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: $227.2M122 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.5M	0.6%Prev: 0.5%	11,591 SH	Increased+1,781 SH
AEGON LTD	AMER REG 1 CERT	$657K	0.3%Prev: 0.3%	85,221 SH	Decreased+962 SH
AFLAC INC	COM	$479K	0.2%Prev: 0.2%	4,343 SH	Increased+294 SH
AGNICO EAGLE MINES LTD	COM	$1.3M	0.6%Prev: 0.6%	7,856 SH	Decreased-1,496 SH
ALPHABET INC	CAP STK CL A	$219K	0.1%	701 SH	New
ALPHABET INC	CAP STK CL C	$644K	0.3%Prev: 0.3%	2,052 SH	Decreased-1,376 SH
AMAZON COM INC	COM	$1.6M	0.7%Prev: 0.8%	6,910 SH	Decreased-2,043 SH
AMERICAN ELEC PWR CO INC	COM	$1.8M	0.8%Prev: 0.7%	15,577 SH	Increased+483 SH
AMERICAN EXPRESS CO	COM	$563K	0.2%Prev: 0.2%	1,523 SH	Increased+74 SH
AMERIPRISE FINL INC	COM	$264K	0.1%Prev: 0.1%	538 SH	Decreased
APPLE INC	COM	$1.7M	0.7%Prev: 0.9%	6,237 SH	Decreased-2,746 SH
BANK NEW YORK MELLON CORP	COM	$637K	0.3%Prev: 0.2%	5,488 SH	Increased+25 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$236K	0.1%Prev: 0.5%	469 SH	Decreased-2,062 SH
BITWISE BITCOIN ETF TR	SHS BEN INT	$1.1M	0.5%Prev: 0.2%	22,240 SH	Increased+15,200 SH
BLACKSTONE MTG TR INC	COM CL A	$196K	0.1%Prev: 0.1%	10,250 SH	Increased
BOSTON SCIENTIFIC CORP	COM	$585K	0.3%Prev: 0.2%	6,134 SH	Increased+717 SH
CAPITAL SOUTHWEST CORP	NOTE 5.125%11/1	$107K	0.0%	108,000 SH	New
CARPENTER TECHNOLOGY CORP	COM	$2.2M	1.0%Prev: 0.7%	7,072 SH	Increased-278 SH
CHEVRON CORP NEW	COM	$290K	0.1%Prev: 0.2%	1,900 SH	Decreased-936 SH
CHURCH & DWIGHT CO INC	COM	$433K	0.2%Prev: 0.2%	5,162 SH	Decreased-452 SH
CNA FINL CORP	COM	$606K	0.3%Prev: 0.2%	12,695 SH	Increased+1,590 SH
CORNING INC	COM	$1.7M	0.7%Prev: 0.6%	19,092 SH	Increased-81 SH
COSTCO WHSL CORP NEW	COM	$314K	0.1%Prev: 0.2%	365 SH	Decreased-66 SH
DIREXION SHS ETF TR	DRX S&P500BULL	$37.2M	16.4%Prev: 27.6%	168,594 SH	Decreased-161,829 SH
ELI LILLY & CO	COM	$1.3M	0.6%	1,169 SH	New
ENBRIDGE INC	COM	$649K	0.3%Prev: 0.3%	13,578 SH	Decreased-49 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$703K	0.3%Prev: 0.2%	42,639 SH	Increased+6,815 SH
ENTERGY CORP NEW	COM	$642K	0.3%Prev: 0.3%	6,946 SH	Increased+65 SH
ENTERPRISE PRODS PARTNERS L	COM	$666K	0.3%Prev: 0.2%	20,783 SH	Increased+1,371 SH
ETFIS SER TR I	VIRTUS INFRCAP	$1.3M	0.6%Prev: 0.5%	62,273 SH	Decreased+17 SH
EXXON MOBIL CORP	COM	$266K	0.1%Prev: 0.3%	2,214 SH	Decreased-5,408 SH
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$364K	0.2%Prev: 0.2%	3,986 SH	Decreased-650 SH
