Geometric Wealth Advisors
•CIK: 1900576•Filing: Q4 2025
**Geometric Wealth Advisors** manages $777M across a concentrated portfolio of 80 positions. The fund exhibits significant conviction in select names, with top holdings including DFAC at $339.3M and DFAX at $240.5M. Notable allocations also include AVNM ($50.3M) and AVUS ($43.2M), suggesting a focused, high-conviction approach to capital deployment. The structure indicates deep sector expertise underpinning its current market positioning.
Total AUM
$777.4M
QoQ Performance
+3.6%
Positions
37
Top 10 Concentration
93.0%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAC
DFAX
AVNM
AVUS
DFAC43.6%
DFAX30.9%
AVNM6.5%
AVUS5.6%
DFIP2.8%
DFGR1.4%
CVNA0.6%
AAPL0.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other97.0%
Technology1.3%
ETF0.9%
Consumer0.3%
Financial0.2%
Consumer Staples0.1%
Utilities0.1%
Healthcare0.1%
Changes from Q3 2025
NEW2 new positions
↑36 increased
↓25 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023