Wealthstream Advisors, Inc. Reduced Holdings in Q2 2025

Wealthstream Advisors, Inc.

  • $575 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-6.67K
- 39.55%
$72.02 - $73.82 $480K - $492K
10.2K $749K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-5.65K
- 41.44%
$77.74 - $78.78 $439K - $445K
7.98K $628K
IBM
International Business Machines Corp

Technology
-1.43K
- 49.64%
$221.03 - $294.78 $317K - $422K
1.45K $428K
BNDX
Vanguard Total International B

ETFs
-5.42K
- 44.35%
$48.77 - $49.55 $265K - $269K
6.81K $337K
XOM
Exxon Mobil Corp

Energy
-1.45K
- 25.8%
$99.93 - $119.04 $145K - $173K
4.17K $449K
EMB
Ishares Tr

ETFs
-2.33K
- 45.08%
$86.54 - $92.62 $201K - $215K
2.83K $262K
T
At&T Inc.

Communication Services
-5.44K
- 43.35%
$26.33 - $28.94 $143K - $157K
7.11K $205K
PM
Philip Morris International Inc.

Consumer Defensive
-1.07K
- 42.15%
$149.23 - $184.95 $160K - $198K
1.47K $267K
QCOM
Qualcomm Inc

Technology
-568
- 27.0%
$124.66 - $159.48 $70.8K - $90.6K
1.54K $244K
G
Genpact LTD

Technology
-317
- 5.0%
$40.65 - $50.56 $12.9K - $16K
6.02K $264K
IEMG
Ishares Inc

ETFs
-683
- 1.65%
N/A
40.7K $2.18M
GOOG
Alphabet Inc.

Communication Services
-1.55K
- 13.02%
$146.58 - $180.01 $227K - $279K
10.4K $1.84M
AVSE
American Centy ETF Tr Avantis

ETFs
-1.55K
- 13.85%
$45.56 - $58.63 $70.8K - $91.1K
9.66K $566K
CSCO
Cisco Systems, Inc.

Technology
-533
- 14.46%
$53.19 - $69.38 $28.4K - $37K
3.15K $218K
NMR
Nomura Holdings Inc

Financial Services
-2.04K
- 14.0%
$4.95 - $6.6 $10.1K - $13.4K
12.5K $82K
IWN
Ishares Russell2000 Val ETF

ETFs
-192
- 5.03%
$131.84 - $157.76 $25.3K - $30.3K
3.63K $572K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-74
- 0.53%
$46.41 - $47.7 $3.43K - $3.53K
13.9K $660K
MFG
Mizuho Financial Group Inc

Financial Services
-376
- 1.39%
$4.25 - $5.66 $1.6K - $2.13K
26.6K $147K
Dimensional ETF Trust
-3.72K
- 16.04%
N/A
19.4K $0
2023 ETF Series Trust
-16.2K
- 8.43%
N/A
176K $0
Life360 Inc
-7.87K
- 11.34%
N/A
61.5K $0
Dimensional ETF Trust
-357
- 5.02%
N/A
6.75K $0
IWB
Ishares Tr Russell 1000 ETF

ETFs
-308
- 8.11%
$272.36 - $339.57 $83.9K - $105K
3.49K $1.18M
VO
Vanguard Mid Cap ETF

ETFs
-20
- 1.32%
$228.54 - $279.83 $4.57K - $5.6K
1.5K $418K
SAN
Banco Santander, S.A.

Financial Services
-2.56K
- 7.19%
$5.72 - $8.32 $14.6K - $21.3K
33.1K $274K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-90
- 1.58%
$73.7 - $90.98 $6.63K - $8.19K
5.61K $510K
URI
United Rentals, Inc.

Industrials
-3
- 0.91%
$551.94 - $753.4 $1.66K - $2.26K
326 $245K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-181
- 0.83%
$51.16 - $62.02 $9.26K - $11.2K
21.6K $1.34M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-4
- 0.4%
$416.06 - $551.64 $1.66K - $2.21K
1K $553K
DFAX
Dimensional ETF Tr
-85
- 0.22%
$23.37 - $29.39 $1.99K - $2.5K
38K $1.12M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-367
- 0.93%
$52.31 - $63.72 $19.2K - $23.4K
38.9K $2.48M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-89
- 0.06%
$36.25 - $42.28 $3.23K - $3.76K
157K $6.64M
DFAT
Dimensional ETF Tr U S Target

ETFs
-61
- 0.08%
$44.8 - $53.97 $2.73K - $3.29K
71.9K $3.88M
AVSD
American Centy ETF Tr Avantis

ETFs
-721
- 2.25%
$53.85 - $67.74 $38.8K - $48.8K
31.3K $2.12M
GE
General Electric CO

Industrials
-124
- 2.52%
$166.81 - $257.39 $20.7K - $31.9K
4.8K $1.24M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-16
- 0.24%
$456.74 - $568.03 $7.31K - $9.09K
6.61K $3.76M
VTI
Vanguard Total Stock Market Et

ETFs
-738
- 3.69%
$243.75 - $303.93 $180K - $224K
19.3K $5.85M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-135
- 1.63%
$320.42 - $424.58 $43.3K - $57.3K
8.13K $3.45M
SPY
Spdr S&P 500 ETF Trust

ETFs
-37
- 0.4%
$496.48 - $617.85 $18.4K - $22.9K
9.15K $5.65M
VTHR
Vanguard Russell 3000 ETF

ETFs
-961
- 2.84%
$218.71 - $272.75 $210K - $262K
32.9K $8.97M
IEFA
Ishares Tr

ETFs
-1.62K
- 1.47%
$67.83 - $84.09 $110K - $136K
109K $9.07M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-5K
- 0.99%
$53.65 - $67.02 $268K - $335K
498K $33.4M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-4.55K
- 0.31%
$23.4 - $29.68 $106K - $135K
1.48M $43.9M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-9.44K
- 0.29%
$24.94 - $31.15 $236K - $294K
3.2M $99.5M
Activity Summary
Buys All Purchases 112 New Holdings 29 Increased Positions 83 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wealthstream Advisors, Inc. Portfolio

Follow Wealthstream Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthstream Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealthstream Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email