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: $213.3M108 positionsView on SEC.gov

			% of Portfolio
AEGON LTD	AMER REG 1 CERT	$969K	0.5%Prev: 0.3%	133,514 SH	Increased+38,475 SH
ALPHABET INC	CAP STK CL C	$589K	0.3%Prev: 0.3%	2,053 SH	Decreased-1,724 SH
AMAZON COM INC	COM	$1.3M	0.6%Prev: 0.9%	6,213 SH	Decreased-4,346 SH
AMERICAN ELEC PWR CO INC	COM	$245K	0.1%	1,865 SH	New
AMERICAN EXPRESS CO	COM	$433K	0.2%Prev: 0.2%	1,431 SH	Increased+105 SH
AMERIPRISE FINL INC	COM	$239K	0.1%Prev: 0.1%	538 SH	Decreased
ANNALY CAPITAL MANAGEMENT IN	COM NEW	$527K	0.2%Prev: 0.3%	24,895 SH	Decreased-4,284 SH
APPLE INC	COM	$1.5M	0.7%Prev: 0.9%	5,736 SH	Decreased-3,317 SH
BANK NEW YORK MELLON CORP	COM	$1.5M	0.7%Prev: 0.3%	12,539 SH	Increased+5,547 SH
BITWISE BITCOIN ETF TR	SHS BEN INT	$819K	0.4%Prev: 0.1%	22,240 SH	Increased+15,200 SH
BLACKSTONE MORTGAGE TRUST IN	COM CL A	$196K	0.1%	10,250 SH	New
BP PLC	SPONSORED ADR	$1.8M	0.9%	38,702 SH	New
BRIGHTSPRING HEALTH SVCS INC	COM	$1.5M	0.7%	35,791 SH	New
CAPITAL SOUTHWEST CORP	NOTE 5.125%11/1	$112K	0.1%	108,000 SH	New
CARPENTER TECHNOLOGY CORP	COM	$1.9M	0.9%Prev: 0.2%	4,860 SH	Increased+2,271 SH
CBL & ASSOC PPTYS INC	COMMON STOCK	$453K	0.2%	11,790 SH	New
CORNING INC	COM	$2.1M	1.0%	15,694 SH	New
COSTCO WHOLESALE CORPORATION	COM	$328K	0.2%	330 SH	New
DIREXION SHARES ETF TRUST	DAILY S&P 500 BU	$27.3M	12.8%	147,742 SH	New
DUPONT DE NEMOURS INC	COM	$1.5M	0.7%	32,190 SH	New
ENBRIDGE INC	COM	$742K	0.3%Prev: 0.3%	13,709 SH	Increased-1,759 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$711K	0.3%Prev: 0.4%	36,842 SH	Decreased-7,388 SH
ENTERPRISE PRODS PARTNERS L	COM	$731K	0.3%Prev: 0.3%	19,307 SH	Increased-1,754 SH
ETFIS SER TR I	VIRTUS INFRCAP	$1.3M	0.6%Prev: 0.5%	63,781 SH	Increased+8,338 SH
EXXON MOBIL CORP	COM	$312K	0.1%Prev: 0.9%	1,838 SH	Decreased-14,770 SH
FIDELITY COVINGTON TRUST	ENHANCED LARGE	$263K	0.1%Prev: 0.1%	7,243 SH	Increased+707 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$775K	0.4%Prev: 0.3%	11,009 SH	Increased+578 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$1.1M	0.5%Prev: 1.2%	5,318 SH	Decreased-10,699 SH
FS KKR CAP CORP	COM	$433K	0.2%Prev: 0.8%	42,566 SH	Decreased-40,766 SH
GLOBAL SHIP LEASE INC	COM CL A	$623K	0.3%	16,732 SH	New
GSK PLC	SPONSORED ADR	$468K	0.2%	8,471 SH	New
HARMONY GOLD MNG LTD	SPONSORED ADR	$970K	0.5%	63,138 SH	New
HESS MIDSTREAM LP	CL A SHS	$692K	0.3%Prev: 0.3%	17,795 SH	Increased+1,962 SH
HSBC HLDGS PLC	SPON ADR NEW	$652K	0.3%Prev: 0.3%	7,903 SH	Increased-2,994 SH
ING GROEP N.V.	SPONSORED ADR	$1.4M	0.7%Prev: 0.5%	53,800 SH	Increased-7,210 SH
INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$1.3M	0.6%Prev: 0.8%	26,365 SH	Decreased-6,721 SH
INVESCO LTD	SHS	$1.1M	0.5%	45,240 SH	New
