Wealthstream Advisors, Inc. Reduced Holdings in Q3 2025

Wealthstream Advisors, Inc.

  • $625 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.1K
- 23.0%
$617.65 - $666.84 $1.3M - $1.4M
7.04K $4.69M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-6.5K
- 30.14%
$62.09 - $66.51 $404K - $432K
15.1K $983K
VTV
Vanguard Value ETF

ETFs
-2.09K
- 29.15%
$175.51 - $186.57 $368K - $391K
5.09K $949K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.61K
- 28.71%
$91.28 - $97.59 $147K - $157K
4K $383K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.99K
- 16.66%
$108.97 - $121.65 $217K - $242K
9.94K $1.2M
ACN
Accenture PLC

Technology
-206
- 19.54%
$232.56 - $304.78 $47.9K - $62.8K
848 $209K
NOW
Service Now, Inc.

Technology
-49
- 17.19%
$850.86 - $1044.69 $41.7K - $51.2K
236 $217K
SAP
Sap Se

Technology
-93
- 8.03%
$252.42 - $311.93 $23.5K - $29K
1.07K $284K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-765
- 19.43%
$94.17 - $99.95 $72K - $76.5K
3.17K $317K
AVSE
American Centy ETF Tr Avantis

ETFs
-1.62K
- 16.76%
$58.4 - $64.07 $94.5K - $104K
8.04K $511K
KO
Coca Cola CO

Consumer Defensive
-379
- 6.81%
$65.67 - $71.67 $24.9K - $27.2K
5.19K $343K
INFY
Infosys LTD

Technology
-567
- 4.16%
$15.98 - $18.96 $9.06K - $10.8K
13.1K $212K
VOT
Vanguard Mid Cap Growth Index

ETFs
-171
- 12.45%
$282.75 - $294.19 $48.4K - $50.3K
1.2K $353K
INTU
Intuit Inc

Technology
-4
- 1.28%
$646.03 - $807.39 $2.58K - $3.23K
308 $210K
CNI
Canadian National Railway CO

Industrials
-15
- 0.67%
$92.01 - $106.6 $1.38K - $1.6K
2.23K $209K
G
Genpact LTD

Technology
-131
- 2.18%
$41.06 - $46.13 $5.38K - $6.04K
5.89K $246K
ESRT
Empire State Realty Trust, Inc.

Real Estate
-1.45K
- 12.5%
$7.15 - $8.32 $10.4K - $12.1K
10.1K $77K
UMC
United Microelectronics Corp

Technology
-1.62K
- 6.42%
$6.58 - $7.86 $10.7K - $12.7K
23.6K $178K
NOK
Nokia Corp

Technology
-1.2K
- 9.86%
$4.05 - $5.23 $4.86K - $6.27K
11K $52K
COF
Capital One Financial Corp

Financial Services
-36
- 1.5%
$207.29 - $229.74 $7.46K - $8.27K
2.36K $501K
SCHW
Schwab Charles Corp

Financial Services
-171
- 6.53%
$91.03 - $98.69 $15.6K - $16.9K
2.45K $233K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-148
- 1.45%
$72.57 - $74.72 $10.7K - $11.1K
10K $746K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-2.52K
- 6.47%
$63.41 - $69.69 $160K - $175K
36.4K $2.49M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-399
- 6.03%
$567.77 - $614.76 $227K - $245K
6.21K $3.81M
VEA
Vanguard Ftse Developed Market

ETFs
-20
- 0.1%
$56.02 - $60.3 $1.12K - $1.21K
19.2K $1.15M
SSO
Proshares Ultra S&P 500

ETFs
-190
- 3.48%
$97.48 - $112.71 $18.5K - $21.4K
5.28K $591K
DFAX
Dimensional ETF Tr
-510
- 1.34%
$29.25 - $31.56 $14.9K - $16.1K
37.5K $1.18M
AVSD
American Centy ETF Tr Avantis

ETFs
-21
- 0.07%
$66.62 - $71.66 $1.4K - $1.5K
31.3K $2.24M
VT
Vanguard Total World Stk Index

ETFs
-41
- 0.2%
$128.41 - $138.03 $5.26K - $5.66K
20.3K $2.8M
VTHR
Vanguard Russell 3000 ETF

ETFs
-1.76K
- 5.35%
$272.54 - $295.85 $480K - $521K
31.1K $9.16M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-3.59K
- 2.28%
$41.91 - $44.87 $150K - $161K
153K $6.86M
AVGO
Broadcom Inc.

Technology
-15
- 0.3%
$264.74 - $369.57 $3.97K - $5.54K
4.91K $1.62M
DFAT
Dimensional ETF Tr U S Target

ETFs
-552
- 0.77%
$53.36 - $59.69 $29.5K - $32.9K
71.4K $4.15M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-169
- 2.08%
$420.11 - $472.68 $71K - $79.9K
7.96K $3.73M
IEFA
Ishares Tr

ETFs
-683
- 0.63%
$81.7 - $87.53 $55.8K - $59.8K
108K $9.43M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-12.3K
- 2.47%
$67.01 - $72.84 $823K - $895K
486K $35.2M
Activity Summary
Buys All Purchases 129 New Holdings 23 Increased Positions 106 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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