FIDELITY COVINGTON TRUST	ENHANCED LARGE	$276K	0.1%Prev: 0.1%	7,234 SH	Increased+248 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$828K	0.4%Prev: 0.3%	11,144 SH	Increased-69 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$1.2M	0.5%Prev: 1.4%	5,522 SH	Decreased-11,024 SH
FS KKR CAP CORP	COM	$680K	0.3%Prev: 0.5%	45,897 SH	Decreased-38,111 SH
GOLDMAN SACHS GROUP INC	COM	$263K	0.1%Prev: 0.1%	299 SH	Decreased-34 SH
HCA HEALTHCARE INC	COM	$1.0M	0.4%	2,162 SH	New
HESS MIDSTREAM LP	CL A SHS	$714K	0.3%Prev: 0.2%	20,693 SH	Increased+5,967 SH
HSBC HLDGS PLC	SPON ADR NEW	$761K	0.3%Prev: 0.3%	9,677 SH	Increased-130 SH
ING GROEP N.V.	SPONSORED ADR	$2.0M	0.9%Prev: 0.7%	71,925 SH	Increased-36 SH
INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$1.4M	0.6%Prev: 0.6%	27,765 SH	Decreased-2,000 SH
INVESCO QQQ TR	UNIT SER 1	$472K	0.2%Prev: 0.2%	768 SH	Increased-14 SH
ISHARES GOLD TR	ISHARES NEW	$1.2M	0.5%Prev: 0.6%	14,435 SH	Decreased-7,782 SH
ISHARES SILVER TR	ISHARES	$337K	0.1%Prev: 0.1%	5,237 SH	Increased+153 SH
ISHARES TR	10-20 YR TRS ETF	$460K	0.2%Prev: 2.7%	4,522 SH	Decreased-61,939 SH
ISHARES TR	CORE S&P500 ETF	$240K	0.1%Prev: 0.3%	351 SH	Decreased-704 SH
ISHARES TR	CORE UNIVRSL USD	$2.5M	1.1%	53,682 SH	New
ISHARES TR	DOW JONES US ETF	$337K	0.1%Prev: 0.1%	2,031 SH	Increased+37 SH
ISHARES TR	GLOB HLTHCRE ETF	$289K	0.1%Prev: 0.1%	2,967 SH	Increased+21 SH
ISHARES TR	IBONDS 27 ETF	$2.1M	0.9%Prev: 0.8%	85,261 SH	Increased+319 SH
ISHARES TR	IBONDS DEC 2030	$1.8M	0.8%Prev: 0.8%	81,802 SH	Decreased-9,326 SH
ISHARES TR	IBONDS DEC 2031	$2.3M	1.0%Prev: 0.9%	109,499 SH	Increased+4,421 SH
ISHARES TR	IBOXX HI YD ETF	$8.0M	3.5%Prev: 3.3%	98,896 SH	Decreased-3,069 SH
ISHARES TR	IBOXX INV CP ETF	$10.1M	4.4%Prev: 4.1%	91,398 SH	Decreased-1,775 SH
ISHARES TR	INTRM GOV CR ETF	$3.1M	1.4%Prev: 1.3%	28,604 SH	Decreased-3,073 SH
ISHARES TR	ISHARES SEMICDTR	$502K	0.2%Prev: 0.2%	1,667 SH	Increased-56 SH
ISHARES TR	ISHS 1-5YR INVS	$10.1M	4.5%Prev: 2.6%	191,725 SH	Increased+69,642 SH
ISHARES TR	ISHS 5-10YR INVT	$4.0M	1.8%Prev: 1.7%	73,857 SH	Decreased-3,864 SH
ISHARES TR	NATIONAL MUN ETF	$616K	0.3%Prev: 0.5%	5,754 SH	Decreased-6,328 SH
ISHARES TR	PFD AND INCM SEC	$227K	0.1%Prev: 0.1%	7,330 SH	Decreased-44 SH
ISHARES TR	RUS 1000 GRW ETF	$1.4M	0.6%Prev: 0.6%	2,967 SH	Decreased-49 SH
ISHARES TR	RUSSELL 2000 ETF	$422K	0.2%Prev: 0.2%	1,714 SH	Decreased-32 SH
ISHARES TR	S&P 500 GRWT ETF	$542K	0.2%Prev: 0.2%	4,394 SH	Increased-13 SH
