13F Insight
DOSSIER · 13F-HR · Q1 2026

Geometric Wealth Advisors

$799M in tracked AUM across 85 positions as of Q1 2026.

GW
CIK 0001900576 · last filed Mar 31, 2026
Total AUM
$799M
as of Q1 2026
Holdings
85
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$799M▲ 2.7%
85 positionsView →2025Q4Dec 31
$777M▲ 3.6%
80 positionsView →2025Q3Sep 30
$751M▲ 12.1%
80 positionsView →2025Q2Jun 30
$669M▲ 14.4%
73 positionsLocked2025Q1Mar 31
$585M▲ 6.4%
71 positionsLocked2024Q4Dec 31
$550M▲ 1.7%
68 positionsLocked2024Q3Sep 30
$541M▲ 11.1%
66 positionsLocked2024Q2Jun 30
$487M▲ 15.0%
58 positionsLocked2024Q1Mar 31
$424M▲ 12.4%
47 positionsLocked2023Q4Dec 31
$377M▲ 17.5%
44 positionsLocked2023Q3Sep 30
$321M▼ 0.1%
36 positionsLocked2023Q2Jun 30
$321M▲ 12.2%
39 positionsLocked
Showing 12 of 18