Wealthstream Advisors, Inc. has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $512 Million distributed in 164 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 $161M, Dimensional ETF Tr Dimensional with a value of $89.1M, Dimensional ETF Tr Emerging Mk with a value of $39.2M, Dimensional ETF Tr Dimensional with a value of $34.2M, and Dimensional ETF Tr U S Equity with a value of $30.4M.
Examining the 13F form we can see an decrease of $7.13M in the current position value, from $519M to 512M.
Below you can find more details about Wealthstream Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$512 Million
ETFs: $464 Million
Technology: $16.8 Million
Financial Services: $7.52 Million
Communication Services: $6.87 Million
Consumer Cyclical: $5.42 Million
Healthcare: $3.87 Million
Consumer Defensive: $2.46 Million
Industrials: $2.25 Million
Other: $1.83 Million
Stock Holdings Table Market Cap. of $200 Billions or more
