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Evan Lieberman

Geowealth Management, Llc

Assets Managed
$2.776B
Holdings
853
Last Quarter
2026 - Q1
Filed Date
13d ago
Growth Rate
2.34%(2Q avg: 0.66%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Geowealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 853 positions.

Assets under management

The assets under management (AUM) of Geowealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.776B in assets, with a quarterly growth rate of 2.34% and a 2-quarter average growth rate of 0.66%. The portfolio is managed by Evan Lieberman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 1.79%
7.77%
$215.444M
4.664M shares@ $46.2 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1%
7.24%
$200.816M
336,069 shares@ $597.55 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 2.25%
6.94%
$192.451M
4.952M shares@ $38.87 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Increased 0.23%
4.58%
$127.137M
425,422 shares@ $298.86 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -1.53%
3.9%
$108.235M
337,380 shares@ $320.82 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -0.29%
3.66%
$101.58M
2.225M shares@ $45.65 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Decreased -1.54%
2.93%
$81.207M
2.391M shares@ $33.98 avg price
VTEB
Vanguard Tax-exempt Bond Etf
Recent Activity
Increased 1.96%
2.79%
$77.184M
1.547M shares@ $49.89 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 7.55%
2.03%
$56.269M
1.333M shares@ $42.23 avg price
IAGG
Ishares Intl Aggregate Bond
Recent Activity
Increased 3.04%
1.88%
$52.114M
1.041M shares@ $50.04 avg price

1-10 of 853