Wealthstream Advisors, Inc.

13F filer · CIK 0001833780

Last filed Nov 6, 2025

Inactive · not filing 13F

13F portfolio value$661MU.S. long equity reported on 13F

Positions12319 new · 2 closed

Net flow last quarter+$3.87MBuys minus sells

Top 10 positions weight7.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q3 2025Reported Nov 6, 2025123 positions
LIFLife360, Inc.	$7.71M	1.17%	0.09%	+17.9%	Q3 2024
MSFTMicrosoft Corp	$7.3M	1.10%	0.00%	+2.3%	Q4 2021
NVDANvidia Corp	$5.89M	0.89%	0.00%	+8.6%	Q4 2021
EAGLEgl Inc	$5.5M	0.83%	Not reported	Not reported	Q4 2024
AAPLApple Inc.	$4.92M	0.74%	0.00%	+4.3%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$4.69M	0.71%	Not reported	-23.0%	Q4 2021
AMZNAmazon Com Inc	$3.4M	0.51%	0.00%	+6.8%	Q4 2021
GOOGLAlphabet Inc.	$3.19M	0.48%	0.00%	+2.6%	Q4 2021
METAMeta Platforms, Inc.	$2.77M	0.42%	Not reported	+5.4%	Q4 2021
GOOGAlphabet Inc.	$2.64M	0.40%	Not reported	+4.5%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.84M	0.28%	0.00%	+11.5%	Q2 2023
AVGOBroadcom Inc.	$1.62M	0.25%	0.00%	-0.3%	Q2 2023
JPMJPMorgan Chase & Co	$1.47M	0.22%	0.00%	+5.3%	Q4 2021
GEGeneral Electric Co	$1.45M	0.22%	0.00%	+0.6%	Q3 2023
TSLATesla, Inc.	$1.37M	0.21%	0.00%	+8.5%	Q4 2021
BRK.BBerkshire Hathaway Inc	$1.37M	0.21%	Not reported	+5.0%	Q1 2022
LLYELI LILLY & Co	$1.36M	0.20%	0.00%	+12.8%	Q2 2022
NFLXNetflix Inc	$1.31M	0.20%	0.00%	+2.6%	Q3 2023
GSGoldman Sachs Group Inc	$1.21M	0.18%	0.00%	+1.3%	Q3 2023
DFAXGulf Resources, Inc.	$1.18M	0.18%	Not reported	-1.3%	Q4 2021
ORCLOracle Corp	$994K	0.15%	0.00%	+25.6%	Q4 2021
GEVGE Vernova Inc.	$967K	0.15%	0.00%	+0.1%	Q2 2024
