13F HOLDINGS REPORT
Wealthstream Advisors, Inc.
Quarter ended Q2 2025 · Filed July 29, 2025 · Accession 0001833780-25-000007
Total Value
$601.7M
Positions
184
Other Managers
0
Confidential Omitted
No
Holdings (184)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 4,964,241 | $177.9M | 29.57% |
| 2 | DIMENSIONAL ETF TRUST | 25434V799 | 3,199,602 | $99.5M | 16.53% |
| 3 | DIMENSIONAL ETF TRUST | 25434V732 | 1,477,488 | $43.9M | 7.29% |
| 4 | DIMENSIONAL ETF TRUST | 25434V831 | 1,060,663 | $37.7M | 6.27% |
| 5 | DIMENSIONAL ETF TRUST | 25434V401 | 497,847 | $33.4M | 5.55% |
| 6 | ISHARES TR | 464287689 | 53,882 | $18.9M | 3.14% |
| 7 | AMERICAN CENTY ETF TR | 025072232 | 163,928 | $12.7M | 2.11% |
| 8 | ISHARES TR | 46432F842 | 108,680 | $9.1M | 1.51% |
| 9 | VANGUARD SCOTTSDALE FDS | 92206C599 | 32,874 | $9.0M | 1.49% |
| 10 | MICROSOFT CORP | MSFT | 13,767 | $6.8M | 1.14% |
| 11 | DIMENSIONAL ETF TRUST | 25434V724 | 157,058 | $6.6M | 1.10% |
| 12 | VANGUARD INDEX FDS | 922908769 | 19,259 | $5.9M | 0.97% |
| 13 | SPDR S&P 500 ETF TR | SPY | 9,146 | $5.7M | 0.94% |
| 14 | 2023 ETF SERIES TRUST | 88339Y102 | 175,834 | $5.3M | 0.88% |
| 15 | NVIDIA CORPORATION | NVDA | 29,055 | $4.6M | 0.76% |
| 16 | FLEXSHARES TR | FLEX | 20,423 | $4.6M | 0.76% |
| 17 | LIFE360 INC | LIFX | 61,541 | $4.0M | 0.67% |
| 18 | DIMENSIONAL ETF TRUST | 25434V609 | 71,920 | $3.9M | 0.65% |
| 19 | APPLE INC | AAPL | 18,545 | $3.8M | 0.63% |
| 20 | VANGUARD INDEX FDS | 922908363 | 6,613 | $3.8M | 0.62% |
| 21 | ISHARES TR | 464287614 | 8,132 | $3.5M | 0.57% |
| 22 | AMAZON COM INC | AMZN | 14,507 | $3.2M | 0.53% |
| 23 | META PLATFORMS INC | META | 3,579 | $2.6M | 0.44% |
| 24 | AMERICAN CENTY ETF TR | 025072281 | 38,440 | $2.6M | 0.44% |
| 25 | VANGUARD INTL EQUITY INDEX F | 922042742 | 20,335 | $2.6M | 0.43% |
| 26 | DIMENSIONAL ETF TRUST | 25434V500 | 38,904 | $2.5M | 0.41% |
| 27 | ISHARES INC | 46434G103 | 40,700 | $2.4M | 0.41% |
| 28 | TENET HEALTHCARE CORP | THC | 13,411 | $2.4M | 0.39% |
| 29 | ALPHABET INC | GOOG | 12,786 | $2.3M | 0.37% |
| 30 | VANGUARD INDEX FDS | 922908736 | 4,990 | $2.2M | 0.36% |
| 31 | AMERICAN CENTY ETF TR | 025072299 | 31,325 | $2.1M | 0.35% |
| 32 | ALPHABET INC | GOOG | 10,364 | $1.8M | 0.31% |
| 33 | AMERICAN CENTY ETF TR | 025072703 | 24,334 | $1.8M | 0.30% |
| 34 | NETFLIX INC | NFLX | 1,066 | $1.4M | 0.24% |
