13F HOLDINGS REPORT

Wealthstream Advisors, Inc.

Quarter ended Q3 2025 · Filed November 6, 2025 · Accession 0001833780-25-000012

Total Value

$661.3M

Positions

204

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (204)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	DIMENSIONAL ETF TRUST	25434V708	5,084,210	$196.1M	29.65%
2	DIMENSIONAL ETF TRUST	25434V799	3,239,940	$106.2M	16.06%
3	DIMENSIONAL ETF TRUST	25434V732	1,487,693	$47.7M	7.21%
4	DIMENSIONAL ETF TRUST	25434V831	1,100,984	$41.6M	6.29%
5	DIMENSIONAL ETF TRUST	25434V401	485,558	$35.2M	5.32%
6	ISHARES TR	464287689	53,882	$20.4M	3.09%
7	AMERICAN CENTY ETF TR	025072232	169,428	$14.1M	2.14%
8	ISHARES TR	46432F842	107,997	$9.4M	1.43%
9	VANGUARD SCOTTSDALE FDS	92206C599	31,114	$9.2M	1.38%
10	LIFE360 INC	LIFX	72,553	$7.7M	1.17%
11	MICROSOFT CORP	MSFT	14,089	$7.3M	1.10%
12	DIMENSIONAL ETF TRUST	25434V724	153,470	$6.9M	1.04%
13	VANGUARD INDEX FDS	922908769	19,267	$6.3M	0.96%
14	NVIDIA CORPORATION	NVDA	31,560	$5.9M	0.89%
15	FLEXSHARES TR	FLEX	23,446	$5.7M	0.86%
16	2023 ETF SERIES TRUST	88339Y102	175,834	$5.5M	0.83%
17	APPLE INC	AAPL	19,340	$4.9M	0.74%
18	SPDR S&P 500 ETF TR	SPY	7,042	$4.7M	0.71%
19	DIMENSIONAL ETF TRUST	25434V609	71,368	$4.2M	0.63%
20	VANGUARD INDEX FDS	922908363	6,214	$3.8M	0.58%
21	ISHARES TR	464287614	7,963	$3.7M	0.56%
22	AMAZON COM INC	AMZN	15,489	$3.4M	0.51%
23	ALPHABET INC	GOOG	13,112	$3.2M	0.48%
24	AMERICAN CENTY ETF TR	025072281	41,486	$3.1M	0.46%
25	VANGUARD INTL EQUITY INDEX F	922042742	20,294	$2.8M	0.42%
26	META PLATFORMS INC	META	3,772	$2.8M	0.42%
27	ISHARES INC	46434G103	40,700	$2.7M	0.41%
28	ALPHABET INC	GOOG	10,833	$2.6M	0.40%
29	DIMENSIONAL ETF TRUST	25434V500	36,388	$2.5M	0.38%
30	VANGUARD INDEX FDS	922908736	4,990	$2.4M	0.36%
31	EA SERIES TRUST	02072Q713	47,499	$2.4M	0.36%
32	AMERICAN CENTY ETF TR	025072299	31,304	$2.2M	0.34%
33	AMERICAN CENTY ETF TR	025072703	27,544	$2.2M	0.33%
34	TAIWAN SEMICONDUCTOR MFG LTD	874039100	6,592	$1.8M	0.28%
35	BROADCOM INC	AVGO	4,914	$1.6M	0.25%
36	AMERICAN CENTY ETF TR	025072604	20,792	$1.6M	0.24%
37	VANGUARD INDEX FDS	922908637	4,777	$1.5M	0.22%
38	JPMORGAN CHASE & CO.	VYLD	4,658	$1.5M	0.22%
39	GE AEROSPACE	369604301	4,827	$1.5M	0.22%
40	ISHARES TR	464287523	5,269	$1.4M	0.22%
41	ISHARES TR	464287119	13,565	$1.4M	0.21%
42	TESLA INC	TSLA	3,088	$1.4M	0.21%
43	BERKSHIRE HATHAWAY INC DEL	BRK-A	2,729	$1.4M	0.21%
44	ELI LILLY & CO	LLY	1,776	$1.4M	0.20%
45	NETFLIX INC	NFLX	1,094	$1.3M	0.20%
46	ISHARES TR	464287622	3,489	$1.3M	0.19%
47	GOLDMAN SACHS GROUP INC	GSCE	1,522	$1.2M	0.18%
48	ISHARES TR	464287309	9,938	$1.2M	0.18%
