The Analysis of Wealthstream Advisors, Inc.'s Holdings
Currently, Wealthstream Advisors, Inc. holds 204 types of securities in its portfolio with a total value $661.3M. In the most recent quarter, they have increased their positions in DFAC (+120.0K shares, valued at $4.6M), GEW (+47.5K shares, valued at $2.4M), DUHP (+40.3K shares, valued at $1.5M); decreased their positions in SPY (-2.1K shares, valued at $1.4M), DFUS (-12.3K shares, valued at $890.2K), VTHR (-1.8K shares, valued at $518.0K); initiated new positions in GEW (+47.5K shares, valued at $2.4M), DFSU (+6.4K shares, valued at $272.0K), AMD (+1.6K shares, valued at $262.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST5.1M shares2.42%2025-09-302025-11-06
DFIC DIMENSIONAL ETF TRUST3.2M shares1.26%2025-09-302025-11-06 DFEM DIMENSIONAL ETF TRUST1.5M shares0.69%2025-09-302025-11-06 DUHP DIMENSIONAL ETF TRUST1.1M shares3.80%2025-09-302025-11-06 DFUS DIMENSIONAL ETF TRUST485.6K shares-2.47%2025-09-302025-11-06 IWV ISHARES TR53.9K shares0.00%2025-09-302025-11-06 AVGE AMERICAN CENTY ETF TR169.4K shares3.36%2025-09-302025-11-06 IEFA ISHARES TR108.0K shares-0.63%2025-09-302025-11-06 VTHR VANGUARD SCOTTSDALE FDS31.1K shares-5.35%2025-09-302025-11-06 LIF LIFE360 INC72.6K shares17.89%2025-09-302025-11-06 MSFT MICROSOFT CORP14.1K shares2.34%2025-09-302025-11-06 DFUV DIMENSIONAL ETF TRUST153.5K shares-2.28%2025-09-302025-11-06 VTI VANGUARD INDEX FDS19.3K shares0.04%2025-09-302025-11-06 NVDA NVIDIA CORPORATION31.6K shares8.62%2025-09-302025-11-06 TILT FLEXSHARES TR23.4K shares14.80%2025-09-302025-11-06 EAGL 2023 ETF SERIES TRUST175.8K shares0.00%2025-09-302025-11-06 AAPL APPLE INC19.3K shares4.29%2025-09-302025-11-06 SPY SPDR S&P 500 ETF TR7.0K shares-23.00%2025-09-302025-11-06 DFAT DIMENSIONAL ETF TRUST71.4K shares-0.77%2025-09-302025-11-06 VOO VANGUARD INDEX FDS6.2K shares-6.03%2025-09-302025-11-06 IWF ISHARES TR8.0K shares-2.08%2025-09-302025-11-06 AMZN AMAZON COM INC15.5K shares6.77%2025-09-302025-11-06 GOOGL ALPHABET INC13.1K shares2.55%2025-09-302025-11-06 AVSU AMERICAN CENTY ETF TR41.5K shares7.92%2025-09-302025-11-06 VT VANGUARD INTL EQUITY INDEX F20.3K shares-0.20%2025-09-302025-11-06 META META PLATFORMS INC3.8K shares5.39%2025-09-302025-11-06 IEMG ISHARES INC40.7K shares0.00%2025-09-302025-11-06 GOOG ALPHABET INC10.8K shares4.53%2025-09-302025-11-06 DFAS DIMENSIONAL ETF TRUST36.4K shares-6.47%2025-09-302025-11-06 VUG VANGUARD INDEX FDS5.0K shares0.00%2025-09-302025-11-06 GEW EA SERIES TRUST47.5K sharesnew addition2025-09-302025-11-06 AVSD AMERICAN CENTY ETF TR31.3K