Geometric Wealth Advisors
CIK 1900576
13F filing for Q2 2026・No. 2,706
- Holdings
- US$924.51M
- Quarter change
- +US$125.87M
- Entries
- 94
- Net bought (estimate)
- +US$35.4M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 11
- Sold out 2
- Cut 21
- Added 45
- Corporate actions 0
- Unchanged 17
Largest holdings
94 stocks worth US$924.51M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Added | 9,054,523 | US$401.66M | 43.45% |
| DIMENSIONAL ETF TRUSTWORLD EX US CORE | Added | 7,779,410 | US$286.59M | 31.00% |
| AMERICAN CENTY ETF TRAVANTIS ALL INT | Added | 736,769 | US$60.7M | 6.57% |
| AMERICAN CENTY ETF TRUS EQT ETF | Added | 445,778 | US$57.1M | 6.18% |
| DIMENSIONAL ETF TRUSTINFLATION PROTE | Added | 531,015 | US$21.91M | 2.37% |
| DIMENSIONAL ETF TRUSTGLOBAL REAL EST | Added | 465,667 | US$13.49M | 1.46% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 15,370 | US$5.69M | 0.62% |
| AAPLAppleCOM | Added | 17,146 | US$4.96M | 0.54% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 4,745 | US$3.54M | 0.38% |
| VUGVANGUARD INDEX FDSGROWTH ETF | CutSplit 6:1 | 36,893 | US$3.18M | 0.34% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.