Wealthstar Advisors, LLC

CIK 0001602224 • 7 13F filings • Apr 25, 2025 – Oct 19, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationEnergyOther

Holdings by filing

Portfolio value: $218.4M134 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.4M	0.6%	10,431 SH
AEGON LTD	AMER REG 1 CERT	$626K	0.3%	95,039 SH
AFLAC INC	COM	$1.8M	0.8%	16,074 SH
AGNICO EAGLE MINES LTD	COM	$924K	0.4%	8,524 SH
ALPHABET INC	CAP STK CL C	$590K	0.3%	3,777 SH
AMAZON COM INC	COM	$2.0M	0.9%	10,559 SH
AMERICAN EXPRESS CO	COM	$357K	0.2%	1,326 SH
AMERIPRISE FINL INC	COM	$260K	0.1%	538 SH
ANNALY CAPITAL MANAGEMENT IN	COM NEW	$593K	0.3%	29,179 SH
APPLE INC	COM	$2.0M	0.9%	9,053 SH
BANK NEW YORK MELLON CORP	COM	$586K	0.3%	6,992 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$1.6M	0.7%	2 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	0.6%	2,373 SH
BITWISE BITCOIN ETF TR	SHS BEN INT	$316K	0.1%	7,040 SH
BLACKSTONE MTG TR INC	COM CL A	$205K	0.1%	10,250 SH
BOSTON SCIENTIFIC CORP	COM	$606K	0.3%	6,008 SH
CARNIVAL CORP	UNIT 99/99/9999	$990K	0.5%	50,694 SH
CARPENTER TECHNOLOGY CORP	COM	$469K	0.2%	2,589 SH
CHEVRON CORP NEW	COM	$582K	0.3%	3,481 SH
CHURCH & DWIGHT CO INC	COM	$571K	0.3%	5,189 SH
CITIGROUP INC	COM NEW	$1.5M	0.7%	20,849 SH
CNA FINL CORP	COM	$574K	0.3%	11,294 SH
COSTCO WHSL CORP NEW	COM	$361K	0.2%	382 SH
DIREXION SHS ETF TR	DRX S&P500BULL	$41.6M	19.0%	296,112 SH
ENBRIDGE INC	COM	$685K	0.3%	15,468 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$822K	0.4%	44,230 SH
ENTERGY CORP NEW	COM	$696K	0.3%	8,137 SH
ENTERPRISE PRODS PARTNERS L	COM	$719K	0.3%	21,061 SH
ESSEX PPTY TR INC	COM	$1.5M	0.7%	4,855 SH
ETFIS SER TR I	VIRTUS INFRCAP	$1.2M	0.5%	55,443 SH
EVEREST GROUP LTD	COM	$448K	0.2%	1,232 SH
EXXON MOBIL CORP	COM	$2.0M	0.9%	16,608 SH
FIDELITY COVINGTON TRUST	ENHANCED LARGE	$204K	0.1%	6,536 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$713K	0.3%	10,431 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$2.6M	1.2%	16,017 SH
FS KKR CAP CORP	COM	$1.7M	0.8%	83,332 SH
GILEAD SCIENCES INC	COM	$1.4M	0.7%	12,744 SH
GLOBUS MED INC	CL A	$1.1M	0.5%	15,252 SH
HESS MIDSTREAM LP	CL A SHS	$670K	0.3%	15,833 SH
HNI CORP	COM	$445K	0.2%	10,032 SH
HSBC HLDGS PLC	SPON ADR NEW	$626K	0.3%	10,897 SH
ING GROEP N.V.	SPONSORED ADR	$1.2M	0.5%	61,010 SH
INTERCONTINENTAL HOTELS GROU	SPONSORED ADS	$406K	0.2%	3,702 SH
