GeoWealth Management, LLC

Q1 2026 13F-HR Detailed Holdings

Location
Chicago, IL
Holdings as of
3/31/2026
Value ($000)
$2,776,311,549
Num holdings
950
Date filed
5/13/2026
Form type
13F-HR
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SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None Price Filed
5/13/2026
 Price As-Of
3/31/2026
 Price Now
6/23/2026

Other Managers

Num Name File Number
1 Blackridge Asset Management, LLC
2 CABANA LLC
3 Cambridge Investment Research Advisors, Inc.
4 EMERSON EQUITY LLC
5 Equity Armor Investments
6 GO Wealth Management
7 Gradient Advisors, LLC
8 INDEPENDENT FINANCIAL GROUP, LLC
9 IP Financial Advisory Services LLC
10 KCD FINANCIAL, INC.
11 LIFEMARK SECURITIES CORP.
12 MADISON AVENUE SECURITIES, LLC
15 PACKERLAND BROKERAGE SERVICES, INC.