Wealthstream Advisors, Inc. Portfolio Holdings
Wealthstream Advisors, Inc.
- $625 Million
- Q3 2025
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 204
- Current Value $625 Million
- Prior Value $575 Million
- Filing
- Period Q3 2025
- Filing Date November 06, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 23 stocks
- Additional Purchases 106 stocks
- Sold out of 0 stocks
- Reduced holdings in 37 stocks