Wealthstream Advisors, Inc.
RIA/Wealth
Wealthstream Advisors, Inc. is a RIA/Wealth based in New York, NY led by Michael Eric Goodman, reporting $1.5B in AUM as of Q3 2025 with 87% ETF concentration, 74% concentrated in top 10 holdings, 30% allocation to DFAC, and minimal technology exposure.
PresidentMichael Eric Goodman
- Portfolio Value
- $658.9M
- Positions
- 203
- Top Holding
- DFAC at 29.76%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Wealthstream Advisors, Inc.'s portfolio (74% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $196.1M | 29.76% | +$4.6M Bought | — 5.1M shares | |
ETF ETF | $106.2M | 16.12% | +$1.3M Bought | — 3.2M shares | |
ETF ETF | $47.7M | 7.24% | +$327.3K Bought | — 1.5M shares | |
ETF ETF | $41.6M | 6.31% | +$1.5M Bought | — 1.1M shares | |
ETF ETF | $35.2M | 5.34% | -$890.2K Sold | — 485.6K shares | |
ETF ETF | $20.4M | 3.10% | — | — 53.9K shares | |
ETF ETF | $14.1M | 2.14% | +$458.8K Bought | — 169.4K shares | |
ETF ETF | $9.4M | 1.43% | -$59.6K Sold | — 108.0K shares | |
ETF ETF | $9.2M | 1.39% | -$518.0K Sold | — 31.1K shares | |
Unknown Unknown | $7.7M | 1.17% | +$1.2M Bought | 0.09% 72.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Wealthstream Advisors, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-30.14% | |
-29.15% |
Analytics
Portfolio insights and performance metrics for Wealthstream Advisors, Inc.
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