Wealthstream Advisors, Inc.

CIK

1833780

Location

NEW YORK, NY

Portfolio Value

Micro $2,599,981

Diversification

Diversified

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 SPY

Hypothetical 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, 2025

Top 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	Positions
Technology	42.8%	$35,567,720	28
Financial Services	15.9%	$13,232,977	33
Consumer Cyclical	9.5%	$7,871,649	9
Communication Services	8.0%	$6,624,931	6
Unclassified	6.7%	$5,532,112	3
Industrials	6.1%	$5,062,885	10
Healthcare	4.9%	$4,100,562	8
Consumer Defensive	3.1%	$2,599,981	6
Energy	1.6%	$1,348,665	4
Basic Materials	0.7%	$545,353	4
Real Estate	0.5%	$415,001	3
Utilities	0.3%	$272,699	3

Last Quarter's Activity

Export CSV

Sep 30, 2025 vs Jun 30, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

6 positions · $2,599,981 total · Consumer Defensive only · as of Sep 30, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,032	+13	$955,250	−5.3%	36.74%
WMT	Walmart Inc. Consumer Defensive	Added	5,498	+374	$566,623	+13.1%	21.79%
KO	Coca Cola Co Consumer Defensive	Reduced	5,185	-379	$343,869	−12.6%	13.23%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	1,790	-256	$275,033	−15.6%	10.58%
PM	Philip Morris International Inc. Consumer Defensive	Added	1,582	+111	$256,600	−4.2%	9.87%
BTI	British American Tobacco p.l.c. Consumer Defensive	NEW	3,817	NEW	$202,606	NEW	7.79%