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: $265.7M140 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$934K	0.4%	6,867 SH	New
AEGON LTD	AMER REG 1 CERT	$702K	0.3%Prev: 0.5%	96,994 SH	Decreased-36,520 SH
AFLAC INC	COM	$408K	0.2%	3,869 SH	New
AGNICO EAGLE MINES LTD	COM	$1.1M	0.4%	9,370 SH	New
ALPHABET INC	CAP STK CL C	$576K	0.2%Prev: 0.3%	3,246 SH	Decreased+1,193 SH
AMAZON COM INC	COM	$2.0M	0.7%Prev: 0.6%	8,925 SH	Increased+2,712 SH
AMERICAN EXPRESS CO	COM	$446K	0.2%Prev: 0.2%	1,398 SH	Increased-33 SH
AMERIPRISE FINL INC	COM	$287K	0.1%Prev: 0.1%	538 SH	Increased
APPLE INC	COM	$1.9M	0.7%Prev: 0.7%	9,027 SH	Increased+3,291 SH
BANK NEW YORK MELLON CORP	COM	$632K	0.2%Prev: 0.7%	6,941 SH	Decreased-5,598 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$1.5M	0.5%	2 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	0.4%	2,344 SH	New
BITWISE BITCOIN ETF TR	SHS BEN INT	$412K	0.2%Prev: 0.4%	7,040 SH	Decreased-15,200 SH
BLACKSTONE MTG TR INC	COM CL A	$197K	0.1%	10,250 SH	New
BOSTON SCIENTIFIC CORP	COM	$734K	0.3%	6,838 SH	New
BROADCOM INC	COM	$218K	0.1%	791 SH	New
CANADIAN NAT RES LTD	COM	$589K	0.2%	18,770 SH	New
CARPENTER TECHNOLOGY CORP	COM	$2.1M	0.8%Prev: 0.9%	7,666 SH	Increased+2,806 SH
CHEVRON CORP NEW	COM	$419K	0.2%	2,929 SH	New
CHURCH & DWIGHT CO INC	COM	$647K	0.2%	6,727 SH	New
CNA FINL CORP	COM	$698K	0.3%	15,004 SH	New
CORTEVA INC	COM	$1.7M	0.6%	22,333 SH	New
COSTCO WHSL CORP NEW	COM	$429K	0.2%	434 SH	New
DIREXION SHS ETF TR	DRX S&P500BULL	$83.6M	31.5%	481,825 SH	New
ENBRIDGE INC	COM	$696K	0.3%Prev: 0.3%	15,347 SH	Decreased+1,638 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$771K	0.3%Prev: 0.3%	42,528 SH	Increased+5,686 SH
ENTERGY CORP NEW	COM	$717K	0.3%	8,630 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$536K	0.2%Prev: 0.3%	17,283 SH	Decreased-2,024 SH
EQT CORP	COM	$1.7M	0.6%	28,507 SH	New
ESSEX PPTY TR INC	COM	$1.5M	0.6%	5,185 SH	New
ETF SER SOLUTIONS	DEFIANCE CONNECT	$233K	0.1%	4,421 SH	New
ETFIS SER TR I	VIRTUS INFRCAP	$1.2M	0.5%Prev: 0.6%	58,023 SH	Decreased-5,758 SH
EVEREST GROUP LTD	COM	$496K	0.2%	1,458 SH	New
EXXON MOBIL CORP	COM	$1.7M	0.6%Prev: 0.1%	15,683 SH	Increased+13,845 SH
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$384K	0.1%	4,789 SH	New
FIDELITY COVINGTON TRUST	ENHANCED LARGE	$236K	0.1%Prev: 0.1%	6,852 SH	Decreased-391 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$697K	0.3%Prev: 0.4%	10,896 SH	Decreased-113 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$3.2M	1.2%Prev: 0.5%	16,272 SH	Increased+10,954 SH
