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Portfolio (Quarterly) Guide ↗

Geometric Wealth Advisors

· CIK 0001900576
13F Portfolio $777M AUM 80 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 28 Added 21 Reduced 2 Exited
Page 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVUS AMERICAN CENTY ETF TR 386,244.0 $43.2M 5.55% -2K -0.6% $111.78 +12.0%
2 CVNA CARVANA CO Consumer Cyclical 11,004.0 $4.6M 0.60% -3K -21.0% $422.02 -84.7%
3 AAPL APPLE INC Technology 16,739.0 $4.6M 0.58% -413.0 -2.4% $271.86 +12.2%
4 VUG VANGUARD INDEX FDS 6,149.0 $3.0M 0.39% -41.0 -0.7% $487.85 -82.1%
5 AMZN AMAZON COM INC Consumer Cyclical 11,633.0 $2.7M 0.34% -389.0 -3.2% $230.82 +16.3%
6 MSFT MICROSOFT CORP Technology 4,157.0 $2.0M 0.26% -31.0 -0.7% $483.62 -13.3%
7 IVV ISHARES TR 2,654.0 $1.8M 0.23% -38.0 -1.4% $684.94 +8.9%
8 VOO VANGUARD INDEX FDS 2,860.0 $1.8M 0.23% -337.0 -10.5% $627.15 +8.9%
9 VTV VANGUARD INDEX FDS 6,934.0 $1.3M 0.17% -59.0 -0.8% $190.98 +9.4%
10 DFSD DIMENSIONAL ETF TRUST 25,577.0 $1.2M 0.16% -166.0 -0.6% $47.95 -0.5%
11 SCHF SCHWAB STRATEGIC TR 46,484.0 $1.1M 0.14% -759.0 -1.6% $24.04 +13.8%
12 IBM INTERNATIONAL BUSINESS MACHS Technology 3,295.0 $976K 0.13% -198.0 -5.7% $296.21 -14.6%
13 META META PLATFORMS INC Communication Services 1,232.0 $813K 0.10% -220.0 -15.2% $660.10 -8.0%
14 BERKSHIRE HATHAWAY INC DEL 987.0 $496K 0.06% -143.0 -12.7% $502.65
15 DFAT DIMENSIONAL ETF TRUST 6,522.0 $388K 0.05% -836.0 -11.4% $59.54 +11.7%
16 JNJ JOHNSON & JOHNSON Healthcare 1,772.0 $367K 0.05% -40.0 -2.2% $206.95 +12.0%
17 VWO VANGUARD INTL EQUITY INDEX F 6,259.0 $336K 0.04% -374.0 -5.6% $53.76 +9.2%
18 SCHC SCHWAB STRATEGIC TR 7,177.0 $327K 0.04% -216.0 -2.9% $45.53 +10.3%
19 V VISA INC Financial Services 891.0 $312K 0.04% -239.0 -21.1% $350.71 -5.7%
20 IEFA ISHARES TR 3,115.0 $279K 0.04% -555.0 -15.1% $89.46 +8.8%
Page 1 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.8%
Consumer Cyclical 26.5%
Financial Services 22.1%
Communication Services 10.1%
Industrials 5.0%
Consumer Defensive 2.9%
Utilities 2.5%
Healthcare 2.2%