49	SCHWAB STRATEGIC TR	808524102	45,903	$1.2M	0.18%
50	DIMENSIONAL ETF TRUST	25434V880	37,473	$1.2M	0.18%
51	VANGUARD TAX-MANAGED FDS	921943858	19,207	$1.2M	0.17%
52	FLEXSHARES TR	FLEX	17,080	$1.1M	0.16%
53	ISHARES INC	464286509	19,793	$1.0M	0.15%
54	ORACLE CORP	ORCL-PD	3,534	$993,802	0.15%
55	ISHARES TR	464287721	5,048	$988,641	0.15%
56	ISHARES TR	464287507	15,067	$983,283	0.15%
57	GE VERNOVA INC	GEV	1,573	$967,254	0.15%
58	ISHARES TR	464287564	15,531	$957,036	0.14%
59	COSTCO WHSL CORP NEW	22160K105	1,032	$955,242	0.14%
60	VANGUARD INDEX FDS	922908744	5,090	$949,310	0.14%
61	HOME DEPOT INC	HD	2,142	$867,861	0.13%
62	SPDR SERIES TRUST	78464A508	14,932	$826,193	0.12%
63	VANGUARD INDEX FDS	922908652	3,849	$805,778	0.12%
64	FIRST TR EXCHANGE-TRADED FD	33733E302	2,765	$773,758	0.12%
65	VANGUARD BD INDEX FDS	921937835	10,037	$746,461	0.11%
66	VISA INC	V	2,034	$694,286	0.10%
67	WELLS FARGO CO NEW	949746101	8,204	$687,672	0.10%
68	UNITEDHEALTH GROUP INC	UNH	1,962	$677,317	0.10%
69	ISHARES TR	46435U549	14,087	$676,579	0.10%
70	VANGUARD WORLD FD	921910816	1,671	$672,391	0.10%
71	ISHARES TR	464287200	997	$666,973	0.10%
72	VANGUARD INTL EQUITY INDEX F	922042858	12,162	$658,920	0.10%
73	VANGUARD INDEX FDS	922908611	3,094	$645,645	0.10%
74	ISHARES TR	464287630	3,628	$641,532	0.10%
75	VANGUARD BD INDEX FDS	921937827	7,997	$631,045	0.10%
76	MARRIOTT INTL INC NEW	571903202	2,356	$613,584	0.09%
77	INVESCO QQQ TR	IVZ	1,011	$606,831	0.09%
78	DIMENSIONAL ETF TRUST	25434V682	14,555	$598,051	0.09%
79	PROSHARES TR	74347R107	5,276	$591,621	0.09%
80	WALMART INC	WMT	5,498	$566,603	0.09%
81	DIMENSIONAL ETF TRUST	25434V658	19,741	$539,121	0.08%
82	DIMENSIONAL ETF TRUST	25434V625	7,419	$533,742	0.08%
83	AMERICAN CENTY ETF TR	025072885	4,906	$533,282	0.08%
84	ASML HOLDING N V	ASMLF	533	$516,020	0.08%
85	EXXON MOBIL CORP	XOM	4,558	$513,935	0.08%
86	AMERICAN CENTY ETF TR	025072315	8,042	$511,215	0.08%
87	CAPITAL ONE FINL CORP	14040H105	2,358	$501,244	0.08%
88	MASTERCARD INCORPORATED	MA	881	$501,218	0.08%
89	AERCAP HOLDINGS NV	AER	4,079	$493,559	0.07%
90	ABBVIE INC	ABBV	2,107	$487,933	0.07%
91	EMCOR GROUP INC	EME	744	$483,270	0.07%
92	JOHNSON & JOHNSON	JNJ	2,566	$475,736	0.07%
93	PALANTIR TECHNOLOGIES INC	PLTR	2,524	$460,428	0.07%
94	INTERNATIONAL BUSINESS MACHS	INTR	1,623	$457,827	0.07%
95	SHELL PLC	RYDAF	6,321	$452,149	0.07%
96	VANGUARD INDEX FDS	922908629	1,496	$439,400	0.07%
97	BANK AMERICA CORP	060505104	8,353	$430,956	0.07%
98	ISHARES TR	46435G425	2,944	$428,667	0.06%
99	DIMENSIONAL ETF TRUST	25434V815	13,345	$424,890	0.06%
100	VANGUARD SPECIALIZED FUNDS	921908844	1,938	$418,166	0.06%
