Geometric Wealth Advisors Portfolio Holdings

Geometric Wealth Advisors

  • $529 Million
  • Q4 2024

Geometric Wealth Advisors has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $529 Million distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $259M, Dimensional ETF Tr with a value of $188M, Dimensional ETF Tr Inflation P with a value of $18.3M, Vanguard Total Stock Market Et with a value of $5.35M, and American Centy ETF Tr Avantis with a value of $4.99M.

Examining the 13F form we can see an increase of $10.1M in the current position value, from $518M to 529M.

Below you can find more details about Geometric Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $529 Million
ETFs: $318 Million
Consumer Cyclical: $7.04 Million
Technology: $6.69 Million
Communication Services: $3.11 Million
Financial Services: $1.86 Million
Industrials: $1.78 Million
Consumer Defensive: $709,000
Utilities: $660,000
Other: $449,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.3B
$4.04 Million 0.76% of portfolio
19,850
Q4 2024 Reduced 12.12%
$125B
$1.12 Million 0.21% of portfolio
3,376
Q2 2024 Added 15.38%
$92.1B
$660,000 0.12% of portfolio
8,021
Q4 2024 Added 0.21%
$88B
$348,000 0.07% of portfolio
1,500
Q2 2022 Reduced 0.2%
$51.4B
$361,000 0.07% of portfolio
1,873
Q2 2024 New
$30.4B
$363,000 0.07% of portfolio
3,242
Q4 2024 New
$48.3B
$297,000 0.06% of portfolio
500
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $529 Million
  • Prior Value $518 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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