ISHARES TR	U.S. ENERGY ETF	$2.5M	1.1%	53,494 SH	New
ISHARES TR	U.S. FINLS ETF	$2.7M	1.2%	20,943 SH	New
ISHARES TR	U.S. TECH ETF	$1.5M	0.7%Prev: 1.4%	7,718 SH	Decreased-10,690 SH
ISHARES TR	U.S. UTILITS ETF	$2.7M	1.2%Prev: 0.8%	24,666 SH	Increased+5,946 SH
ISHARES TR	USD INV GRDE ETF	$750K	0.3%Prev: 0.3%	14,495 SH	Decreased-517 SH
JOHNSON & JOHNSON	COM	$1.2M	0.5%	5,644 SH	New
JPMORGAN CHASE & CO.	COM	$843K	0.4%Prev: 0.3%	2,617 SH	Increased+7 SH
KINROSS GOLD CORP	COM	$1.5M	0.6%Prev: 0.6%	52,098 SH	Decreased-13,062 SH
KITE RLTY GROUP TR	COM NEW	$335K	0.1%Prev: 0.1%	13,986 SH	Increased
META PLATFORMS INC	CL A	$1.3M	0.6%Prev: 0.6%	1,973 SH	Decreased-38 SH
MICRON TECHNOLOGY INC	COM	$306K	0.1%	1,073 SH	New
MICROSOFT CORP	COM	$885K	0.4%Prev: 0.5%	1,830 SH	Decreased-527 SH
MILLICOM INTL CELLULAR S A	COM STK	$1.8M	0.8%	32,393 SH	New
MORGAN STANLEY EMKT DBT FD I	COM	$581K	0.3%Prev: 0.2%	78,604 SH	Decreased-3,891 SH
MPLX LP	COM UNIT REP LTD	$672K	0.3%Prev: 0.2%	12,598 SH	Increased+190 SH
NATWEST GROUP PLC	SPONS ADR	$710K	0.3%Prev: 0.2%	40,576 SH	Increased+595 SH
NEOS ETF TRUST	NASDAQ 100 HDGD	$3.6M	1.6%Prev: 1.4%	65,780 SH	Decreased+16 SH
NVIDIA CORPORATION	COM	$1.9M	0.8%Prev: 0.7%	10,259 SH	Increased+277 SH
OLD REP INTL CORP	COM	$546K	0.2%Prev: 0.2%	11,961 SH	Increased-114 SH
PALANTIR TECHNOLOGIES INC	CL A	$675K	0.3%Prev: 0.4%	3,799 SH	Decreased-1,920 SH
PALO ALTO NETWORKS INC	COM	$507K	0.2%Prev: 0.4%	2,754 SH	Decreased-2,113 SH
PARKER-HANNIFIN CORP	COM	$1.5M	0.7%Prev: 0.5%	1,690 SH	Increased+10 SH
PIMCO DYNAMIC INCOME FD	SHS	$2.0M	0.9%Prev: 0.9%	111,534 SH	Decreased-1,532 SH
PLAINS ALL AMERN PIPELINE L	UNIT LTD PARTN	$738K	0.3%Prev: 0.2%	41,103 SH	Increased+6,056 SH
PROSHARES TR	PSHS ULT S&P 500	$573K	0.3%Prev: 0.2%	9,901 SH	Increased+5,024 SH
PROSHARES TR	PSHS ULTRA DOW30	$213K	0.1%	3,752 SH	New
RBB FD INC	US TREAS 3 MNTH	$445K	0.2%Prev: 2.7%	8,920 SH	Decreased-129,169 SH
RTX CORPORATION	COM	$1.5M	0.7%Prev: 0.6%	8,171 SH	Decreased-1,440 SH
SABRA HEALTH CARE REIT INC	COM	$660K	0.3%Prev: 0.3%	34,860 SH	Increased-15 SH
SAP SE	SPON ADR	$343K	0.2%Prev: 0.2%	1,414 SH	Decreased-214 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$260K	0.1%Prev: 1.2%	9,552 SH	Decreased-102,587 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$440K	0.2%Prev: 0.2%	16,058 SH	Decreased-549 SH
