Geometric Wealth Advisors
All 13F Filings
- Location
- Washington, DC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 798,640
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/13/2026 | 85 | 798,640 | 13F-HR | Geometric Wealth Advisors |
| 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 | 22.2 K | 2.8% | 0 | 689.7 K | -689.7 K |
| ETFs | 776.4 K | 97.2% | 711.3 K | 0 | 711.3 K |
| Other | 0 | 0.0% | 0 | 354 | -354 |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
798,640
Holdings
85
QoQ value change ($000)
21,246
(2.7%)
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.