shares-0.07%2025-09-302025-11-06 AVDE AMERICAN CENTY ETF TR27.5K shares13.19%2025-09-302025-11-06 TSM TAIWAN SEMICONDUCTOR MFG LTD6.6K shares11.45%2025-09-302025-11-06 AVGO BROADCOM INC4.9K shares-0.30%2025-09-302025-11-06 AVEM AMERICAN CENTY ETF TR20.8K shares7.24%2025-09-302025-11-06 VV VANGUARD INDEX FDS4.8K shares0.00%2025-09-302025-11-06 JPM JPMORGAN CHASE & CO.4.7K shares5.27%2025-09-302025-11-06 GE GE AEROSPACE4.8K shares0.58%2025-09-302025-11-06 SOXX ISHARES TR5.3K shares0.00%2025-09-302025-11-06 ILCG ISHARES TR13.6K shares0.00%2025-09-302025-11-06 TSLA TESLA INC3.1K shares8.47%2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL2.7K shares5.00%2025-09-302025-11-06 LLY ELI LILLY & CO1.8K shares12.83%2025-09-302025-11-06 NFLX NETFLIX INC1.1K shares2.63%2025-09-302025-11-06 IWB ISHARES TR3.5K shares0.00%2025-09-302025-11-06 GS GOLDMAN SACHS GROUP INC1.5K shares1.33%2025-09-302025-11-06 IVW ISHARES TR9.9K shares-16.66%2025-09-302025-11-06 SCHB SCHWAB STRATEGIC TR45.9K shares15.15%2025-09-302025-11-06 DFAX DIMENSIONAL ETF TRUST37.5K shares-1.34%2025-09-302025-11-06 VEA VANGUARD TAX-MANAGED FDS19.2K shares-0.10%2025-09-302025-11-06 TLTE FLEXSHARES TR17.1K shares0.01%2025-09-302025-11-06 EWC ISHARES INC19.8K shares0.00%2025-09-302025-11-06 ORCL ORACLE CORP3.5K shares25.63%2025-09-302025-11-06 IYW ISHARES TR5.0K shares0.00%2025-09-302025-11-06 IJH ISHARES TR15.1K shares-30.14%2025-09-302025-11-06 GEV GE VERNOVA INC1.6K shares0.06%2025-09-302025-11-06 ICF ISHARES TR15.5K shares0.00%2025-09-302025-11-06 COST COSTCO WHSL CORP NEW1.0K shares1.28%2025-09-302025-11-06 VTV VANGUARD INDEX FDS5.1K shares-29.15%2025-09-302025-11-06 HD HOME DEPOT INC2.1K shares3.88%2025-09-302025-11-06 SPYV SPDR SERIES TRUST14.9K shares0.00%2025-09-302025-11-06 VXF VANGUARD INDEX FDS3.8K shares0.00%2025-09-302025-11-06 FDN FIRST TR EXCHANGE-TRADED FD2.8K shares0.00%2025-09-302025-11-06 BND VANGUARD BD INDEX FDS10.0K shares-1.45%2025-09-302025-11-06 V VISA INC2.0K shares4.85%2025-09-302025-11-06 WFC WELLS FARGO CO NEW8.2K shares3.40%2025-09-302025-11-06 UNH UNITEDHEALTH GROUP INC2.0K shares1.82%2025-09-302025-11-06 EAGG ISHARES TR14.1K shares1.45%2025-09-302025-11-06 MGK VANGUARD WORLD FD1.7K shares0.00%2025-09-302025-11-06 IVV ISHARES TR997 shares0.00%2025-09-302025-11-06 VWO VANGUARD INTL EQUITY INDEX F12.2K shares0.02%2025-09-302025-11-06 VBR VANGUARD INDEX FDS3.1K shares0.00%2025-09-302025-11-06 IWN ISHARES TR3.6K shares0.00%2025-09-302025-11-06 BSV VANGUARD BD INDEX FDS8.0K shares0.16%2025-09-302025-11-06 MAR MARRIOTT INTL INC NEW2.4K shares0.17%2025-09-302025-11-06 