Geometric Wealth Advisors Portfolio Holdings
Geometric Wealth Advisors
- $561 Million
- Q1 2025
Geometric Wealth Advisors has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $561 Million distributed in 71 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 $256M, Dimensional ETF Tr with a value of $208M, American Centy ETF Tr Avantis with a value of $23.1M, Dimensional ETF Tr Inflation P with a value of $21M, and Carvana Co. with a value of $4.15M.
Examining the 13F form we can see an increase of $32.7M in the current position value, from $529M to 561M.
Below you can find more details about Geometric Wealth Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$561 Million
ETFs: $333 Million
Consumer Cyclical: $6.64 Million
Technology: $6.44 Million
Financial Services: $2.07 Million
Communication Services: $1.76 Million
Industrials: $1.18 Million
Consumer Defensive: $818,000
Utilities: $735,000
Other: $503,000
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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