Wealthstream Advisors, Inc.
CIK:0001833780
Investment Adviser
$2B AUM
184 holdings
New York, NY, United States
Wealthstream Advisors is an independent boutique wealth management firm offering personalized financial planning and unbiased investment management services.
Investment Strategy
Academic philosophy rooted in Nobel Prize-winning research, emphasizing after-tax returns and ongoing portfolio evaluation.
Latest 13F Filing Activity
Wealthstream Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 184 equity positions with a total 13F market value of $602M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Wealthstream Advisors, Inc. reduced exposure to Dimensional Etf Trust, Vanguard BD Index FDS, Vanguard BD Index FDS among others.
Top Buys
Top Holdings
Equity Positions (184)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 29.57% | $177.9M | 4,964,241 | $32.49 | $35.84 | +$16.5M |
D DFIC | DIMENSIONAL ETF TRUST | 16.53% | $99.5M | 3,199,602 | $26.43 | $31.09 | +$10.4M |
D DFEM | DIMENSIONAL ETF TRUST | 7.29% | $43.9M | 1,477,488 | $25.64 | $29.68 | +$4.6M |
D DUHP | DIMENSIONAL ETF TRUST | 6.27% | $37.7M | 1,060,663 | $34.06 | $35.56 | +$3.5M |
D DFUS | DIMENSIONAL ETF TRUST | 5.55% | $33.4M | 497,847 | $51.64 | $67.02 | +$3.0M |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+1.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.4%
SEMICONDUCTORS & RELATED DEVICES
+1.3%
SERVICES-COMPUTER PROCESSING & DATA PREPARATION
+0.7%
ELECTRONIC COMPUTERS
+0.6%