INTERNATIONAL BUSINESS MACHS	COM	$809K	0.4%	3,254 SH
INTUIT	COM	$568K	0.3%	925 SH
INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$1.7M	0.8%	33,086 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 HY	$309K	0.1%	13,403 SH
INVESCO QQQ TR	UNIT SER 1	$384K	0.2%	818 SH
ISHARES GOLD TR	ISHARES NEW	$2.6M	1.2%	43,587 SH
ISHARES INC	MSCI ITALY ETF	$231K	0.1%	5,468 SH
ISHARES TR	10-20 YR TRS ETF	$5.7M	2.6%	55,201 SH
ISHARES TR	CORE HIGH DV ETF	$839K	0.4%	6,924 SH
ISHARES TR	CORE S&P500 ETF	$590K	0.3%	1,049 SH
ISHARES TR	CORE TOTAL USD	$2.5M	1.2%	55,294 SH
ISHARES TR	GLOB HLTHCRE ETF	$268K	0.1%	2,939 SH
ISHARES TR	IBONDS DEC 2030	$2.3M	1.1%	106,822 SH
ISHARES TR	IBOXX HI YD ETF	$8.7M	4.0%	110,192 SH
ISHARES TR	IBOXX INV CP ETF	$11.7M	5.4%	107,842 SH
ISHARES TR	INTRM GOV CR ETF	$5.1M	2.3%	48,163 SH
ISHARES TR	ISHARES SEMICDTR	$387K	0.2%	2,057 SH
ISHARES TR	ISHS 1-5YR INVS	$7.1M	3.2%	134,772 SH
ISHARES TR	ISHS 5-10YR INVT	$5.9M	2.7%	111,760 SH
ISHARES TR	MSCI EAFE ETF	$266K	0.1%	3,251 SH
ISHARES TR	NATIONAL MUN ETF	$1.6M	0.7%	15,045 SH
ISHARES TR	PFD AND INCM SEC	$226K	0.1%	7,367 SH
ISHARES TR	RUS 1000 GRW ETF	$1.2M	0.5%	3,282 SH
ISHARES TR	RUSSELL 2000 ETF	$352K	0.2%	1,765 SH
ISHARES TR	S&P 500 GRWT ETF	$201K	0.1%	2,165 SH
ISHARES TR	U.S. ENERGY ETF	$2.1M	0.9%	41,893 SH
ISHARES TR	U.S. FINLS ETF	$2.3M	1.0%	20,146 SH
ISHARES TR	U.S. TECH ETF	$1.2M	0.5%	8,551 SH
ISHARES TR	U.S. UTILITS ETF	$1.9M	0.9%	18,704 SH
ISHARES TR	US CONSM STAPLES	$2.5M	1.1%	35,034 SH
ISHARES TR	US HOME CONS ETF	$287K	0.1%	3,010 SH
ISHARES TR	USD INV GRDE ETF	$779K	0.4%	15,253 SH
JPMORGAN CHASE & CO.	COM	$645K	0.3%	2,628 SH
KITE RLTY GROUP TR	COM NEW	$329K	0.2%	14,728 SH
MAIN STR CAP CORP	COM	$1.1M	0.5%	19,709 SH
MARA HOLDINGS INC	COM	$129K	0.1%	11,202 SH
MARATHON PETE CORP	COM	$583K	0.3%	4,000 SH
META PLATFORMS INC	CL A	$1.2M	0.6%	2,101 SH
MICROSOFT CORP	COM	$882K	0.4%	2,349 SH
MORGAN STANLEY EMKT DBT FD I	COM	$473K	0.2%	58,781 SH
MPLX LP	COM UNIT REP LTD	$696K	0.3%	13,001 SH
NATWEST GROUP PLC	SPONS ADR	$538K	0.2%	45,124 SH
NEOS ETF TRUST	NASDAQ 100 HDGD	$3.2M	1.5%	65,759 SH
NL INDS INC	COM NEW	$1.3M	0.6%	166,621 SH
NOKIA CORP	SPONSORED ADR	$174K	0.1%	32,959 SH
NVIDIA CORPORATION	COM	$1.2M	0.6%	11,500 SH
OLD REP INTL CORP	COM	$327K	0.1%	8,344 SH
PALANTIR TECHNOLOGIES INC	CL A	$204K	0.1%	2,416 SH
PALO ALTO NETWORKS INC	COM	$820K	0.4%	4,807 SH
