# EDGAR Filing Document

**Accession Number:** 0001900576
**File Stem:** 0001900576-26-000003
**Filing Date:** 2026-5
**Character Count:** 12439
**Document Hash:** 90d25d24575d04fe5d0569939ff2bf6c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001900576-26-000003.hdr.sgml**: 20260513

**ACCESSION NUMBER**: 0001900576-26-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260513

**DATE AS OF CHANGE**: 20260513

**EFFECTIVENESS DATE**: 20260513

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Geometric Wealth Advisors
- **CENTRAL INDEX KEY:** 0001900576

**ORGANIZATION NAME:**
- **EIN:** 471137290
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22324
- **FILM NUMBER:** 26972103

**BUSINESS ADDRESS:**
- **STREET 1:** 1717 K STREET NW
- **STREET 2:** SUITE 900
- **CITY:** WASHINGTON
- **STATE:** DC
- **ZIP:** 20006
- **BUSINESS PHONE:** 2027652211

**MAIL ADDRESS:**
- **STREET 1:** 1717 K STREET NW
- **STREET 2:** SUITE 900
- **CITY:** WASHINGTON
- **STATE:** DC
- **ZIP:** 20006

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Geometric Wealth Advisors<br>**Address:** 1717 K STREET NW<br>SUITE 900<br>WASHINGTON, DC 20006

**Form 13F File Number:** 028-22324

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Marc Dacanay<br>**Title:** Chief Compliance Officer<br>**Phone:** 8083986272

**Signature, Place, and Date of Signing:**

Marc Dacanay  Mesa, AZ  05-13-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 85