FS KKR CAP CORP	COM	$1.7M	0.7%Prev: 0.2%	83,662 SH	Increased+41,096 SH
GE VERNOVA INC	COM	$1.9M	0.7%	3,548 SH	New
GENERAL DYNAMICS CORP	COM	$213K	0.1%	731 SH	New
HESS MIDSTREAM LP	CL A SHS	$759K	0.3%Prev: 0.3%	19,713 SH	Increased+1,918 SH
HSBC HLDGS PLC	SPON ADR NEW	$682K	0.3%Prev: 0.3%	11,214 SH	Increased+3,311 SH
ING GROEP N.V.	SPONSORED ADR	$1.6M	0.6%Prev: 0.7%	74,282 SH	Increased+20,482 SH
INTERCONTINENTAL HOTELS GROU	SPONSORED ADS	$526K	0.2%	4,559 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$758K	0.3%	2,572 SH	New
INTUIT	COM	$729K	0.3%	925 SH	New
INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$1.7M	0.6%Prev: 0.6%	32,990 SH	Increased+6,625 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 HY	$310K	0.1%	13,434 SH	New
INVESCO QQQ TR	UNIT SER 1	$444K	0.2%Prev: 0.2%	805 SH	Increased+102 SH
ISHARES GOLD TR	ISHARES NEW	$1.0M	0.4%Prev: 0.6%	16,169 SH	Decreased+1,335 SH
ISHARES TR	10-20 YR TRS ETF	$6.5M	2.5%	64,074 SH	New
ISHARES TR	CORE HIGH DV ETF	$360K	0.1%	3,070 SH	New
ISHARES TR	CORE S&P500 ETF	$652K	0.2%Prev: 0.1%	1,049 SH	Increased+698 SH
ISHARES TR	CORE TOTAL USD	$2.5M	1.0%	54,827 SH	New
ISHARES TR	DOW JONES US ETF	$411K	0.2%Prev: 0.1%	2,726 SH	Increased+789 SH
ISHARES TR	GLOB HLTHCRE ETF	$254K	0.1%Prev: 0.1%	2,946 SH	Decreased+119 SH
ISHARES TR	IBONDS DEC 2030	$2.0M	0.8%Prev: 0.9%	90,915 SH	Increased+6,709 SH
ISHARES TR	IBOXX HI YD ETF	$8.4M	3.2%Prev: 3.7%	104,012 SH	Increased+5,267 SH
ISHARES TR	IBOXX INV CP ETF	$10.5M	3.9%Prev: 4.6%	95,492 SH	Increased+6,341 SH
ISHARES TR	INTRM GOV CR ETF	$3.9M	1.5%Prev: 1.3%	36,380 SH	Increased+10,243 SH
ISHARES TR	ISHARES SEMICDTR	$453K	0.2%Prev: 0.2%	1,899 SH	Decreased+281 SH
ISHARES TR	ISHS 1-5YR INVS	$6.4M	2.4%Prev: 4.7%	121,995 SH	Decreased-68,784 SH
ISHARES TR	ISHS 5-10YR INVT	$4.2M	1.6%Prev: 1.8%	77,954 SH	Increased+7,689 SH
ISHARES TR	NATIONAL MUN ETF	$1.5M	0.6%	14,245 SH	New
ISHARES TR	PFD AND INCM SEC	$224K	0.1%Prev: 0.1%	7,298 SH	Increased+452 SH
ISHARES TR	RUS 1000 GRW ETF	$1.3M	0.5%Prev: 0.6%	3,033 SH	Increased+165 SH
ISHARES TR	RUSSELL 2000 ETF	$363K	0.1%Prev: 0.2%	1,681 SH	Decreased-44 SH
ISHARES TR	S&P 500 GRWT ETF	$500K	0.2%Prev: 0.2%	4,541 SH	Decreased+102 SH
ISHARES TR	U.S. ENERGY ETF	$2.0M	0.8%Prev: 1.2%	44,819 SH	Decreased+6,890 SH
ISHARES TR	U.S. FINLS ETF	$258K	0.1%Prev: 0.8%	2,129 SH	Decreased-12,799 SH
ISHARES TR	U.S. TECH ETF	$3.6M	1.4%Prev: 0.5%	20,897 SH	Increased+14,657 SH
