Geometric Wealth Advisors - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Geometric Wealth Advisors held in its portfolio 80 assets valued at $777,393,920 (i.e. $777.39M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($339.33M), DIMENSIONAL ETF TRUST ($240.51M), and AMERICAN CENTY ETF TR ($50.32M).
The chart below shows the top 10 valuable assets, and the table below shows the top 80 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Geometric Wealth Advisors - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 8570969 | 339324677 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 7348368 | 240512092 | WORLD EX US CORE |
| AMERICAN CENTY ETF TR | 684435 | 50319641 | AVANTIS ALL INT |
| AMERICAN CENTY ETF TR | 386244 | 43174330 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 525921 | 21854637 | INFLATION PROTE |
| DIMENSIONAL ETF TRUST | 423511 | 11189166 | GLOBAL REAL EST |
| CARVANA CO | 11004 | 4643908 | CL A |
| APPLE INC | 16739 | 4550740 | COM |
| VANGUARD INDEX FDS | 12308 | 4126503 | TOTAL STK MKT |
| SPDR S&P 500 ETF TR | 4517 | 3080204 | TR UNIT |
| VANGUARD INDEX FDS | 6149 | 2999773 | GROWTH ETF |
| AMAZON COM INC | 11633 | 2685129 | COM |
| SCHWAB STRATEGIC TR | 90371 | 2370428 | US BRD MKT ETF |
| MICROSOFT CORP | 4157 | 2010408 | COM |
| ISHARES TR | 2654 | 1817831 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 2860 | 1793658 | S&P 500 ETF SHS |
| INVESCO QQQ TR | 2424 | 1489087 | UNIT SER 1 |
| ISHARES INC | 21737 | 1461161 | CORE MSCI EMKT |
| VANGUARD INDEX FDS | 6934 | 1324229 | VALUE ETF |
| VANGUARD TAX-MANAGED FDS | 20009 | 1249962 | VAN FTSE DEV MKT |
| VANGUARD SCOTTSDALE FDS | 17948 | 1233762 | TOTAL WLD BD ETF |
| DIMENSIONAL ETF TRUST | 25577 | 1226403 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 33948 | 1169848 | INTL CORE EQUITY |
| SELECT SECTOR SPDR TR | 7976 | 1148305 | STATE STREET TEC |
| SCHWAB STRATEGIC TR | 46484 | 1117486 | INTL EQTY ETF |
| ALPHABET INC | 3495 | 1096744 | CAP STK CL C |
| EATON CORP PLC | 3419 | 1088986 | SHS |
| VANGUARD CALIF TAX FREE FDS | 10643 | 1067075 | TAX EXEMPT BD FD |
| VANGUARD INDEX FDS | 3837 | 989754 | SMALL CP ETF |
| INTERNATIONAL BUSINESS MACHS | 3295 | 976012 | COM |
| SCHWAB STRATEGIC TR | 39754 | 929055 | US AGGREGATE B |
| ISHARES TR | 6832 | 842112 | S&P 500 GRWT ETF |
| META PLATFORMS INC | 1232 | 813245 | CL A |
| COCA COLA CO | 11598 | 810812 | COM |
| ISHARES TR | 3565 | 756030 | S&P 500 VAL ETF |
| DIMENSIONAL ETF TRUST | 9885 | 733170 | US EQUITY MARKET |
| ISHARES TR | 4867 | 723645 | CORE S&P TTL STK |
| ISHARES TR | 6420 | 707119 | TRUST ISHARE 0-1 |
| SOUTHERN CO | 8027 | 699954 | COM |
| DIMENSIONAL ETF TRUST | 13233 | 685469 | GLOBAL SUSTAINA |
| DIMENSIONAL ETF TRUST | 16041 | 682725 | CORE FIXED INCOM |
| VANGUARD STAR FDS | 8676 | 654545 | VG TL INTL STK F |
| DIMENSIONAL ETF TRUST | 14235 | 618208 | US SUSTAINABILTY |
| ISHARES TR | 4222 | 595513 | RUS MDCP VAL ETF |
| VANGUARD INDEX FDS | 2040 | 591922 | MID CAP ETF |
| SCHWAB STRATEGIC TR | 16688 | 544363 | US LCAP GR ETF |
| ISHARES TR | 5537 | 536425 | S&P MC 400GR ETF |
| ALPHABET INC | 1685 | 527405 | CAP STK CL A |
| DIMENSIONAL ETF TRUST | 15709 | 519654 | EMERGING MKTS CO |
| TIDAL TRUST II | 22432 | 506290 | DEFIANCE LARGE |
| BERKSHIRE HATHAWAY INC DEL | 987 | 496116 | CL B NEW |
| SCHWAB STRATEGIC TR | 18315 | 492861 | US LRG CAP ETF |
| SCHWAB STRATEGIC TR | 16847 | 479795 | US SML CAP ETF |
| VANGUARD INTL EQUITY INDEX F | 3372 | 475585 | TT WRLD ST ETF |
| SCHWAB STRATEGIC TR | 14828 | 439053 | US LCAP VA ETF |
| SELECT SECTOR SPDR TR | 2802 | 433750 | STATE STREET HEA |
| SCHWAB STRATEGIC TR | 13180 | 431643 | EMRG MKTEQ ETF |
| JPMORGAN CHASE & CO. | 1325 | 426942 | COM |
| DIMENSIONAL ETF TRUST | 9871 | 422931 | INTERNATIONAL |
| NVIDIA CORPORATION | 2245 | 418695 | COM |
| CME GROUP INC | 1502 | 410166 | COM |
| ALLSTATE CORP | 1882 | 391738 | COM |
| DIMENSIONAL ETF TRUST | 6522 | 388320 | US TARGETED VLU |
| SCHWAB STRATEGIC TR | 14224 | 376782 | US TIPS ETF |
| JOHNSON & JOHNSON | 1772 | 366715 | COM |
| ISHARES TR | 9477 | 354403 | BROAD USD HIGH |
| DIMENSIONAL ETF TRUST | 6986 | 353821 | ULTRASHORT FIXED |
| NETFLIX INC | 3750 | 351600 | COM |
| VANGUARD INTL EQUITY INDEX F | 6259 | 336484 | FTSE EMR MKT ETF |
| SCHWAB STRATEGIC TR | 7177 | 326775 | INTL SCEQT ETF |
| VISA INC | 891 | 312483 | COM CL A |
| VANGUARD INTL EQUITY INDEX F | 3659 | 305901 | FTSE EUROPE ETF |
| AXON ENTERPRISE INC | 500 | 283965 | COM |
| VANGUARD INDEX FDS | 1358 | 283903 | EXTEND MKT ETF |
| ISHARES TR | 3115 | 278668 | CORE MSCI EAFE |
| ISHARES TR | 573 | 271201 | RUS 1000 GRW ETF |
| INVESCO EXCHANGE TRADED FD T | 5180 | 243046 | RAFI US 1000 ETF |
| MERCK & CO INC | 2191 | 230625 | COM |
| LISTED FDS TR | 3465 | 228551 | ROUNDHILL MAGNIF |
| DIMENSIONAL ETF TRUST | 6440 | 211802 | US SMALL CAP VAL |
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