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Portfolio (Quarterly) Guide ↗

GeoWealth Management, LLC

· CIK 0001593387
13F Portfolio $2.8B AUM 950 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 145 New 382 Added 283 Reduced 61 Exited
Page 5 of 20  ·  382 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLI SELECT SECTOR SPDR TR 16,893.0 $2.7M 0.10% +1K +7.6% $161.73 +5.4%
82 CSCO CISCO SYS INC Technology 32,547.0 $2.5M 0.09% +4K +12.6% $77.59 +52.3%
83 EAGG ISHARES TR 51,886.0 $2.5M 0.09% +6K +12.9% $47.55 -1.0%
84 IEUR ISHARES TR 35,100.0 $2.5M 0.09% +8K +27.9% $70.27 +7.7%
85 VONV VANGUARD SCOTTSDALE FDS 26,190.0 $2.5M 0.09% +8K +43.2% $93.75 +9.8%
86 BBUS J P MORGAN EXCHANGE TRADED F 20,560.0 $2.4M 0.09% +1K +7.4% $117.18 +14.2%
87 RWLC ADVISORS INNER CIRCLE FD III 73,237.0 $2.3M 0.08% +4K +5.6% $31.86 +15.1%
88 LDUR PIMCO ETF TR 24,270.0 $2.3M 0.08% +8K +47.0% $95.83 -0.4%
89 BIL SPDR SERIES TRUST 25,232.0 $2.3M 0.08% +18K +237.2% $91.65 -0.1%
90 IRM IRON MTN INC DEL Real Estate 22,144.0 $2.3M 0.08% +2K +8.6% $102.14 +24.7%
91 SGOL ETFS GOLD TR Financial Services 50,405.0 $2.2M 0.08% +42K +497.7% $44.62 -3.1%
92 LVHI LEGG MASON ETF INVT 53,691.0 $2.2M 0.08% +11K +24.4% $40.54 +2.7%
93 CVX CHEVRON CORPORATION Energy 10,102.0 $2.1M 0.07% +855.0 +9.2% $206.90 -7.7%
94 O REALTY INCOME CORP Real Estate 33,416.0 $2.0M 0.07% +311.0 +0.9% $61.18 +1.7%
95 CMI CUMMINS INC Industrials 3,667.0 $2.0M 0.07% +609.0 +19.9% $537.93 +18.7%
96 COP CONOCOPHILLIPS Energy 14,789.0 $2.0M 0.07% +1K +8.4% $131.99 -8.7%
97 XLE SELECT SECTOR SPDR TR 31,418.0 $1.9M 0.07% +8K +34.3% $61.26 -3.5%
98 EIX EDISON INTL Utilities 25,914.0 $1.9M 0.07% +14K +113.1% $73.18 -3.9%
99 IEMG ISHARES INC 27,049.0 $1.9M 0.07% +5K +25.0% $69.75 +15.5%
100 IQVIA HLDGS INC 10,954.0 $1.9M 0.07% +130.0 +1.2% $170.54
Page 5 of 20  ·  382 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.1%
Financial Services 16.4%
Real Estate 11.3%
Healthcare 9.9%
Communication Services 9.2%
Consumer Cyclical 7.9%
Industrials 5.6%
Consumer Defensive 4.9%
Energy 3.3%
Utilities 2.2%