Filer Snapshot

Geometric Wealth Advisors

CIK 0001900576. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

18

Latest filing

13 May 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$798.64M

85 holdings for Q1 2026

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Largest parsed holding

DFAC

$337.96M reported value

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13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 13 May 2026 for CIK 0001900576.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$798.64M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$798.64M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
DFAC DFAX AVNM AVUS DFIP
+15 moreDFGR VTI AAPL SPY CVNA VUG AMZN SCHB VOO SCHF IVV IEMG BNDW VEA MSFT

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

DFAC DFAX AVNM AVUS DFIP DFGR VTI AAPL
+12 moreSPY CVNA VUG AMZN SCHB VOO SCHF IVV IEMG BNDW VEA MSFT
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
1717 K Street Nw, Suite 900, Washington, DC, 20006
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
DE
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Geometric Wealth Advisors

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $798.64M across 85 reported holdings for Q1 2026.
  • Largest parsed 13F holding: DFAC at $337.96M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 85 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 13 May 2026

Top 5 concentration

90%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$715.36M

Compared with $798.64M total 13F value.

Top 5 net change

+$15.65M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: AVUS ยท Largest trim: DFIP

DFAC DFAX AVNM AVUS DFIP Other holdings

DFAC

42.3%

Dimensional Etf Trust

$337.96M

DFAX

31.7%

Dimensional Etf Trust

$253.22M

AVNM

6.8%

American Centy Etf Tr

$54.35M

AVUS

6.1%

American Centy Etf Tr

$48.49M

DFIP

2.7%

Dimensional Etf Trust

$21.34M

Latest update

What changed recently for Geometric Wealth Advisors

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

13 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 13 May 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Geometric Wealth Advisors has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001900576 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
18
First seen
23 Feb 2022
Latest filing
13 May 2026
Entity
Company

Observed form types

13F-HR

CIK-linked evidence first

Geometric Wealth Advisors SEC filings Geometric Wealth Advisors 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 18 SEC filings for Geometric Wealth Advisors.

Open full filing history
13F-HR

13F-HR filing

Filing date
13 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
06 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
10 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
06 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
09 May 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
07 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
25 Oct 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
08 May 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
19 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
12 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
17 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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