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Wealthstar Advisors

Latest statistics and disclosures from Wealthstar Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, SPXL, IGSB, LQD, HYG, and represent 47.45% of Wealthstar Advisors's stock portfolio.
Added to shares of these 10 stocks: SPY, IYM, KEYS, BP, WDC, BTSG, DD, PAA, KEY, KLAC.
Started 19 new stock positions in CBL, HMY, LNC, WDC, GSL, NLY, IWD, EEM, KEY, KLAC. KEYS, BTSG, VAL, DD, IYM, BP, IVZ, TPR, GSK.
Reduced shares in these 10 stocks: SPXL, TXN, AEP, TIGO, PH, ABT, VTR, AEM, LLY, JNJ.
Sold out of its positions in AFL, ABT, AEM, GOOGL, BRK.B, BSX, CNA, CVX, CHD, ETR.
Wealthstar Advisors was a net seller of stock by $-8.1M.
Wealthstar Advisors has $213M in assets under management (AUM), dropping by -6.11%.
Central Index Key (CIK): 0001602224

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Portfolio Holdings for Wealthstar Advisors

Wealthstar Advisors holds 110 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit Call Option (SPY)	21.7	$46M	+9%	71k	650.34	View chart
Direxion Shares Etf Trust Daily S&p 500 Bu (SPXL)	12.8	$27M	-12%	148k	184.89	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	4.7	$10M		191k	52.56	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	4.6	$9.7M	-2%	89k	108.99	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	3.7	$7.9M		99k	79.56	View chart
Texas Instruments Incorporated (TXN)	2.3	$5.0M	-33%	26k	194.14	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	1.8	$3.7M	-4%	70k	53.22	View chart
Neos Etf Trust Nasdaq 100 Hdgd (QQQH)	1.6	$3.4M		66k	51.25	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	1.3	$2.8M	-8%	26k	106.68	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	1.2	$2.5M	+8%	119k	20.93	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.2	$2.5M		54k	46.19	View chart
Ishares Tr U.s. Energy Etf (IYE)	1.2	$2.5M	-29%	38k	64.77	View chart
Sixth Street Specialty Lending (TSLX)	1.1	$2.4M		130k	18.38	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	1.1	$2.3M	+152%	104k	22.33	View chart
Ishares Tr U.s. Utilits Etf (IDU)	1.0	$2.2M	-21%	19k	116.11	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	1.0	$2.1M	+3%	88k	24.24	View chart
Corning Incorporated (GLW)	1.0	$2.1M	-17%	16k	135.97	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.9	$1.9M	NEW	11k	175.92	View chart
Carpenter Technology Corporation (CRS)	0.9	$1.9M	-31%	4.9k	394.18	View chart
Pimco Dynamic Income SHS (PDI)	0.9	$1.9M	-2%	109k	17.11	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.9	$1.8M	+2%	84k	21.89	View chart
Keysight Technologies (KEYS)	0.9	$1.8M	NEW	6.5k	282.37	View chart
BP Sponsored Adr (BP)	0.9	$1.8M	NEW	39k	47.00	View chart
Western Digital (WDC)	0.8	$1.8M	NEW	6.6k	270.49	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.8	$1.8M	-28%	15k	117.66	View chart
Micron Technology (MU)	0.8	$1.6M	+352%	4.9k	337.84	View chart
Brightspring Health Svcs (BTSG)	0.7	$1.5M	NEW	36k	42.61	View chart
Bank of New York Mellon Corporation (BK)	0.7	$1.5M	+128%	13k	118.63	View chart
Dupont De Nemours (DD)	0.7	$1.5M	NEW	32k	45.80	View chart
Apple (AAPL)	0.7	$1.5M	-8%	5.7k	253.81	View chart
NVIDIA Corporation (NVDA)	0.7	$1.4M	-19%	8.3k	174.40	View chart
Ing Groep Sponsored Adr (ING)	0.7	$1.4M	-25%	54k	26.05	View chart
Key (KEY)	0.6	$1.3M	NEW	67k	20.05	View chart
Palantir Technologies Cl A (PLTR)	0.6	$1.3M	+138%	9.0k	146.28	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.6	$1.3M	-5%	26k	50.12	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$1.3M	+2%	15k	88.16	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.6	$1.3M	+2%	64k	20.36	View chart
Amazon (AMZN)	0.6	$1.3M	-10%	6.2k	208.25	View chart
Raytheon Technologies Corp (RTX)	0.6	$1.3M	-18%	6.7k	192.89	View chart
Kla Corp Com New (KLAC)	0.6	$1.3M	NEW	871.00	1472.43	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.6	$1.3M	+4%	21k	61.26	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$1.2M	-3%	2.9k	426.38	View chart
Lincoln National Corporation (LNC)	0.6	$1.2M	NEW	33k	35.50	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$1.1M	-19%	6.2k	181.41	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.5	$1.1M	-3%	5.3k	208.05	View chart
Invesco SHS (IVZ)	0.5	$1.1M	NEW	45k	24.29	View chart
Tapestry (TPR)	0.5	$1.1M	NEW	7.6k	141.11	View chart
Ishares Silver Tr Ishares (SLV)	0.5	$1.1M	+197%	16k	68.14	View chart
Wp Carey (WPC)	0.5	$1.0M		15k	67.96	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.5	$1.0M		6.4k	161.73	View chart
Kinross Gold Corp (KGC)	0.5	$971k	-38%	32k	30.52	View chart
Harmony Gold Mng Sponsored Adr (HMY)	0.5	$970k	NEW	63k	15.37	View chart
Aegon Amer Reg 1 Cert (AEG)	0.5	$969k	+56%	134k	7.26	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.4	$929k	-4%	19k	49.37	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$902k	-10%	2.1k	430.32	View chart
Millicom Intl Cellular S A Com Stk (TIGO)	0.4	$900k	-62%	12k	74.94	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.4	$819k		22k	36.81	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.4	$775k		11k	70.36	View chart
Meta Platforms Cl A (META)	0.4	$769k	-31%	1.3k	572.08	View chart
Enbridge (ENB)	0.3	$742k		14k	54.14	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.3	$742k		15k	51.23	View chart
JPMorgan Chase & Co. (JPM)	0.3	$741k	-3%	2.5k	294.20	View chart
Enterprise Products Partners (EPD)	0.3	$731k	-7%	19k	37.84	View chart
Tc Energy Corp (TRP)	0.3	$718k		12k	62.60	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$711k	-13%	37k	19.30	View chart
Hess Midstream Cl A Shs (HESM)	0.3	$692k	-14%	18k	38.87	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.3	$652k	-9%	11k	57.07	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.3	$652k	-18%	7.9k	82.49	View chart
Sabra Health Care REIT (SBRA)	0.3	$645k	-3%	34k	19.23	View chart
Suburban Propane Partners L Unit Ltd Partn (SPH)	0.3	$642k		33k	19.69	View chart
Global Ship Lease Com Cl A (GSL)	0.3	$623k	NEW	17k	37.23	View chart
Vanguard World Financials Etf (VFH)	0.3	$617k	-4%	5.1k	120.82	View chart
Microsoft Corporation (MSFT)	0.3	$599k	-11%	1.6k	370.15	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$589k		2.1k	286.82	View chart
Morgan Stanley Emerging Markets Debt (MSD)	0.3	$582k	+5%	83k	7.02	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$569k	-5%	3.8k	148.10	View chart
Tidal Trust Iii Vistashares Arti (AIS)	0.3	$564k		14k	41.91	View chart
Spdr Series Trust State Street Spd (SPIB)	0.3	$557k		17k	33.54	View chart
Spdr Series Trust State Street Spd (SPSB)	0.3	$537k	-3%	18k	30.07	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$532k	-2%	1.6k	328.62	View chart
Annaly Capital Management In Com New (NLY)	0.2	$527k	NEW	25k	21.15	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$525k	+6%	17k	30.68	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.2	$509k	-4%	6.2k	81.97	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$502k		4.4k	113.11	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.2	$497k	-3%	9.6k	51.88	View chart
GSK Sponsored Adr (GSK)	0.2	$468k	NEW	8.5k	55.19	View chart
Cbl & Assoc Pptys Common Stock (CBL)	0.2	$453k	NEW	12k	38.43	View chart
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX)	0.2	$449k		20k	23.06	View chart
Fs Kkr Capital Corp (FSK)	0.2	$433k	-7%	43k	10.18	View chart
American Express Company (AXP)	0.2	$433k	-6%	1.4k	302.54	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$428k		1.7k	248.06	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$406k	-8%	703.00	576.98	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.2	$398k		3.7k	108.99	View chart
Kite Realty Group Trust Com New (KRG)	0.2	$343k		14k	24.55	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$341k		927.00	367.44	View chart
Costco Wholesale Corporation (COST)	0.2	$329k	-9%	330.00	995.44	View chart
Exxon Mobil Corporation (XOM)	0.1	$312k	-16%	1.8k	169.64	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$307k	-4%	1.9k	158.46	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.1	$264k	-4%	2.8k	93.53	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.1	$263k		7.2k	36.27	View chart
Valaris Cl A (VAL)	0.1	$250k	NEW	2.5k	98.04	View chart
American Electric Power Company (AEP)	0.1	$245k	-88%	1.9k	131.10	View chart
Ameriprise Financial (AMP)	0.1	$239k		538.00	444.40	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$229k		351.00	653.16	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$215k	NEW	1.0k	213.69	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$214k	NEW	3.8k	56.79	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$211k		2.8k	75.09	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$208k	-6%	6.8k	30.32	View chart
Blackstone Mortgage Trust In Com Cl A (BXMT)	0.1	$196k		10k	19.15	View chart
Capital Southwest Corp Note 5.125%11/1	0.1	$112k		108k	1.04	View chart