QQQ INVESCO QQQ TR1.0K shares0.70%2025-09-302025-11-06 DFSE DIMENSIONAL ETF TRUST14.6K shares12.90%2025-09-302025-11-06 SSO PROSHARES TR5.3K shares-3.48%2025-09-302025-11-06 WMT WALMART INC5.5K shares7.30%2025-09-302025-11-06 DFGR DIMENSIONAL ETF TRUST19.7K shares1.52%2025-09-302025-11-06 DCOR DIMENSIONAL ETF TRUST7.4K shares9.94%2025-09-302025-11-06 AVUS AMERICAN CENTY ETF TR4.9K shares0.00%2025-09-302025-11-06 ASML ASML HOLDING N V533 shares11.74%2025-09-302025-11-06 XOM EXXON MOBIL CORP4.6K shares9.30%2025-09-302025-11-06 AVSE AMERICAN CENTY ETF TR8.0K shares-16.76%2025-09-302025-11-06 COF CAPITAL ONE FINL CORP2.4K shares-1.50%2025-09-302025-11-06 MA MASTERCARD INCORPORATED881 shares7.83%2025-09-302025-11-06 AER AERCAP HOLDINGS NV4.1K shares1.57%2025-09-302025-11-06 ABBV ABBVIE INC2.1K shares3.44%2025-09-302025-11-06 EME EMCOR GROUP INC744 shares3.19%2025-09-302025-11-06 JNJ JOHNSON & JOHNSON2.6K shares22.13%2025-09-302025-11-06 PLTR PALANTIR TECHNOLOGIES INC2.5K shares7.54%2025-09-302025-11-06 IBM INTERNATIONAL BUSINESS MACHS1.6K shares11.62%2025-09-302025-11-06 SHEL SHELL PLC6.3K shares7.76%2025-09-302025-11-06 VO VANGUARD INDEX FDS1.5K shares0.00%2025-09-302025-11-06 BAC BANK AMERICA CORP8.4K shares1.94%2025-09-302025-11-06 ESGU ISHARES TR2.9K shares0.00%2025-09-302025-11-06 DFSV DIMENSIONAL ETF TRUST13.3K shares0.44%2025-09-302025-11-06 VIG VANGUARD SPECIALIZED FUNDS1.9K shares0.00%2025-09-302025-11-06 HDB HDFC BANK LTD12.1K shares118.28%2025-09-302025-11-06 HLT HILTON WORLDWIDE HLDGS INC1.6K shares0.13%2025-09-302025-11-06 IGV ISHARES TR3.5K shares0.00%2025-09-302025-11-06 AON AON PLC1.1K shares0.00%2025-09-302025-11-06 SAN BANCO SANTANDER S.A.37.7K shares14.04%2025-09-302025-11-06 WWD WOODWARD INC1.6K shares2.78%2025-09-302025-11-06 IJK ISHARES TR4.0K shares-28.71%2025-09-302025-11-06 IBN ICICI BANK LIMITED12.7K shares14.15%2025-09-302025-11-06 EFA ISHARES TR4.1K shares0.00%2025-09-302025-11-06 BABA ALIBABA GROUP HLDG LTD2.1K shares18.26%2025-09-302025-11-06 MSI MOTOROLA SOLUTIONS INC808 shares5.48%2025-09-302025-11-06 VOT VANGUARD INDEX FDS1.2K shares-12.45%2025-09-302025-11-06 KO COCA COLA CO5.2K shares-6.81%2025-09-302025-11-06 VNQ VANGUARD INDEX FDS3.7K shares0.00%2025-09-302025-11-06 BNDX VANGUARD CHARLOTTE FDS6.8K shares0.09%2025-09-302025-11-06 VOE VANGUARD INDEX FDS1.9K shares0.00%2025-09-302025-11-06 RTX RTX CORPORATION1.9K shares4.28%2025-09-302025-11-06 TJX TJX COS INC NEW2.2K shares3.98%2025-09-302025-11-06 SDY SPDR SERIES TRUST2.3K shares0.00%2025-09-302025-11-06 WF WOORI FINL GROUP INC5.7K shares9.67%2025-09-302025-11-06 