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CIK: 0001833780
Total reported value
$661.3M
$661.3M
184 檔
59.3%
During the Q2 2025 filing period, Wealthstream Advisors, Inc. (CIK: 0001833780) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $661.3M across 184 reported positions.
During Q2 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 | 29.57% | -0.55% | +1.47% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 16.53% | -0.61% | -0.29% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 7.29% | -0.13% | -0.31% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 6.27% | -0.12% | +2.67% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 5.55% | -0.37% | -0.99% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-Other | 3.14% | -0.11% | — | |
| 7 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 2.11% | +0.06% | +4.80% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.51% | -0.13% | -1.47% | |
| 9 | VTHR | Vanguard Russell 3000 | ETF-Other | 1.49% | -0.18% | -2.84% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.14% | +0.22% | +10.44% | |
| 11 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.10% | -0.17% | -0.06% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.97% | -0.07% | -3.69% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.94% | -0.25% | -0.40% | |
| 14 | EAGL | Eagle Capital Select Eqty | ETF-Other | 0.88% | — | -8.43% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 0.76% | +0.36% | +12.18% | |
| 16 | TILT | Flexshares Morningstar US Ma | ETF-Other | 0.76% | +0.11% | +4.80% | |
| 17 | LIF | Life360 Inc | Stock-Other | 0.67% | +0.67% | -11.34% | |
| 18 | DFAT | Dimensional US Target Value | ETF-Other | 0.65% | -0.06% | -0.08% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.63% | -0.01% | +2.44% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | -0.06% | -0.24% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.57% | — | -1.63% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | +0.03% | +8.52% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | +0.08% | +12.87% | |
| 24 | AVSU | Avantis Resp US Equity ETF | ETF-Other | 0.44% | +0.06% | +12.44% | |
| 25 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.43% | -0.02% | +0.06% | |
| 26 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.41% | — | -0.93% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.41% | -0.01% | -1.65% | |
| 28 | THC | Tenet Healthcare CORP | Stock-Healthcare | 0.39% | — | — | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | +0.12% | +3.02% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.36% | +0.01% | — | |
| 31 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 0.35% | — | -2.25% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.31% | +0.05% | -13.02% | |
| 33 | AVDE | Avantis International Equity | ETF-Other | 0.30% | +0.05% | +9.31% | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.24% | +0.03% | +8.78% | |
| 35 | VV | Vanguard Large-cap ETF | ETF-Other | 0.23% | — | +3.51% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.23% | +0.12% | +21.20% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.22% | +0.12% | +13.29% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.22% | — | -0.83% | |
| 39 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.22% | +0.04% | +8.16% | |
| 40 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.22% | — | — | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.22% | — | — | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | +0.02% | +3.68% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.21% | — | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | — | +1.88% | |
| 45 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.21% | +0.04% | +0.29% | |
| 46 | GE | General Electric | Stock-Industrials | 0.21% | +0.04% | -2.52% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.20% | — | +19.33% | |
| 48 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.20% | — | -8.11% | |
| 49 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.19% | — | -0.22% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.18% | — | +0.11% |
According to official SEC Form 13F filings, Wealthstream Advisors, Inc. reported a total U.S. public equity portfolio value of $661.3M across 184 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFIC, DFEM) accounted for 59.3% of total reported equity market value during Q2 2025.
During Q2 2025, Wealthstream Advisors, Inc.'s top holdings by market value included DFAC (29.6%)、DFIC (16.5%)、DFEM (7.3%). The largest single position, DFAC, represented 29.6% of total portfolio value.
In Q2 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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