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Geometric Wealth Advisors

CIK:0001900576
Investment Adviser
$8B AUM
73 holdings
Washington, DC, United States
Founded:2015
10 employees
Latest filing:Jun 30, 2025

Geometric Wealth Advisors is a Washington, DC-based SEC-registered investment advisory firm. It specializes in comprehensive financial planning and investment management for high-net-worth individuals and families, particularly professionals, executives, and entrepreneurs. Founded in 2015, the firm provides customized portfolio strategies and integrates tax, estate, and legacy planning. As of 2025, it is a boutique RIA with a national client base.

Investment Strategy

Geometric Wealth Advisors employs a disciplined and diversified investment approach tailored to the individual risk tolerance, goals, and financial situation of each client. The firm favors cost-efficient, tax-aware portfolio construction principally through passive and factor-based investments, complemented by strategic allocations to public equity and fixed income, and where suitable, alternative investments. Continuous financial planning and periodic portfolio rebalancing are central to their philosophy, aiming to maximize long-term, risk-adjusted returns for high-net-worth clients.

Latest 13F Filing Activity

Geometric Wealth Advisors filed their most recent 13F report on Jun 30, 2025 disclosing 72 equity positions with a total 13F market value of $669M. The fund increased holdings in Dimensional Etf Trust, American Centy Etf TR, American Centy Etf TR among other positions. Geometric Wealth Advisors reduced exposure to Dimensional Etf Trust, Vanguard Intl Equity Index F, Apple Inc. among others.

Top Buys
D
DFACDIMENSIONAL ETF TRUST
+$31.9M
A
AVNMAMERICAN CENTY ETF TR
+$31.1M
A
AVUSAMERICAN CENTY ETF TR
+$15.9M
C
CVNACARVANA CO
+$1.4M
M
MSFTMICROSOFT CORP
+$964.6K
Top Sells
D
DFAXDIMENSIONAL ETF TRUST
-$2.3M
V
VWOVANGUARD INTL EQUITY INDEX F
-$344.7K
A
AAPLAPPLE INC
-$288.7K
S
SPYSPDR S&P 500 ETF TR
-$285.4K
X
XLVSELECT SECTOR SPDR TR
-$244.4K

Top Holdings

D
DFACDIMENSIONAL ETF TRUST
+43.0%$288.0M
D
DFAXDIMENSIONAL ETF TRUST
+30.7%$205.5M
A
AVNMAMERICAN CENTY ETF TR
+6.5%$43.8M
A
AVUSAMERICAN CENTY ETF TR
+5.8%$39.1M
D
DFIPDIMENSIONAL ETF TRUST
+3.1%$20.9M

Equity Positions (72)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
DIMENSIONAL ETF TRUST43.02%$288.0M8,036,958$25.85$35.84+$31.9M
DIMENSIONAL ETF TRUST30.69%$205.5M6,995,733$22.38$29.37-$2.3M
AMERICAN CENTY ETF TR6.54%$43.8M670,665$63.45$65.31+$31.1M
AMERICAN CENTY ETF TR5.84%$39.1M387,561$92.13$100.82+$15.9M
DIMENSIONAL ETF TRUST3.12%$20.9M498,824$41.13$41.81-$114.4K

Industry Allocation

RETAIL-AUTO DEALERS & GASOLINE STATIONS
+0.7%
ELECTRONIC COMPUTERS
+0.6%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+0.4%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+0.4%
SERVICES-PREPACKAGED SOFTWARE
+0.3%