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: $253.5M138 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.3M	0.5%	9,810 SH	New
AEGON LTD	AMER REG 1 CERT	$673K	0.3%Prev: 0.2%	84,259 SH	Increased+4,835 SH
AFLAC INC	COM	$452K	0.2%	4,049 SH	New
AGNICO EAGLE MINES LTD	COM	$1.6M	0.6%	9,352 SH	New
ALPHABET INC	CAP STK CL C	$835K	0.3%Prev: 0.2%	3,428 SH	Increased+1,375 SH
AMAZON COM INC	COM	$2.0M	0.8%Prev: 0.4%	8,953 SH	Increased+2,953 SH
AMERICAN ELEC PWR CO INC	COM	$1.7M	0.7%	15,094 SH	New
AMERICAN EXPRESS CO	COM	$481K	0.2%Prev: 0.2%	1,449 SH	Decreased-114 SH
AMERIPRISE FINL INC	COM	$264K	0.1%Prev: 0.1%	538 SH	Increased
APPLE INC	COM	$2.3M	0.9%Prev: 0.5%	8,983 SH	Increased+3,245 SH
BANK NEW YORK MELLON CORP	COM	$595K	0.2%	5,463 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$1.5M	0.6%	2 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	0.5%	2,531 SH	New
BITWISE BITCOIN ETF TR	SHS BEN INT	$438K	0.2%Prev: 0.2%	7,040 SH	Decreased-15,200 SH
BLACKSTONE MTG TR INC	COM CL A	$189K	0.1%	10,250 SH	New
BOSTON SCIENTIFIC CORP	COM	$529K	0.2%	5,417 SH	New
BROADCOM INC	COM	$280K	0.1%	847 SH	New
CARPENTER TECHNOLOGY CORP	COM	$1.8M	0.7%Prev: 0.6%	7,350 SH	Decreased+3,794 SH
CHEVRON CORP NEW	COM	$440K	0.2%	2,836 SH	New
CHURCH & DWIGHT CO INC	COM	$492K	0.2%	5,614 SH	New
CNA FINL CORP	COM	$516K	0.2%	11,105 SH	New
CORNING INC	COM	$1.6M	0.6%Prev: 0.9%	19,173 SH	Decreased+7,421 SH
CORTEVA INC	COM	$1.2M	0.5%	17,460 SH	New
COSTCO WHSL CORP NEW	COM	$399K	0.2%	431 SH	New
DIREXION SHS ETF TR	DRX S&P500BULL	$70.0M	27.6%	330,423 SH	New
ENBRIDGE INC	COM	$688K	0.3%Prev: 0.2%	13,627 SH	Increased+1,678 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$615K	0.2%Prev: 0.2%	35,824 SH	Decreased+1,378 SH
ENTERGY CORP NEW	COM	$641K	0.3%	6,881 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$607K	0.2%Prev: 0.2%	19,412 SH	Decreased+2,052 SH
ETF SER SOLUTIONS	DEFIANCE CONNECT	$273K	0.1%	4,421 SH	New
ETFIS SER TR I	VIRTUS INFRCAP	$1.4M	0.5%Prev: 0.4%	62,256 SH	Decreased-8,533 SH
EXXON MOBIL CORP	COM	$859K	0.3%Prev: 0.1%	7,622 SH	Increased+5,776 SH
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$413K	0.2%	4,636 SH	New
FIDELITY COVINGTON TRUST	ENHANCED LARGE	$260K	0.1%Prev: 0.1%	6,986 SH	Decreased-511 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$750K	0.3%Prev: 0.2%	11,213 SH	Decreased+186 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$3.7M	1.4%Prev: 0.4%	16,546 SH	Increased+11,412 SH
