Geometric Wealth Advisors
All 13F Filings
- Location
- Washington, DC
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 777,394
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/6/2026 | 80 | 777,394 | 13F-HR | Geometric Wealth Advisors |
| Q3 2025 | 11/10/2025 | 80 | 750,512 | 13F-HR | Geometric Wealth Advisors |
| Q2 2025 | 8/6/2025 | 73 | 669,481 | 13F-HR | Geometric Wealth Advisors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 711.9 K | 91.6% | 25.62 K | 0 | 25.62 K |
| ETFs | 65.15 K | 8.4% | 1.257 K | 0 | 1.257 K |
| Other | 354 | 0.0% | 4 | 0 | 4 |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
777,394
Holdings
80
QoQ value change ($000)
26,882
(3.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.