Wealthstream Advisors, Inc. has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $625 Million distributed in 204 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 $196M, Dimensional ETF Tr Dimensional with a value of $106M, Dimensional ETF Tr Emerging Mk with a value of $47.7M, Dimensional ETF Tr Dimensional with a value of $41.6M, and Dimensional ETF Tr U S Equity with a value of $35.2M.
Examining the 13F form we can see an increase of $50.7M in the current position value, from $575M to 625M.
Below you can find more details about Wealthstream Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$625 Million
ETFs: $552 Million
Technology: $27.8 Million
Financial Services: $13 Million
Communication Services: $10.4 Million
Consumer Cyclical: $7.87 Million
Healthcare: $4.1 Million
Industrials: $4.09 Million
Consumer Defensive: $2.6 Million
Other: $2.48 Million
Stock Holdings Table Market Cap. of $200 Billions or more