| 35 | VANGUARD INDEX FDS | 922908637 | 4,777 | $1.4M | 0.23% |
| 36 | BROADCOM INC | AVGO | 4,929 | $1.4M | 0.23% |
| 37 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 5,915 | $1.3M | 0.22% |
| 38 | ISHARES TR | 464287507 | 21,567 | $1.3M | 0.22% |
| 39 | AMERICAN CENTY ETF TR | 025072604 | 19,389 | $1.3M | 0.22% |
| 40 | ISHARES TR | 464287119 | 13,565 | $1.3M | 0.22% |
| 41 | ISHARES TR | 464287309 | 11,925 | $1.3M | 0.22% |
| 42 | JPMORGAN CHASE & CO. | VYLD | 4,425 | $1.3M | 0.21% |
| 43 | VANGUARD INDEX FDS | 922908744 | 7,184 | $1.3M | 0.21% |
| 44 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,599 | $1.3M | 0.21% |
| 45 | ISHARES TR | 464287523 | 5,269 | $1.3M | 0.21% |
| 46 | GE AEROSPACE | 369604301 | 4,799 | $1.2M | 0.21% |
| 47 | ELI LILLY & CO | LLY | 1,574 | $1.2M | 0.20% |
| 48 | ISHARES TR | 464287622 | 3,489 | $1.2M | 0.20% |
| 49 | DIMENSIONAL ETF TRUST | 25434V880 | 37,983 | $1.1M | 0.19% |
| 50 | VANGUARD TAX-MANAGED FDS | 921943858 | 19,227 | $1.1M | 0.18% |
| 51 | GOLDMAN SACHS GROUP INC | GSCE | 1,502 | $1.1M | 0.18% |
| 52 | COSTCO WHSL CORP NEW | 22160K105 | 1,019 | $1.0M | 0.17% |
| 53 | FLEXSHARES TR | FLEX | 17,078 | $1.0M | 0.17% |
| 54 | SCHWAB STRATEGIC TR | 808524102 | 39,863 | $949,944 | 0.16% |
| 55 | ISHARES TR | 464287564 | 15,531 | $949,891 | 0.16% |
| 56 | ISHARES INC | 464286509 | 19,793 | $914,437 | 0.15% |
| 57 | TESLA INC | TSLA | 2,847 | $904,361 | 0.15% |
| 58 | ISHARES TR | 464287721 | 5,048 | $874,613 | 0.15% |
| 59 | GE VERNOVA INC | GEV | 1,572 | $831,838 | 0.14% |
| 60 | SPDR SERIES TRUST | 78464A508 | 14,932 | $781,546 | 0.13% |
| 61 | HOME DEPOT INC | HD | 2,062 | $755,961 | 0.13% |
| 62 | VANGUARD BD INDEX FDS | 921937835 | 10,185 | $749,941 | 0.12% |
| 63 | FIRST TR EXCHANGE-TRADED FD | 33733E302 | 2,765 | $744,697 | 0.12% |
| 64 | VANGUARD INDEX FDS | 922908652 | 3,849 | $741,767 | 0.12% |
| 65 | VISA INC | V | 1,940 | $688,713 | 0.11% |
| 66 | ISHARES TR | 46435U549 | 13,886 | $660,162 | 0.11% |
| 67 | MARRIOTT INTL INC NEW | 571903202 | 2,352 | $642,577 | 0.11% |
| 68 | WELLS FARGO CO NEW | 949746101 | 7,934 | $635,684 | 0.11% |
| 69 | VANGUARD BD INDEX FDS | 921937827 | 7,984 | $628,305 | 0.10% |
| 70 | ISHARES TR | 464287200 | 997 | $618,741 | 0.10% |
| 71 | ORACLE CORP | ORCL-PD | 2,813 | $614,929 | 0.10% |
| 72 | VANGUARD WORLD FD | 921910816 | 1,671 | $611,822 | 0.10% |