**Form 13F Information Table Value Total:** $798639950

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALLSTATE CORP | COM | 020002101 |  | 390214 | 1882 | SH |  | SOLE | 0 | 0 | 0 | 1882 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 504093 | 1753 | SH |  | SOLE | 0 | 0 | 0 | 1753 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1143403 | 3986 | SH |  | SOLE | 0 | 0 | 0 | 3986 |
| AMAZON COM INC | COM | 023135106 |  | 2498199 | 11995 | SH |  | SOLE | 0 | 0 | 0 | 11995 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 |  | 48485764 | 436101 | SH |  | SOLE | 0 | 0 | 0 | 436101 |
| AMERICAN CENTY ETF TR | AVANTIS ALL INT | 025072174 |  | 54351406 | 713554 | SH |  | SOLE | 0 | 0 | 0 | 713554 |
| APPLE INC | COM | 037833100 |  | 4280792 | 16867 | SH |  | SOLE | 0 | 0 | 0 | 16867 |
| AXON ENTERPRISE INC | COM | 05464C101 |  | 212345 | 500 | SH |  | SOLE | 0 | 0 | 0 | 500 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 497410 | 1038 | SH |  | SOLE | 0 | 0 | 0 | 1038 |
| CARVANA CO | CL A | 146869102 |  | 2969005 | 9444 | SH |  | SOLE | 0 | 0 | 0 | 9444 |
| CHEVRON CORPORATION | COM | 166764100 |  | 224073 | 1083 | SH |  | SOLE | 0 | 0 | 0 | 1083 |
| CME GROUP INC | COM | 12572Q105 |  | 443616 | 1502 | SH |  | SOLE | 0 | 0 | 0 | 1502 |
| COCA COLA CO | COM | 191216100 |  | 893051 | 11743 | SH |  | SOLE | 0 | 0 | 0 | 11743 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 700945 | 9885 | SH |  | SOLE | 0 | 0 | 0 | 9885 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 337959990 | 8696860 | SH |  | SOLE | 0 | 0 | 0 | 8696860 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 407299 | 6522 | SH |  | SOLE | 0 | 0 | 0 | 6522 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 253220628 | 7454243 | SH |  | SOLE | 0 | 0 | 0 | 7454243 |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 |  | 21342388 | 511563 | SH |  | SOLE | 0 | 0 | 0 | 511563 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 1257233 | 26258 | SH |  | SOLE | 0 | 0 | 0 | 26258 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 699769 | 16574 | SH |  | SOLE | 0 | 0 | 0 | 16574 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 |  | 225939 | 6448 | SH |  | SOLE | 0 | 0 | 0 | 6448 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 1206172 | 33948 | SH |  | SOLE | 0 | 0 | 0 | 33948 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 542746 | 15709 | SH |  | SOLE | 0 | 0 | 0 | 15709 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 |  | 270280 | 6375 | SH |  | SOLE | 0 | 0 | 0 | 6375 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 |  | 353745 | 8609 | SH |  | SOLE | 0 | 0 | 0 | 8609 |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 25434V674 |  | 613758 | 11862 | SH |  | SOLE | 0 | 0 | 0 | 11862 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 |  | 11820729 | 444723 | SH |  | SOLE | 0 | 0 | 0 | 444723 |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 |  | 356944 | 7039 | SH |  | SOLE | 0 | 0 | 0 | 7039 |
| EATON CORP PLC | SHS | G29183103 |  | 1223947 | 3422 | SH |  | SOLE | 0 | 0 | 0 | 3422 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 800129 | 3301 | SH |  | SOLE | 0 | 0 | 0 | 3301 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 |  | 246205 | 5180 | SH |  | SOLE | 0 | 0 | 0 | 5180 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1429098 | 2476 | SH |  | SOLE | 0 | 0 | 0 | 2476 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 1697018 | 24330 | SH |  | SOLE | 0 | 0 | 0 | 24330 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 350985 | 3877 | SH |  | SOLE | 0 | 0 | 0 | 3877 |
| ISHARES TR | BROAD USD HIGH | 46435U853 |  | 353068 | 9584 | SH |  | SOLE | 0 | 0 | 0 | 9584 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 803383 | 5641 | SH |  | SOLE | 0 | 0 | 0 | 5641 |
| ISHARES TR | TRUST ISHARE 0-1 | 464288679 |  | 712825 | 6457 | SH |  | SOLE | 0 | 0 | 0 | 6457 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 557133 | 5537 | SH |  | SOLE | 0 | 0 | 0 | 5537 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 757395 | 3587 | SH |  | SOLE | 0 | 0 | 0 | 3587 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1733619 | 2654 | SH |  | SOLE | 0 | 0 | 0 | 2654 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 772768 | 6832 | SH |  | SOLE | 0 | 0 | 0 | 6832 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 244327 | 573 | SH |  | SOLE | 0 | 0 | 0 | 573 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 287928 | 1161 | SH |  | SOLE | 0 | 0 | 0 | 1161 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 |  | 627411 | 4305 | SH |  | SOLE | 0 | 0 | 0 | 4305 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 |  | 202126 | 615 | SH |  | SOLE | 0 | 0 | 0 | 615 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 461503 | 1888 | SH |  | SOLE | 0 | 0 | 0 | 1888 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 414177 | 1408 | SH |  | SOLE | 0 | 0 | 0 | 1408 |
| LISTED FDS TR | ROUNDHILL MAGNIF | 53656G498 |  | 200762 | 3465 | SH |  | SOLE | 0 | 0 | 0 | 3465 |
| MERCK  CO INC | COM | 58933Y105 |  | 264638 | 2200 | SH |  | SOLE | 0 | 0 | 0 | 2200 |
| META PLATFORMS INC | CL A | 30303M102 |  | 753522 | 1317 | SH |  | SOLE | 0 | 0 | 0 | 1317 |
| MICROSOFT CORP | COM | 594918104 |  | 1437810 | 3884 | SH |  | SOLE | 0 | 0 | 0 | 3884 |
| NETFLIX INC. | COM | 64110L106 |  | 378062 | 3932 | SH |  | SOLE | 0 | 0 | 0 | 3932 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 431991 | 2477 | SH |  | SOLE | 0 | 0 | 0 | 2477 |
| RTX CORPORATION | COM | 75513E101 |  | 219327 | 1137 | SH |  | SOLE | 0 | 0 | 0 | 1137 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 2241584 | 89306 | SH |  | SOLE | 0 | 0 | 0 | 89306 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 1779066 | 71881 | SH |  | SOLE | 0 | 0 | 0 | 71881 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 493523 | 19248 | SH |  | SOLE | 0 | 0 | 0 | 19248 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 602472 | 20718 | SH |  | SOLE | 0 | 0 | 0 | 20718 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 486121 | 16688 | SH |  | SOLE | 0 | 0 | 0 | 16688 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 463786 | 15206 | SH |  | SOLE | 0 | 0 | 0 | 15206 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 |  | 349248 | 7472 | SH |  | SOLE | 0 | 0 | 0 | 7472 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 462155 | 14026 | SH |  | SOLE | 0 | 0 | 0 | 14026 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 447329 | 16811 | SH |  | SOLE | 0 | 0 | 0 | 16811 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 921164 | 39671 | SH |  | SOLE | 0 | 0 | 0 | 39671 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 1060010 | 7976 | SH |  | SOLE | 0 | 0 | 0 | 7976 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 410801 | 2802 | SH |  | SOLE | 0 | 0 | 0 | 2802 |
| SOUTHERN CO | COM | 842587107 |  | 790499 | 8190 | SH |  | SOLE | 0 | 0 | 0 | 8190 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 3081284 | 4738 | SH |  | SOLE | 0 | 0 | 0 | 4738 |
| TIDAL TRUST II | DEFIANCE LARGE | 88636R743 |  | 498372 | 22432 | SH |  | SOLE | 0 | 0 | 0 | 22432 |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | 922021605 |  | 1059828 | 10697 | SH |  | SOLE | 0 | 0 | 0 | 10697 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 4468562 | 13929 | SH |  | SOLE | 0 | 0 | 0 | 13929 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 284992 | 1385 | SH |  | SOLE | 0 | 0 | 0 | 1385 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 1433535 | 7307 | SH |  | SOLE | 0 | 0 | 0 | 7307 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 585722 | 2040 | SH |  | SOLE | 0 | 0 | 0 | 2040 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 219640 | 1011 | SH |  | SOLE | 0 | 0 | 0 | 1011 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 1031441 | 3938 | SH |  | SOLE | 0 | 0 | 0 | 3938 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 2685752 | 6149 | SH |  | SOLE | 0 | 0 | 0 | 6149 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 2066478 | 3458 | SH |  | SOLE | 0 | 0 | 0 | 3458 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 301583 | 3659 | SH |  | SOLE | 0 | 0 | 0 | 3659 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 466375 | 3372 | SH |  | SOLE | 0 | 0 | 0 | 3372 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 562931 | 10415 | SH |  | SOLE | 0 | 0 | 0 | 10415 |
| VANGUARD SCOTTSDALE FDS | TOTAL WLD BD ETF | 92206C565 |  | 1520871 | 22251 | SH |  | SOLE | 0 | 0 | 0 | 22251 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 885438 | 11483 | SH |  | SOLE | 0 | 0 | 0 | 11483 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 1475186 | 23021 | SH |  | SOLE | 0 | 0 | 0 | 23021 |
| VISA INC | COM CL A | 92826C839 |  | 271109 | 897 | SH |  | SOLE | 0 | 0 | 0 | 897 |

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