# EDGAR Filing Document

**Accession Number:** 0001833780
**File Stem:** 0001833780-23-000010
**Filing Date:** 2023-2
**Character Count:** 11546
**Document Hash:** d337412f1b534ac784c93657522538c1
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001833780-23-000010.hdr.sgml**: 20230202

**ACCESSION NUMBER**: 0001833780-23-000010

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230202

**DATE AS OF CHANGE**: 20230202

**EFFECTIVENESS DATE**: 20230202

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Wealthstream Advisors, Inc.
- **CENTRAL INDEX KEY:** 0001833780
- **IRS NUMBER:** 201192795
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21665
- **FILM NUMBER:** 23579871

**BUSINESS ADDRESS:**
- **STREET 1:** 60 EAST 42ND STREET
- **STREET 2:** SUITE 1120
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10165
- **BUSINESS PHONE:** 212-971-9241

**MAIL ADDRESS:**
- **STREET 1:** 60 EAST 42ND STREET
- **STREET 2:** SUITE 1120
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10165

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Wealthstream Advisors Inc.<br>**Address:** 60 EAST 42ND STREET<br>SUITE 1120<br>NEW YORK, NY 10165

**Form 13F File Number:** 028-21665

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Michael Goodman<br>**Title:** President<br>**Phone:** 2129719241

**Signature, Place, and Date of Signing:**

Michael Goodman  New York, NY  02-02-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 77

