Wealthstream Advisors, Inc.
Q2 2025 13F Holdings
- Locationnew york, NY
- Num holdings
184
- Value ($000)
$601,677
- Date Filed07/29/2025
- Form type13F-HR
- CIK0001833780
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $177.92 M | 30 % | 4,964,241 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $99.48 M | 17 % | 3,199,602 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $43.85 M | 7 % | 1,477,488 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $37.72 M | 6 % | 1,060,663 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $33.37 M | 6 % | 497,847 | ||
IWV ISHARES TR | RUSSELL 3000 ETF | 464287689 | $18.91 M | 3 % | 53,882 | ||
AVGE AMERICAN CENTY ETF TR | AVANTIS ALL EQT | 025072232 | $12.70 M | 2 % | 163,928 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $9.07 M | 2 % | 108,680 | ||
VTHR VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | 92206C599 | $8.97 M | 2 % | 32,874 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.85 M | 1 % | 13,767 |
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