Wealthstream Advisors, Inc.

NEW YORK, NY · CIK 1833780 · 13F filing filed 2025-11-06

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyNew York, NY

$661.3m reported value +9.9% vs Q2 2025

204positions

73.7%in top 10

23 new 106 added 37 reduced 3 sold out vs Q2 2025

Holdings, Q3 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	5,084,210	$196.1m29.65%	29.65%	Added +120.0k	+119,969 2.4%
2	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	3,239,940	$106.2m16.06%	16.06%	Added +40.3k	+40,338 1.3%
3	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	1,487,693	$47.7m7.21%	7.21%	Added +10.2k	+10,205 0.7%
4	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		1,100,984	$41.6m6.29%	6.29%	Added +40.3k	+40,321 3.8%
5	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	485,558	$35.2m5.32%	5.32%	Reduced -12.3k	-12,289 -2.5%
6	ISHARES TR RUSSELL 3000 ETF IWV	IWV	53,882	$20.4m3.09%	3.09%	Unchanged
7	AMERICAN CENTY ETF TR AVANTIS ALL EQT AVGE	AVGE	169,428	$14.1m2.14%	2.14%	Added +5.5k	+5,500 3.4%
8	ISHARES TR CORE MSCI EAFE IEFA	IEFA	107,997	$9.4m1.43%	1.43%	Reduced -683	-683 -0.6%
9	VANGUARD SCOTTSDALE FDS VNG RUS3000IDX VTHR	VTHR	31,114	$9.2m1.38%	1.38%	Reduced -1.8k	-1,760 -5.3%
10	LIFE360 INC COM LIF	LIF	72,553	$7.7m1.17%	1.17%	Added +11.0k	+11,012 17.9%
11	MICROSOFT CORP COM MSFT	MSFT	14,089	$7.3m1.10%	1.10%	Added +322	+322 2.3%
12	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	153,470	$6.9m1.04%	1.04%	Reduced -3.6k	-3,588 -2.3%
13	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	19,267	$6.3m0.96%	0.96%	Added +8	+8 0.0%
14	NVIDIA CORPORATION COM NVDA	NVDA	31,560	$5.9m0.89%	0.89%	Added +2.5k	+2,505 8.6%
15	FLEXSHARES TR MORNSTAR USMKT TILT	TILT	23,446	$5.7m0.86%	0.86%	Added +3.0k	+3,023 14.8%
16	2023 ETF SERIES TRUST EAGLE CAPITAL SE EAGL	EAGL	175,834	$5.5m0.83%	0.83%	Unchanged
17	APPLE INC COM AAPL	AAPL	19,340	$4.9m0.74%	0.74%	Added +795	+795 4.3%
18	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	7,042	$4.7m0.71%	0.71%	Reduced -2.1k	-2,104 -23.0%
19	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	71,368	$4.2m0.63%	0.63%	Reduced -552	-552 -0.8%
20	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	6,214	$3.8m0.58%	0.58%	Reduced -399	-399 -6.0%
21	ISHARES TR RUS 1000 GRW ETF IWF	IWF	7,963	$3.7m0.56%	0.56%	Reduced -169	-169 -2.1%
22	AMAZON COM INC COM AMZN	AMZN	15,489	$3.4m0.51%	0.51%	Added +982	+982 6.8%
23	ALPHABET INC CAP STK CL A GOOGL	GOOGL	13,112	$3.2m0.48%	0.48%	Added +326	+326 2.5%
24	AMERICAN CENTY ETF TR AVANTIS RESPON U AVSU	AVSU	41,486	$3.1m0.46%	0.46%	Added +3.0k	+3,046 7.9%
25	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	20,294	$2.8m0.42%	0.42%	Reduced -41	-41 -0.2%
26	META PLATFORMS INC CL A META	META	3,772	$2.8m0.42%	0.42%	Added +193	+193 5.4%
27	ISHARES INC CORE MSCI EMKT IEMG	IEMG	40,700	$2.7m0.41%	0.41%	Unchanged
28	ALPHABET INC CAP STK CL C GOOG	GOOG	10,833	$2.6m0.40%	0.40%	Added +469	+469 4.5%
29	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	36,388	$2.5m0.38%	0.38%	Reduced -2.5k	-2,516 -6.5%
30	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	4,990	$2.4m0.36%	0.36%	Unchanged
