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Geowealth Management, LLC

CIK:0001593387
Investment Adviser
$14B AUM
1,208 holdings
Chicago, IL, US
Founded:2011
60 employees
geowealth.com
Latest filing:Jun 30, 2025

Investment adviser providing asset management services primarily to individuals, including high net worth clients, and other organizational clients

Investment Strategy

No specific investment strategy is detailed in available sources; firm appears to provide diversified asset management services

Latest 13F Filing Activity

Geowealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 1,179 equity positions with a total 13F market value of $3B. The fund increased holdings in Vanguard Index FDS, Vanguard Index FDS, Dimensional Etf Trust among other positions. Geowealth Management, LLC reduced exposure to Ishares TR, Invesco Exchange Traded FD T, Schwab Strategic TR among others.

Top Buys
V
VOOVANGUARD INDEX FDS
+$45.1M
V
VVVANGUARD INDEX FDS
+$25.8M
D
DUHPDIMENSIONAL ETF TRUST
+$24.0M
D
DYNFBLACKROCK ETF TRUST
+$21.3M
V
VTIVANGUARD INDEX FDS
+$18.6M
Top Sells
T
TFLOISHARES TR
-$21.5M
S
SPHQINVESCO EXCHANGE TRADED FD T
-$15.7M
S
SCHDSCHWAB STRATEGIC TR
-$14.5M
L
LGLVSPDR SER TR
-$13.3M
I
IWFISHARES TR
-$13.1M

Top Holdings

V
VOOVANGUARD INDEX FDS
+8.0%$203.7M
I
IUSBISHARES TR
+7.5%$192.2M
D
DFACDIMENSIONAL ETF TRUST
+6.7%$172.5M
V
VVVANGUARD INDEX FDS
+5.2%$134.3M
V
VTIVANGUARD INDEX FDS
+4.1%$104.3M

Equity Positions (1,179)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
V
VOO
VANGUARD INDEX FDS7.95%$203.7M358,620$500.80$568.03+$45.1M
I
IUSB
ISHARES TR7.50%$192.2M4,156,944$45.31$46.23-$12.7M
D
DFAC
DIMENSIONAL ETF TRUST6.73%$172.5M4,813,209$33.32$35.84-$1.4M
V
VV
VANGUARD INDEX FDS5.24%$134.3M470,837$245.72$285.30+$25.8M
V
VTI
VANGUARD INDEX FDS4.07%$104.3M343,264$268.72$303.93+$18.6M

Industry Allocation

REAL ESTATE INVESTMENT TRUSTS
+2.4%
SERVICES-PREPACKAGED SOFTWARE
+2.0%
SEMICONDUCTORS & RELATED DEVICES
+1.9%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.8%
WHOLESALE-MISC DURABLE GOODS
+1.2%

Investment Team (10)

NameRoleLocationLinkedIn
David Kjellman
David Kjellman		VP, Senior Trading SpecialistChicago, IL , United States
Ivo Ivanov
Ivo Ivanov		Chief Investment OfficerStamford, CT , United States
Lindsey Repp
Lindsey Repp		Client Portfolio ManagerChicago, IL , United States
R
Rob Gee		VP, Portfolio ManagerSan Francisco, CA , United States
Tyler Kukowski
Tyler Kukowski		Trading SpecialistChicago, IL , United States
Alex Stewart
Alex Stewart		VP, Portfolio Management | Head of TradingChicago, IL , United States
Anthony Brose
Anthony Brose		Trading AnalystChicago, IL , United States
Lindsey Ruderman
Lindsey Ruderman		Client Portfolio Manager, Investment SolutionsChicago, IL , United States
Peter Macioch
Peter Macioch		Senior Trading SpecialistChicago, IL , United States
S
Sam Smith		Portfolio ManagerDenver, CO , United States
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Team at Geowealth Management, LLC

David Kjellman

David Kjellman

VP, Senior Trading Specialist

Ivo Ivanov

Ivo Ivanov

Chief Investment Officer

Lindsey Repp

Lindsey Repp

Client Portfolio Manager

RG

Rob Gee

VP, Portfolio Manager

Tyler Kukowski

Tyler Kukowski

Trading Specialist

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