Wealthstream Advisors, Inc. Portfolio Holdings

Wealthstream Advisors, Inc.

  • $575 Million
  • Q2 2025

Wealthstream Advisors, Inc. has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $575 Million distributed in 184 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 $178M, Dimensional ETF Tr Dimensional with a value of $99.5M, Dimensional ETF Tr Emerging Mk with a value of $43.9M, Dimensional ETF Tr Dimensional with a value of $37.7M, and Dimensional ETF Tr U S Equity with a value of $33.4M.

Examining the 13F form we can see an increase of $63M in the current position value, from $512M to 575M.

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

Portfolio value $575 Million
ETFs: $511 Million
Technology: $23.1 Million
Financial Services: $10.3 Million
Communication Services: $8.6 Million
Consumer Cyclical: $6.66 Million
Healthcare: $5.9 Million
Industrials: $3.21 Million
Consumer Defensive: $2.49 Million
Other: $1.99 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$6.85 Million 1.19% of portfolio
13,767
Q2 2025 Added 10.44%
$456B
$4.59 Million 0.8% of portfolio
29,055
Q2 2025 Added 12.18%
$3.69T
$3.8 Million 0.66% of portfolio
18,545
Q2 2025 Added 2.44%
$2.26T
$3.18 Million 0.55% of portfolio
14,507
Q2 2025 Added 8.52%
$1.78T
$2.64 Million 0.46% of portfolio
3,579
Q2 2025 Added 12.87%
$18.4B
$2.36 Million 0.41% of portfolio
13,411
Q2 2025 New
$1.21T
$2.25 Million 0.39% of portfolio
12,786
Q2 2025 Added 3.02%
$1.24T
$1.84 Million 0.32% of portfolio
10,364
Q2 2025 Reduced 13.02%
$545B
$1.43 Million 0.25% of portfolio
1,066
Q2 2025 Added 8.78%
$127B
$1.36 Million 0.24% of portfolio
4,929
Q2 2025 Added 21.19%
$1.27T
$1.34 Million 0.23% of portfolio
5,915
Q2 2025 Added 13.29%
$859B
$1.28 Million 0.22% of portfolio
4,425
Q2 2025 Added 3.68%
$621B
$1.26 Million 0.22% of portfolio
2,599
Q2 2025 Added 1.88%
$608B
$1.23 Million 0.21% of portfolio
1,574
Q2 2025 Added 19.33%
$306B
$1.24 Million 0.21% of portfolio
4,799
Q2 2025 Reduced 2.52%
$439B
$1.01 Million 0.18% of portfolio
1,019
Q2 2025 Added 6.7%
$1.08T
$904,000 0.16% of portfolio
2,847
Q2 2025 Added 17.26%
$405B
$756,000 0.13% of portfolio
2,062
Q2 2025 Added 11.04%
$551B
$688,000 0.12% of portfolio
1,940
Q2 2025 Added 36.04%
$86B
$642,000 0.11% of portfolio
2,352
Q2 2025 Added 2.08%
$684B
$615,000 0.11% of portfolio
2,813
Q2 2025 Added 41.0%
$302B
$635,000 0.11% of portfolio
7,934
Q2 2025 Added 8.92%
$245B
$601,000 0.1% of portfolio
1,927
Q2 2025 Added 0.42%
$281B
$501,000 0.09% of portfolio
5,124
Q2 2025 Added 39.69%
$83.2B
$509,000 0.09% of portfolio
2,394
Q2 2025 Added 48.7%
$442B
$449,000 0.08% of portfolio
4,170
Q2 2025 Reduced 25.8%
$28B
$469,000 0.08% of portfolio
4,016
Q2 2025 Added 11.68%
$548B
$459,000 0.08% of portfolio
817
Q2 2025 Added 29.27%
$351B
$378,000 0.07% of portfolio
2,037
Q2 2025 Added 6.82%
$258B
$413,000 0.07% of portfolio
5,866
Q2 2025 Added 8.23%
$210B
$428,000 0.07% of portfolio
1,454
Q2 2025 Reduced 49.64%
$75.3B
$399,000 0.07% of portfolio
1,119
Q2 2025 Added 13.14%
$381B
$387,000 0.07% of portfolio
8,194
Q2 2025 New
$295B
$382,000 0.07% of portfolio
477
Q2 2025 Added 7.92%
$72.7B
$422,000 0.07% of portfolio
1,586
Q2 2025 Added 10.37%
$137B
$424,000 0.07% of portfolio
5,543
Q2 2025 Added 27.45%
$30.2B
$385,000 0.07% of portfolio
721
Q2 2025 Added 3.44%
$306B
$393,000 0.07% of portfolio
5,564
Q2 2025 Added 32.22%
$55.2B
$324,000 0.06% of portfolio
608
Q2 2025 Added 2.53%
$78.6B
$322,000 0.06% of portfolio
766
Q2 2025 Added 0.39%
$323B
$352,000 0.06% of portfolio
1,158
Q2 2025 Added 40.53%
$367B
$319,000 0.06% of portfolio
2,347
Q2 2025 New
$452B
$320,000 0.06% of portfolio
2,101
Q2 2025 Added 3.45%
$368B
$325,000 0.06% of portfolio
2,046
Q2 2025 Added 18.33%
$113B
$372,000 0.06% of portfolio
11,087
Q2 2025 Added 8.22%
$15.1B
$370,000 0.06% of portfolio
1,511
Q2 2025 Added 17.77%
$172B
$293,000 0.05% of portfolio
285
Q2 2025 New
$2.31B
$265,000 0.05% of portfolio
17,678
Q2 2025 Added 52.09%
$261B
$267,000 0.05% of portfolio
1,471
Q2 2025 Reduced 42.15%

Summary

  • Portfolio
  • No. of Stocks 184
  • Current Value $575 Million
  • Prior Value $512 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 29 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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