Geometric Wealth Advisors
Geometric Wealth Advisors reported 94 positions worth $924.5M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: DFAC (43.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $401.7M | 43.45% | 9,054,523 | — | — | |
| ▸ 2 | DFAX | SH | $286.6M | 31.00% | 7,779,410 | — | — | |
| ▸ 3 | AVNM | SH | $60.7M | 6.57% | 736,769 | — | — | |
| ▸ 4 | AVUS | SH | $57.1M | 6.18% | 445,778 | — | — | |
| ▸ 5 | DFIP | SH | $21.9M | 2.37% | 531,015 | — | — | |
| ▸ 6 | DFGR | SH | $13.5M | 1.46% | 465,667 | — | — | |
| ▸ 7 | VTI | SH | $5.7M | 0.62% | 15,370 | — | — | |
| ▸ 8 | AAPL | SH | $5.0M | 0.54% | 17,146 | — | — | |
| ▸ 9 | SPY | SH | $3.5M | 0.38% | 4,745 | — | — | |
| ▸ 10 | VUG | SH | $3.2M | 0.34% | 36,893 | — | — |
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Frequently Asked Questions
What stocks does Geometric Wealth Advisors hold as of Q2 2026?
Geometric Wealth Advisors reported 94 positions worth $924.5M in its Q2 2026 13F filing. Largest positions: DFAC (43.4%), DFAX (31.0%), AVNM (6.6%), AVUS (6.2%) and DFIP (2.4%).
What did Geometric Wealth Advisors buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Geometric Wealth Advisors sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.