13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001833780
Total reported value
$661.3M
$661.3M
167 檔
53.6%
According to the latest 13F quarterly dataset, Wealthstream Advisors, Inc. managed an equity portfolio of $661.3M at the end of Q4 2024, spanning 167 distinct U.S. exchange-listed positions.
During Q4 2024, Wealthstream Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 30.54% | -0.55% | +5.86% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 14.82% | -0.61% | +7.71% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.92% | -0.13% | +4.71% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 6.90% | -0.37% | -1.16% | |
| 5 | DUHP | Dimensional US High Profi Et | ETF-Other | 6.23% | -0.12% | +9.45% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-Other | 3.33% | -0.11% | -0.44% | |
| 7 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 1.94% | +0.06% | +18.96% | |
| 8 | VTHR | Vanguard Russell 3000 | ETF-Other | 1.63% | -0.18% | -4.61% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.43% | -0.13% | -0.25% | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.20% | -0.17% | -5.10% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.06% | -0.07% | -0.41% | |
| 12 | EAGL | Eagle Capital Select Eqty | ETF-Other | 1.02% | — | — | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.99% | -0.25% | -0.75% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.97% | +0.22% | +3.71% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.84% | -0.01% | +6.08% | |
| 16 | TILT | Flexshares Morningstar US Ma | ETF-Other | 0.76% | +0.11% | +0.26% | |
| 17 | DFAT | Dimensional US Target Value | ETF-Other | 0.75% | -0.06% | -6.80% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | -0.06% | +4.19% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | +0.36% | +3.81% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.61% | — | -5.05% | |
| 21 | LIF | Life360 Inc | Stock-Other | 0.58% | +0.67% | -91.58% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.54% | +0.03% | +6.31% | |
| 23 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.48% | — | -0.27% | |
| 24 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.44% | -0.02% | -5.94% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | +0.12% | +17.54% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | +0.05% | +30.16% | |
| 27 | AVSU | Avantis Resp US Equity ETF | ETF-Other | 0.43% | +0.06% | +41.50% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.40% | -0.01% | — | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.38% | +0.01% | +1.80% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.34% | +0.08% | +5.70% | |
| 31 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 0.33% | — | +16.30% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.26% | — | — | |
| 33 | AVDE | Avantis International Equity | ETF-Other | 0.24% | +0.05% | +13.41% | |
| 34 | VV | Vanguard Large-cap ETF | ETF-Other | 0.23% | — | +0.63% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.23% | — | — | |
| 36 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.22% | — | — | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.22% | — | -1.69% | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.22% | — | +3.42% | |
| 39 | BND | Vanguard Total Bond Market | ETF-Other | 0.22% | -0.12% | +1.21% | |
| 40 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.21% | +0.04% | — | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | — | -0.08% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.20% | +0.09% | +4.44% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.20% | +0.12% | +1.52% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.20% | +0.12% | +9.95% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | +0.02% | -0.14% | |
| 46 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.19% | -0.10% | +1.17% | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.19% | +0.04% | +292.56% | |
| 48 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.19% | +0.04% | +4.26% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.18% | -0.09% | +7.13% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.18% | — | -4.65% |
According to official SEC Form 13F filings, Wealthstream Advisors, Inc. reported a total U.S. public equity portfolio value of $661.3M across 167 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFIC, DFEM) accounted for 53.6% of total reported equity market value during Q4 2024.
During Q4 2024, Wealthstream Advisors, Inc.'s top holdings by market value included DFAC (30.5%)、DFIC (14.8%)、DFEM (6.9%). The largest single position, DFAC, represented 30.5% of total portfolio value.
In Q4 2024, Wealthstream Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.