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.