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Geometric Wealth Advisors 13F holdings

Filed 2026-08-11 · Geometric Wealth Advisors · 94 positions · $924.5M

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TickerCompanySharesValue% of portfolio
DFACDIMENSIONAL ETF TRUST9.1M$401.7M43.4%
DFAXDIMENSIONAL ETF TRUST7.8M$286.6M31.0%
AVNMAMERICAN CENTY ETF TR736.8K$60.7M6.6%
AVUSAMERICAN CENTY ETF TR445.8K$57.1M6.2%
DFIPDIMENSIONAL ETF TRUST531.0K$21.9M2.4%
DFGRDIMENSIONAL ETF TRUST465.7K$13.5M1.5%
VTIVANGUARD INDEX FDS15.4K$5.7M0.6%
AAPLAPPLE INC17.1K$5.0M0.5%
SPYSTATE STR SPDR S&P 500 ETF T4.7K$3.5M0.4%
VUGVANGUARD INDEX FDS36.9K$3.2M0.3%
CVNACARVANA CO47.2K$3.1M0.3%
AMZNAMAZON COM INC12.4K$3.0M0.3%
SCHBSCHWAB STRATEGIC TR95.5K$2.8M0.3%
VOOVANGUARD INDEX FDS3.4K$2.3M0.3%
ACWIISHARES INC24.4K$2.0M0.2%
IVVISHARES TR2.7K$2.0M0.2%
QQQINVESCO QQQ TR2.5K$1.8M0.2%
VEAVANGUARD TAX-MANAGED FDS23.8K$1.7M0.2%
VTVVANGUARD INDEX FDS7.2K$1.6M0.2%
SCHFSCHWAB STRATEGIC TR56.1K$1.6M0.2%
BNDWVANGUARD SCOTTSDALE FDS22.4K$1.5M0.2%
XLKSELECT SECTOR SPDR TR8.0K$1.5M0.2%
ETNEATON CORP PLC3.4K$1.5M0.2%
GOOGALPHABET INC4.1K$1.4M0.2%
MSFTMICROSOFT CORP3.8K$1.4M0.2%
DFSDDIMENSIONAL ETF TRUST26.9K$1.3M0.1%
DFICDIMENSIONAL ETF TRUST33.9K$1.3M0.1%
VBVANGUARD INDEX FDS3.9K$1.2M0.1%
VTECVANGUARD CALIF TAX FREE FDS10.8K$1.1M0.1%
VXUSVANGUARD STAR FDS11.5K$983,3060.1%
KOCOCA COLA CO11.7K$951,3420.1%
ITOTISHARES TR5.7K$943,2510.1%
IVWISHARES TR6.8K$939,6050.1%
IBMINTERNATIONAL BUSINESS MACHS3.3K$933,6170.1%
SCHZSCHWAB STRATEGIC TR40.1K$927,7530.1%
IVEISHARES TR3.6K$814,4640.1%
DFUSDIMENSIONAL ETF TRUST9.9K$809,9770.1%
SOSOUTHERN CO8.1K$770,5610.1%
SHVISHARES TR6.5K$718,9440.1%
NVDANVIDIA CORPORATION3.6K$715,8040.1%
DFCFDIMENSIONAL ETF TRUST16.8K$708,9720.1%
IWSISHARES TR4.3K$705,8050.1%
METAMETA PLATFORMS INC1.2K$693,4510.1%
VVVANGUARD INDEX FDS2.0K$680,9420.1%
VOVANGUARD INDEX FDS8.2K$657,2550.1%
IJKISHARES TR5.5K$650,5980.1%
DFEMDIMENSIONAL ETF TRUST15.7K$638,4140.1%
GOOGLALPHABET INC1.8K$625,3980.1%
DFSBDIMENSIONAL ETF TRUST12.0K$624,5630.1%
SCHASCHWAB STRATEGIC TR17.2K$621,2010.1%
JPMJPMORGAN CHASE & CO1.8K$601,9600.1%
SCHXSCHWAB STRATEGIC TR19.2K$566,4740.1%
SCHGSCHWAB STRATEGIC TR16.7K$564,7220.1%
—TIDAL TRUST II21.6K$562,6500.1%
SCHESCHWAB STRATEGIC TR14.9K$538,8370.1%
SCHVSCHWAB STRATEGIC TR15.3K$532,4490.1%
VTVANGUARD INTL EQUITY INDEX F3.4K$529,2380.1%
BRK-BBERKSHIRE HATHAWAY INC DEL1.0K$523,9080.1%
VXFVANGUARD INDEX FDS2.0K$501,9580.1%
JNJJOHNSON & JOHNSON1.8K$467,0510.1%
Top Fund Holdings
13F
Top Fund Holdings

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