StockDriftsStockDriftsTop 50 Geometric Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 43.45% | 9.05M | $401.7M | +4.11%(+357.66K) | $28.96(+59.01%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 31% | 7.78M | $286.6M | +4.36%(+325.17K) | $25.25(+51.02%) | 2026-06-30 | |
| AVNM | AMERICAN CENTY ETF TR | 6.57% | 736.8K | $60.7M | +3.25%(+23.21K) | $62.00(+37.43%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 6.18% | 445.8K | $57.1M | +2.22%(+9.68K) | $94.58(+39.98%) | 2026-06-30 | |
| DFIP | DIMENSIONAL ETF TRUST | 2.37% | 531.0K | $21.9M | +3.80%(+19.45K) | $41.06(-1.20%) | 2026-06-30 | |
| DFGR | DIMENSIONAL ETF TRUST | 1.46% | 465.7K | $13.5M | +4.71%(+20.94K) | $25.67(+14.57%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 0.62% | 15.4K | $5.7M | +10.35%(+1.44K) | $281.15(+36.36%) | 2026-06-30 | |
| AAPL | APPLE INC | 0.54% | 17.1K | $5.0M | +1.65%(+279) | $167.03(+82.83%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 0.38% | 4.7K | $3.5M | +0.15%(+7) | $452.43(+71.38%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 0.34% | 36.9K | $3.2M | -0.00%(-1) | $60.78(+46.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.82% | +59.42% | — | — | +44.77% |
| Top 20 Holdings Unweighted | +16.91% | +59.79% | — | — | +49.61% |
Geometric Wealth Advisors reports $924.51M in US-listed equity holdings across 94 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (43.5%), DFAX (31.0%) and AVNM (6.6%). The top 20 holdings account for 95.27% of reported assets. Its disclosed equity book has returned +59.42% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Geometric Wealth Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1900576). View Geometric Wealth Advisors’s 13F filings on SEC