Geometric Wealth Advisors

Business address
1717 K Street Nw, Suite 900, Washington, DC, 20006
Top securities (13F)
DFAC, DFAX, AVNM, AVUS, DFIP, DFGR, CVNA, AAPL, VTI, SPY, VUG, AMZN, SCHB, MSFT, VOO, IVV, QQQ, IEMG, VTV, and ETN
State of incorporation
DE
Fiscal year end
31 December
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Geometric Wealth Advisors has filed 18 SEC EDGAR filings since 23 Feb 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 10 Nov 2025 30 Sep 2025 028-22324
13F-HR Open Document Open Filing 06 Aug 2025 30 Jun 2025 028-22324
N-PX Open Document Open Filing 08 Jul 2025 30 Jun 2025 028-22324
13F-HR Open Document Open Filing 09 May 2025 31 Mar 2025 028-22324
13F-HR Open Document Open Filing 07 Feb 2025 31 Dec 2024 028-22324
13F-HR Open Document Open Filing 25 Oct 2024 30 Sep 2024 028-22324
N-PX Open Document Open Filing 29 Aug 2024 29 Aug 2024 028-22324
13F-HR Open Document Open Filing 14 Aug 2024 30 Jun 2024 028-22324
13F-HR Open Document Open Filing 08 May 2024 31 Mar 2024 028-22324
13F-HR Open Document Open Filing 19 Jan 2024 31 Dec 2023 028-22324
13F-HR Open Document Open Filing 12 Oct 2023 30 Sep 2023 028-22324
13F-HR Open Document Open Filing 17 Jul 2023 30 Jun 2023 028-22324
13F-HR Open Document Open Filing 01 May 2023 31 Mar 2023 028-22324
13F-HR Open Document Open Filing 09 Jan 2023 31 Dec 2022 028-22324
13F-HR Open Document Open Filing 11 Oct 2022 30 Sep 2022 028-22324
13F-HR Open Document Open Filing 20 Jul 2022 30 Jun 2022 028-22324
13F-HR Open Document Open Filing 18 Apr 2022 31 Mar 2022 028-22324
13F-HR Open Document Open Filing 23 Feb 2022 31 Dec 2021 028-22324