INVESCO QQQ TR	UNIT SER 1	$406K	0.2%Prev: 0.2%	703 SH	Increased-115 SH
ISHARES GOLD TR	ISHARES NEW	$1.3M	0.6%Prev: 1.2%	14,834 SH	Decreased-28,753 SH
ISHARES SILVER TR	ISHARES	$1.1M	0.5%	15,556 SH	New
ISHARES TR	CORE S&P500 ETF	$229K	0.1%Prev: 0.3%	351 SH	Decreased-698 SH
ISHARES TR	CORE UNIVRSL USD	$2.5M	1.2%	53,515 SH	New
ISHARES TR	DOW JONES US ETF	$307K	0.1%	1,937 SH	New
ISHARES TR	GLOB HLTHCRE ETF	$264K	0.1%Prev: 0.1%	2,827 SH	Decreased-112 SH
ISHARES TR	IBONDS 27 ETF	$2.1M	1.0%	88,107 SH	New
ISHARES TR	IBONDS DEC 2030	$1.8M	0.9%Prev: 1.1%	84,206 SH	Decreased-22,616 SH
ISHARES TR	IBONDS DEC 2031	$2.5M	1.2%	118,755 SH	New
ISHARES TR	IBOXX HI YD ETF	$7.9M	3.7%Prev: 4.0%	98,745 SH	Decreased-11,447 SH
ISHARES TR	IBOXX INV CP ETF	$9.7M	4.6%Prev: 5.4%	89,151 SH	Decreased-18,691 SH
ISHARES TR	INTRM GOV CR ETF	$2.8M	1.3%Prev: 2.3%	26,137 SH	Decreased-22,026 SH
ISHARES TR	ISHARES SEMICDTR	$532K	0.2%Prev: 0.2%	1,618 SH	Increased-439 SH
ISHARES TR	ISHS 1-5YR INVS	$10.0M	4.7%Prev: 3.2%	190,779 SH	Increased+56,007 SH
ISHARES TR	ISHS 5-10YR INVT	$3.7M	1.8%Prev: 2.7%	70,265 SH	Decreased-41,495 SH
ISHARES TR	MSCI EMG MKT ETF	$214K	0.1%	3,761 SH	New
ISHARES TR	PFD AND INCM SEC	$208K	0.1%Prev: 0.1%	6,846 SH	Decreased-521 SH
ISHARES TR	RUS 1000 GRW ETF	$1.2M	0.6%Prev: 0.5%	2,868 SH	Increased-414 SH
ISHARES TR	RUS 1000 VAL ETF	$215K	0.1%	1,006 SH	New
ISHARES TR	RUSSELL 2000 ETF	$428K	0.2%Prev: 0.2%	1,725 SH	Increased-40 SH
ISHARES TR	S&P 500 GRWT ETF	$502K	0.2%Prev: 0.1%	4,439 SH	Increased+2,274 SH
ISHARES TR	U.S. BAS MTL ETF	$1.9M	0.9%	10,986 SH	New
ISHARES TR	U.S. ENERGY ETF	$2.5M	1.2%Prev: 0.9%	37,929 SH	Increased-3,964 SH
ISHARES TR	U.S. FINLS ETF	$1.8M	0.8%Prev: 1.0%	14,928 SH	Decreased-5,218 SH
ISHARES TR	U.S. TECH ETF	$1.1M	0.5%Prev: 0.5%	6,240 SH	Decreased-2,311 SH
ISHARES TR	U.S. UTILITS ETF	$2.2M	1.0%Prev: 0.9%	19,273 SH	Increased+569 SH
ISHARES TR	USD INV GRDE ETF	$742K	0.3%Prev: 0.4%	14,481 SH	Decreased-772 SH
JPMORGAN CHASE & CO	COM	$741K	0.3%	2,519 SH	New
KEYCORP	COM	$1.3M	0.6%	66,897 SH	New
KEYSIGHT TECHNOLOGIES INC	COM	$1.8M	0.9%	6,465 SH	New
KINROSS GOLD CORP	COM	$971K	0.5%	31,805 SH	New
KITE REALTY GROUP TRUST	COM NEW	$343K	0.2%	13,986 SH	New
KLA CORP	COM NEW	$1.3M	0.6%	871 SH	New
LINCOLN NATL CORP IND	COM	$1.2M	0.6%	33,317 SH	New
META PLATFORMS INC	CL A	$769K	0.4%Prev: 0.6%	1,344 SH	Decreased-757 SH
MICRON TECHNOLOGY INC	COM	$1.6M	0.8%	4,851 SH	New
MICROSOFT CORP	COM	$599K	0.3%Prev: 0.4%	1,618 SH	Decreased-731 SH
MILLICOM INTL CELLULAR S A	COM STK	$900K	0.4%	12,011 SH	New
MORGAN STANLEY EMKT DBT FD I	COM	$582K	0.3%Prev: 0.2%	82,886 SH	Increased+24,105 SH
MPLX LP	COM UNIT REP LTD	$652K	0.3%Prev: 0.3%	11,426 SH	Decreased-1,575 SH
NEOS ETF TRUST	NASDAQ 100 HDGD	$3.4M	1.6%Prev: 1.5%	65,783 SH	Increased+24 SH
