Wealthstream Advisors, Inc.
Q3 2025 13F Holdings
- Locationnew york, NY
- Num holdings
204
- Value ($000)
$661,332
- Date Filed11/06/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $196.10 M | 30 % | 5,084,210 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $106.24 M | 16 % | 3,239,940 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $47.71 M | 7 % | 1,487,693 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $41.58 M | 6 % | 1,100,984 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $35.17 M | 5 % | 485,558 | ||
IWV ISHARES TR | RUSSELL 3000 ETF | 464287689 | $20.42 M | 3 % | 53,882 | ||
AVGE AMERICAN CENTY ETF TR | AVANTIS ALL EQT | 025072232 | $14.13 M | 2 % | 169,428 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $9.43 M | 1 % | 107,997 | ||
VTHR VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | 92206C599 | $9.16 M | 1 % | 31,114 | ||
LIF LIFE360 INC | COM | 532206109 | $7.71 M | 1 % | 72,553 |
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