Past Filings by Wealthstar Advisors

SEC 13F filings are viewable for Wealthstar Advisors going back to 2018

Wealthstar Advisors 2026 Q1 filed April 27, 2026
Wealthstar Advisors 2025 Q4 filed Jan. 30, 2026
Wealthstar Advisors 2025 Q3 filed Nov. 12, 2025
Wealthstar Advisors 2025 Q2 filed July 24, 2025
Wealthstar Advisors 2025 Q1 filed April 25, 2025
Wealthstar Advisors 2024 Q4 filed Jan. 28, 2025
Wealthstar Advisors 2024 Q2 filed July 18, 2024
Wealthstar Advisors 2024 Q1 filed April 19, 2024
Wealthstar Advisors 2023 Q4 filed Jan. 16, 2024
Wealthstar Advisors 2023 Q3 filed Nov. 7, 2023
Wealthstar Advisors 2023 Q2 filed July 17, 2023
Wealthstar Advisors 2023 Q1 filed May 4, 2023
Wealthstar Advisors 2022 Q4 filed Feb. 15, 2023
Wealthstar Advisors 2022 Q3 filed Nov. 14, 2022
Wealthstar Advisors 2022 Q2 filed Aug. 8, 2022
Wealthstar Advisors 2022 Q1 filed May 13, 2022

View all past filings

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