| 73 | VANGUARD INDEX FDS | 922908611 | 3,094 | $603,264 | 0.10% |
| 74 | VANGUARD INTL EQUITY INDEX F | 922042858 | 12,159 | $601,405 | 0.10% |
| 75 | UNITEDHEALTH GROUP INC | UNH | 1,927 | $601,110 | 0.10% |
| 76 | ISHARES TR | 464287630 | 3,628 | $572,412 | 0.10% |
| 77 | AMERICAN CENTY ETF TR | 025072315 | 9,661 | $566,424 | 0.09% |
| 78 | INVESCO QQQ TR | IVZ | 1,004 | $553,715 | 0.09% |
| 79 | PROSHARES TR | 74347R107 | 5,466 | $534,158 | 0.09% |
| 80 | DIMENSIONAL ETF TRUST | 25434V658 | 19,446 | $521,747 | 0.09% |
| 81 | ISHARES TR | 464287606 | 5,611 | $510,489 | 0.08% |
| 82 | CAPITAL ONE FINL CORP | 14040H105 | 2,394 | $509,328 | 0.08% |
| 83 | WALMART INC | WMT | 5,124 | $501,005 | 0.08% |
| 84 | AMERICAN CENTY ETF TR | 025072885 | 4,906 | $494,623 | 0.08% |
| 85 | DIMENSIONAL ETF TRUST | 25434V682 | 12,892 | $490,673 | 0.08% |
| 86 | AERCAP HOLDINGS NV | AER | 4,016 | $469,872 | 0.08% |
| 87 | MASTERCARD INCORPORATED | MA | 817 | $459,200 | 0.08% |
| 88 | DIMENSIONAL ETF TRUST | 25434V625 | 6,748 | $451,121 | 0.07% |
| 89 | EXXON MOBIL CORP | XOM | 4,170 | $449,546 | 0.07% |
| 90 | INTERNATIONAL BUSINESS MACHS | INTR | 1,454 | $428,486 | 0.07% |
| 91 | HDFC BANK LTD | HDB | 5,543 | $424,982 | 0.07% |
| 92 | HILTON WORLDWIDE HLDGS INC | HLT | 1,586 | $422,415 | 0.07% |
| 93 | VANGUARD INDEX FDS | 922908629 | 1,496 | $418,593 | 0.07% |
| 94 | SHELL PLC | RYDAF | 5,866 | $413,033 | 0.07% |
| 95 | AON PLC | AON | 1,119 | $399,227 | 0.07% |
| 96 | ISHARES TR | 46435G425 | 2,944 | $398,342 | 0.07% |
| 97 | VANGUARD SPECIALIZED FUNDS | 921908844 | 1,938 | $396,617 | 0.07% |
| 98 | COCA COLA CO | KO | 5,564 | $393,636 | 0.07% |
| 99 | DIMENSIONAL ETF TRUST | 25434V815 | 13,286 | $391,001 | 0.06% |
| 100 | VANGUARD INDEX FDS | 922908538 | 1,373 | $390,467 | 0.06% |
| 101 | BANK AMERICA CORP | 060505104 | 8,194 | $387,763 | 0.06% |
| 102 | EMCOR GROUP INC | EME | 721 | $385,666 | 0.06% |
| 103 | ISHARES TR | 464287515 | 3,500 | $383,250 | 0.06% |
| 104 | ASML HOLDING N V | ASMLF | 477 | $382,286 | 0.06% |
| 105 | ABBVIE INC | ABBV | 2,037 | $378,170 | 0.06% |
| 106 | ICICI BANK LIMITED | IBN | 11,087 | $372,976 | 0.06% |
| 107 | ISHARES TR | 464287663 | 3,938 | $372,658 | 0.06% |
| 108 | WOODWARD INC | WWD | 1,511 | $370,331 | 0.06% |
| 109 | ISHARES TR | 464287465 | 4,068 | $363,666 | 0.06% |
| 110 | SAP SE | SAPGF | 1,158 | $352,241 | 0.06% |