FS KKR CAP CORP	COM	$1.3M	0.5%Prev: 0.1%	84,008 SH	Increased+41,442 SH
GE VERNOVA INC	COM	$1.4M	0.5%Prev: 0.6%	2,200 SH	Decreased+399 SH
GENERAL DYNAMICS CORP	COM	$249K	0.1%	731 SH	New
GOLDMAN SACHS GROUP INC	COM	$265K	0.1%Prev: 0.1%	333 SH	Increased+103 SH
HESS MIDSTREAM LP	CL A SHS	$509K	0.2%Prev: 0.2%	14,726 SH	Decreased-1,864 SH
HSBC HLDGS PLC	SPON ADR NEW	$696K	0.3%Prev: 0.2%	9,807 SH	Decreased+2,306 SH
ING GROEP N.V.	SPONSORED ADR	$1.9M	0.7%Prev: 0.5%	71,961 SH	Increased+14,038 SH
INTERNATIONAL BUSINESS MACHS	COM	$418K	0.2%	1,480 SH	New
INTUIT	COM	$632K	0.2%	925 SH	New
INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$1.5M	0.6%Prev: 0.3%	29,765 SH	Increased+7,400 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 HY	$456K	0.2%	19,767 SH	New
INVESCO QQQ TR	UNIT SER 1	$470K	0.2%Prev: 0.2%	782 SH	Decreased+74 SH
ISHARES GOLD TR	ISHARES NEW	$1.6M	0.6%Prev: 0.4%	22,217 SH	Increased+4,769 SH
ISHARES SILVER TR	ISHARES	$215K	0.1%Prev: 0.2%	5,084 SH	Decreased-10,472 SH
ISHARES TR	10-20 YR TRS ETF	$6.8M	2.7%	66,461 SH	New
ISHARES TR	CORE HIGH DV ETF	$376K	0.1%	3,070 SH	New
ISHARES TR	CORE S&P500 ETF	$706K	0.3%Prev: 0.1%	1,055 SH	Increased+689 SH
ISHARES TR	CORE TOTAL USD	$2.5M	1.0%	53,682 SH	New
ISHARES TR	DOW JONES US ETF	$324K	0.1%Prev: 0.1%	1,994 SH	Decreased-78 SH
ISHARES TR	GLOB HLTHCRE ETF	$261K	0.1%Prev: 0.1%	2,946 SH	Decreased+110 SH
ISHARES TR	IBONDS 27 ETF	$2.1M	0.8%Prev: 0.6%	84,942 SH	Decreased-2,889 SH
ISHARES TR	IBONDS DEC 2030	$2.0M	0.8%Prev: 0.6%	91,128 SH	Decreased-3,895 SH
ISHARES TR	IBONDS DEC 2031	$2.2M	0.9%Prev: 0.7%	105,078 SH	Decreased-13,856 SH
ISHARES TR	IBOXX HI YD ETF	$8.3M	3.3%Prev: 2.2%	101,965 SH	Increased+6,792 SH
ISHARES TR	IBOXX INV CP ETF	$10.4M	4.1%Prev: 2.8%	93,173 SH	Increased+6,109 SH
ISHARES TR	INTRM GOV CR ETF	$3.4M	1.3%Prev: 0.8%	31,677 SH	Increased+5,985 SH
ISHARES TR	ISHARES SEMICDTR	$467K	0.2%Prev: 0.3%	1,723 SH	Decreased+35 SH
ISHARES TR	ISHS 1-5YR INVS	$6.5M	2.6%Prev: 3.0%	122,083 SH	Decreased-72,465 SH
ISHARES TR	ISHS 5-10YR INVT	$4.2M	1.7%Prev: 1.1%	77,721 SH	Increased+7,709 SH
ISHARES TR	NATIONAL MUN ETF	$1.3M	0.5%	12,082 SH	New
ISHARES TR	PFD AND INCM SEC	$233K	0.1%Prev: 0.1%	7,374 SH	Increased+497 SH
ISHARES TR	RUS 1000 GRW ETF	$1.4M	0.6%Prev: 0.4%	3,016 SH	Increased-8,126 SH
ISHARES TR	RUSSELL 2000 ETF	$423K	0.2%Prev: 0.2%	1,746 SH	Decreased-23 SH
ISHARES TR	S&P 500 GRWT ETF	$532K	0.2%Prev: 0.2%	4,407 SH	Decreased-239 SH
ISHARES TR	U.S. TECH ETF	$3.6M	1.4%Prev: 0.4%	18,408 SH	Increased+12,529 SH