CVX CHEVRON CORP NEW2.1K shares19.11%2025-09-302025-11-06 TLTD FLEXSHARES TR3.6K shares0.08%2025-09-302025-11-06 URI UNITED RENTALS INC335 shares2.76%2025-09-302025-11-06 IUSV ISHARES TR3.2K shares-19.43%2025-09-302025-11-06 NVS NOVARTIS AG2.4K shares21.62%2025-09-302025-11-06 IGPT INVESCO EXCHANGE TRADED FD T5.7K shares0.00%2025-09-302025-11-06 MCD MCDONALDS CORP995 shares3.22%2025-09-302025-11-06 DFAU DIMENSIONAL ETF TRUST6.6K shares0.00%2025-09-302025-11-06 AMP AMERIPRISE FINL INC611 shares0.49%2025-09-302025-11-06 RDY DR REDDYS LABS LTD21.3K shares20.25%2025-09-302025-11-06 HSBC HSBC HLDGS PLC4.0K shares12.64%2025-09-302025-11-06 SAP SAP SE1.1K shares-8.03%2025-09-302025-11-06 AXP AMERICAN EXPRESS CO851 shares4.03%2025-09-302025-11-06 CBRE CBRE GROUP INC1.8K shares2.92%2025-09-302025-11-06 PG PROCTER AND GAMBLE CO1.8K shares-12.51%2025-09-302025-11-06 PGR PROGRESSIVE CORP1.1K shares4.61%2025-09-302025-11-06 ABT ABBOTT LABS2.0K shares0.15%2025-09-302025-11-06 DFSU DIMENSIONAL ETF TRUST6.4K sharesnew addition2025-09-302025-11-06 CGW INVESCO EXCH TRADED FD TR II4.2K shares0.00%2025-09-302025-11-06 EVR EVERCORE INC806 shares1.26%2025-09-302025-11-06 EMB ISHARES TR2.8K shares0.18%2025-09-302025-11-06 BLK BLACKROCK INC228 shares6.05%2025-09-302025-11-06 AMD ADVANCED MICRO DEVICES INC1.6K sharesnew addition2025-09-302025-11-06 ING ING GROEP N.V.10.0K sharesnew addition2025-09-302025-11-06 PM PHILIP MORRIS INTL INC1.6K shares7.55%2025-09-302025-11-06 QCOM QUALCOMM INC1.5K shares0.00%2025-09-302025-11-06 CHT CHUNGHWA TELECOM CO LTD5.8K shares15.20%2025-09-302025-11-06 ISHG ISHARES TR3.3K shares0.00%2025-09-302025-11-06 CSCO CISCO SYS INC3.7K shares16.14%2025-09-302025-11-06 LYG LLOYDS BANKING GROUP PLC55.1K shares10.94%2025-09-302025-11-06 UBS UBS GROUP AG6.1K sharesnew addition2025-09-302025-11-06 VONV VANGUARD SCOTTSDALE FDS2.8K shares0.00%2025-09-302025-11-06 G GENPACT LIMITED5.9K shares-2.18%2025-09-302025-11-06 VXUS VANGUARD STAR FDS3.3K shares0.03%2025-09-302025-11-06 EEM ISHARES TR4.5K shares0.00%2025-09-302025-11-06 AMAT APPLIED MATLS INC1.2K shares6.06%2025-09-302025-11-06 DFLV DIMENSIONAL ETF TRUST7.3K shares0.44%2025-09-302025-11-06 DB DEUTSCHE BANK A G6.6K sharesnew addition2025-09-302025-11-06 GLD SPDR GOLD TR658 shares0.00%2025-09-302025-11-06 SCHW SCHWAB CHARLES CORP2.4K shares-6.53%2025-09-302025-11-06 SMFG SUMITOMO MITSUI FINL GROUP I13.9K shares17.71%2025-09-302025-11-06 DFAI DIMENSIONAL ETF TRUST6.3K shares0.00%2025-09-302025-11-06 BCS BARCLAYS PLC10.9K sharesnew addition2025-09-302025-11-06 LIN LINDE PLC475 