ICFICF International, Inc.	$957K	0.14%	Not reported	Not reported	Q4 2021
COSTCostco Wholesale Corp	$955K	0.14%	0.00%	+1.3%	Q4 2021
HDHome Depot, Inc.	$868K	0.13%	0.00%	+3.9%	Q4 2021
VVisa Inc.	$694K	0.10%	0.00%	+4.9%	Q3 2023
WFCWells Fargo & Company	$688K	0.10%	0.00%	+3.4%	Q3 2023
UNHUnitedhealth Group Inc	$677K	0.10%	0.00%	+1.8%	Q1 2022
BSVNBank7 Corp.	$631K	0.10%	0.08%	+0.2%	Q4 2021
MARMarriott International Inc	$614K	0.09%	0.00%	+0.2%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$607K	0.09%	Not reported	+0.7%	Q4 2021
WMTWalmart Inc.	$567K	0.09%	0.00%	+7.3%	Q1 2022
ASMLAsml Holding NV	$516K	0.08%	0.00%	+11.7%	Q2 2023
XOMExxonMobil Holdings Corp	$514K	0.08%	0.00%	+9.3%	Q1 2022
COFCapital One Financial Corp	$501K	0.08%	0.00%	-1.5%	Q4 2024
MAMastercard Inc	$501K	0.08%	0.00%	+7.8%	Q1 2024
AERAerCap Holdings N.V.	$494K	0.07%	0.00%	+1.6%	Q1 2024
ABBVAbbVie Inc.	$488K	0.07%	0.00%	+3.4%	Q4 2021
EMEEMCOR Group, Inc.	$483K	0.07%	0.00%	+3.2%	Q1 2024
JNJJohnson & Johnson	$476K	0.07%	0.00%	+22.1%	Q4 2021
PLTRPalantir Technologies Inc.	$460K	0.07%	0.00%	+7.5%	Q2 2025
IBMInternational Business Machines Corp	$458K	0.07%	0.00%	+11.6%	Q4 2021
SHELShell plc	$452K	0.07%	0.00%	+7.8%	Q3 2023
BACBank of America Corp	$431K	0.07%	0.00%	+1.9%	Q4 2021
HDBHDFC Bank Ltd	$413K	0.06%	0.00%	+9.1%	Q3 2024
HLTHilton Worldwide Holdings Inc.	$412K	0.06%	0.00%	+0.1%	Q4 2023
AONAon plc	$399K	0.06%	0.00%	Not reported	Q3 2023
SANBanco Santander, S.A.	$395K	0.06%	0.00%	+14.0%	Q3 2022
WWDWoodward, Inc.	$392K	0.06%	0.00%	+2.8%	Q4 2024
IBNIcici Bank Ltd	$383K	0.06%	Not reported	+14.2%	Q1 2024

