Geometric Wealth Advisors Top Holdings and 13F Report (2026) About Geometric Wealth AdvisorsInvestment ActivityGeometric Wealth Advisors has $798.64 million in total holdings as of March 31, 2026.Geometric Wealth Advisors owns shares of 85 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 2.74% of the portfolio was purchased this quarter.About 0.21% of the portfolio was sold this quarter.This quarter, Geometric Wealth Advisors has purchased 80 new stocks and bought additional shares in 51 stocks.Geometric Wealth Advisors sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $337,959,990Dimensional World ex U.S. Core Equity 2 ETF $253,220,628Avantis All International Markets Equity ETF $54,351,406Avantis U.S. Equity ETF $48,485,764Dimensional Inflation-Protected Securities ETF $21,342,388 Largest New Holdings this Quarter 464287655 - iShares Russell 2000 ETF $287,928 Holding166764100 - Chevron $224,073 Holding922908611 - Vanguard Small-Cap Value ETF $219,640 Holding75513E101 - RTX $219,327 Holding464287523 - iShares Semiconductor ETF $202,126 Holding Largest Purchases this Quarter Avantis U.S. Equity ETF 49,857 shares (about $5.54M)Dimensional U.S. Core Equity 2 ETF 125,891 shares (about $4.89M)Dimensional World ex U.S. Core Equity 2 ETF 105,875 shares (about $3.60M)Avantis All International Markets Equity ETF 29,119 shares (about $2.22M)Schwab International Equity ETF 25,397 shares (about $628.58K) Largest Sales this Quarter Dimensional Inflation-Protected Securities ETF 14,358 shares (about $599.02K)Carvana 1,560 shares (about $490.43K)Dimensional US Sustainability Core 1 ETF 5,626 shares (about $231.17K)Dimensional International Sustainability Core 1 ETF 3,496 shares (about $148.22K)Microsoft 273 shares (about $101.06K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGeometric Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$337,959,990$4,892,124 â–²1.5%8,696,86042.3%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$253,220,628$3,596,574 â–²1.4%7,454,24331.7%ETFAVNMAvantis All International Markets Equity ETF$54,351,406$2,217,994 â–²4.3%713,5546.8%ETFAVUSAvantis U.S. Equity ETF$48,485,764$5,543,108 â–²12.9%436,1016.1%ETFDFIPDimensional Inflation-Protected Securities ETF$21,342,388$599,015 â–¼-2.7%511,5632.7%ETFDFGRDimensional Global Real Estate ETF$11,820,729$563,815 â–²5.0%444,7231.5%ETFVTIVanguard Total Stock Market ETF$4,468,562$520,033 â–²13.2%13,9290.6%ETFAAPLApple$4,280,792$32,486 â–²0.8%16,8670.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$3,081,284$143,724 â–²4.9%4,7380.4%FinanceCVNACarvana$2,969,005$490,433 â–¼-14.2%9,4440.4%Retail/WholesaleVUGVanguard Growth ETF$2,685,7520.0%6,1490.3%ETFAMZNAmazon.com$2,498,199$75,394 â–²3.1%11,9950.3%Retail/WholesaleSCHBSchwab US Broad Market ETF$2,241,584$26,732 â–¼-1.2%89,3060.3%ETFVOOVanguard S&P 500 ETF$2,066,478$357,361 â–²20.9%3,4580.3%ETFSCHFSchwab International Equity ETF$1,779,066$628,580 â–²54.6%71,8810.2%ETFIVViShares Core S&P 500 ETF$1,733,6190.0%2,6540.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,697,018$180,862 â–²11.9%24,3300.2%ETFBNDWVanguard Total World Bond ETF$1,520,871$294,113 â–²24.0%22,2510.2%ETFVEAVanguard FTSE Developed Markets ETF$1,475,186$193,009 â–²15.1%23,0210.2%ETFMSFTMicrosoft$1,437,810$101,061 â–¼-6.6%3,8840.2%Computer and TechnologyVTVVanguard Value ETF$1,433,535$73,178 â–²5.4%7,3070.2%ETFQQQInvesco QQQ$1,429,098$30,013 â–²2.1%2,4760.2%FinanceDFSDDimensional Short-Duration Fixed Income ETF$1,257,233$32,606 â–²2.7%26,2580.2%ETFETNEaton$1,223,947$1,073 â–²0.1%3,4220.2%IndustrialsDFICDimensional International Core Equity 2 ETF$1,206,1720.0%33,9480.2%ETFGOOGAlphabet$1,143,403$140,846 â–²14.0%3,9860.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$1,060,0100.0%7,9760.1%ETFVANGUARD CALIF TAX FREE FDS$1,059,828$5,350 â–²0.5%10,6970.1%TAX EXEMPT BD FDVBVanguard Small-Cap ETF$1,031,441$26,454 â–²2.6%3,9380.