31	EA SERIES TRUST CAMBRIA GLOBAL GEW	GEW	47,499	$2.4m0.36%	0.36%	New
32	AMERICAN CENTY ETF TR AVANTIS RESPONSI AVSD	AVSD	31,304	$2.2m0.34%	0.34%	Reduced -21	-21 -0.1%
33	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	27,544	$2.2m0.33%	0.33%	Added +3.2k	+3,210 13.2%
34	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	6,592	$1.8m0.28%	0.28%	Added +677	+677 11.4%
35	BROADCOM INC COM AVGO	AVGO	4,914	$1.6m0.25%	0.25%	Reduced -15	-15 -0.3%
36	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	20,792	$1.6m0.24%	0.24%	Added +1.4k	+1,403 7.2%
37	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	4,777	$1.5m0.22%	0.22%	Unchanged
38	JPMORGAN CHASE & CO COM JPM	JPM	4,658	$1.5m0.22%	0.22%	Added +233	+233 5.3%
39	GE AEROSPACE COM NEW GE	GE	4,827	$1.5m0.22%	0.22%	Added +28	+28 0.6%
40	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	5,269	$1.4m0.22%	0.22%	Unchanged
41	ISHARES TR MORNINGSTAR GRWT ILCG	ILCG	13,565	$1.4m0.21%	0.21%	Unchanged
42	TESLA INC COM TSLA	TSLA	3,088	$1.4m0.21%	0.21%	Added +241	+241 8.5%
43	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,729	$1.4m0.21%	0.21%	Added +130	+130 5.0%
44	ELI LILLY & CO COM LLY	LLY	1,776	$1.4m0.20%	0.20%	Added +202	+202 12.8%
45	NETFLIX INC COM NFLX	NFLX	1,094	$1.3m0.20%	0.20%	Added +28	+28 2.6%
46	ISHARES TR RUS 1000 ETF IWB	IWB	3,489	$1.3m0.19%	0.19%	Unchanged
47	GOLDMAN SACHS GROUP INC COM GS	GS	1,522	$1.2m0.18%	0.18%	Added +20	+20 1.3%
48	ISHARES TR S&P 500 GRWT ETF IVW	IVW	9,938	$1.2m0.18%	0.18%	Reduced -2.0k	-1,987 -16.7%
49	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	45,903	$1.2m0.18%	0.18%	Added +6.0k	+6,040 15.2%
50	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	37,473	$1.2m0.18%	0.18%	Reduced -510	-510 -1.3%
51	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	19,207	$1.2m0.17%	0.17%	Reduced -20	-20 -0.1%
52	FLEXSHARES TR MSTAR EMKT FAC TLTE	TLTE	17,080	$1.1m0.16%	0.16%	Added +2	+2 0.0%
53	ISHARES INC MSCI CDA ETF EWC	EWC	19,793	$1.0m0.15%	0.15%	Unchanged
54	ORACLE CORP COM ORCL	ORCL	3,534	$993.8k0.15%	0.15%	Added +721	+721 25.6%
55	ISHARES TR U.S. TECH ETF IYW	IYW	5,048	$988.6k0.15%	0.15%	Unchanged
56	ISHARES TR CORE S&P MCP ETF IJH	IJH	15,067	$983.3k0.15%	0.15%	Reduced -6.5k	-6,500 -30.1%
57	GE VERNOVA INC COM GEV	GEV	1,573	$967.3k0.15%	0.15%	Added +1	+1 0.1%
58	ISHARES TR COHEN STEER REIT ICF	ICF	15,531	$957.0k0.14%	0.14%	Unchanged
59	COSTCO WHSL CORP NEW COM COST	COST	1,032	$955.2k0.14%	0.14%	Added +13	+13 1.3%
60	VANGUARD INDEX FDS VALUE ETF VTV	VTV	5,090	$949.3k0.14%	0.14%	Reduced -2.1k	-2,094 -29.1%
61	HOME DEPOT INC COM HD	HD	2,142	$867.9k0.13%	0.13%	Added +80	+80 3.9%
62	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	14,932	$826.2k0.12%	0.12%	Unchanged
63	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	3,849	$805.8k0.12%	0.12%	Unchanged
64	FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX FDN	FDN	2,765	$773.8k0.12%	0.12%	Unchanged
65	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	10,037	$746.5k0.11%	0.11%	Reduced -148	-148 -1.4%
66	VISA INC COM CL A V	V	2,034	$694.3k0.10%	0.10%	Added +94	+94 4.8%
67	WELLS FARGO CO NEW COM WFC	WFC	8,204	$687.7k0.10%	0.10%	Added +270	+270 3.4%