| 111 | VANGUARD CHARLOTTE FDS | 92203J407 | 6,807 | $337,009 | 0.06% |
| 112 | VANGUARD INDEX FDS | 922908553 | 3,690 | $328,653 | 0.05% |
| 113 | PROCTER AND GAMBLE CO | 742718109 | 2,046 | $325,925 | 0.05% |
| 114 | AMERIPRISE FINL INC | 03076C106 | 608 | $324,540 | 0.05% |
| 115 | MOTOROLA SOLUTIONS INC | MSI | 766 | $322,075 | 0.05% |
| 116 | JOHNSON & JOHNSON | JNJ | 2,101 | $320,865 | 0.05% |
| 117 | PALANTIR TECHNOLOGIES INC | PLTR | 2,347 | $319,943 | 0.05% |
| 118 | ACCENTURE PLC IRELAND | ACN | 1,054 | $314,886 | 0.05% |
| 119 | SPDR SERIES TRUST | 78464A763 | 2,310 | $313,536 | 0.05% |
| 120 | VANGUARD INDEX FDS | 922908512 | 1,897 | $312,029 | 0.05% |
| 121 | FLEXSHARES TR | FLEX | 3,614 | $301,662 | 0.05% |
| 122 | SERVICENOW INC | NOW | 285 | $293,003 | 0.05% |
| 123 | PROGRESSIVE CORP | 743315103 | 1,062 | $283,460 | 0.05% |
| 124 | MCDONALDS CORP | MCD | 964 | $281,593 | 0.05% |
| 125 | INVESCO EXCHANGE TRADED FD T | IVZ | 5,700 | $280,127 | 0.05% |
| 126 | DIMENSIONAL ETF TRUST | 25434V104 | 6,561 | $277,904 | 0.05% |
| 127 | ABBOTT LABS | ABLZF | 2,040 | $277,448 | 0.05% |
| 128 | BANCO SANTANDER S.A. | BCDRF | 33,057 | $274,373 | 0.05% |
| 129 | RTX CORPORATION | RTX | 1,869 | $272,906 | 0.05% |
| 130 | PHILIP MORRIS INTL INC | 718172109 | 1,471 | $267,913 | 0.04% |
| 131 | TJX COS INC NEW | 872540109 | 2,159 | $266,607 | 0.04% |
| 132 | DR REDDYS LABS LTD | 256135203 | 17,678 | $265,701 | 0.04% |
| 133 | GENPACT LIMITED | G | 6,019 | $264,896 | 0.04% |
| 134 | INVESCO EXCH TRADED FD TR II | IVZ | 4,234 | $264,625 | 0.04% |
| 135 | ISHARES TR | 464288281 | 2,833 | $262,426 | 0.04% |
| 136 | AMERICAN EXPRESS CO | AXP | 818 | $260,973 | 0.04% |
| 137 | WOORI FINL GROUP INC | 981064108 | 5,224 | $259,803 | 0.04% |
| 138 | ISHARES TR | 464288125 | 3,339 | $255,609 | 0.04% |
| 139 | INFOSYS LTD | INFY | 13,622 | $252,416 | 0.04% |
| 140 | CHEVRON CORP NEW | CVX | 1,737 | $248,761 | 0.04% |
| 141 | INTUIT | INTU | 312 | $245,748 | 0.04% |
| 142 | UNITED RENTALS INC | URI | 326 | $245,614 | 0.04% |
| 143 | QUALCOMM INC | QCOM | 1,536 | $244,555 | 0.04% |
| 144 | ISHARES TR | 464289180 | 7,616 | $240,894 | 0.04% |
| 145 | CBRE GROUP INC | CBRE | 1,712 | $239,885 | 0.04% |
| 146 | NOVARTIS AG | NVSEF | 1,975 | $238,984 | 0.04% |
| 147 | STRYKER CORPORATION | SYK | 604 | $238,979 | 0.04% |
| 148 | SCHWAB CHARLES CORP | SCHW-PJ | 2,617 | $238,787 | 0.04% |
