Geometric Wealth Advisors
CIK: 0001900576SEC EDGAR →
Portfolio Value
$777.4M
Holdings
80
As of
Q4 2025
New Positions
7
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 8,570,969 | $339.3M | 43.65% |
| 2 | DIMENSIONAL ETF TRUST | 7,348,368 | $240.5M | 30.94% |
| 3 | AMERICAN CENTY ETF TR | 684,435 | $50.3M | 6.47% |
| 4 | AMERICAN CENTY ETF TR | 386,244 | $43.2M | 5.55% |
| 5 | DIMENSIONAL ETF TRUST | 525,921 | $21.9M | 2.81% |
| 6 | DIMENSIONAL ETF TRUST | 423,511 | $11.2M | 1.44% |
| 7 | CARVANA CO | 11,004 | $4.6M | 0.60% |
| 8 | APPLE INC | 16,739 | $4.5M | 0.59% |
| 9 | VANGUARD INDEX FDS | 12,308 | $4.1M | 0.53% |
| 10 | SPDR S&P 500 ETF TR | 4,517 | $3.1M | 0.40% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 59 | $752.1M | 96.7% |
| Technology | 4 | $8.0M | 1.0% |
| Consumer Cyclical | 2 | $7.3M | 0.9% |
| Unknown | 5 | $3.7M | 0.5% |
| Communication Services | 4 | $2.8M | 0.4% |
| Industrials | 2 | $1.4M | 0.2% |
| Consumer Defensive | 1 | $810K | 0.1% |
| Utilities | 1 | $699K | 0.1% |
| Healthcare | 2 | $596K | 0.1% |