PARKER-HANNIFIN CORP	COM	$1.3M	0.6%	2,190 SH
PIMCO DYNAMIC INCOME FD	SHS	$2.2M	1.0%	113,070 SH
PLAINS ALL AMERN PIPELINE L	UNIT LTD PARTN	$747K	0.3%	37,346 SH
PROGRESSIVE CORP	COM	$577K	0.3%	2,038 SH
PROSHARES TR	PSHS ULT S&P 500	$474K	0.2%	5,726 SH
PROSHARES TR	S&P 500 DV ARIST	$1.1M	0.5%	11,235 SH
RBB FD INC	US TREAS 3 MNTH	$5.9M	2.7%	117,247 SH
RIOT PLATFORMS INC	COM	$81K	0.0%	11,390 SH
RTX CORPORATION	COM	$218K	0.1%	1,642 SH
SABRA HEALTH CARE REIT INC	COM	$732K	0.3%	41,914 SH
SALESFORCE INC	COM	$203K	0.1%	757 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$2.5M	1.2%	107,431 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$447K	0.2%	15,978 SH
SELECT SECTOR SPDR TR	ENERGY	$948K	0.4%	10,145 SH
SELECT SECTOR SPDR TR	FINANCIAL	$850K	0.4%	17,071 SH
SELECT SECTOR SPDR TR	INDL	$432K	0.2%	3,295 SH
SELECT SECTOR SPDR TR	SBI CONS DISCR	$382K	0.2%	1,935 SH
SELECT SECTOR SPDR TR	SBI CONS STPLS	$517K	0.2%	6,330 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$259K	0.1%	1,254 SH
SIXTH STREET SPECIALTY LENDI	COM	$2.9M	1.3%	129,998 SH
SPDR GOLD TR	GOLD SHS	$1.3M	0.6%	4,608 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.4M	0.6%	2,474 SH
SPDR SER TR	PORTFOLIO INTRMD	$677K	0.3%	20,361 SH
SPDR SER TR	PORTFOLIO SHORT	$640K	0.3%	21,271 SH
SPORTRADAR GROUP AG	CLASS A ORD SHS	$942K	0.4%	43,548 SH
SUBURBAN PROPANE PARTNERS L	UNIT LTD PARTN	$717K	0.3%	34,136 SH
T-MOBILE US INC	COM	$2.1M	1.0%	7,864 SH
TARGA RES CORP	COM	$2.2M	1.0%	10,916 SH
TC ENERGY CORP	COM	$432K	0.2%	9,143 SH
TEXAS INSTRS INC	COM	$6.9M	3.2%	38,304 SH
TRAVELERS COMPANIES INC	COM	$366K	0.2%	1,383 SH
UNUM GROUP	COM	$491K	0.2%	6,027 SH
VANGUARD INDEX FDS	GROWTH ETF	$519K	0.2%	1,400 SH
VANGUARD INDEX FDS	VALUE ETF	$245K	0.1%	1,420 SH
VANGUARD SCOTTSDALE FDS	TOTAL CORP BND	$5.5M	2.5%	71,068 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$562K	0.3%	4,358 SH
VANGUARD WORLD FD	FINANCIALS ETF	$639K	0.3%	5,345 SH
VANGUARD WORLD FD	INF TECH ETF	$843K	0.4%	1,555 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$286K	0.1%	927 SH
VIRTUS ETF TR II	SEIX SR LN ETF	$406K	0.2%	17,214 SH
VISA INC	COM CL A	$241K	0.1%	689 SH
WP CAREY INC	COM	$966K	0.4%	15,301 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 19, 2026	Q3 2026	13F-HR	0002085853-26-001225	—	View
Jan 30, 2026	Q4 2025	13F-HR	0002085853-26-000148	$227.2M	View
Nov 12, 2025	Q3 2025