Q2 2025Reported Jul 29, 2025106 positions
MSFTMicrosoft Corp	$6.85M	1.14%	0.00%	+10.4%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$5.65M	0.94%	Not reported	-0.4%	Q4 2021
EAGLEgl Inc	$5.31M	0.88%	Not reported	-8.4%	Q4 2024
NVDANvidia Corp	$4.59M	0.76%	0.00%	+12.2%	Q4 2021
LIFLife360, Inc.	$4.02M	0.67%	0.08%	-11.3%	Q3 2024
AAPLApple Inc.	$3.8M	0.63%	0.00%	+2.4%	Q4 2021
AMZNAmazon Com Inc	$3.18M	0.53%	0.00%	+8.5%	Q4 2021
METAMeta Platforms, Inc.	$2.64M	0.44%	Not reported	+12.9%	Q4 2021
THCTenet Healthcare Corp	$2.36M	0.39%	0.01%	New	Q2 2025
GOOGLAlphabet Inc.	$2.25M	0.37%	0.00%	+3.0%	Q4 2021
GOOGAlphabet Inc.	$1.84M	0.31%	Not reported	-13.0%	Q4 2021
NFLXNetflix Inc	$1.43M	0.24%	0.00%	+8.8%	Q3 2023
AVGOBroadcom Inc.	$1.36M	0.23%	0.00%	+21.2%	Q2 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.34M	0.22%	0.00%	+13.3%	Q2 2023
JPMJPMorgan Chase & Co	$1.28M	0.21%	0.00%	+3.7%	Q4 2021
BRK.BBerkshire Hathaway Inc	$1.26M	0.21%	Not reported	+1.9%	Q1 2022
GEGeneral Electric Co	$1.24M	0.21%	0.00%	-2.5%	Q3 2023
LLYELI LILLY & Co	$1.23M	0.20%	0.00%	+19.3%	Q2 2022
DFAXGulf Resources, Inc.	$1.12M	0.19%	Not reported	-0.2%	Q4 2021
GSGoldman Sachs Group Inc	$1.06M	0.18%	0.00%	+15.7%	Q3 2023
COSTCostco Wholesale Corp	$1.01M	0.17%	0.00%	+6.7%	Q4 2021
ICFICF International, Inc.	$950K	0.16%	Not reported	Not reported	Q4 2021
TSLATesla, Inc.	$904K	0.15%	0.00%	+17.3%	Q4 2021
GEVGE Vernova Inc.	$832K	0.14%	0.00%	+5.8%	Q2 2024
HDHome Depot, Inc.	$756K	0.13%	0.00%	+11.0%	Q4 2021
VVisa Inc.	$689K	0.11%	0.00%	+36.0%	Q3 2023
MARMarriott International Inc	$643K	0.11%	0.00%	+2.1%	Q4 2021
WFCWells Fargo & Company	$636K	0.11%	0.00%	+8.9%	Q3 2023
BSVNBank7 Corp.	$628K	0.10%	0.08%	-41.4%	Q4 2021
ORCLOracle Corp	$615K	0.10%	0.00%	+41.0%	Q4 2021
UNHUnitedhealth Group Inc	$601K	0.10%	0.00%	+0.4%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$554K	0.09%	Not reported	-0.4%	Q4 2021
COFCapital One Financial Corp	$509K	0.08%	0.00%	+48.7%	Q4 2024
WMTWalmart Inc.	$501K	0.08%	0.00%	+39.7%	Q1 2022
AERAerCap Holdings N.V.	$470K	0.08%	0.00%	+11.7%	Q1 2024
MAMastercard Inc	$459K	0.08%	0.00%	+29.3%	Q1 2024
XOMExxonMobil Holdings Corp	$450K	0.07%	0.00%	-25.8%	Q1 2022
IBMInternational Business Machines Corp	$428K	0.07%	0.00%	-49.6%	Q4 2021
HDBHDFC Bank Ltd	$425K	0.07%	0.00%	+27.5%	Q3 2024
HLTHilton Worldwide Holdings Inc.	$422K	0.07%	0.00%	+10.4%	Q4 2023
SHELShell plc	$413K	0.07%	0.00%	+8.2%	Q3 2023
AONAon plc	$399K	0.07%	0.00%	+13.1%	Q3 2023
KOCoca Cola Co	$394K	0.07%	0.00%	+32.2%	Q2 2023
VOTVan Kampen Municipal Opportunity Trust II	$390K	0.06%	Not reported	Not reported	Q4 2021
BACBank of America Corp	$388K	0.06%	0.00%	Not reported	Q4 2021
EMEEMCOR Group, Inc.	$386K	0.06%	0.00%	+3.4%	Q1 2024
ASMLAsml Holding NV	$382K	0.06%	0.00%	+7.9%	Q2 2023
ABBVAbbVie Inc.	$378K	0.06%	0.00%	+6.8%	Q4 2021
IBNIcici Bank Ltd	$373K	0.06%	Not reported	+8.2%	Q1 2024
WWDWoodward, Inc.	$370K	0.06%	0.00%	+17.8%	Q4 2024

Q1 2025Reported May 7, 202590 positions
EAGLEgl Inc	$5.38M	1.01%	Not reported	-3.5%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$5.14M	0.96%	Not reported	+0.6%	Q4 2021
MSFTMicrosoft Corp	$4.68M	0.88%	0.00%	+0.4%	Q4 2021
AAPLApple Inc.	$4.02M	0.75%	0.00%	-0.6%	Q4 2021
NVDANvidia Corp	$2.81M	0.53%	0.00%	+2.5%	Q4 2021
LIFLife360, Inc.	$2.66M	0.50%	0.09%	-8.7%	Q3 2024
AMZNAmazon Com Inc	$2.54M	0.48%	0.00%	+0.8%	Q4 2021
GOOGLAlphabet Inc.	$1.92M	0.36%	0.00%	-0.1%	Q4 2021
GOOGAlphabet Inc.	$1.86M	0.35%	Not reported	-2.1%	Q4 2021
METAMeta Platforms, Inc.	$1.83M	0.34%	Not reported	+0.6%	Q4 2021
BRK.BBerkshire Hathaway Inc	$1.36M	0.25%	Not reported	+6.6%	Q1 2022
LLYELI LILLY & Co	$1.09M	0.20%	0.00%	+3.9%	Q2 2022
BSVNBank7 Corp.	$1.07M	0.20%	0.14%	+0.9%	Q4 2021
JPMJPMorgan Chase & Co	$1.05M	0.20%	0.00%	-2.2%	Q4 2021
UNHUnitedhealth Group Inc	$1.01M	0.19%	0.00%	-1.0%	Q1 2022
DFAXGulf Resources, Inc.	$997K	0.19%	Not reported	-0.5%	Q4 2021
GEGeneral Electric Co	$985K	0.18%	0.00%	+0.3%	Q3 2023
ICFICF International, Inc.	$956K	0.18%	Not reported	Not reported	Q4 2021
NFLXNetflix Inc	$914K	0.17%	0.00%	-1.1%	Q3 2023
COSTCostco Wholesale Corp	$903K	0.17%	0.00%	-3.6%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$867K	0.16%	0.00%	-4.0%	Q2 2023
IBMInternational Business Machines Corp	$718K	0.13%	0.00%	+2.3%	Q4 2021
GSGoldman Sachs Group Inc	$709K	0.13%	0.00%	-0.1%	Q3 2023
AVGOBroadcom Inc.	$681K	0.13%	0.00%	-12.7%	Q2 2023
HDHome Depot, Inc.	$681K	0.13%	0.00%	+1.0%	Q4 2021
XOMExxonMobil Holdings Corp	$668K	0.13%	0.00%	+2.1%	Q1 2022
TSLATesla, Inc.	$629K	0.12%	0.00%	-9.5%	Q4 2021
MARMarriott International Inc	$549K	0.10%	0.00%	+0.5%	Q4 2021
WFCWells Fargo & Company	$523K	0.10%	0.00%	+1.5%	Q3 2023
VVisa Inc.	$500K	0.09%	0.00%	+3.0%	Q3 2023
QQQInvesco QQQ Trust, Series 1	$472K	0.09%	Not reported	Not reported	Q4 2021
GEVGE Vernova Inc.	$454K	0.08%	0.00%	-3.2%	Q2 2024
PMPhilip Morris International Inc.	$404K	0.08%	0.00%	+3.2%	Q1 2024
ABBVAbbVie Inc.	$399K	0.07%	0.00%	-2.2%	Q4 2021
SHELShell plc	$397K	0.07%	0.00%	-0.6%	Q3 2023
AONAon plc	$395K	0.07%	0.00%	-1.9%	Q3 2023
AERAerCap Holdings N.V.	$367K	0.07%	0.00%	-3.9%	Q1 2024
TAt&T Inc.	$355K	0.07%	0.00%	+1.4%	Q3 2024
MAMastercard Inc	$347K	0.06%	0.00%	+2.9%	Q1 2024
JNJJohnson & Johnson	$337K	0.06%	0.00%	+24.7%	Q4 2021
VOTVan Kampen Municipal Opportunity Trust II	$336K	0.06%	Not reported	-25.2%	Q4 2021
MSIMotorola Solutions, Inc.	$334K	0.06%	0.00%	+0.1%	Q4 2023
HLTHilton Worldwide Holdings Inc.	$327K	0.06%	0.00%	+1.6%	Q4 2023
QCOMQualcomm Inc	$323K	0.06%	0.00%	+2.9%	Q4 2023
IBNIcici Bank Ltd	$323K	0.06%	Not reported	+3.5%	Q1 2024
WMTWalmart Inc.	$322K	0.06%	0.00%	+0.1%	Q1 2022
GGenpact LTD	$319K	0.06%	0.00%	-6.7%	Q1 2024
KOCoca Cola Co	$301K	0.06%	0.00%	+4.2%	Q2 2023
PGPROCTER & GAMBLE Co	$295K	0.06%	0.00%	+5.3%	Q4 2023
ASMLAsml Holding NV	$293K	0.05%	0.00%	-2.0%	Q2 2023

Q4 2024Reported Feb 4, 202595 positions
EAGLEgl Inc	$5.54M	1.02%	Not reported	New	Q4 2024
SPYSPDR S&P 500 ETF Trust	$5.35M	0.99%	Not reported	-0.8%	Q4 2021
MSFTMicrosoft Corp	$5.23M	0.97%	0.00%	+3.7%	Q4 2021
AAPLApple Inc.	$4.56M	0.84%	0.00%	+6.1%	Q4 2021
NVDANvidia Corp	$3.39M	0.63%	0.00%	+3.8%	Q4 2021
LIFLife360, Inc.	$3.14M	0.58%	0.10%	-91.6%	Q3 2024
AMZNAmazon Com Inc	$2.91M	0.54%	0.00%	+6.3%	Q4 2021
GOOGLAlphabet Inc.	$2.35M	0.43%	0.00%	+17.5%	Q4 2021
GOOGAlphabet Inc.	$2.32M	0.43%	Not reported	+30.2%	Q4 2021
METAMeta Platforms, Inc.	$1.85M	0.34%	Not reported	+5.7%	Q4 2021
BRK.BBerkshire Hathaway Inc	$1.08M	0.20%	Not reported	-0.1%	Q1 2022
TSLATesla, Inc.	$1.08M	0.20%	0.00%	+4.4%	Q4 2021
AVGOBroadcom Inc.	$1.08M	0.20%	0.00%	+1.5%	Q2 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.07M	0.20%	0.00%	+10.0%	Q2 2023
JPMJPMorgan Chase & Co	$1.05M	0.19%	0.00%	-0.1%	Q4 2021
BSVNBank7 Corp.	$1.04M	0.19%	0.14%	+1.2%	Q4 2021
UNHUnitedhealth Group Inc	$981K	0.18%	0.00%	+7.1%	Q1 2022
LLYELI LILLY & Co	$980K	0.18%	0.00%	-4.7%	Q2 2022
DFAXGulf Resources, Inc.	$951K	0.18%	Not reported	-1.1%	Q4 2021
ICFICF International, Inc.	$936K	0.17%	Not reported	-0.6%	Q4 2021
COSTCostco Wholesale Corp	$908K	0.17%	0.00%	-2.3%	Q4 2021
NFLXNetflix Inc	$883K	0.16%	0.00%	+3.2%	Q3 2023
GEGeneral Electric Co	$819K	0.15%	0.00%	-2.3%	Q3 2023
GSGoldman Sachs Group Inc	$744K	0.14%	0.00%	+0.8%	Q3 2023
HDHome Depot, Inc.	$715K	0.13%	0.00%	+0.8%	Q4 2021
MARMarriott International Inc	$640K	0.12%	0.00%	+0.2%	Q4 2021
IBMInternational Business Machines Corp	$620K	0.11%	0.00%	+12.1%	Q4 2021
XOMExxonMobil Holdings Corp	$592K	0.11%	0.00%	-0.3%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$515K	0.10%	Not reported	-16.2%	Q4 2021
GEVGE Vernova Inc.	$505K	0.09%	0.00%	+19.4%	Q2 2024
WFCWells Fargo & Company	$504K	0.09%	0.00%	+15.8%	Q3 2023
VOTVan Kampen Municipal Opportunity Trust II	$466K	0.09%	Not reported	Not reported	Q4 2021
VVisa Inc.	$437K	0.08%	0.00%	+14.3%	Q3 2023
AONAon plc	$362K	0.07%	0.00%	+21.7%	Q3 2023
AERAerCap Holdings N.V.	$358K	0.07%	0.00%	+32.1%	Q1 2024
MSIMotorola Solutions, Inc.	$352K	0.07%	0.00%	+0.4%	Q4 2023
HLTHilton Worldwide Holdings Inc.	$350K	0.06%	0.00%	+16.0%	Q4 2023
ABBVAbbVie Inc.	$346K	0.06%	0.00%	-0.2%	Q4 2021
SHELShell plc	$342K	0.06%	0.00%	+10.9%	Q3 2023
WMTWalmart Inc.	$331K	0.06%	0.00%	+2.6%	Q1 2022
MAMastercard Inc	$323K	0.06%	0.00%	+4.6%	Q1 2024
ORCLOracle Corp	$318K	0.06%	0.00%	+1.1%	Q4 2021
EMEEMCOR Group, Inc.	$317K	0.06%	0.00%	-2.1%	Q1 2024
CCitigroup Inc	$315K	0.06%	0.00%	New	Q4 2024
QCOMQualcomm Inc	$314K	0.06%	0.00%	-4.6%	Q4 2023
ASMLAsml Holding NV	$313K	0.06%	0.00%	+13.3%	Q2 2023
ACNAccenture plc	$313K	0.06%	0.00%	+1.3%	Q4 2021
AMPAmeriprise Financial Inc	$313K	0.06%	0.00%	-1.2%	Q4 2023
PMPhilip Morris International Inc.	$297K	0.05%	0.00%	+3.4%	Q1 2024
IBNIcici Bank Ltd	$296K	0.05%	Not reported	+3.4%	Q1 2024

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