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GEOMETRIC WEALTH ADVISORS 13F portfolio summary

GEOMETRIC WEALTH ADVISORS of GEOMETRIC WEALTH ADVISORS has 84 current stock holdings with a reported portfolio value of $798.6M. The portfolio 1 year return is +21.46%. Top holdings include QQQ (0.00%), SPY (0.00%), DFAC (42.61%), DFAX (31.93%), AVNM (6.85%).

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GEOMETRIC WEALTH ADVISORS

GEOMETRIC WEALTH ADVISORS
Latest filing: 2026-03-31

GEOMETRIC WEALTH ADVISORS runs GEOMETRIC WEALTH ADVISORS and currently holds 84 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $798.64M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. GEOMETRIC WEALTH ADVISORS ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, GEOMETRIC WEALTH ADVISORS's portfolio at GEOMETRIC WEALTH ADVISORS has delivered returns of +21.46%. Their 3-year annualized return is +49.35%. Looking at the 5-year horizon, GEOMETRIC WEALTH ADVISORS has achieved +46.61% annualized returns at GEOMETRIC WEALTH ADVISORS.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+21.46%
#0/1000
3 Year
+49.35%
#0/1000
5 Year
+46.61%
#0/1000

Portfolio Value

$798.64M

Alpha Score

37.8

#0 of 1000

Holdings

84

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change