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Filers›Family Office›Geometric Wealth Advisors
DOSSIER · 13F-HR · Q1 2026

Geometric Wealth Advisors

Geometric Wealth's family office based in Omaha, NE — $799M in tracked AUM across 85 positions as of Q1 2026.

GW
Geometric Wealth·Omaha, NE·Family Office
CIK 0001900576 · last filed Mar 31, 2026
Total AUM
$799M
▼ 2.7%
vs prior
Holdings
85
—
positions
Whale Score
72
72
strong
Activity
—
no data
changes this Q
Top sector
Tech
38% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Geometric Wealth Advisors filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$338M8.7M42.3%
02
DFAX
DIMENSIONAL ETF TRUST
$253M7.5M31.7%
03
025072174
AMERICAN CENTY ETF TR
$54M714K6.8%
04
AVUS
AMERICAN CENTY ETF TR
$48M436K6.1%
05
DFIP
DIMENSIONAL ETF TRUST
$21M512K2.7%
06
DFGR
DIMENSIONAL ETF TRUST
$12M445K1.5%
07
VTI
VANGUARD INDEX FDS
$4M14K0.6%
08
AAPL
APPLE INC
$4M17K0.5%
09
SPY
STATE STR SPDR S&P 500 ETF T
$3M5K0.4%
10
CVNA
CARVANA CO
$3M9K0.4%

Filing history

Filing history loading…
AI Agent · grounded in Geometric
haiku-4-5 · 85 positions indexed
Sector mix
  • Tech38%
  • Financials5%
  • Health Care8%
  • Cons. Disc.6%
  • Industrials16%
  • Other27%
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