CIK 1833780
Wealthstream Advisors, Inc.
Institutional 13F holdings & portfolio
Holdings
184
Portfolio Value
$1M+
Latest Report
Jun 30, 2025
Report Periods
1
Holdings
13F filings as of Jun 30, 2025 · Showing 1–50 of 184
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 5.0M | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 3.2M | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 1.5M | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 1.1M | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 498K | $1M+ | SH |
| IWV | ISHARES TR | 54K | $1M+ | SH |
| AVGE | AMERICAN CENTY ETF TR | 164K | $1M+ | SH |
| IEFA | ISHARES TR | 109K | $1M+ | SH |
| VTHR | VANGUARD SCOTTSDALE FDS | 33K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 14K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 157K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 19K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 9K | $1M+ | SH |
| EAGL | 2023 ETF SERIES TRUST | 176K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 29K | $1M+ | SH |
| TILT | FLEXSHARES TR | 20K | $1M+ | SH |
| LIF | LIFE360 INC | 62K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 72K | $1M+ | SH |
| AAPL | APPLE INC | 19K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| IWF | ISHARES TR | 8K | $1M+ | SH |
| AMZN | AMAZON COM INC | 15K | $1M+ | SH |
| META | META PLATFORMS INC | 4K | $1M+ | SH |
| AVSU | AMERICAN CENTY ETF TR | 38K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 20K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 39K | $1M+ | SH |
| IEMG | ISHARES INC | 41K | $1M+ | SH |
| THC | TENET HEALTHCARE CORP | 13K | $1M+ | SH |
| GOOGL | ALPHABET INC | 13K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| AVSD | AMERICAN CENTY ETF TR | 31K | $1M+ | SH |
| GOOG | ALPHABET INC | 10K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 24K | $1M+ | SH |
| NFLX | NETFLIX INC | 1K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| AVGO | BROADCOM INC | 5K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 6K | $1M+ | SH |
| IJH | ISHARES TR | 22K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 19K | $1M+ | SH |
| ILCG | ISHARES TR | 14K | $1M+ | SH |
| IVW | ISHARES TR | 12K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 4K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| SOXX | ISHARES TR | 5K | $1M+ | SH |
| GE | GE AEROSPACE | 5K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| IWB | ISHARES TR | 3K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 38K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 19K | $1M+ | SH |