Geometric Wealth Advisors
Latest statistics and disclosures from Geometric Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, DFAX, DFIP, AVUS, AAPL, and represent 93.47% of Geometric Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: DFAC (+$11M), DFAX (+$11M), DFIP (+$5.6M), DFGR, DFCF, DFSD, BND, VB, VTI, VTV.
- Started 9 new stock positions in DFIP, SCHX, MRK, VO, BND, DFSD, DFCF, VTV, VB.
- Reduced shares in these 9 stocks: , SPY, ITOT, AAPL, BRK.B, SCHZ, VEA, V, VOO.
- Sold out of its position in VGIT.
- Geometric Wealth Advisors was a net buyer of stock by $24M.
- Geometric Wealth Advisors has $377M in assets under management (AUM), dropping by 17.47%.
- Central Index Key (CIK): 0001900576
Tip: Access up to 7 years of quarterly data
Positions held by Geometric Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Geometric Wealth Advisors
Geometric Wealth Advisors holds 44 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Geometric Wealth Advisors
SEC 13F filings are viewable for Geometric Wealth Advisors going back to 2021
- Geometric Wealth Advisors 2023 Q4 filed Jan. 19, 2024
- Geometric Wealth Advisors 2023 Q3 filed Oct. 12, 2023
- Geometric Wealth Advisors 2023 Q2 filed July 17, 2023
- Geometric Wealth Advisors 2023 Q1 filed May 1, 2023
- Geometric Wealth Advisors 2022 Q4 filed Jan. 9, 2023
- Geometric Wealth Advisors 2022 Q3 filed Oct. 11, 2022
- Geometric Wealth Advisors 2022 Q2 filed July 20, 2022
- Geometric Wealth Advisors 2022 Q1 filed April 18, 2022
- Geometric Wealth Advisors 2021 Q4 filed Feb. 23, 2022