101	HDFC BANK LTD	HDB	12,099	$413,302	0.06%
102	HILTON WORLDWIDE HLDGS INC	HLT	1,588	$411,991	0.06%
103	ISHARES TR	464287515	3,500	$402,535	0.06%
104	AON PLC	AON	1,119	$399,026	0.06%
105	BANCO SANTANDER S.A.	BCDRF	37,698	$395,075	0.06%
106	WOODWARD INC	WWD	1,553	$392,459	0.06%
107	ISHARES TR	464287606	4,000	$383,560	0.06%
108	ICICI BANK LIMITED	IBN	12,656	$382,599	0.06%
109	ISHARES TR	464287465	4,068	$379,857	0.06%
110	ALIBABA GROUP HLDG LTD	BBAAY	2,111	$377,299	0.06%
111	MOTOROLA SOLUTIONS INC	MSI	808	$369,494	0.06%
112	VANGUARD INDEX FDS	922908538	1,202	$353,136	0.05%
113	COCA COLA CO	KO	5,185	$343,853	0.05%
114	VANGUARD INDEX FDS	922908553	3,690	$337,362	0.05%
115	VANGUARD CHARLOTTE FDS	92203J407	6,813	$336,954	0.05%
116	VANGUARD INDEX FDS	922908512	1,897	$331,230	0.05%
117	RTX CORPORATION	RTX	1,949	$326,120	0.05%
118	TJX COS INC NEW	872540109	2,245	$324,483	0.05%
119	SPDR SERIES TRUST	78464A763	2,310	$323,516	0.05%
120	WOORI FINL GROUP INC	981064108	5,729	$321,698	0.05%
121	CHEVRON CORP NEW	CVX	2,069	$321,286	0.05%
122	FLEXSHARES TR	FLEX	3,617	$320,978	0.05%
123	UNITED RENTALS INC	URI	335	$319,818	0.05%
124	ISHARES TR	464287663	3,173	$317,147	0.05%
125	NOVARTIS AG	NVSEF	2,402	$308,021	0.05%
126	INVESCO EXCHANGE TRADED FD T	IVZ	5,700	$307,971	0.05%
127	MCDONALDS CORP	MCD	995	$302,310	0.05%
128	DIMENSIONAL ETF TRUST	25434V104	6,561	$300,210	0.05%
129	AMERIPRISE FINL INC	03076C106	611	$300,183	0.05%
130	DR REDDYS LABS LTD	256135203	21,258	$297,187	0.04%
131	HSBC HLDGS PLC	HBCYF	4,046	$287,209	0.04%
132	SAP SE	SAPGF	1,065	$284,661	0.04%
133	AMERICAN EXPRESS CO	AXP	851	$282,718	0.04%
134	CBRE GROUP INC	CBRE	1,762	$277,621	0.04%
135	PROCTER AND GAMBLE CO	742718109	1,790	$275,002	0.04%
136	PROGRESSIVE CORP	743315103	1,111	$274,412	0.04%
137	ABBOTT LABS	ABLZF	2,043	$273,628	0.04%
138	DIMENSIONAL ETF TRUST	25434V716	6,405	$272,021	0.04%
139	INVESCO EXCH TRADED FD TR II	IVZ	4,234	$271,992	0.04%
140	EVERCORE INC	EVR	806	$271,880	0.04%
141	ISHARES TR	464288281	2,838	$270,108	0.04%
142	BLACKROCK INC	BLK	228	$265,818	0.04%
143	ADVANCED MICRO DEVICES INC	AMD	1,621	$262,262	0.04%
144	ING GROEP N.V.	INGVF	10,028	$261,522	0.04%
145	PHILIP MORRIS INTL INC	718172109	1,582	$256,600	0.04%
146	QUALCOMM INC	QCOM	1,536	$255,458	0.04%
147	CHUNGHWA TELECOM CO LTD	CHT	5,844	$254,915	0.04%
148	ISHARES TR	464288125	3,339	$254,340	0.04%
149	CISCO SYS INC	CSCO	3,663	$250,624	0.04%
150	LLOYDS BANKING GROUP PLC	LLOBF	55,092	$250,118	0.04%
151	UBS GROUP AG	UBS	6,091	$249,727	0.04%
152	VANGUARD SCOTTSDALE FDS	92206C714	2,791	$249,473	0.04%
153	GENPACT LIMITED	G	5,888	$246,648	0.04%
