Holdings
Geometric Wealth Advisors
As of Jun 30, 2026, Geometric Wealth Advisors reported 23 positions worth US$23M. Largest: Apple Inc, Carvana Co. and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 17,146 | US$4.96M | +279 | Jun 30, 2026 |
| Carvana Co. | 47,240 | US$3.11M | +37,796 | Jun 30, 2026 |
| Amazon.com, Inc. | 12,385 | US$2.95M | +390 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 5,798 | US$2.07M | +68 | Jun 30, 2026 |
| Microsoft Corp. | 3,847 | US$1.44M | −37 | Jun 30, 2026 |
| Coca-cola Company (the) | 11,706 | US$951K | −37 | Jun 30, 2026 |
| International Business Machines Corporation | 3,320 | US$934K | +19 | Jun 30, 2026 |
| Southern Company (the) | 8,051 | US$771K | −139 | Jun 30, 2026 |
| Nvidia Corporation | 3,577 | US$716K | +1,100 | Jun 30, 2026 |
| Meta Platforms, Inc. | 1,231 | US$693K | −86 | Jun 30, 2026 |