Geometric Wealth Advisors Portfolio Holdings
Geometric Wealth Advisors
- $688 Million
- Q3 2025
Geometric Wealth Advisors has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $688 Million distributed in 80 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 $328M, Dimensional ETF Tr with a value of $229M, American Centy ETF Tr Avantis with a value of $42.2M, Dimensional ETF Tr Inflation P with a value of $22M, and Carvana Co. with a value of $5.26M.
Examining the 13F form we can see an increase of $74.2M in the current position value, from $614M to 688M.
Below you can find more details about Geometric Wealth Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$688 Million
ETFs: $434 Million
Technology: $8.39 Million
Consumer Cyclical: $8.1 Million
Communication Services: $2.78 Million
Financial Services: $2.16 Million
Industrials: $1.63 Million
Consumer Defensive: $768,000
Utilities: $760,000
Other: $335,000
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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