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
01
DFAC
DIMENSIONAL ETF TRUST
$196M5.1M29.7%02
DFIC
DIMENSIONAL ETF TRUST
$106M3.2M16.1%03
DFEM
DIMENSIONAL ETF TRUST
$48M1.5M7.2%04
DUHP
DIMENSIONAL ETF TRUST
$42M1.1M6.3%05
DFUS
DIMENSIONAL ETF TRUST
$35M486K5.3%06
IWV
ISHARES TR
$20M54K3.1%07
AVGE
AMERICAN CENTY ETF TR
$14M169K2.1%08
IEFA
ISHARES TR
$9M108K1.4%09
VTHR
VANGUARD SCOTTSDALE FDS
$9M31K1.4%10
LIF
LIFE360 INC
$8M73K1.2%

Filing history

2025Q3Sep 30
$661M▲ 9.9%
204 positionsView →2025Q2Jun 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
Showing 12 of 16