Geometric Wealth Advisors

Q3 2025 13F Holdings

  • Location
    washington, DC
  • Num holdings

    80

  • Value ($000)

    $750,512

  • Date Filed
    11/10/2025
  • Form type
    13F-HR
  • CIK
    0001900576
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$328.02M
44 %

8,504,587

D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$228.79M
31 %

7,291,015

A
AVNM

AMERICAN CENTY ETF TR

AVANTIS ALL INT
025072174
$47.62M
6 %

674,489

A
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
025072885
$42.22M
6 %

388,403

D
DFIP

DIMENSIONAL ETF TRUST

INFLATION PROTE
25434V856
$22.01M
3 %

521,234

D
DFGR

DIMENSIONAL ETF TRUST

GLOBAL REAL EST
25434V658
$10.94M
2 %

400,450

C
CVNA

CARVANA CO

CL A
146869102
$5.26M
1 %

13,931

A
AAPL

APPLE INC

COM
037833100
$4.37M
1 %

17,152

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$3.99M
1 %

12,169

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$2.98M
0 %

4,471

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