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$921,164$1,927 â–¼-0.2%39,6710.1%ETFKOCocaCola$893,051$11,027 â–²1.3%11,7430.1%Consumer StaplesVXUSVanguard Total International Stock ETF$885,438$216,444 â–²32.4%11,4830.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$803,383$110,232 â–²15.9%5,6410.1%ETFIBMInternational Business Machines$800,129$1,454 â–²0.2%3,3010.1%Computer and TechnologySOSouthern$790,499$15,733 â–²2.0%8,1900.1%UtilitiesIVWiShares S&P 500 Growth ETF$772,7680.0%6,8320.1%ETFIVEiShares S&P 500 Value ETF$757,395$4,645 â–²0.6%3,5870.1%ETFMETAMeta Platforms$753,522$48,633 â–²6.9%1,3170.1%Computer and TechnologySHViShares Short Treasury Bond ETF$712,825$4,085 â–²0.6%6,4570.1%ETFDFUSDimensional U.S. Equity ETF$700,9450.0%9,8850.1%ETFDFCFDimensional Core Fixed Income ETF$699,769$22,504 â–²3.3%16,5740.1%ETFIWSiShares Russell Mid-Cap Value ETF$627,411$12,096 â–²2.0%4,3050.1%ETFDFSBDimensional Global Sustainability Fixed Income ETF$613,758$70,938 â–¼-10.4%11,8620.1%ETFSCHASchwab US Small-Cap ETF$602,472$112,567 â–²23.0%20,7180.1%ETFVOVanguard Mid-Cap ETF$585,7220.0%2,0400.1%ETFVWOVanguard FTSE Emerging Markets ETF$562,931$224,632 â–²66.4%10,4150.1%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$557,1330.0%5,5370.1%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$542,7460.0%15,7090.1%ETFGOOGLAlphabet$504,093$19,554 â–²4.0%1,7530.1%Computer and TechnologyTIDAL TRUST II$498,3720.0%22,4320.1%DEFIANCE LARGEBRK.BBerkshire Hathaway$497,410$24,439 â–²5.2%1,0380.1%FinanceSCHXSchwab US Large-Cap ETF$493,523$23,922 â–²5.1%19,2480.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$486,1210.0%16,6880.1%ETFVTVanguard Total World Stock ETF$466,3750.0%3,3720.1%ETFSCHVSchwab U.S. Large-Cap Value ETF$463,786$11,529 â–²2.5%15,2060.1%ETFSCHESchwab Emerging Markets Equity ETF$462,155$27,876 â–²6.4%14,0260.1%ETFJNJJohnson & Johnson$461,503$28,355 â–²6.5%1,8880.1%MedicalSCHPSchwab U.S. TIPS ETF$447,329$68,838 â–²18.2%16,8110.1%ETFCMECME Group$443,6160.0%1,5020.1%FinanceNVDANVIDIA$431,991$40,461 â–²10.3%2,4770.1%Computer and TechnologyJPMJPMorgan Chase & Co.$414,177$24,415 â–²6.3%1,4080.1%FinanceXLVHealth Care Select Sector SPDR Fund$410,8010.0%2,8020.1%ETFDFATDimensional U.S. Targeted Value ETF$407,2990.0%6,5220.1%ETFALLAllstate$390,2140.0%1,8820.0%FinanceNFLXNetflix$378,062$17,499 â–²4.9%3,9320.0%Consumer DiscretionaryDIMENSIONAL ETF TRUST$356,944$2,688 â–²0.8%7,0390.0%ULTRASHORT FIXEDDFSUDimensional US Sustainability Core 1 ETF$353,745$231,173 â–¼-39.5%8,6090.0%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$353,068$3,942 â–²1.1%9,5840.0%ETFIEFAiShares Core MSCI EAFE ETF$350,985$68,984 â–²24.5%3,8770.0%ETFSCHCSchwab International Small-Cap Equity ETF$349,248$13,789 â–²4.1%7,4720.0%ETFVGKVanguard FTSE Europe ETF$301,5830.0%3,6590.0%ETFIWMiShares Russell 2000 ETF$287,928$287,928 â–²New Holding1,1610.0%FinanceVXFVanguard Extended Market ETF$284,992$5,556 â–²2.0%1,3850.0%ETFVVisa$271,109$1,813 â–²0.7%8970.0%Business ServicesDFSIDimensional International Sustainability Core 1 ETF$270,280$148,219 â–¼-35.4%6,3750.0%ETFMRKMerck & Co., Inc.$264,638$1,083 â–²0.4%2,2000.0%MedicalPRFInvesco RAFI US 1000 ETF$246,2050.0%5,1800.0%ETFIWFiShares Russell 1000 Growth ETF$244,3270.0%5730.0%ETFDFSVDimensional US Small Cap Value ETF$225,939$280 â–²0.1%6,4480.0%ETFCVXChevron$224,073$224,073 â–²New Holding1,0830.0%EnergyVBRVanguard Small-Cap Value ETF$219,640$219,640 â–²New Holding1,0110.0%ETFRTXRTX$219,327$219,327 â–²New Holding1,1370.0%AerospaceAXONAxon Enterprise$212,3450.0%5000.0%AerospaceSOXXiShares Semiconductor ETF$202,126$202,126 â–²New Holding6150.0%ETFLISTED FDS TR$200,7620.0%3,4650.0%ROUNDHILL MAGNIFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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