SEA LTD	SPONSORD ADS	$342K	0.2%Prev: 0.3%	2,679 SH	Decreased-1,348 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$940K	0.4%	10,146 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$891K	0.4%	19,922 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$1.1M	0.5%	19,682 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$1.0M	0.4%	6,481 SH	New
SIXTH STREET SPECIALTY LENDI	COM	$2.8M	1.2%Prev: 1.2%	129,509 SH	Decreased+14 SH
SPDR GOLD TR	GOLD SHS	$923K	0.4%Prev: 0.7%	2,329 SH	Decreased-2,399 SH
SPDR S&P 500 ETF TR	TR UNIT	$44.5M	19.6%Prev: 0.7%	65,290 SH	Increased+62,751 SH
SPDR SERIES TRUST	STATE STREET SPD	$1.1M	0.5%	35,336 SH	New
SUBURBAN PROPANE PARTNERS L	UNIT LTD PARTN	$616K	0.3%Prev: 0.2%	33,239 SH	Increased+714 SH
T-MOBILE US INC	COM	$426K	0.2%Prev: 0.2%	2,098 SH	Decreased-218 SH
TC ENERGY CORP	COM	$622K	0.3%Prev: 0.3%	11,300 SH	Decreased-466 SH
TEXAS INSTRS INC	COM	$6.7M	3.0%Prev: 3.1%	38,697 SH	Decreased-3,893 SH
TIDAL TRUST III	VISTASHARES ARTI	$509K	0.2%Prev: 0.2%	13,468 SH	Increased+150 SH
TIGO ENERGY INC	COM	$41K	0.0%Prev: 0.0%	29,387 SH	Decreased+2,025 SH
TRAVELERS COMPANIES INC	COM	$283K	0.1%Prev: 0.2%	977 SH	Decreased-410 SH
UNUM GROUP	COM	$461K	0.2%Prev: 0.2%	5,953 SH	Decreased-632 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$206K	0.1%	2,805 SH	New
VANGUARD SCOTTSDALE FDS	TOTAL CORP BND	$470K	0.2%Prev: 2.7%	6,055 SH	Decreased-82,700 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$585K	0.3%Prev: 0.2%	4,076 SH	Decreased-314 SH
VANGUARD WORLD FD	FINANCIALS ETF	$712K	0.3%Prev: 0.3%	5,333 SH	Decreased-128 SH
VANGUARD WORLD FD	INF TECH ETF	$276K	0.1%Prev: 0.5%	366 SH	Decreased-1,189 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$383K	0.2%Prev: 0.1%	927 SH	Increased
VENTAS INC	COM	$1.4M	0.6%Prev: 0.5%	18,139 SH	Increased-119 SH
VIRTUS ETF TR II	SEIX SR LN ETF	$454K	0.2%Prev: 0.2%	19,449 SH	Decreased-404 SH
WP CAREY INC	COM	$991K	0.4%Prev: 0.4%	15,393 SH	Decreased+36 SH

Sold (vs prior filing)

BERKSHIRE HATHAWAY INC DEL — $1.5M
BROADCOM INC — $280K
CORTEVA INC — $1.2M
ETF SER SOLUTIONS — $273K
GE VERNOVA INC — $1.4M
GENERAL DYNAMICS CORP — $249K
INTERNATIONAL BUSINESS MACHS — $418K
INTUIT — $632K
INVESCO EXCH TRD SLF IDX FD — $456K
ISHARES TR — $376K
ISHARES TR — $2.5M
ISHARES TR — $1.8M
ISHARES TR — $1.8M
ISHARES TR — $302K
L3HARRIS TECHNOLOGIES INC — $243K
MARATHON PETE CORP — $771K
OKLO INC — $340K
PROSHARES TR — $1.2M
SELECT SECTOR SPDR TR — $897K
SELECT SECTOR SPDR TR — $1.1M
… and 13 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