—

Geometric Wealth Advisors

Q1 2026 13F Holdings

  • Location
    washington, DC
  • Num holdings

    85

  • Value ($000)

    $798,640

  • Date Filed
    05/13/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$337.96M
42 %

8,696,860

D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$253.22M
32 %

7,454,243

A
AVNM

AMERICAN CENTY ETF TR

AVANTIS ALL INT
025072174
$54.35M
7 %

713,554

A
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
025072885
$48.49M
6 %

436,101

D
DFIP

DIMENSIONAL ETF TRUST

INFLATION PROTE
25434V856
$21.34M
3 %

511,563

D
DFGR

DIMENSIONAL ETF TRUST

GLOBAL REAL EST
25434V658
$11.82M
2 %

444,723

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$4.47M
1 %

13,929

A
AAPL

APPLE INC

COM
037833100
$4.28M
1 %

16,867

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$3.08M
0 %

4,738

C
CVNA

CARVANA CO

CL A
146869102
$2.97M
0 %

9,444

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 85