Wealthstar Advisors, LLC

CIK

1602224

Location

Plano, TX

Portfolio Value

Small $110,688,893

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,138 / 8,232 ▲ 305

Top Industry

Semiconductors 13.4%

3Y Alpha vs SPY

-1.8%

Period ended 2 months ago

Filed Apr 27, 2026 · 48d

20 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+68.4%

SPY

+76.3%

Annualised alpha

-1.8%

Max drawdown

−17.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

61 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

41.8%

+1.5 pts

Top 5

52.5%

−0.3 pts

Top 10

60.8%

−0.3 pts

HHI

1,833

Moderately concentrated+111

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	45.9%	$50,796,525	6
Technology	16.7%	$18,446,292	10
Financial Services	13.4%	$14,806,829	14
Energy	8.1%	$8,938,691	10
Industrials	3.5%	$3,828,423	3
Basic Materials	3.1%	$3,415,421	3
Real Estate	2.9%	$3,214,300	6
Consumer Cyclical	2.1%	$2,365,147	2
Healthcare	1.8%	$1,992,568	2
Communication Services	1.5%	$1,669,046	2
Utilities	0.8%	$886,830	2
Consumer Defensive	0.3%	$328,821	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
PAA	Plains All American Pipeline LP	+62,477	103,580	$2,312,941
AEG	Aegon Ltd.	+48,293	133,514	$969,311
SLV	iShares Silver Trust	+10,319	15,556	$1,059,985
BNY	Bank of New York Mellon Corp	+7,051	12,539	$1,487,501
SPY	Spdr S&P 500 ETF Trust	+5,908	71,198	$46,302,907
PLTR	Palantir Technologies Inc.	+5,249	9,048	$1,323,541
MSD	Morgan Stanley Emerging Markets Debt Fund Inc	+4,282	82,886	$581,859
MU	Micron Technology Inc	+3,778	4,851	$1,638,861
IAU	Ishares Gold Trust	+399	14,834	$1,307,765
TRP	Tc Energy Corp	+165	11,465	$717,709
ENB	Enbridge Inc	+131	13,709	$742,205
WPC	W. P. Carey Inc.	+52	15,445	$1,049,642
TSLX	Sixth Street Specialty Lending, Inc.	+15	129,524	$2,380,651
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TIGO	Millicom International Cellular SA	−20,382	12,011	$900,104
KGC	Kinross Gold Corp	−20,293	31,805	$970,688
ING	Ing Groep NV	−18,125	53,800	$1,401,490
AEP	American Electric Power Co Inc	−13,712	1,865	$244,464
TXN	Texas Instruments Inc	−13,117	25,580	$4,966,101
ET	Energy Transfer LP	−5,797	36,842	$711,050
GLW	Corning Inc /Ny	−3,398	15,694	$2,133,913
FSK	FS KKR Capital Corp	−3,331	42,566	$433,321
HESM	Hess Midstream LP	−2,898	17,795	$691,691
PDI	PIMCO Dynamic Income Fund	−2,537	108,997	$1,864,938
CRS	Carpenter Technology Corp	−2,212	4,860	$1,915,569
