Back to investors
GEOMETRIC WEALTH ADVISORS
GEOMETRIC WEALTH ADVISORS
Latest filing: 2026-06-30
GEOMETRIC WEALTH ADVISORS runs GEOMETRIC WEALTH ADVISORS and currently holds 94 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $924.51M. Their top holdings are DFAC, DFAX, AVUS, DFIP, DFGR. The top five represent 84.4% of reported portfolio weight. GEOMETRIC WEALTH ADVISORS ranks #635 out of 1000 investors tracked by Alpha Score. In the most recent quarter, GEOMETRIC WEALTH ADVISORS initiated 10 new positions. They added to 44 existing positions. They trimmed 18 positions. Their current best-performing preview position is SOXX with returns of +94.96%.
Sign in to enable email alerts for this investor.
Showper page
94 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAC DIMENSIONAL ETF TRUST | 43.45% | $27.52 | $45.61 | +65.73% | Added +4.11% |
 DFAX DIMENSIONAL ETF TRUST | 31.00% | $23.56 | $38.13 | +61.84% | Added +4.36% |
 AVUS AMERICAN CENTY ETF TR | 6.18% | $95.07 | $130.54 | +37.31% | Added +2.22% |
 DFIP DIMENSIONAL ETF TRUST | 2.37% | $41.19 | $40.33 | -2.10% | Added +3.80% |
 DFGR DIMENSIONAL ETF TRUST | 1.46% | $25.68 | $29.46 | +14.72% | Added +4.71% |
 VTI VANGUARD INDEX FDS | 0.62% | $287.60 | $378.25 | +31.52% | Added +10.35% |
 AAPL APPLE INC | 0.54% | $180.86 | $309.35 | +71.04% | Added +1.65% |
 SPY STATE STR SPDR S&P 500 ETF T | 0.38% | $461.95 | $765.62 | +65.74% | Added +0.15% |
 VUG VANGUARD INDEX FDS | 0.34% | $62.61 | $87.49 | +39.74% | Added +499.98% |
 CVNA CARVANA CO | 0.34% | $34.83 | $69.89 | +100.66% | Added +400.21% |
Showing 1-10 of 94