§ 13F · FUND PROFILE
Wealthstream Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $661M (13F)Positions · 204Turnover · — · Q3Filed · Nov 6, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 6, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 5.08M | $196M | 29.7% | +2% |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 3.24M | $106M | 16.1% | +1% |
| 3 | DFEM | DIMENSIONAL ETF TRUST | 1.49M | $48M | 7.2% | +1% |
| 4 | DUHP | DIMENSIONAL ETF TRUST | 1.10M | $42M | 6.3% | +4% |
| 5 | DFUS | DIMENSIONAL ETF TRUST | 486K | $35M | 5.3% | −2% |
| 6 | IWV | ISHARES TR | 54K | $20M | 3.1% | ±0% |
| 7 | AVGE | AMERICAN CENTY ETF TR | 169K | $14M | 2.1% | +3% |
| 8 | IEFA | ISHARES TR | 108K | $9M | 1.4% | −1% |
| 9 | VTHR | VANGUARD SCOTTSDALE FDS | 31K | $9M | 1.4% | −5% |
| 10 | LIF | LIFE360 INC | 73K | $8M | 1.2% | +18% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTHSTREAM SIGNAL
AC read
Wealthstream Advisors, Inc. is a Other fund managing $661 million in assets. The fund runs a broad portfolio of 204 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed