Wealthstream Advisors, Inc.
Filing Date
Global Rank
#5,874
/ 7,976
▲ 139
Top Industry
Semiconductors
13.2%
3Y Alpha vs SPY
+0.1%
Period ended 9 months ago
Filed Nov 6, 2025 · 7mo
16 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+76.5%
SPY
+76.3%
Annualised alpha
+0.1%
Max drawdown
−23.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
117 positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025Top Position
9.3%
−0.5 pts
Top 5
36.7%
+1.2 pts
Top 10
52.1%
−0.2 pts
HHI
367
Diversified+1
Portfolio Trend
16 quarters · across all stocks
Sector Breakdown
As of Sep 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 42.8% | $35,567,720 |
| Financial Services | 15.9% | $13,232,977 |
| Consumer Cyclical | 9.5% | $7,871,649 |
| Communication Services | 8.0% | $6,624,931 |
| Unclassified | 6.7% | $5,532,112 |
| Industrials | 6.1% | $5,062,885 |
| Healthcare | 4.9% | $4,100,562 |
| Consumer Defensive | 3.1% | $2,599,981 |
| Energy | 1.6% | $1,348,665 |
| Basic Materials | 0.7% | $545,353 |
| Real Estate | 0.5% | $415,001 |
| Utilities | 0.3% | $272,699 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LPL | LG Display Co., Ltd. | +12,168 | 40,529 | $211,561 | |
| LIF | Life360, Inc. | +11,012 | 72,553 | $7,712,383 | |
| WIT | Wipro Ltd | +8,614 | 78,244 | $205,781 | |
| HDB | Hdfc Bank Ltd | +6,556 | 12,099 | $413,301 | |
| LYG | Lloyds Banking Group plc | +5,432 | 55,092 | $250,117 | |
| SAN | Banco Santander, S.A. | +4,641 | 37,698 | $395,075 | |
| MFG | Mizuho Financial Group Inc | +3,913 | 30,495 | $204,316 | |
| ENIC | Enel Chile S.A. | +3,835 | 19,583 | $76,177 | |
| RDY | Dr Reddys Laboratories Ltd | +3,580 | 21,258 | $297,186 | |
| CIG | Energy Co Of Minas Gerais | +3,124 | 15,247 | $32,171 | |
| ASX | ASE Technology Holding Co., Ltd. | +2,913 | 17,574 | $194,895 | |
| NVDA | Nvidia Corp | +2,505 | 31,560 | $5,888,464 | |
| SMFG | Sumitomo Mitsui Financial Group, Inc. | +2,098 | 13,947 | $233,472 | |
| IBN | Icici Bank Ltd | +1,569 | 12,656 | $382,590 | |
| ICL | ICL Group Ltd. | +1,552 | 13,163 | $81,873 | |
| NMR | Nomura Holdings Inc | +1,161 | 13,668 | $99,366 | |
| AMZN | Amazon Com Inc | +982 | 15,489 | $3,400,919 | |
| UGP | Ultrapar Holdings Inc | +914 | 14,955 | $61,315 | |
| AAPL | Apple Inc. | +795 | 19,340 | $4,924,544 | |
| CHT | Chunghwa Telecom Co Ltd | +771 | 5,844 | $254,915 | |
| KEP | Korea Electric Power Corp | +727 | 12,594 | $164,351 | |
| ORCL | Oracle Corp | +721 | 3,534 | $993,902 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +677 | 6,592 | $1,841,079 | |
| T | At&T Inc. | +552 | 7,661 | $216,346 | |
| CSCO | Cisco Systems, Inc. | +509 | 3,663 | $250,622 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | −2,104 | 7,042 | $4,691,239 | |
| UMC | United Microelectronics Corp | −1,619 | 23,586 | $178,781 | |
| ESRT | Empire State Realty Trust, Inc. | −1,449 | 10,142 | $77,687 | |
| NOK | Nokia Corp | −1,199 | 10,956 | $52,698 | |
| INFY | Infosys Ltd | −567 | 13,055 | $212,404 | |
| KO | Coca Cola Co | −379 | 5,185 | $343,869 | |
| PG | PROCTER & GAMBLE Co | −256 | 1,790 | $275,033 | |
| ACN | Accenture plc | −206 | 848 | $209,116 | |
| SCHW | Schwab Charles Corp | −171 | 2,446 | $233,519 | |
| G | Genpact LTD | −131 | 5,888 | $246,648 | |
| SAP | Sap SE | −93 | 1,065 | $284,578 | |
| NOW | ServiceNow, Inc. | −49 | 236 | $43,437 | |
| COF | Capital One Financial Corp | −36 | 2,358 | $501,263 | |
| AVGO | Broadcom Inc. | −15 | 4,914 | $1,621,177 | |
| CNI | Canadian National Railway Co | −15 | 2,226 | $209,911 | |
| INTU | Intuit Inc. | −4 | 308 | $210,336 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
19 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMD | Advanced Micro Devices Inc | 1,621 | $262,261 | |
| ING | Ing Groep NV | 10,028 | $261,530 | |
| UBS | UBS Group AG | 6,091 | $249,731 | |
| DB | Deutsche Bank Aktiengesellschaft | 6,628 | $234,697 | |
| BCS | Barclays PLC | 10,932 | $225,964 | |
| LRCX | Lam Research Corp | 1,656 | $221,738 | |
| FAST | Fastenal Co | 4,441 | $217,786 | |
| AEM | Agnico Eagle Mines Ltd | 1,220 | $205,643 | |
| KB | KB Financial Group Inc. | 2,477 | $205,368 | |
| SONY | Sony Group Corp | 7,106 | $204,581 | |
| BTI | British American Tobacco p.l.c. | 3,817 | $202,606 | |
| LMT | Lockheed Martin Corp | 402 | $200,682 | |
| BNS | Bank Of Nova Scotia | 3,094 | $200,027 | |
| BBVA | Banco Bilbao Vizcaya Argentaria, S.A. | 10,386 | $199,930 | |
| BKNG | Booking Holdings Inc. | 37 | $199,772 | |