ISHARES TR	U.S. UTILITS ETF	$2.3M	0.9%Prev: 1.0%	22,040 SH	Increased+2,767 SH
ISHARES TR	US CONSUM DISCRE	$1.9M	0.7%	19,219 SH	New
ISHARES TR	US HOME CONS ETF	$281K	0.1%	3,014 SH	New
ISHARES TR	USD INV GRDE ETF	$776K	0.3%Prev: 0.3%	15,084 SH	Increased+603 SH
JPMORGAN CHASE & CO.	COM	$718K	0.3%	2,475 SH	New
KINROSS GOLD CORP	COM	$986K	0.4%Prev: 0.5%	63,114 SH	Increased+31,309 SH
KITE RLTY GROUP TR	COM NEW	$334K	0.1%	14,728 SH	New
MARA HOLDINGS INC	COM	$181K	0.1%	11,552 SH	New
MARATHON PETE CORP	COM	$664K	0.3%	4,000 SH	New
META PLATFORMS INC	CL A	$1.6M	0.6%Prev: 0.4%	2,197 SH	Increased+853 SH
MICROSOFT CORP	COM	$1.2M	0.4%Prev: 0.3%	2,345 SH	Increased+727 SH
MORGAN STANLEY EMKT DBT FD I	COM	$450K	0.2%Prev: 0.3%	58,252 SH	Decreased-24,634 SH
MPLX LP	COM UNIT REP LTD	$702K	0.3%Prev: 0.3%	13,620 SH	Increased+2,194 SH
NATWEST GROUP PLC	SPONS ADR	$676K	0.3%	47,779 SH	New
NEOS ETF TRUST	NASDAQ 100 HDGD	$3.4M	1.3%Prev: 1.6%	65,761 SH	Increased-22 SH
NOKIA CORP	SPONSORED ADR	$171K	0.1%	32,959 SH	New
NVIDIA CORPORATION	COM	$1.6M	0.6%Prev: 0.7%	10,165 SH	Increased+1,880 SH
OLD REP INTL CORP	COM	$590K	0.2%	15,340 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$363K	0.1%Prev: 0.6%	2,666 SH	Decreased-6,382 SH
PALO ALTO NETWORKS INC	COM	$817K	0.3%	3,994 SH	New
PARKER-HANNIFIN CORP	COM	$1.6M	0.6%	2,268 SH	New
PIMCO DYNAMIC INCOME FD	SHS	$2.1M	0.8%Prev: 0.9%	113,008 SH	Increased+4,011 SH
PLAINS ALL AMERN PIPELINE L	UNIT LTD PARTN	$758K	0.3%Prev: 1.1%	41,383 SH	Decreased-62,197 SH
PROGRESSIVE CORP	COM	$444K	0.2%	1,663 SH	New
PROSHARES TR	PSHS ULT S&P 500	$484K	0.2%Prev: 0.2%	4,955 SH	Decreased-4,629 SH
PROSHARES TR	S&P 500 DV ARIST	$1.1M	0.4%	11,235 SH	New
RBB FD INC	US TREAS 3 MNTH	$6.7M	2.5%	133,289 SH	New
RIOT PLATFORMS INC	COM	$135K	0.1%	11,955 SH	New
RTX CORPORATION	COM	$230K	0.1%Prev: 0.6%	1,578 SH	Decreased-5,109 SH
SABRA HEALTH CARE REIT INC	COM	$728K	0.3%Prev: 0.3%	39,504 SH	Increased+5,942 SH
SAP SE	SPON ADR	$1.4M	0.5%	4,564 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$2.7M	1.0%	109,698 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$423K	0.2%Prev: 0.2%	15,978 SH	Decreased-1,144 SH
SEA LTD	SPONSORD ADS	$2.4M	0.9%	14,775 SH	New
SELECT SECTOR SPDR TR	ENERGY	$868K	0.3%	10,234 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$960K	0.4%	18,333 SH	New
SELECT SECTOR SPDR TR	INDL	$617K	0.2%	4,184 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$384K	0.1%	1,767 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$525K	0.2%	6,487 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$317K	0.1%	1,254 SH	New
