Wealthstream Advisors, Inc. - Portfolio overview

Wealthstream Advisors, Inc. has 203 reported holdings in this dataset, with the latest filing dated 2025-11-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 29.76%
2. DFIC - DIMENSIONAL ETF TRUST, 16.12%
3. DFEM - DIMENSIONAL ETF TRUST, 7.24%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.