StockDriftsStockDriftsTop 50 Wealthstream Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 29.65% | 5.08M | $196.1M | +2.42%(+119.97K) | $31.69(+27.62%) | 2025-09-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 16.06% | 3.24M | $106.2M | +1.26%(+40.34K) | $25.56(+38.05%) | 2025-09-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 7.21% | 1.49M | $47.7M | +0.69%(+10.21K) | $24.73(+38.61%) | 2025-09-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 6.29% | 1.10M | $41.6M | +3.80%(+40.32K) | $33.04(+16.12%) | 2025-09-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 5.32% | 485.6K | $35.2M | -2.47%(-12.29K) | $50.17(+49.80%) | 2025-09-30 | |
| IWV | ISHARES TR | 3.09% | 53.9K | $20.4M | 0.00%(+0) | $269.53(+45.56%) | 2025-09-30 | |
| AVGE | AMERICAN CENTY ETF TR | 2.14% | 169.4K | $14.1M | +3.36%(+5.50K) | $67.84(+30.83%) | 2025-09-30 | |
| IEFA | ISHARES TR | 1.43% | 108.0K | $9.4M | -0.63%(-683) | $74.28(+22.96%) | 2025-09-30 | |
| VTHR | VANGUARD SCOTTSDALE FDS | 1.38% | 31.1K | $9.2M | -5.35%(-1.76K) | $181.27(+69.35%) | 2025-09-30 | |
| LIF | LIFE360 INC | 1.17% | 72.6K | $7.7M | +17.89%(+11.01K) | $43.14(+51.43%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.05% | +81.81% | — | — | +81.81% |
| Top 20 Holdings Unweighted | +24.27% | +91.93% | — | — | +91.93% |
Wealthstream Advisors, Inc. reports $661.33M in US-listed equity holdings across 204 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (29.6%), DFIC (16.1%) and DFEM (7.2%). The top 20 holdings account for 82.08% of reported assets. Its disclosed equity book has returned +81.81% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wealthstream Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1833780). View Wealthstream Advisors, Inc.’s 13F filings on SEC