Geometric Wealth Advisors
RIA/Wealth
Geometric Wealth Advisors is a RIA/Wealth led by Julia Cumming Higgins, reporting $971.6M in AUM as of Q3 2025 with 97% ETF concentration, 93% concentrated in top 10 holdings, and 44% allocation to DFAC.
COOJulia Cumming Higgins
- Portfolio Value
- $750.0M
- Positions
- 79
- Top Holding
- DFAC at 43.74%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Geometric Wealth Advisors's portfolio (92.8% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $328.0M | 43.74% | +$18.0M Bought | — 8.5M shares | |
ETF ETF | $228.8M | 30.50% | +$9.3M Bought | — 7.3M shares | |
ETF ETF | $47.6M | 6.35% | +$270.0K Bought | — 674.5K shares | |
ETF ETF | $42.2M | 5.63% | +$91.5K Bought | — 388.4K shares | |
ETF ETF | $22.0M | 2.93% | +$946.4K Bought | — 521.2K shares | |
ETF ETF | $10.9M | 1.46% | +$895.4K Bought | — 400.5K shares | |
Specialty Retail Consumer Cyclical | $5.3M | 0.70% | -$961.2K Sold | 0.01% 13.9K shares | |
Consumer Electronics Technology | $4.4M | 0.58% | -$159.9K Sold | 0.00% 17.2K shares | |
ETF ETF | $4.0M | 0.53% | +$17.4K Bought | — 12.2K shares | |
ETF ETF | $3.0M | 0.40% | +$60.0K Bought | — 4.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Geometric Wealth Advisors's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-15.46% | |
-13.47% | |
-12.38% | |
-11.4% | |
-3.53% |
Analytics
Portfolio insights and performance metrics for Geometric Wealth Advisors
GthenA