-25550
LPL Financial LLC $365,764,377,676 San Diego, CA 028-12526
J.W. COLE ADVISORS, INC. $3,998,195,407 Tampa, FL 028-19681
EP Wealth Advisors, LLC $19,246,902,407 Torrance, CA 028-14754
Freedom Investment Management, Inc. $343,923,124 South Windsor, CT 028-15088
Sowell Financial Services LLC $2,722,322,227 North Little Rock, AR 028-17985
Coastal Bridge Advisors, LLC $1,337,840,125 Westport, CT 028-17126
Cetera Investment Advisers $91,493,947,386 Schaumburg, IL 028-17296
OSAIC HOLDINGS, INC. $68,411,668,846 Scottsdale, AZ 028-20288
Sage Capital Advisors,llc $420,794,823 Sioux Falls, SD 028-18107
Kovack Advisors, Inc. $2,113,141,575 Ft. Lauderdale, FL 028-18240
Triumph Capital Management $462,836,839 Denver, CO 028-21297
CreativeOne Wealth, LLC $4,124,558,901 Overland Park, KS 028-18760
FOUNDATIONS INVESTMENT ADVISORS, LLC $7,624,732,644 Phoenix, AZ 028-18893
Aspire Private Capital, LLC $449,566,220 Cornelius, NC 028-19206
Golden State Wealth Management, LLC $946,840,020 Santa Ana, CA 028-19519
TRANSCEND CAPITAL ADVISORS, LLC $1,288,451,645 Madison, NJ 028-20168
OneAscent Wealth Management LLC $300,437,502 Birmingham, AL 028-20595
Golden State Equity Partners $619,819,343 South Coast Metro, CA 028-20606
Elevation Capital Advisory, LLC $244,803,369 Bend, OR 028-21324
JDM Financial Group LLC $215,695,798 Austin, TX 028-22719
WATERSHED PRIVATE WEALTH LLC $333,390,125 Oak Brook, IL 028-22886
Consolidated Portfolio Review Corp $1,157,421,358 Woodbury, NY 028-23230
Legacy Capital Group California, Inc. $412,707,976 Los Gatos, CA 028-23223
LANDMARK WEALTH MANAGEMENT, INC. $264,805,363 Normal, IL 028-23988
KINGSWOOD WEALTH ADVISORS, LLC $2,069,300,319 San Diego, CA 028-23333
Oxford Wealth Group, LLC $205,664,096 Orlando, FL 028-24186
Stanich Group LLC $132,620,416 Montauk, NY 028-24694
Hershey Financial Advisers, LLC $118,309,350 Lancaster, PA 028-24338
Copley Financial Group, Inc. $161,620,975 San Diego, CA 028-24516
Flavin Financial Services, Inc. $145,881,305 Melbourne, FL 028-24619
Lakeshore Capital Group, Inc. $124,961,268 Rolling Meadows, IL 028-25413
Aegis Wealth Management, Inc. $127,332,773 Guthrie Center, IA 028-26099
J.M. Arbour, LLC $100,221,355 Gardiner, ME 028-25979
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 769 $2,712,843,659 +$161,675,327 -$214,903,516 -$53,228,189 IUSB, VOO, DFAC, VV, VTI 13F-HR 17 Feb 2026, 11:38
Q3 2025 764 $2,740,843,008 +$291,400,115 -$255,793,147 +$35,606,968 IUSB, VOO, DFAC, VV, VTI 13F-HR 13 Nov 2025, 17:06
Q2 2025 1,208 $2,561,795,382 +$290,878,346 -$377,058,630 -$86,180,284 VOO, IUSB, DFAC, VV, VTI 13F-HR 13 Aug 2025, 15:21
Q1 2025 1,056 $2,488,544,453 +$192,564,098 -$712,224,189 -$519,660,091 IUSB, DFAC, VOO, VV, VTI 13F-HR 09 May 2025, 12:13
Q4 2024 1,784 $3,058,271,325 +$675,537,078 -$396,129,623 +$279,407,455 IUSB, DFAC, VOO, VV, VTEB 13F-HR 13 Feb 2025, 13:22
Q3 2024 1,693 $2,832,521,449 +$676,136,030 -$258,336,512 +$417,799,518 IUSB, VOO, VV, SPDW, VTEB 13F-HR 12 Nov 2024, 13:42
Q2 2024 864 $2,298,540,847 +$264,099,499 -$556,113,409 -$292,013,910 IUSB, VOO, VV, DFAC, VTEB 13F-HR 12 Aug 2024, 14:04