NVDA	Nvidia Corp	−1,974	8,285	$1,444,904
HSBC	Hsbc Holdings PLC	−1,774	7,903	$651,918
RTX	RTX Corp	−1,484	6,687	$1,289,922
EPD	Enterprise Products Partners L.P.	−1,476	19,307	$730,576
SBRA	Sabra Health Care REIT, Inc.	−1,298	33,562	$645,397
MPLX	Mplx LP	−1,172	11,426	$652,081
AMZN	Amazon Com Inc	−697	6,213	$1,293,981
META	Meta Platforms, Inc.	−629	1,344	$768,942
SPH	Suburban Propane Partners LP	−615	32,624	$642,366
AAPL	Apple Inc.	−501	5,736	$1,455,739
XOM	Exxon Mobil Corp	−376	1,838	$311,835
GLD	Spdr Gold Trust	−234	2,095	$901,457
MSFT	Microsoft Corp	−212	1,618	$598,935
JPM	Jpmorgan Chase & Co	−98	2,519	$740,989
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
KEYS	Keysight Technologies, Inc.	6,465	$1,825,522
BP	Bp PLC	38,702	$1,818,994
WDC	Western Digital Corp	6,567	$1,776,307
BTSG	BrightSpring Health Services, Inc.	35,791	$1,525,054
DD	DuPont de Nemours, Inc.	32,190	$1,474,302
KEY	Keycorp /New/	66,897	$1,341,284
KLAC	Kla Corp	871	$1,282,469
LNC	Lincoln National Corp	33,317	$1,182,753
IVZ	Invesco Ltd.	45,240	$1,098,879
TPR	Tapestry, Inc.	7,591	$1,071,166
HMY	Harmony Gold Mining Co Ltd	63,138	$970,431
GSL	Global Ship Lease, Inc.	16,732	$622,932
NLY	Annaly Capital Management Inc	24,895	$526,529
GSK	GSK plc	8,471	$467,514
CBL	Cbl & Associates Properties Inc	11,790	$453,089
VAL	Valaris Ltd	2,546	$249,609
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
PH	Parker-Hannifin Corp	1,690	$1,485,442
ABT	Abbott Laboratories	11,591	$1,452,236
VTR	Ventas, Inc.	18,139	$1,403,595
AEM	Agnico Eagle Mines Ltd	7,856	$1,331,827
LLY	ELI LILLY & Co	1,169	$1,256,301
JNJ	Johnson & Johnson	5,644	$1,168,025
HCA	HCA Healthcare, Inc.	2,162	$1,009,351
NWG	NatWest Group plc	40,576	$710,080
ETR	Entergy Corp /De/	6,946	$642,018
CNA	Cna Financial Corp	12,695	$606,059
BSX	Boston Scientific Corp	6,134	$584,876
ORI	Old Republic International Corp	11,961	$545,900
PANW	Palo Alto Networks Inc	2,754	$507,286
AFL	Aflac Inc	4,343	$478,902
UNM	Unum Group	5,953	$461,357
CHD	Church & Dwight Co Inc /De/	5,162	$432,833
TMUS	T-Mobile US, Inc.	2,098	$425,977
SAP	Sap SE	1,414	$343,474
SE	Sea Ltd	2,679	$341,760
CVX	Chevron Corp	1,900	$289,579
TRV	Travelers Companies, Inc.	977	$283,388
GS	Goldman Sachs Group Inc	299	$262,821
BRK-B	Berkshire Hathaway Inc	469	$235,742
GOOGL	Alphabet Inc.	701	$219,413
TYGO	Tigo Energy, Inc.	29,387	$40,554
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