NVIDIA CORPORATION	COM	$1.4M	0.7%Prev: 0.6%	8,285 SH	Increased-3,215 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.3M	0.6%Prev: 0.1%	9,048 SH	Increased+6,632 SH
PIMCO DYNAMIC INCOME FD	SHS	$1.9M	0.9%Prev: 1.0%	108,997 SH	Decreased-4,073 SH
PLAINS ALL AMERN PIPELINE L	UNIT LTD PARTN	$2.3M	1.1%Prev: 0.3%	103,580 SH	Increased+66,234 SH
PROSHARES TR	PSHS ULT S&P 500	$497K	0.2%Prev: 0.2%	9,584 SH	Increased+3,858 SH
RTX CORPORATION	COM	$1.3M	0.6%Prev: 0.1%	6,687 SH	Increased+5,045 SH
SABRA HEALTH CARE REIT INC	COM	$645K	0.3%Prev: 0.3%	33,562 SH	Decreased-8,352 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$525K	0.2%Prev: 0.2%	17,122 SH	Increased+1,144 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$906K	0.4%	9,855 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$1.3M	0.6%	20,871 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$929K	0.4%	18,816 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$1.0M	0.5%	6,407 SH	New
SIXTH STREET SPECIALTY LENDI	COM	$2.4M	1.1%Prev: 1.3%	129,524 SH	Decreased-474 SH
SPDR GOLD TR	GOLD SHS	$902K	0.4%Prev: 0.6%	2,095 SH	Decreased-2,513 SH
SPDR SERIES TRUST	STATE STREET SPD	$1.1M	0.5%	34,475 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$46.3M	21.7%	71,198 SH	New
SUBURBAN PROPANE PARTNERS L	UNIT LTD PARTN	$642K	0.3%Prev: 0.3%	32,624 SH	Decreased-1,512 SH
TAPESTRY INC	COM	$1.1M	0.5%	7,591 SH	New
TC ENERGY CORP	COM	$718K	0.3%Prev: 0.2%	11,465 SH	Increased+2,322 SH
TEXAS INSTRS INC	COM	$5.0M	2.3%Prev: 3.2%	25,580 SH	Decreased-12,724 SH
TIDAL TRUST III	VISTASHARES ARTI	$564K	0.3%	13,468 SH	New
VALARIS LTD	CL A	$250K	0.1%	2,546 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$211K	0.1%	2,807 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$569K	0.3%Prev: 0.3%	3,844 SH	Increased-514 SH
VANGUARD WORLD FD	FINANCIALS ETF	$617K	0.3%Prev: 0.3%	5,106 SH	Decreased-239 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$341K	0.2%Prev: 0.1%	927 SH	Increased
VIRTUS ETF TR II	SEIX SR LN ETF	$449K	0.2%Prev: 0.2%	19,465 SH	Increased+2,251 SH
WESTERN DIGITAL CORP	COM	$1.8M	0.8%	6,567 SH	New
WP CAREY INC	COM	$1.0M	0.5%Prev: 0.4%	15,445 SH	Increased+144 SH

Sold (vs prior filing)

ABBOTT LABS — $1.4M
AFLAC INC — $1.8M
AGNICO EAGLE MINES LTD — $924K
BERKSHIRE HATHAWAY INC DEL — $1.6M
BERKSHIRE HATHAWAY INC DEL — $1.3M
BLACKSTONE MTG TR INC — $205K
BOSTON SCIENTIFIC CORP — $606K
CARNIVAL CORP — $990K
CHEVRON CORP NEW — $582K
CHURCH & DWIGHT CO INC — $571K
CITIGROUP INC — $1.5M
CNA FINL CORP — $574K
COSTCO WHSL CORP NEW — $361K
DIREXION SHS ETF TR — $41.6M
ENTERGY CORP NEW — $696K
ESSEX PPTY TR INC — $1.5M
EVEREST GROUP LTD — $448K
GILEAD SCIENCES INC — $1.4M
GLOBUS MED INC — $1.1M
HNI CORP — $445K
… and 48 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