| PML | Pimco Municipal Income Fund II | 13,589 | $107,488 | |
| CFFN | Capitol Federal Financial, Inc. | 10,251 | $65,093 | |
| TKC | Turkcell Iletisim Hizmetleri A S | 10,781 | $64,901 | |
| GGB | Gerdau S.A. | 10,391 | $32,212 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| THC | Tenet Healthcare Corp | 13,411 | $2,360,336 | |
| No positions match the current search. | ||||
117 positions ·
$83,174,535 total
· as of Sep 30, 2025
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 117 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LIF |
Life360, Inc.
Technology
|
Added | 72,553 | $7,712,383 | 9.27% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 14,089 | $7,297,397 | 8.77% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 31,560 | $5,888,464 | 7.08% | |
| AAPL |
Apple Inc.
Technology
|
Added | 19,340 | $4,924,544 | 5.92% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 7,042 | $4,691,239 | 5.64% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 15,489 | $3,400,919 | 4.09% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 13,112 | $3,187,527 | 3.83% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 3,772 | $2,770,081 | 3.33% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 6,592 | $1,841,079 | 2.21% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 4,914 | $1,621,177 | 1.95% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 4,658 | $1,469,272 | 1.77% | |
| GE |
General Electric Co
Industrials
|
Added | 4,827 | $1,452,058 | 1.75% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 3,088 | $1,373,295 | 1.65% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,729 | $1,371,977 | 1.65% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,776 | $1,355,088 | 1.63% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 1,522 | $1,212,044 | 1.46% | |
| ORCL |
Oracle Corp
Technology
|
Added | 3,534 | $993,902 | 1.19% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 1,573 | $967,237 | 1.16% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,032 | $955,250 | 1.15% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 2,142 | $867,916 | 1.04% | |
| V |
Visa Inc.
Financial Services
|
Added | 2,034 | $694,366 | 0.83% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 8,204 | $687,659 | 0.83% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 1,962 | $677,478 | 0.81% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Added | 2,356 | $613,596 | 0.74% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,011 | $606,974 | 0.73% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 5,498 | $566,623 | 0.68% | |
| ASML |
Asml Holding NV
Technology
|
Added | 533 | $515,991 | 0.62% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 4,558 | $513,914 | 0.62% | |
| COF |
Capital One Financial Corp
Financial Services
|
Reduced | 2,358 | $501,263 | 0.60% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 881 | $501,121 | 0.60% | |
| AER |
AerCap Holdings N.V.
Industrials
|
Added | 4,079 | $493,559 | 0.59% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 2,107 | $487,854 | 0.59% | |
| EME |
EMCOR Group, Inc.
Industrials
|
Added | 744 | $483,257 | 0.58% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,566 | $475,787 | 0.57% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 2,524 | $460,428 | 0.55% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 1,623 | $457,945 | 0.55% | |
| SHEL |
Shell plc
Energy
|
Added | 6,321 | $452,141 | 0.54% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 8,353 | $430,931 | 0.52% | |
| HDB |
Hdfc Bank Ltd
Financial Services
|
Added | 12,099 | $413,301 | 0.50% | |
| HLT |
Hilton Worldwide Holdings Inc.
Consumer Cyclical
|
Added | 1,588 | $411,990 | 0.50% | |
| AON |
Aon plc
Financial Services
|
Held | 1,119 | $399,013 | 0.48% | |
| SAN |
Banco Santander, S.A.
Financial Services
|
Added | 37,698 | $395,075 | 0.47% | |
| WWD |
Woodward, Inc.
Industrials
|
Added | 1,553 | $392,458 | 0.47% | |
| IBN |
Icici Bank Ltd
Financial Services
|
Added | 12,656 | $382,590 | 0.46% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
Added | 2,111 | $377,299 | 0.45% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Added | 808 | $369,490 | 0.44% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 5,185 | $343,869 | 0.41% | |
| RTX |
RTX Corp
Industrials
|
Added | 1,949 | $326,126 | 0.39% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 2,245 | $324,492 | 0.39% | |
| WF |
Woori Financial Group Inc.
Financial Services
|
Added | 5,729 | $321,683 | 0.39% |