Wealthstream Advisors, Inc.

Est. AUM

$661.3M

13F long equity, this entity only

Positions

204

Period

Sep 2025 (Q3)

SEC EDGAR

View filings ↗

Sep 2025 (Q3)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$196.1M	5084210	29.65%	SOLE
2	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$106.2M	3239940	16.06%	SOLE
3	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$47.7M	1487693	7.21%	SOLE
4	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$41.6M	1100984	6.29%	SOLE
5	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$35.2M	485558	5.32%	SOLE
6	ISHARES TR	RUSSELL 3000 ETF	$20.4M	53882	3.09%	SOLE
7	AMERICAN CENTY ETF TR	AVANTIS ALL EQT	$14.1M	169428	2.14%	SOLE
8	ISHARES TR	CORE MSCI EAFE	$9.4M	107997	1.43%	SOLE
9	VANGUARD SCOTTSDALE FDS	VNG RUS3000IDX	$9.2M	31114	1.38%	SOLE
10	LIFE360 INC	COM	$7.7M	72553	1.17%	SOLE
11	MICROSOFT CORP	COM	$7.3M	14089	1.10%	SOLE
12	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$6.9M	153470	1.04%	SOLE
13	VANGUARD INDEX FDS	TOTAL STK MKT	$6.3M	19267	0.96%	SOLE
14	NVIDIA CORPORATION	COM	$5.9M	31560	0.89%	SOLE
15	FLEXSHARES TR	MORNSTAR USMKT	$5.7M	23446	0.86%	SOLE
16	2023 ETF SERIES TRUST	EAGLE CAPITAL SE	$5.5M	175834	0.83%	SOLE
17	APPLE INC	COM	$4.9M	19340	0.74%	SOLE
18	SPDR S&P 500 ETF TR	TR UNIT	$4.7M	7042	0.71%	SOLE
19	DIMENSIONAL ETF TRUST	US TARGETED VLU	$4.2M	71368	0.63%	SOLE
20	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.8M	6214	0.58%	SOLE
21	ISHARES TR	RUS 1000 GRW ETF	$3.7M	7963	0.56%	SOLE
22	AMAZON COM INC	COM	$3.4M	15489	0.51%	SOLE
23	ALPHABET INC	CAP STK CL A	$3.2M	13112	0.48%	SOLE
24	AMERICAN CENTY ETF TR	AVANTIS RESPON U	$3.1M	41486	0.46%	SOLE
25	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$2.8M	20294	0.42%	SOLE
26	META PLATFORMS INC	CL A	$2.8M	3772	0.42%	SOLE
27	ISHARES INC	CORE MSCI EMKT	$2.7M	40700	0.41%	SOLE
28	ALPHABET INC	CAP STK CL C	$2.6M	10833	0.40%	SOLE
29	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$2.5M	36388	0.38%	SOLE
30	VANGUARD INDEX FDS	GROWTH ETF	$2.4M	4990	0.36%	SOLE
31	EA SERIES TRUST	CAMBRIA GLOBAL	$2.4M	47499	0.36%	SOLE
32	AMERICAN CENTY ETF TR	AVANTIS RESPONSI	$2.2M	31304	0.34%	SOLE
33	AMERICAN CENTY ETF TR	INTL EQT ETF	$2.2M	27544	0.33%	SOLE
34	TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.8M	6592	0.28%	SOLE
35	BROADCOM INC	COM	$1.6M	4914	0.25%	SOLE
36	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$1.6M	20792	0.24%	SOLE
37	VANGUARD INDEX FDS	LARGE CAP ETF	$1.5M	4777	0.22%	SOLE
38	JPMORGAN CHASE & CO.	COM	$1.5M	4658	0.22%	SOLE
39	GE AEROSPACE	COM NEW	$1.5M	4827	0.22%	SOLE
40	ISHARES TR	ISHARES SEMICDTR	$1.4M	5269	0.22%	SOLE
41	ISHARES TR	MORNINGSTAR GRWT	$1.4M	13565	0.21%	SOLE
42	TESLA INC	COM	$1.4M	3088	0.21%	SOLE
43	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.4M	2729	0.21%	SOLE
44	ELI LILLY & CO	COM	$1.4M	1776	0.20%	SOLE
45	NETFLIX INC	COM	$1.3M	1094	0.20%	SOLE
46	ISHARES TR	RUS 1000 ETF	$1.3M	3489	0.19%	SOLE
47	GOLDMAN SACHS GROUP INC	COM	$1.2M	1522	0.18%	SOLE
48	ISHARES TR	S&P 500 GRWT ETF	$1.2M	9938	0.18%	SOLE
49	SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.2M	45903	0.18%	SOLE
50	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.2M	37473	0.18%	SOLE

1–50 of 204

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.