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 51–100 of 184
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GS | GOLDMAN SACHS GROUP INC | 2K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $1M+ | SH |
| TLTE | FLEXSHARES TR | 17K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 40K | $500K+ | SH |
| ICF | ISHARES TR | 16K | $500K+ | SH |
| EWC | ISHARES INC | 20K | $500K+ | SH |
| TSLA | TESLA INC | 3K | $500K+ | SH |
| IYW | ISHARES TR | 5K | $500K+ | SH |
| GEV | GE VERNOVA INC | 2K | $500K+ | SH |
| SPYV | SPDR SERIES TRUST | 15K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| BND | VANGUARD BD INDEX FDS | 10K | $500K+ | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 3K | $500K+ | SH |
| VXF | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| EAGG | ISHARES TR | 14K | $500K+ | SH |
| MAR | MARRIOTT INTL INC NEW | 2K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 8K | $500K+ | SH |
| BSV | VANGUARD BD INDEX FDS | 8K | $500K+ | SH |
| IVV | ISHARES TR | 997 | $500K+ | SH |
| ORCL | ORACLE CORP | 3K | $500K+ | SH |
| MGK | VANGUARD WORLD FD | 2K | $500K+ | SH |
| VBR | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 12K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| IWN | ISHARES TR | 4K | $500K+ | SH |
| AVSE | AMERICAN CENTY ETF TR | 10K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 1K | $500K+ | SH |
| SSO | PROSHARES TR | 5K | $500K+ | SH |
| DFGR | DIMENSIONAL ETF TRUST | 19K | $500K+ | SH |
| IJK | ISHARES TR | 6K | $500K+ | SH |
| COF | CAPITAL ONE FINL CORP | 2K | $500K+ | SH |
| WMT | WALMART INC | 5K | $500K+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 5K | $100K–$500K | SH |
| DFSE | DIMENSIONAL ETF TRUST | 13K | $100K–$500K | SH |
| AER | AERCAP HOLDINGS NV | 4K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 817 | $100K–$500K | SH |
| DCOR | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 4K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 1K | $100K–$500K | SH |
| HDB | HDFC BANK LTD | 6K | $100K–$500K | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 2K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| SHEL | SHELL PLC | 6K | $100K–$500K | SH |
| AON | AON PLC | 1K | $100K–$500K | SH |
| ESGU | ISHARES TR | 3K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 2K | $100K–$500K | SH |
| KO | COCA COLA CO | 6K | $100K–$500K | SH |
| DFSV | DIMENSIONAL ETF TRUST | 13K | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |