Wealthstream Advisors, Inc. Portfolio Holdings

Wealthstream Advisors, Inc.

  • $625 Million
  • Q3 2025

Wealthstream Advisors, Inc. has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $625 Million distributed in 204 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $196M, Dimensional ETF Tr Dimensional with a value of $106M, Dimensional ETF Tr Emerging Mk with a value of $47.7M, Dimensional ETF Tr Dimensional with a value of $41.6M, and Dimensional ETF Tr U S Equity with a value of $35.2M.

Examining the 13F form we can see an increase of $50.7M in the current position value, from $575M to 625M.

Below you can find more details about Wealthstream Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $625 Million
ETFs: $552 Million
Technology: $27.8 Million
Financial Services: $13 Million
Communication Services: $10.4 Million
Consumer Cyclical: $7.87 Million
Healthcare: $4.1 Million
Industrials: $4.09 Million
Consumer Defensive: $2.6 Million
Other: $2.48 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$7.3 Million 1.17% of portfolio
14,089
Q3 2025 Added 2.34%
$465B
$5.89 Million 0.94% of portfolio
31,560
Q3 2025 Added 8.62%
$4.3T
$4.92 Million 0.79% of portfolio
19,340
Q3 2025 Added 4.29%
$2.39T
$3.4 Million 0.54% of portfolio
15,489
Q3 2025 Added 6.77%
$1.65T
$3.19 Million 0.51% of portfolio
13,112
Q3 2025 Added 2.55%
$1.37T
$2.77 Million 0.44% of portfolio
3,772
Q3 2025 Added 5.39%
$1.74T
$2.64 Million 0.42% of portfolio
10,833
Q3 2025 Added 4.53%
$1.46T
$1.84 Million 0.29% of portfolio
6,592
Q3 2025 Added 11.45%
$139B
$1.62 Million 0.26% of portfolio
4,914
Q3 2025 Reduced 0.3%
$881B
$1.47 Million 0.23% of portfolio
4,658
Q3 2025 Added 5.27%
$328B
$1.45 Million 0.23% of portfolio
4,827
Q3 2025 Added 0.58%
$1.29T
$1.37 Million 0.22% of portfolio
3,088
Q3 2025 Added 8.47%
$971B
$1.36 Million 0.22% of portfolio
1,776
Q3 2025 Added 12.83%
$662B
$1.37 Million 0.22% of portfolio
2,729
Q3 2025 Added 5.0%
$49.1B
$1.31 Million 0.21% of portfolio
1,094
Q3 2025 Added 2.63%
$265B
$1.21 Million 0.19% of portfolio
1,522
Q3 2025 Added 1.33%
$404B
$955,000 0.15% of portfolio
1,032
Q3 2025 Added 1.28%
$367B
$867,000 0.14% of portfolio
2,142
Q3 2025 Added 3.88%
$300B
$677,000 0.11% of portfolio
1,962
Q3 2025 Added 1.82%
$533B
$694,000 0.11% of portfolio
2,034
Q3 2025 Added 4.85%
$317B
$687,000 0.11% of portfolio
8,204
Q3 2025 Added 3.4%
$92.7B
$613,000 0.1% of portfolio
2,356
Q3 2025 Added 0.17%
$279B
$566,000 0.09% of portfolio
5,498
Q3 2025 Added 7.3%
$512B
$501,000 0.08% of portfolio
881
Q3 2025 Added 7.83%
$414B
$487,000 0.08% of portfolio
2,107
Q3 2025 Added 3.44%
$33.6B
$493,000 0.08% of portfolio
4,079
Q3 2025 Added 1.57%
$405B
$515,000 0.08% of portfolio
533
Q3 2025 Added 11.74%
$522B
$475,000 0.08% of portfolio
2,566
Q3 2025 Added 22.13%
$490B
$513,000 0.08% of portfolio
4,558
Q3 2025 Added 9.3%
$29.5B
$483,000 0.08% of portfolio
744
Q3 2025 Added 3.19%
$77.2B
$501,000 0.08% of portfolio
2,358
Q3 2025 Reduced 1.5%
$342B
$460,000 0.07% of portfolio
2,524
Q3 2025 Added 7.54%
$266B
$457,000 0.07% of portfolio
1,623
Q3 2025 Added 11.62%
$270B
$452,000 0.07% of portfolio
6,321
Q3 2025 Added 7.76%
$413B
$430,000 0.07% of portfolio
8,353
Q3 2025 Added 1.94%
$72.9B
$411,000 0.07% of portfolio
1,588
Q3 2025 Added 0.13%
$68.4B
$413,000 0.07% of portfolio
12,099
Q3 2025 Added 118.28%
$181B
$395,000 0.06% of portfolio
37,698
Q3 2025 Added 14.04%
$63.4B
$369,000 0.06% of portfolio
808
Q3 2025 Added 5.48%
$418B
$377,000 0.06% of portfolio
2,111
Q3 2025 Added 18.26%
$72.4B
$399,000 0.06% of portfolio
1,119
Q2 2025 Added 13.14%
$109B
$382,000 0.06% of portfolio
12,656
Q3 2025 Added 14.15%
$15.7B
$392,000 0.06% of portfolio
1,553
Q3 2025 Added 2.78%
$170B
$324,000 0.05% of portfolio
2,245
Q3 2025 Added 3.98%
$55.9B
$319,000 0.05% of portfolio
335
Q3 2025 Added 2.76%
$279B
$284,000 0.05% of portfolio
1,065
Q3 2025 Reduced 8.03%
$258B
$326,000 0.05% of portfolio
1,949
Q3 2025 Added 4.28%
$13.5B
$321,000 0.05% of portfolio
5,729
Q3 2025 Added 9.67%
$283B
$308,000 0.05% of portfolio
2,402
Q3 2025 Added 21.62%

Summary

  • Portfolio
  • No. of Stocks 204
  • Current Value $625 Million
  • Prior Value $575 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 23 stocks
  • Additional Purchases 106 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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