| 149 | VANGUARD SCOTTSDALE FDS | 92206C714 | 2,791 | $237,861 | 0.04% |
| 150 | CHUNGHWA TELECOM CO LTD | CHT | 5,073 | $236,453 | 0.04% |
| 151 | CANADIAN NATL RY CO | 136375102 | 2,241 | $233,120 | 0.04% |
| 152 | VANGUARD STAR FDS | 921909768 | 3,347 | $231,236 | 0.04% |
| 153 | BLACKROCK INC | BLK | 215 | $225,589 | 0.04% |
| 154 | DIMENSIONAL ETF TRUST | 25434V666 | 7,225 | $224,110 | 0.04% |
| 155 | CISCO SYS INC | CSCO | 3,154 | $218,826 | 0.04% |
| 156 | HSBC HLDGS PLC | HBCYF | 3,592 | $218,379 | 0.04% |
| 157 | ISHARES TR | 464287234 | 4,527 | $218,368 | 0.04% |
| 158 | DIMENSIONAL ETF TRUST | 25434V203 | 6,286 | $217,317 | 0.04% |
| 159 | EVERCORE INC | EVR | 796 | $214,936 | 0.04% |
| 160 | LINDE PLC | LIN | 457 | $214,430 | 0.04% |
| 161 | ISHARES TR | 464287754 | 1,490 | $211,996 | 0.04% |
| 162 | LLOYDS BANKING GROUP PLC | LLOBF | 49,660 | $211,055 | 0.04% |
| 163 | WIPRO LTD | WIT | 69,630 | $210,283 | 0.03% |
| 164 | DIMENSIONAL ETF TRUST | 25434V781 | 6,287 | $206,916 | 0.03% |
| 165 | AT&T INC | T-PC | 7,109 | $205,734 | 0.03% |
| 166 | ALIBABA GROUP HLDG LTD | BBAAY | 1,785 | $202,437 | 0.03% |
| 167 | APPLIED MATLS INC | 038222105 | 1,105 | $202,359 | 0.03% |
| 168 | SPDR GOLD TR | GLD | 658 | $200,578 | 0.03% |
| 169 | UNITED MICROELECTRONICS CORP | UMC | 25,205 | $192,818 | 0.03% |
| 170 | SUMITOMO MITSUI FINL GROUP I | 86562M209 | 11,849 | $179,038 | 0.03% |
| 171 | KOREA ELEC PWR CORP | 500631106 | 11,867 | $168,986 | 0.03% |
| 172 | ASE TECHNOLOGY HLDG CO LTD | ASX | 14,661 | $151,448 | 0.03% |
| 173 | MIZUHO FINANCIAL GROUP INC | MZHOF | 26,582 | $147,794 | 0.02% |
| 174 | COMPANHIA PARANAENSE DE ENER | 20441B605 | 13,590 | $124,077 | 0.02% |
| 175 | PIMCO MUN INCOME FD III | 72201A103 | 14,765 | $101,288 | 0.02% |
| 176 | LG DISPLAY CO LTD | LPL | 28,361 | $96,995 | 0.02% |
| 177 | EMPIRE ST RLTY TR INC | 292104106 | 11,591 | $93,769 | 0.02% |
| 178 | NOMURA HLDGS INC | NRSCF | 12,507 | $82,296 | 0.01% |
| 179 | ICL GROUP LTD | ICL | 11,611 | $79,867 | 0.01% |
| 180 | NOKIA CORP | NOKBF | 12,155 | $62,961 | 0.01% |
| 181 | ENEL CHILE S.A. | ENIC | 15,748 | $57,165 | 0.01% |
| 182 | MEDICAL PPTYS TRUST INC | 58463J304 | 11,311 | $48,750 | 0.01% |
| 183 | ULTRAPAR PARTICIPACOES SA | UGP | 14,041 | $46,054 | 0.01% |
| 184 | CIA ENERGETICA DE MINAS GERA | 204409601 | 12,123 | $23,761 | 0.00% |