ISHARES TR	U.S. UTILITS ETF	$2.1M	0.8%Prev: 0.6%	18,720 SH	Decreased-281 SH
ISHARES TR	US CONSM STAPLES	$1.8M	0.7%	25,940 SH	New
ISHARES TR	US CONSUM DISCRE	$1.8M	0.7%	16,840 SH	New
ISHARES TR	US HOME CONS ETF	$302K	0.1%	2,812 SH	New
ISHARES TR	USD INV GRDE ETF	$784K	0.3%Prev: 0.2%	15,012 SH	Increased+646 SH
JPMORGAN CHASE & CO.	COM	$823K	0.3%	2,610 SH	New
KINROSS GOLD CORP	COM	$1.6M	0.6%	65,160 SH	New
KITE RLTY GROUP TR	COM NEW	$312K	0.1%	13,986 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$243K	0.1%	796 SH	New
MARATHON PETE CORP	COM	$771K	0.3%	4,000 SH	New
META PLATFORMS INC	CL A	$1.5M	0.6%Prev: 0.2%	2,011 SH	Increased+873 SH
MICROSOFT CORP	COM	$1.2M	0.5%Prev: 0.2%	2,357 SH	Increased+676 SH
MORGAN STANLEY EMKT DBT FD I	COM	$608K	0.2%Prev: 0.2%	82,495 SH	Decreased-5,498 SH
MPLX LP	COM UNIT REP LTD	$620K	0.2%Prev: 0.2%	12,408 SH	Decreased+739 SH
NATWEST GROUP PLC	SPONS ADR	$566K	0.2%	39,981 SH	New
NEOS ETF TRUST	NASDAQ 100 HDGD	$3.6M	1.4%Prev: 1.0%	65,764 SH	Increased+2,713 SH
NVIDIA CORPORATION	COM	$1.9M	0.7%Prev: 0.4%	9,982 SH	Increased+3,137 SH
OKLO INC	COM CL A	$340K	0.1%	3,044 SH	New
OLD REP INTL CORP	COM	$513K	0.2%	12,075 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$1.0M	0.4%	5,719 SH	New
PALO ALTO NETWORKS INC	COM	$991K	0.4%	4,867 SH	New
PARKER-HANNIFIN CORP	COM	$1.3M	0.5%	1,680 SH	New
PIMCO DYNAMIC INCOME FD	SHS	$2.2M	0.9%Prev: 0.5%	113,066 SH	Increased+6,041 SH
PLAINS ALL AMERN PIPELINE L	UNIT LTD PARTN	$598K	0.2%Prev: 0.7%	35,047 SH	Decreased-68,047 SH
PROSHARES TR	PSHS ULT S&P 500	$547K	0.2%Prev: 0.2%	4,877 SH	Decreased-4,317 SH
PROSHARES TR	S&P 500 DV ARIST	$1.2M	0.5%	11,235 SH	New
RBB FD INC	US TREAS 3 MNTH	$6.9M	2.7%	138,089 SH	New
RTX CORPORATION	COM	$1.6M	0.6%Prev: 0.5%	9,611 SH	Decreased-11 SH
SABRA HEALTH CARE REIT INC	COM	$650K	0.3%Prev: 0.2%	34,875 SH	Decreased+272 SH
SAP SE	SPON ADR	$435K	0.2%	1,628 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$2.9M	1.2%	112,139 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$453K	0.2%Prev: 0.2%	16,607 SH	Decreased-515 SH
SEA LTD	SPONSORD ADS	$720K	0.3%	4,027 SH	New
SELECT SECTOR SPDR TR	ENERGY	$897K	0.4%	10,036 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$1.1M	0.4%	20,955 SH	New
SELECT SECTOR SPDR TR	INDL	$960K	0.4%	6,221 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$437K	0.2%	1,822 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$510K	0.2%	6,501 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$353K	0.1%	1,254 SH	New
