Geometric Wealth Advisors

CIK

1900576

Location

WASHINGTON, DC

Portfolio Value

Micro $22,494,491

Diversification

Diversified

Filing Date

Global Rank

#7,582 / 8,605 ▲ 24 · as of Mar 2026

Top Industry

Consumer Electronics 23.8%

3Y Alpha vs SPY

-5.4%

Period ended 3 months ago

Filed May 13, 2026 · 57d

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+72.8%

SPY

+76.5%

Annualised alpha

-0.9%

Max drawdown

−20.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

24 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

19.0%

−0.5 pts

Top 5

56.6%

−2.6 pts

Top 10

76.4%

−2.5 pts

HHI

879

Diversified−41

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.9%	$6,950,532	4
Unclassified	20.1%	$4,510,407	2
Consumer Cyclical	13.7%	$3,091,998	2
Financial Services	9.0%	$2,016,523	5
Industrials	7.4%	$1,655,618	3
Communication Services	7.3%	$1,635,648	3
Consumer Defensive	4.0%	$893,055	1
Utilities	3.5%	$790,498	1
Healthcare	3.2%	$726,140	2
Energy	1.0%	$224,072	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+362	11,995	$2,498,198
NVDA	Nvidia Corp	+232	2,477	$431,988
SPY	Spdr S&P 500 ETF Trust	+221	4,738	$3,081,310
NFLX	Netflix Inc	+182	3,932	$378,061
SO	Southern Co	+163	8,190	$790,498
KO	Coca Cola Co	+145	11,743	$893,055
AAPL	Apple Inc.	+128	16,867	$4,280,675
JNJ	Johnson & Johnson	+116	1,888	$461,502
META	Meta Platforms, Inc.	+85	1,317	$753,495
JPM	Jpmorgan Chase & Co	+83	1,408	$414,177
GOOGL	Alphabet Inc.	+68	1,753	$504,092
QQQ	Invesco Qqq Trust, Series 1	+52	2,476	$1,429,097
BRK-B	Berkshire Hathaway Inc	+51	1,038	$497,409
MRK	Merck & Co., Inc.	+9	2,200	$264,638
IBM	International Business Machines Corp	+6	3,301	$800,129
V	Visa Inc.	+6	897	$271,109
ETN	Eaton Corp plc	+3	3,422	$1,223,946
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
CVNA	Carvana Co.	−1,560	9,444	$593,800
MSFT	Microsoft Corp	−273	3,884	$1,437,740
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
CVX	Chevron Corp	1,083	$224,072
RTX	RTX Corp	1,137	$219,327
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

24 positions · $22,494,491 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	16,867	+128	$4,280,675	−5.9%	19.03%
SPY	Spdr S&P 500 ETF Trust	Added	4,738	+221	$3,081,310	+0.0%	13.70%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,995	+362	$2,498,198	−7.0%	11.11%
MSFT	Microsoft Corp Technology	Reduced	3,884	-273	$1,437,740	−28.5%	6.39%
QQQ	Invesco Qqq Trust, Series 1	Added	2,476	+52	$1,429,097	−4.0%	6.35%
ETN	Eaton Corp plc Industrials	Added	3,422	+3	$1,223,946	+12.4%	5.44%
KO	Coca Cola Co Consumer Defensive	Added	11,743	+145	$893,055	+10.1%	3.97%
IBM	International Business Machines Corp Technology	Added	3,301	+6	$800,129	−18.0%	3.56%
SO	Southern Co Utilities	Added	8,190	+163	$790,498	+12.9%	3.51%
META	Meta Platforms, Inc. Communication Services	Added	1,317	+85	$753,495	−7.3%	3.35%
CVNA	Carvana Co. Consumer Cyclical	Reduced	9,444	-1,560	$593,800	−36.1%	2.64%
GOOGL	Alphabet Inc. Communication Services	Added	1,753	+68	$504,092	−4.4%	2.24%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,038	+51	$497,409	+0.3%	2.21%
JNJ	Johnson & Johnson Healthcare	Added	1,888	+116	$461,502	+25.8%	2.05%
CME	Cme Group Inc. Financial Services	Held	1,502	0	$443,615	+8.2%	1.97%
NVDA	Nvidia Corp Technology	Added	2,477	+232	$431,988	+3.2%	1.92%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,408	+83	$414,177	−3.0%	1.84%
ALL	Allstate Corp Financial Services	Held	1,882	0	$390,213	−0.4%	1.73%
NFLX	Netflix Inc Communication Services	Added	3,932	+182	$378,061	+7.5%	1.68%
V	Visa Inc. Financial Services	Added	897	+6	$271,109	−13.2%	1.21%
MRK	Merck & Co., Inc. Healthcare	Added	2,200	+9	$264,638	+14.7%	1.18%
CVX	Chevron Corp Energy	NEW	1,083	NEW	$224,072	NEW	1.00%
RTX	RTX Corp Industrials	NEW	1,137	NEW	$219,327	NEW	0.98%
AXON	Axon Enterprise, Inc. Industrials	Held	500	0	$212,345	−25.2%	0.94%