154	VANGUARD STAR FDS	921909768	3,348	$245,913	0.04%
155	ISHARES TR	464287234	4,527	$241,726	0.04%
156	APPLIED MATLS INC	038222105	1,172	$240,030	0.04%
157	DIMENSIONAL ETF TRUST	25434V666	7,257	$238,748	0.04%
158	DEUTSCHE BANK A G	D18190898	6,628	$234,697	0.04%
159	SPDR GOLD TR	GLD	658	$233,899	0.04%
160	SCHWAB CHARLES CORP	SCHW-PJ	2,446	$233,532	0.04%
161	SUMITOMO MITSUI FINL GROUP I	86562M209	13,947	$233,473	0.04%
162	DIMENSIONAL ETF TRUST	25434V203	6,286	$228,506	0.03%
163	BARCLAYS PLC	BCLYF	10,932	$225,964	0.03%
164	LINDE PLC	LIN	475	$225,640	0.03%
165	STRYKER CORPORATION	SYK	610	$225,516	0.03%
166	DIMENSIONAL ETF TRUST	25434V781	6,291	$224,543	0.03%
167	ISHARES TR	464287549	1,779	$224,105	0.03%
168	LAM RESEARCH CORP	LRCX	1,656	$221,716	0.03%
169	FASTENAL CO	FAST	4,441	$217,790	0.03%
170	ISHARES TR	464287754	1,490	$217,306	0.03%
171	SERVICENOW INC	NOW	236	$217,186	0.03%
172	AT&T INC	T-PC	7,661	$216,347	0.03%
173	INFOSYS LTD	INFY	13,055	$212,405	0.03%
174	LG DISPLAY CO LTD	LPL	40,529	$211,561	0.03%
175	INTUIT	INTU	308	$210,342	0.03%
176	CANADIAN NATL RY CO	136375102	2,226	$209,882	0.03%
177	ACCENTURE PLC IRELAND	ACN	848	$209,023	0.03%
178	ISHARES TR	464287580	1,994	$208,997	0.03%
179	WIPRO LTD	WIT	78,244	$205,782	0.03%
180	AGNICO EAGLE MINES LTD	AEM	1,220	$205,643	0.03%
181	KB FINL GROUP INC	48241A105	2,477	$205,368	0.03%
182	SONY GROUP CORP	SNEJF	7,106	$204,582	0.03%
183	MIZUHO FINANCIAL GROUP INC	MZHOF	30,495	$204,314	0.03%
184	BRITISH AMERN TOB PLC	110448107	3,817	$202,606	0.03%
185	LOCKHEED MARTIN CORP	LMT	402	$200,882	0.03%
186	BOOKING HOLDINGS INC	BKNG	37	$200,826	0.03%
187	BANK NOVA SCOTIA HALIFAX	064149107	3,094	$200,027	0.03%
188	BANCO BILBAO VIZCAYA ARGENTA	BBVXF	10,386	$199,931	0.03%
189	ASE TECHNOLOGY HLDG CO LTD	ASX	17,574	$194,896	0.03%
190	UNITED MICROELECTRONICS CORP	UMC	23,586	$178,782	0.03%
191	KOREA ELEC PWR CORP	500631106	12,594	$164,352	0.02%
192	COMPANHIA PARANAENSE DE ENER	20441B605	13,705	$134,309	0.02%
193	PIMCO MUN INCOME FD II	72200W106	13,589	$107,489	0.02%
194	NOMURA HLDGS INC	NRSCF	13,668	$99,366	0.02%
195	ICL GROUP LTD	ICL	13,163	$81,937	0.01%
196	EMPIRE ST RLTY TR INC	292104106	10,142	$77,686	0.01%
197	ENEL CHILE S.A.	ENIC	19,583	$76,178	0.01%
198	CAPITOL FED FINL INC	14057J101	10,251	$65,094	0.01%
199	TURKCELL ILETISIM HIZMETLERI	TKC	10,781	$64,901	0.01%
200	ULTRAPAR PARTICIPACOES SA	UGP	14,955	$61,316	0.01%
201	MEDICAL PPTYS TRUST INC	58463J304	11,774	$59,694	0.01%
202	NOKIA CORP	NOKBF	10,956	$52,697	0.01%
203	GERDAU SA	GGB	10,391	$32,212	0.00%
204	CIA ENERGETICA DE MINAS GERA	204409601	15,247	$32,171	0.00%