SIXTH STREET SPECIALTY LENDI	COM	$3.0M	1.2%Prev: 0.6%	129,495 SH	Increased+4,007 SH
SPDR GOLD TR	GOLD SHS	$1.7M	0.7%Prev: 0.2%	4,728 SH	Increased+2,645 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.7M	0.7%	2,539 SH	New
SPDR SERIES TRUST	PORTFOLIO INTRMD	$594K	0.2%	17,533 SH	New
SPDR SERIES TRUST	PORTFOLIO SHORT	$585K	0.2%	19,319 SH	New
SPORTRADAR GROUP AG	CLASS A ORD SHS	$1.1M	0.4%	39,863 SH	New
SUBURBAN PROPANE PARTNERS L	UNIT LTD PARTN	$607K	0.2%Prev: 0.2%	32,525 SH	Increased-1,637 SH
T-MOBILE US INC	COM	$554K	0.2%	2,316 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$209K	0.1%	748 SH	New
TC ENERGY CORP	COM	$640K	0.3%	11,766 SH	New
TEXAS INSTRS INC	COM	$7.8M	3.1%Prev: 2.7%	42,590 SH	Decreased+11,206 SH
TIDAL TRUST III	VISTASHARES ARTI	$468K	0.2%	13,318 SH	New
TIGO ENERGY INC	COM	$68K	0.0%	27,362 SH	New
TRANE TECHNOLOGIES PLC	SHS	$210K	0.1%	498 SH	New
TRAVELERS COMPANIES INC	COM	$387K	0.2%	1,387 SH	New
UNUM GROUP	COM	$512K	0.2%	6,585 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$615K	0.2%	1,282 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$216K	0.1%	736 SH	New
VANGUARD INDEX FDS	VALUE ETF	$265K	0.1%	1,420 SH	New
VANGUARD SCOTTSDALE FDS	TOTAL CORP BND	$7.0M	2.7%	88,755 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$619K	0.2%Prev: 0.2%	4,390 SH	Increased+542 SH
VANGUARD WORLD FD	FINANCIALS ETF	$717K	0.3%Prev: 0.2%	5,461 SH	Increased+422 SH
VANGUARD WORLD FD	INF TECH ETF	$1.2M	0.5%	1,555 SH	New
VANGUARD WORLD FD	MEGA GRWTH IND	$373K	0.1%Prev: 0.1%	927 SH	Decreased-3,708 SH
VENTAS INC	COM	$1.3M	0.5%	18,258 SH	New
VIRTUS ETF TR II	SEIX SR LN ETF	$468K	0.2%Prev: 0.2%	19,853 SH	Decreased-5,131 SH
WALMART INC	COM	$204K	0.1%	1,976 SH	New
WP CAREY INC	COM	$1.0M	0.4%Prev: 0.3%	15,357 SH	Decreased-139 SH

Sold (vs prior filing)

ANNALY CAPITAL MANAGEMENT IN — $651K
BANK OF NY MELLON CORP — $1.7M
BLACKBERRY LTD — $2.2M
BLACKSTONE MORTGAGE TRUST IN — $174K
BRIGHTSPRING HEALTH SVCS INC — $2.1M
BRITISH AMERN TOB PLC — $646K
CAPITAL SOUTHWEST CORP — $113K
CIENA CORP — $1.8M
COSTCO WHOLESALE CORPORATION — $309K
DIREXION SHARES ETF TRUST — $40.7M
FIDELITY COVINGTON TRUST — $255K
FIDELITY COVINGTON TRUST — $219K
GLOBAL SHIP LEASE INC — $627K
INVESCO LTD — $1.5M
ISHARES TR — $327K
ISHARES TR — $2.5M
ISHARES TR — $329K
ISHARES TR — $312K
ISHARES TR — $2.2M
ISHARES TR — $2.0M
… and 26 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