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CIK: 0001833780
Total reported value
$661.3M
$661.3M
164 檔
53.6%
As reported in its official Q1 2025 Form 13F filing, Wealthstream Advisors, Inc.'s tracked investment portfolio stood at $661.3M with 164 total positions.
During Q1 2025, 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 | 30.20% | -0.55% | +2.31% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 16.67% | -0.61% | +3.35% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 7.34% | -0.13% | +3.56% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 6.41% | -0.12% | +3.53% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 5.69% | -0.37% | -14.26% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-Other | 3.20% | -0.11% | -0.25% | |
| 7 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 2.08% | +0.06% | +7.70% | |
| 8 | VTHR | Vanguard Russell 3000 | ETF-Other | 1.56% | -0.18% | -0.21% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.56% | -0.13% | — | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.21% | -0.17% | -1.35% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.03% | -0.07% | +1.08% | |
| 12 | EAGL | Eagle Capital Select Eqty | ETF-Other | 1.01% | — | -3.48% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.96% | -0.25% | +0.60% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | +0.22% | +0.38% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.75% | -0.01% | -0.61% | |
| 16 | TILT | Flexshares Morningstar US Ma | ETF-Other | 0.75% | +0.11% | +2.29% | |
| 17 | DFAT | Dimensional US Target Value | ETF-Other | 0.69% | -0.06% | -1.58% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | -0.06% | +2.97% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.56% | — | -0.12% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.53% | +0.36% | +2.51% | |
| 21 | LIF | Life360 Inc | Stock-Other | 0.50% | +0.67% | -8.71% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | +0.03% | +0.81% | |
| 23 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.44% | -0.02% | +0.38% | |
| 24 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.44% | — | -2.14% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.42% | -0.01% | — | |
| 26 | AVSU | Avantis Resp US Equity ETF | ETF-Other | 0.40% | +0.06% | -2.29% | |
| 27 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 0.36% | — | -0.69% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.36% | +0.12% | -0.09% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | +0.05% | -2.11% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.35% | +0.01% | — | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.34% | +0.08% | +0.60% | |
| 32 | AVDE | Avantis International Equity | ETF-Other | 0.28% | +0.05% | +4.32% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | — | +6.60% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.24% | — | -3.18% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.23% | — | +0.57% | |
| 36 | BND | Vanguard Total Bond Market | ETF-Other | 0.23% | -0.12% | +1.03% | |
| 37 | VV | Vanguard Large-cap ETF | ETF-Other | 0.22% | — | +0.35% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.22% | — | — | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.21% | — | — | |
| 40 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.21% | — | — | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.20% | — | +3.86% | |
| 42 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.20% | +0.04% | +3.69% | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.20% | -0.10% | +0.90% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | +0.02% | -2.20% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.19% | -0.09% | -1.03% | |
| 46 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.19% | — | -0.47% | |
| 47 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.18% | +0.04% | — | |
| 48 | GE | General Electric | Stock-Industrials | 0.18% | +0.04% | +0.29% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.18% | — | +0.24% | |
| 50 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.18% | — | — |
According to official SEC Form 13F filings, Wealthstream Advisors, Inc. reported a total U.S. public equity portfolio value of $661.3M across 164 disclosed positions in Q1 2025.
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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 Q1 2025.
During Q1 2025, Wealthstream Advisors, Inc.'s top holdings by market value included DFAC (30.2%)、DFIC (16.7%)、DFEM (7.3%). The largest single position, DFAC, represented 30.2% of total portfolio value.
In Q1 2025, 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.
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