**Form 13F Information Table Value Total:** $153424174

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 202368 | 1252 | SH |  | SOLE | 0 | 0 | 0 | 1252 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 239571 | 2700 | SH |  | SOLE | 0 | 0 | 0 | 2700 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 463560 | 5254 | SH |  | SOLE | 0 | 0 | 0 | 5254 |
| AMAZON COM INC | COM | 023135106 |  | 215628 | 2567 | SH |  | SOLE | 0 | 0 | 0 | 2567 |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | 025072281 |  | 269108 | 5883 | SH |  | SOLE | 0 | 0 | 0 | 5883 |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | 025072299 |  | 696318 | 14793 | SH |  | SOLE | 0 | 0 | 0 | 14793 |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | 025072315 |  | 337782 | 7911 | SH |  | SOLE | 0 | 0 | 0 | 7911 |
| APPLE INC | COM | 037833100 |  | 1382905 | 10643 | SH |  | SOLE | 0 | 0 | 0 | 10643 |
| BANCO SANTANDER S.A. | ADR | 05964H105 |  | 73676 | 24975 | SH |  | SOLE | 0 | 0 | 0 | 24975 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 510303 | 1652 | SH |  | SOLE | 0 | 0 | 0 | 1652 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 226633 | 496 | SH |  | SOLE | 0 | 0 | 0 | 496 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 12434324 | 553621 | SH |  | SOLE | 0 | 0 | 0 | 553621 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 6285033 | 187725 | SH |  | SOLE | 0 | 0 | 0 | 187725 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 14552294 | 651109 | SH |  | SOLE | 0 | 0 | 0 | 651109 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 25434V401 |  | 28708796 | 689949 | SH |  | SOLE | 0 | 0 | 0 | 689949 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 15453950 | 636489 | SH |  | SOLE | 0 | 0 | 0 | 636489 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 2410408 | 47124 | SH |  | SOLE | 0 | 0 | 0 | 47124 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 3960256 | 90108 | SH |  | SOLE | 0 | 0 | 0 | 90108 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 1045955 | 48424 | SH |  | SOLE | 0 | 0 | 0 | 48424 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 |  | 698265 | 14605 | SH |  | SOLE | 0 | 0 | 0 | 14605 |
| DOCGO INC | COM | 256086109 |  | 77035 | 10896 | SH |  | SOLE | 0 | 0 | 0 | 10896 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 303074 | 2748 | SH |  | SOLE | 0 | 0 | 0 | 2748 |
| FLEXSHARES TR | M STAR DEV MKT | 33939L803 |  | 780163 | 12929 | SH |  | SOLE | 0 | 0 | 0 | 12929 |
| FLEXSHARES TR | MSTAR EMKT FAC | 33939L308 |  | 870389 | 18606 | SH |  | SOLE | 0 | 0 | 0 | 18606 |
| FLEXSHARES TR | MORNSTAR USMKT | 33939L100 |  | 1452378 | 9774 | SH |  | SOLE | 0 | 0 | 0 | 9774 |
| GINKGO BIOWORKS HOLDINGS INC | CL A SHS | 37611X100 |  | 158701 | 93906 | SH |  | SOLE | 0 | 0 | 0 | 93906 |
| HOME DEPOT INC | COM | 437076102 |  | 545590 | 1727 | SH |  | SOLE | 0 | 0 | 0 | 1727 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 277944 | 1973 | SH |  | SOLE | 0 | 0 | 0 | 1973 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 434036 | 1630 | SH |  | SOLE | 0 | 0 | 0 | 1630 |
| ISHARES INC | MSCI CDA ETF | 464286509 |  | 632898 | 19337 | SH |  | SOLE | 0 | 0 | 0 | 19337 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 2001271 | 42854 | SH |  | SOLE | 0 | 0 | 0 | 42854 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 7221275 | 117152 | SH |  | SOLE | 0 | 0 | 0 | 117152 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 |  | 579576 | 12400 | SH |  | SOLE | 0 | 0 | 0 | 12400 |
| ISHARES TR | COHEN STEER REIT | 464287564 |  | 794685 | 14491 | SH |  | SOLE | 0 | 0 | 0 | 14491 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 226849 | 3456 | SH |  | SOLE | 0 | 0 | 0 | 3456 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 1126345 | 4656 | SH |  | SOLE | 0 | 0 | 0 | 4656 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 424006 | 6208 | SH |  | SOLE | 0 | 0 | 0 | 6208 |
| ISHARES TR | CORE S ETF | 464287200 |  | 365734 | 952 | SH |  | SOLE | 0 | 0 | 0 | 952 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 808955 | 3843 | SH |  | SOLE | 0 | 0 | 0 | 3843 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 1965346 | 9174 | SH |  | SOLE | 0 | 0 | 0 | 9174 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 518675 | 3740 | SH |  | SOLE | 0 | 0 | 0 | 3740 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 12140385 | 55014 | SH |  | SOLE | 0 | 0 | 0 | 55014 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 202310 | 5338 | SH |  | SOLE | 0 | 0 | 0 | 5338 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 348149 | 1971 | SH |  | SOLE | 0 | 0 | 0 | 1971 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 446121 | 3327 | SH |  | SOLE | 0 | 0 | 0 | 3327 |
| LILLY ELI  CO | COM | 532457108 |  | 268517 | 734 | SH |  | SOLE | 0 | 0 | 0 | 734 |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | 539439109 |  | 48176 | 21898 | SH |  | SOLE | 0 | 0 | 0 | 21898 |
| MICROSOFT CORP | COM | 594918104 |  | 1235972 | 5154 | SH |  | SOLE | 0 | 0 | 0 | 5154 |
| MIZUHO FINANCIAL GROUP INC | SPONSORED ADR | 60687Y109 |  | 28787 | 10136 | SH |  | SOLE | 0 | 0 | 0 | 10136 |
| PFIZER INC | COM | 717081103 |  | 266306 | 5197 | SH |  | SOLE | 0 | 0 | 0 | 5197 |
| PROSHARES TR | PSHS ULT S 500 | 74347R107 |  | 282041 | 6345 | SH |  | SOLE | 0 | 0 | 0 | 6345 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 3384245 | 8849 | SH |  | SOLE | 0 | 0 | 0 | 8849 |
| SPDR SER TR | PRTFLO S VL | 78464A508 |  | 754369 | 19398 | SH |  | SOLE | 0 | 0 | 0 | 19398 |
| SPDR SER TR | S DIVID ETF | 78464A763 |  | 289004 | 2310 | SH |  | SOLE | 0 | 0 | 0 | 2310 |
| TESLA INC | COM | 88160R101 |  | 216058 | 1754 | SH |  | SOLE | 0 | 0 | 0 | 1754 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 262802 | 496 | SH |  | SOLE | 0 | 0 | 0 | 496 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 215892 | 3005 | SH |  | SOLE | 0 | 0 | 0 | 3005 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 607928 | 8076 | SH |  | SOLE | 0 | 0 | 0 | 8076 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 214006 | 4512 | SH |  | SOLE | 0 | 0 | 0 | 4512 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 545214 | 3130 | SH |  | SOLE | 0 | 0 | 0 | 3130 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 330039 | 1836 | SH |  | SOLE | 0 | 0 | 0 | 1836 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 256128 | 1894 | SH |  | SOLE | 0 | 0 | 0 | 1894 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1553160 | 4421 | SH |  | SOLE | 0 | 0 | 0 | 4421 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 3332342 | 17429 | SH |  | SOLE | 0 | 0 | 0 | 17429 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 507392 | 3819 | SH |  | SOLE | 0 | 0 | 0 | 3819 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 754732 | 5377 | SH |  | SOLE | 0 | 0 | 0 | 5377 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 202843 | 995 | SH |  | SOLE | 0 | 0 | 0 | 995 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 491889 | 3098 | SH |  | SOLE | 0 | 0 | 0 | 3098 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 394914 | 4788 | SH |  | SOLE | 0 | 0 | 0 | 4788 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 1101779 | 5170 | SH |  | SOLE | 0 | 0 | 0 | 5170 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 413550 | 10609 | SH |  | SOLE | 0 | 0 | 0 | 10609 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 2614677 | 30336 | SH |  | SOLE | 0 | 0 | 0 | 30336 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 1450267 | 31048 | SH |  | SOLE | 0 | 0 | 0 | 31048 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 1148678 | 15277 | SH |  | SOLE | 0 | 0 | 0 | 15277 |
| VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | 92206C599 |  | 3972248 | 23128 | SH |  | SOLE | 0 | 0 | 0 | 23128 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 794233 | 18924 | SH |  | SOLE | 0 | 0 | 0 | 18924 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 616963 | 3586 | SH |  | SOLE | 0 | 0 | 0 | 3586 |

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