61 positions · $110,688,893 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 61 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	71,198	+5,908	$46,302,907	+4.0%	41.83%
TXN	Texas Instruments Inc Technology	Reduced	25,580	-13,117	$4,966,101	−26.0%	4.49%
TSLX	Sixth Street Specialty Lending, Inc. Financial Services	Added	129,524	+15	$2,380,651	−15.4%	2.15%
PAA	Plains All American Pipeline LP Energy	Added	103,580	+62,477	$2,312,941	+213.3%	2.09%
GLW	Corning Inc /Ny Technology	Reduced	15,694	-3,398	$2,133,913	+27.6%	1.93%
CRS	Carpenter Technology Corp Industrials	Reduced	4,860	-2,212	$1,915,569	−14.0%	1.73%
PDI	PIMCO Dynamic Income Fund Financial Services	Reduced	108,997	-2,537	$1,864,938	−5.6%	1.68%
KEYS	Keysight Technologies, Inc. Technology	NEW	6,465	NEW	$1,825,522	NEW	1.65%
BP	Bp PLC Energy	NEW	38,702	NEW	$1,818,994	NEW	1.64%
WDC	Western Digital Corp Technology	NEW	6,567	NEW	$1,776,307	NEW	1.60%
MU	Micron Technology Inc Technology	Added	4,851	+3,778	$1,638,861	+435.1%	1.48%
BTSG	BrightSpring Health Services, Inc. Healthcare	NEW	35,791	NEW	$1,525,054	NEW	1.38%
BNY	Bank of New York Mellon Corp Financial Services	Added	12,539	+7,051	$1,487,501	+133.5%	1.34%
DD	DuPont de Nemours, Inc. Basic Materials	NEW	32,190	NEW	$1,474,302	NEW	1.33%
AAPL	Apple Inc. Technology	Reduced	5,736	-501	$1,455,739	−14.1%	1.32%
NVDA	Nvidia Corp Technology	Reduced	8,285	-1,974	$1,444,904	−24.5%	1.31%
ING	Ing Groep NV Financial Services	Reduced	53,800	-18,125	$1,401,490	−30.4%	1.27%
KEY	Keycorp /New/ Financial Services	NEW	66,897	NEW	$1,341,284	NEW	1.21%
PLTR	Palantir Technologies Inc. Technology	Added	9,048	+5,249	$1,323,541	+96.0%	1.20%
IAU	Ishares Gold Trust	Added	14,834	+399	$1,307,765	+11.6%	1.18%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,213	-697	$1,293,981	−18.9%	1.17%
RTX	RTX Corp Industrials	Reduced	6,687	-1,484	$1,289,922	−13.9%	1.17%
KLAC	Kla Corp Technology	NEW	871	NEW	$1,282,469	NEW	1.16%
LNC	Lincoln National Corp Financial Services	NEW	33,317	NEW	$1,182,753	NEW	1.07%
IVZ	Invesco Ltd. Financial Services	NEW	45,240	NEW	$1,098,879	NEW	0.99%
TPR	Tapestry, Inc. Consumer Cyclical	NEW	7,591	NEW	$1,071,166	NEW	0.97%
SLV	iShares Silver Trust	Added	15,556	+10,319	$1,059,985	+214.2%	0.96%
WPC	W. P. Carey Inc. Real Estate	Added	15,445	+52	$1,049,642	+6.0%	0.95%
KGC	Kinross Gold Corp Basic Materials	Reduced	31,805	-20,293	$970,688	−33.8%	0.88%
HMY	Harmony Gold Mining Co Ltd Basic Materials	NEW	63,138	NEW	$970,431	NEW	0.88%
AEG	Aegon Ltd. Financial Services	Added	133,514	+48,293	$969,311	+47.5%	0.88%
GLD	Spdr Gold Trust	Reduced	2,095	-234	$901,457	−2.3%	0.81%
TIGO	Millicom International Cellular SA Communication Services	Reduced	12,011	-20,382	$900,104	−49.9%	0.81%
BITB	Bitwise Bitcoin ETF	Held	22,240	0	$818,654	−22.6%	0.74%
META	Meta Platforms, Inc. Communication Services	Reduced	1,344	-629	$768,942	−41.0%	0.69%
ENB	Enbridge Inc Energy	Added	13,709	+131	$742,205	+14.3%	0.67%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,519	-98	$740,989	−12.1%	0.67%
EPD	Enterprise Products Partners L.P. Energy	Reduced	19,307	-1,476	$730,576	+9.6%	0.66%
TRP	Tc Energy Corp Energy	Added	11,465	+165	$717,709	+15.5%	0.65%
ET	Energy Transfer LP Energy	Reduced	36,842	-5,797	$711,050	+1.1%	0.64%
HESM	Hess Midstream LP Energy	Reduced	17,795	-2,898	$691,691	−3.1%	0.62%
MPLX	Mplx LP Energy	Reduced	11,426	-1,172	$652,081	−3.0%	0.59%
HSBC	Hsbc Holdings PLC Financial Services	Reduced	7,903	-1,774	$651,918	−14.4%	0.59%
SBRA	Sabra Health Care REIT, Inc. Real Estate	Reduced	33,562	-1,298	$645,397	−2.2%	0.58%
SPH	Suburban Propane Partners LP Utilities	Reduced	32,624	-615	$642,366	+4.2%	0.58%
GSL	Global Ship Lease, Inc. Industrials	NEW	16,732	NEW	$622,932	NEW	0.56%
MSFT	Microsoft Corp Technology	Reduced	1,618	-212	$598,935	−32.3%	0.54%
MSD	Morgan Stanley Emerging Markets Debt Fund Inc Financial Services	Added	82,886	+4,282	$581,859	+0.2%	0.53%
NLY	Annaly Capital Management Inc Real Estate	NEW	24,895	NEW	$526,529	NEW	0.48%
GSK	GSK plc Healthcare	NEW	8,471	NEW	$467,514	NEW	0.42%