shares3.94%2025-09-302025-11-06 SYK STRYKER CORPORATION610 shares0.99%2025-09-302025-11-06 DISV DIMENSIONAL ETF TRUST6.3K shares0.06%2025-09-302025-11-06 IGM ISHARES TR1.8K sharesnew addition2025-09-302025-11-06 LRCX LAM RESEARCH CORP1.7K sharesnew addition2025-09-302025-11-06 FAST FASTENAL CO4.4K sharesnew addition2025-09-302025-11-06 IYJ ISHARES TR1.5K shares0.00%2025-09-302025-11-06 NOW SERVICENOW INC236 shares-17.19%2025-09-302025-11-06 T AT&T INC7.7K shares7.76%2025-09-302025-11-06 INFY INFOSYS LTD13.1K shares-4.16%2025-09-302025-11-06 LPL LG DISPLAY CO LTD40.5K shares42.90%2025-09-302025-11-06 INTU INTUIT308 shares-1.28%2025-09-302025-11-06 CNI CANADIAN NATL RY CO2.2K shares-0.67%2025-09-302025-11-06 ACN ACCENTURE PLC IRELAND848 shares-19.54%2025-09-302025-11-06 IYC ISHARES TR2.0K sharesnew addition2025-09-302025-11-06 WIT WIPRO LTD78.2K shares12.37%2025-09-302025-11-06 AEM AGNICO EAGLE MINES LTD1.2K sharesnew addition2025-09-302025-11-06 KB KB FINL GROUP INC2.5K sharesnew addition2025-09-302025-11-06 SONY SONY GROUP CORP7.1K sharesnew addition2025-09-302025-11-06 MFG MIZUHO FINANCIAL GROUP INC30.5K shares14.72%2025-09-302025-11-06 BTI BRITISH AMERN TOB PLC3.8K sharesnew addition2025-09-302025-11-06 LMT LOCKHEED MARTIN CORP402 sharesnew addition2025-09-302025-11-06 BKNG BOOKING HOLDINGS INC37 sharesnew addition2025-09-302025-11-06 BNS BANK NOVA SCOTIA HALIFAX3.1K sharesnew addition2025-09-302025-11-06 BBVA BANCO BILBAO VIZCAYA ARGENTA10.4K sharesnew addition2025-09-302025-11-06 ASX ASE TECHNOLOGY HLDG CO LTD17.6K shares19.87%2025-09-302025-11-06 UMC UNITED MICROELECTRONICS CORP23.6K shares-6.42%2025-09-302025-11-06 KEP KOREA ELEC PWR CORP12.6K shares6.13%2025-09-302025-11-06 ELP COMPANHIA PARANAENSE DE ENER13.7K shares0.85%2025-09-302025-11-06 PML PIMCO MUN INCOME FD II13.6K sharesnew addition2025-09-302025-11-06 NMR NOMURA HLDGS INC13.7K shares9.28%2025-09-302025-11-06 ICL ICL GROUP LTD13.2K shares13.37%2025-09-302025-11-06 ESRT EMPIRE ST RLTY TR INC10.1K shares-12.50%2025-09-302025-11-06 ENIC ENEL CHILE S.A.19.6K shares24.35%2025-09-302025-11-06 CFFN CAPITOL FED FINL INC10.3K sharesnew addition2025-09-302025-11-06 TKC TURKCELL ILETISIM HIZMETLERI10.8K sharesnew addition2025-09-302025-11-06 UGP ULTRAPAR PARTICIPACOES SA15.0K shares6.51%2025-09-302025-11-06 MPW MEDICAL PPTYS TRUST INC11.8K shares4.09%2025-09-302025-11-06 NOK NOKIA CORP11.0K shares-9.86%2025-09-302025-11-06 GGB GERDAU SA10.4K sharesnew addition2025-09-302025-11-06 CIG CIA ENERGETICA DE MINAS GERA15.2K shares25.77%2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available