68	UNITEDHEALTH GROUP INC COM UNH	UNH	1,962	$677.3k0.10%	0.10%	Added +35	+35 1.8%
69	ISHARES TR ESG AWR US AGRGT EAGG	EAGG	14,087	$676.6k0.10%	0.10%	Added +201	+201 1.4%
70	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	1,671	$672.4k0.10%	0.10%	Unchanged
71	ISHARES TR CORE S&P500 ETF IVV	IVV	997	$667.0k0.10%	0.10%	Unchanged
72	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	12,162	$658.9k0.10%	0.10%	Added +3	+3 0.0%
73	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	3,094	$645.6k0.10%	0.10%	Unchanged
74	ISHARES TR RUS 2000 VAL ETF IWN	IWN	3,628	$641.5k0.10%	0.10%	Unchanged
75	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	7,997	$631.0k0.10%	0.10%	Added +13	+13 0.2%
76	MARRIOTT INTL INC NEW CL A MAR	MAR	2,356	$613.6k0.09%	0.09%	Added +4	+4 0.2%
77	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,011	$606.8k0.09%	0.09%	Added +7	+7 0.7%
78	DIMENSIONAL ETF TRUST EMERGING MARKETS DFSE	DFSE	14,555	$598.1k0.09%	0.09%	Added +1.7k	+1,663 12.9%
79	PROSHARES TR PSHS ULT S&P 500 SSO	SSO	5,276	$591.6k0.09%	0.09%	Reduced -190	-190 -3.5%
80	WALMART INC COM WMT	WMT	5,498	$566.6k0.09%	0.09%	Added +374	+374 7.3%
81	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	19,741	$539.1k0.08%	0.08%	Added +295	+295 1.5%
82	DIMENSIONAL ETF TRUST US CORE EQUITY 1 US CORE EQUITY 1		7,419	$533.7k0.08%	0.08%	Added +671	+671 9.9%
83	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	4,906	$533.3k0.08%	0.08%	Unchanged
84	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	533	$516.0k0.08%	0.08%	Added +56	+56 11.7%
85	EXXON MOBIL CORP COM XOM	XOM	4,558	$513.9k0.08%	0.08%	Added +388	+388 9.3%
86	AMERICAN CENTY ETF TR AVANTIS RESPONSI AVSE	AVSE	8,042	$511.2k0.08%	0.08%	Reduced -1.6k	-1,619 -16.8%
87	CAPITAL ONE FINL CORP COM COF	COF	2,358	$501.2k0.08%	0.08%	Reduced -36	-36 -1.5%
88	MASTERCARD INCORPORATED CL A MA	MA	881	$501.2k0.08%	0.08%	Added +64	+64 7.8%
89	AERCAP HOLDINGS NV SHS AER	AER	4,079	$493.6k0.07%	0.07%	Added +63	+63 1.6%
90	ABBVIE INC COM ABBV	ABBV	2,107	$487.9k0.07%	0.07%	Added +70	+70 3.4%
91	EMCOR GROUP INC COM EME	EME	744	$483.3k0.07%	0.07%	Added +23	+23 3.2%
92	JOHNSON & JOHNSON COM JNJ	JNJ	2,566	$475.7k0.07%	0.07%	Added +465	+465 22.1%
93	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	2,524	$460.4k0.07%	0.07%	Added +177	+177 7.5%
94	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,623	$457.8k0.07%	0.07%	Added +169	+169 11.6%
95	SHELL PLC SPON ADS SHEL	SHEL	6,321	$452.1k0.07%	0.07%	Added +455	+455 7.8%
96	VANGUARD INDEX FDS MID CAP ETF VO	VO	1,496	$439.4k0.07%	0.07%	Unchanged
97	BANK AMERICA CORP COM BAC	BAC	8,353	$431.0k0.07%	0.07%	Added +159	+159 1.9%
98	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	2,944	$428.7k0.06%	0.06%	Unchanged
99	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		13,345	$424.9k0.06%	0.06%	Added +59	+59 0.4%
100	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	1,938	$418.2k0.06%	0.06%	Unchanged

Sold out since Q2 2025

Security	Ticker	Shares held before	Value then
TENET HEALTHCARE CORP THC	THC	13,411	$2.4m13.4k shares
ISHARES TR EUFN	EUFN	7,616	$240.9k7.6k shares
PIMCO MUN INCOME FD III XPMQX	XPMQX	14,765	$101.3k14.8k shares