SIXTH STREET SPECIALTY LENDI	COM	$3.1M	1.2%Prev: 1.1%	129,482 SH	Increased-42 SH
SPDR GOLD TR	GOLD SHS	$1.4M	0.5%Prev: 0.4%	4,608 SH	Increased+2,513 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.6M	0.6%	2,512 SH	New
SPDR SERIES TRUST	PORTFOLIO INTRMD	$651K	0.2%	19,400 SH	New
SPDR SERIES TRUST	PORTFOLIO SHORT	$583K	0.2%	19,307 SH	New
SPORTRADAR GROUP AG	CLASS A ORD SHS	$1.3M	0.5%	46,603 SH	New
SUBURBAN PROPANE PARTNERS L	UNIT LTD PARTN	$681K	0.3%Prev: 0.3%	36,771 SH	Increased+4,147 SH
T-MOBILE US INC	COM	$738K	0.3%	3,098 SH	New
TARGA RES CORP	COM	$673K	0.3%	3,865 SH	New
TC ENERGY CORP	COM	$648K	0.2%Prev: 0.3%	13,289 SH	Decreased+1,824 SH
TEXAS INSTRS INC	COM	$7.8M	3.0%Prev: 2.3%	37,753 SH	Increased+12,173 SH
TIDAL TRUST III	VISTASHARES ARTI	$325K	0.1%Prev: 0.3%	11,550 SH	Decreased-1,918 SH
TRANE TECHNOLOGIES PLC	SHS	$218K	0.1%	498 SH	New
TRAVELERS COMPANIES INC	COM	$371K	0.1%	1,387 SH	New
TRIUMPH GROUP INC NEW	COM	$1.1M	0.4%	42,628 SH	New
UNUM GROUP	COM	$569K	0.2%	7,049 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$614K	0.2%	1,400 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$206K	0.1%	736 SH	New
VANGUARD INDEX FDS	VALUE ETF	$251K	0.1%	1,420 SH	New
VANGUARD SCOTTSDALE FDS	TOTAL CORP BND	$6.6M	2.5%	85,399 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$584K	0.2%Prev: 0.3%	4,384 SH	Increased+540 SH
VANGUARD WORLD FD	FINANCIALS ETF	$681K	0.3%Prev: 0.3%	5,353 SH	Increased+247 SH
VANGUARD WORLD FD	INF TECH ETF	$1.0M	0.4%	1,555 SH	New
VANGUARD WORLD FD	MEGA GRWTH IND	$339K	0.1%Prev: 0.2%	927 SH	Decreased
VENTAS INC	COM	$1.5M	0.6%	24,495 SH	New
VIRTUS ETF TR II	SEIX SR LN ETF	$441K	0.2%Prev: 0.2%	18,733 SH	Decreased-732 SH
VISA INC	COM CL A	$202K	0.1%	568 SH	New
WP CAREY INC	COM	$954K	0.4%Prev: 0.5%	15,290 SH	Decreased-155 SH

Sold (vs prior filing)

AMERICAN ELEC PWR CO INC — $245K
ANNALY CAPITAL MANAGEMENT IN — $527K
BLACKSTONE MORTGAGE TRUST IN — $196K
BP PLC — $1.8M
BRIGHTSPRING HEALTH SVCS INC — $1.5M
CAPITAL SOUTHWEST CORP — $112K
CBL & ASSOC PPTYS INC — $453K
CORNING INC — $2.1M
COSTCO WHOLESALE CORPORATION — $328K
DIREXION SHARES ETF TRUST — $27.3M
DUPONT DE NEMOURS INC — $1.5M
GLOBAL SHIP LEASE INC — $623K
GSK PLC — $468K
HARMONY GOLD MNG LTD — $970K
INVESCO LTD — $1.1M
ISHARES SILVER TR — $1.1M
ISHARES TR — $2.5M
ISHARES TR — $2.1M
ISHARES TR — $2.5M
ISHARES TR — $214K
… and 20 more

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