Q1 2024 853 $2,585,616,664 +$1,623,073,501 -$306,088,829 +$1,316,984,672 IUSB, VOO, VV, DFAC, SPDW Restatement 15 May 2024, 14:40
Q4 2023 687 $1,209,177,000 +$481,965,169 -$211,573,510 +$270,391,659 TDSC, BIL, GTO, CLSM, DFAI 13F-HR 13 Feb 2024, 13:30
Q3 2023 486 $881,747,000 +$234,271,679 -$253,696,516 -$19,424,837 BIL, TDSC, GTO, CLSM, BILS 13F-HR 13 Nov 2023, 15:40
Q2 2023 443 $925,453,000 +$222,343,823 -$167,454,517 +$54,889,306 BIL, TDSC, CLSM, GTO, VGSH Restatement 10 Aug 2023, 16:25
Q1 2023 388 $854,988,000 +$128,216,843 -$239,265,200 -$111,048,357 BIL, TDSC, CLSA, BOND, VGSH 13F-HR 12 May 2023, 16:58
Q4 2022 366 $945,933,000 +$163,325,039 -$149,756,335 +$13,568,704 BIL, TDSC, CLSA, BOND, GBIL 13F-HR 13 Feb 2023, 15:32
Q3 2022 354 $915,956,000 +$328,276,702 -$103,612,221 +$224,664,481 BIL, TDSC, CLSC, TDSD, TDSE 13F-HR 14 Nov 2022, 08:02
Q2 2022 341 $746,659,000 +$149,659,770 -$426,231,662 -$276,571,892 TDSC, CLSC, TDSD, BOND, GOOGL 13F-HR 12 Aug 2022, 11:19
Q1 2022 403 $1,137,884,000 +$344,335,669 -$345,375,025 -$1,039,356 TDSC, TDSD, CLSA, TDSB, CLSC 13F-HR 13 May 2022, 11:41
Q4 2021 389 $1,225,831,000 +$342,447,965 -$391,012,566 -$48,564,601 TDSC, CLSA, TDSD, TDSE, TDSB 13F-HR 14 Feb 2022, 15:59
Q3 2021 402 $1,213,036,000 +$586,675,684 -$153,576,315 +$433,099,369 TDSC, SCHD, TDSD, VUG, TDSE 13F-HR 12 Nov 2021, 16:12
Q2 2021 282 $790,817,000 +$144,366,707 -$30,943,063 +$113,423,644 TDSC, TDSD, TDSB, TDSE, BOND 13F-HR 16 Aug 2021, 17:54
Q1 2021 213 $641,190,000 +$131,143,587 -$128,792,466 +$2,351,121 TDSC, TDSD, TDSB, TDSE, BOND 13F-HR 13 May 2021, 10:36
Q4 2020 212 $623,542,000 +$334,956,033 -$65,222,178 +$269,733,855 TDSC, TDSB, TDSD, BOND, QQQ 13F-HR 12 Feb 2021, 10:50
Q3 2020 159 $330,763,000 +$140,410,440 -$57,421,253 +$82,989,187 BOND, UUP, QQQ, JPIN, OMFL 13F-HR 13 Nov 2020, 14:11
Q2 2020 151 $241,908,000 +$144,170,010 -$57,361,692 +$86,808,318 LQD, BOND, JAGG, IGSB, JPIN 13F-HR 14 Aug 2020, 11:50
Q1 2020 91 $141,269,000 +$24,908,467 -$46,009,047 -$21,100,580 JAGG, ITOT, NEAR, VOO, CME 13F-HR 13 May 2020, 10:08
Q4 2019 100 $185,955,000 +$93,615,461 -$361,312,012 -$267,696,551 JAGG, ITOT, NEAR, JPIN, CME 13F-HR 13 Feb 2020, 13:22
Q3 2019 213 $444,551,000 +$409,452,538 -$3,972,588 +$405,479,950 JAGG, JPUS, JPIN, VTV, VUG 13F-HR 14 Nov 2019, 14:45
Q2 2019 46 $38,085,000 $0 $0 $0 CME, JAGG, JPUS, AAPL, GPRK 13F-HR 13 Aug 2019, 11:38
Q1 2019 0 $0 13F-NT 15 May 2019, 11:12
Q4 2018 0 $0 13F-NT 15 Feb 2019, 12:40
Q3 2018 0 $0 13F-NT 14 Nov 2018, 08:46
Q2 2018 0 $0 13F-NT 14 Aug 2018, 12:57
Q1 2018 0 $0 13F-NT 15 May 2018, 13:22
Q4 2017 0 $0 13F-NT 14 Feb 2018, 15:56
Q3 2017 0 $0 13F-NT 13 Nov 2017, 12:44
Q2 2017 0 $0 13F-NT 14 Aug 2017, 11:58
Q1 2017 0 $0 13F-NT 15 May 2017, 08:01
Q4 2016 0 $0 13F-NT 10 Feb 2017, 13:59
Q3 2016 0 $0 13F-NT 14 Nov 2016, 10:24
Q2 2016 0 $0 13F-NT 10 Aug 2016, 16:54
Q1 2016 0 $0 13F-NT 13 May 2016, 13:51
Q4 2015 0 $0 13F-NT 12 Feb 2016, 14:57
Q3 2015 0 $0 13F-NT 13 Nov 2015, 15:22
Q2 2015 0 $0 13F-NT 14 Aug 2015, 16:38
Q1 2015 0 $0 13F-NT 13 May 2015, 19:39
Q4 2014 0 $0 13F-NT 13 Mar 2015, 13:22