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Showing Q3 2025 data
Wealthstream Advisors, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Wealthstream Advisors, Inc.
•CIK: 1833780•Filing: Q3 2025
**Wealthstream Advisors, Inc.** manages $661M across a portfolio of 204 positions. The firm exhibits significant concentration in select names, notably holding DFAC at $196.1M and DFIC at $106.2M. Further top holdings include DFEM ($47.7M), DUHP ($41.6M), and DFUS ($35.2M). This structure suggests a concentrated, high-conviction approach within its investment mandate.
Total AUM
$661.3M
QoQ Performance
+9.9%
Positions
140
Top 10 Concentration
73.8%
Latest Filing
Q3 2025
Top Holdings Allocation
DFAC
DFIC
DFEM
DUHP
DFUS
DFAC29.7%
DFIC16.1%
DFEM7.2%
DUHP6.3%
DFUS5.3%
IWV3.1%
AVGE2.1%
IEFA1.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other90.2%
Technology4.7%
ETF1.4%
Consumer1.3%
Financial1.2%
Healthcare0.5%
Industrial0.3%
Communication0.2%
🚪 Exited Positionssold since Q2 2025
—
PIMCO MUN INCOME FD III
SOLD
$101.3K
+1 more exited positions
Changes from Q2 2025
NEW22 new positions
↑104 increased
↓36 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023