Institutions / Geometric Wealth Advisors

Geometric Wealth Advisors

CIK 1900576 · Institution · as of Dec 31, 2025

Portfolio value

$777.39M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 80 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$339.32M	8,570,969	43.6%
Dimensional ETF Trust	—	$240.51M	7,348,368	30.9%
American Centy ETF Tr	—	$50.32M	684,435	6.5%
American Centy ETF Tr	—	$43.17M	386,244	5.6%
Dimensional ETF Trust	—	$21.85M	525,921	2.8%
Dimensional ETF Trust	—	$11.19M	423,511	1.4%
Carvana Co.	—	$4.64M	11,004	0.6%
Apple Inc.	—	$4.55M	16,739	0.6%
Vanguard Index Fds	—	$4.13M	12,308	0.5%
SPDR S&P 500 ETF Tr	—	$3.08M	4,517	0.4%
Vanguard Index Fds	—	$3.00M	6,149	0.4%
Amazon.com Inc	—	$2.69M	11,633	0.3%
Schwab Strategic Tr	—	$2.37M	90,371	0.3%
Microsoft Corp	—	$2.01M	4,157	0.3%
iShares Tr	—	$1.82M	2,654	0.2%
Vanguard Index Fds	—	$1.79M	2,860	0.2%
Invesco Qqq Tr	—	$1.49M	2,424	0.2%
iShares Inc	—	$1.46M	21,737	0.2%
Vanguard Index Fds	—	$1.32M	6,934	0.2%
Vanguard Tax-Managed Fds	—	$1.25M	20,009	0.2%
Vanguard Scottsdale Fds	—	$1.23M	17,948	0.2%
Dimensional ETF Trust	—	$1.23M	25,577	0.2%
Dimensional ETF Trust	—	$1.17M	33,948	0.2%
Select Sector SPDR Tr	—	$1.15M	7,976	0.1%
Schwab Strategic Tr	—	$1.12M	46,484	0.1%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.