13F Insight
DOSSIER · 13F-HR · Q3 2025

Wealthstream Advisors, Inc.

$661M in tracked AUM across 204 positions as of Q3 2025.

WA
CIK 0001833780 · last filed Sep 30, 2025
Total AUM
$661M
as of Q3 2025
Holdings
204
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

Wealthstream Advisors, Inc. filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
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Filing history

2025Q3Sep 30
$661M▲ 9.9%
204 positionsLocked2025Q2Jun 30
$602M▲ 12.6%
184 positionsLocked2025Q1Mar 31
$534M▼ 1.3%
164 positionsLocked2024Q4Dec 31
$542M▼ 1.6%
167 positionsLocked2024Q3Sep 30
$550M▲ 101.3%
162 positionsLocked2024Q2Jun 30
$273M▲ 3.8%
148 positionsLocked2024Q1Mar 31
$263M▲ 8.8%
148 positionsLocked2023Q4Dec 31
$242M▲ 25.0%
148 positionsLocked2023Q3Sep 30
$194M▲ 1.6%
109 positionsLocked2023Q2Jun 30
$191M▲ 13.9%
97 positionsLocked2023Q1Mar 31
$167M▲ 9.1%
78 positionsLocked2022Q4Dec 31
$153M▲ 64.8%
77 positionsLocked
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