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CIK: 0001900576
Total reported value
$924.5M
$924.5M
80 檔
72.3%
In Q3 2025, Geometric Wealth Advisors's U.S. equity holdings reached a combined market value of $924.5M, distributed across 80 disclosed stock positions.
In Q3 2025, Geometric Wealth Advisors displayed an active expansion posture, initiating 12 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 43.71% | +1.13% | +5.82% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 30.48% | -0.71% | +4.22% | |
| 3 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 6.34% | -0.24% | +0.57% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 5.63% | +0.11% | +0.22% | |
| 5 | DFIP | Dimensional Inflation-protec | ETF-Other | 2.93% | -0.30% | +4.49% | |
| 6 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.46% | -0.02% | +8.92% | |
| 7 | CVNA | Carvana Co | Stock-Consumer Disc | 0.70% | -0.03% | -15.46% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 0.58% | — | -3.53% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.53% | +0.06% | +0.44% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.40% | -0.01% | +2.05% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 0.40% | — | — | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | +0.01% | +8.28% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.31% | +0.02% | +1.21% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.29% | -0.02% | -11.40% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | -0.01% | +28.03% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | — | +8.81% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.19% | +0.02% | — | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.19% | +0.01% | +3.33% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 0.17% | -0.01% | +6.54% | |
| 20 | ETN | Eaton Corporation plc | Stock-Industrials | 0.17% | +0.01% | — | |
| 21 | DFSD | Dimensional Short Duration | ETF-Other | 0.17% | -0.02% | +29.52% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.16% | — | +2.19% | |
| 23 | XLK | Ss Technology Select Sector | ETF-Tech | 0.15% | +0.03% | — | |
| 24 | DFIC | Dimensional International Co | ETF-Other | 0.15% | -0.01% | — | |
| 25 | BNDW | Vanguard Total World Bond Et | ETF-Other | 0.15% | -0.02% | +21.06% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.15% | -0.05% | -2.41% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.14% | -0.01% | -2.22% | |
| 28 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.14% | -0.01% | — | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.13% | — | — | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.13% | — | — | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.11% | +0.02% | — | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.11% | — | — | |
| 33 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.11% | -0.02% | +62.26% | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.10% | -0.01% | +0.97% | |
| 35 | SO | Southern Co/the | Stock-Utilities | 0.10% | -0.02% | — | |
| 36 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.10% | — | — | |
| 37 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.10% | — | — | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.09% | — | — | |
| 39 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.09% | -0.01% | — | |
| 40 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.09% | -0.01% | +14.58% | |
| 41 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.08% | — | +21.72% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.08% | — | — | |
| 43 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.08% | — | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.08% | — | — | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.08% | — | +0.63% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.07% | — | — | |
| 47 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.07% | — | — | |
| 48 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.07% | — | — | |
| 49 | XMAG | Defiance Le Cap Ex-mag 7 ETF | ETF-Other | 0.07% | — | +0.02% | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.06% | — | — |
According to official SEC Form 13F filings, Geometric Wealth Advisors reported a total U.S. public equity portfolio value of $924.5M across 80 disclosed positions in Q3 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAX, AVNM) accounted for 72.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
VTEC
市值: $1.1M
Top Position Liquidated / Trimmed
DFSE
前期市值: $235.8K
During Q3 2025, Geometric Wealth Advisors's top holdings by market value included DFAC (43.7%)、DFAX (30.5%)、AVNM (6.3%). The largest single position, DFAC, represented 43.7% of total portfolio value.
In Q3 2025, Geometric Wealth Advisors made 47 total portfolio adjustments, initiating 12 new buys, adding to 22 positions, trimming 10 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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