Wealthstar Advisors, LLC

CIK

1602224

Location

Plano, TX

Portfolio Value

Small $222,050,137

Diversification

Highly concentrated

Filing Date

Global Rank

#1,687 / 4,286 ▲ 3576

Top Industry

Semiconductors 20.3%

3Y Alpha vs SPY

+0.2%

Period ended 38 days ago

Filed Jul 30, 2026 · 8d

21 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Not a measure of this manager's performance. Most of Wealthstar Advisors, LLC's reported book is option positions, which a stock-only clone cannot replicate. The figures below are the return of the 79% that is ordinary stock — as little as 15% in one quarter — so a manager whose options thesis lost money can still show a large gain here.

Cloned portfolio

+79.4%

SPY

+77.3%

Annualised alpha

+0.5%

Max drawdown

−17.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 79% of reported value on average across 12 quarters. Past performance does not predict future results.

Portfolio Concentration

59 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

64.4%

+22.8 pts

Top 5

73.3%

+21.1 pts

Top 10

78.4%

+17.9 pts

HHI

4,197

Highly concentrated+2,382

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	66.3%	$147,245,603	6
Technology	15.4%	$34,204,640	13
Financial Services	6.7%	$14,938,100	14
Industrials	4.2%	$9,240,547	6
Energy	3.4%	$7,476,668	8
Real Estate	1.4%	$3,005,118	5
Healthcare	1.0%	$2,127,837	1
Consumer Cyclical	0.6%	$1,430,040	1
Consumer Defensive	0.4%	$955,085	2
Communication Services	0.4%	$842,329	2
Utilities	0.3%	$584,170	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+120,426	191,624	$143,099,054
IVZ	Invesco Ltd.	+10,760	56,000	$1,477,840
KLAC	Kla Corp	+7,146	8,017	$2,418,809
KEY	Keycorp /New/	+6,824	73,721	$1,699,269
TXN	Texas Instruments Inc	+5,804	31,384	$9,354,628
MSD	Morgan Stanley Emerging Markets Debt Fund Inc	+5,107	87,993	$642,348
NLY	Annaly Capital Management Inc	+4,237	29,132	$651,391
ING	Ing Groep NV	+4,123	57,923	$1,817,623
RTX	RTX Corp	+2,935	9,622	$1,825,582
IAU	Ishares Gold Trust	+2,614	17,448	$1,317,498
SPH	Suburban Propane Partners LP	+1,538	34,162	$584,170
SBRA	Sabra Health Care REIT, Inc.	+1,041	34,603	$675,104
MPLX	Mplx LP	+243	11,669	$657,314
AXP	American Express Co	+132	1,563	$528,684
JPM	Jpmorgan Chase & Co	+107	2,626	$859,568
MSFT	Microsoft Corp	+63	1,681	$627,046
WPC	W. P. Carey Inc.	+51	15,496	$1,107,964
XOM	ExxonMobil Holdings Corp	+8	1,846	$252,385
QQQ	Invesco Qqq Trust, Series 1	+5	708	$521,371
AAPL	Apple Inc.	+2	5,738	$1,660,347
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
AEG	Aegon Ltd.	−54,090	79,424	$670,338
TIGO	Millicom International Cellular SA	−9,793	2,218	$201,305
BTSG	BrightSpring Health Services, Inc.	−5,280	30,511	$2,127,837
TSLX	Sixth Street Specialty Lending, Inc.	−4,036	125,488	$2,154,628
GLW	Corning Inc /Ny	−3,942	11,752	$3,001,813
ET	Energy Transfer LP	−2,396	34,446	$658,607
PDI	PIMCO Dynamic Income Fund	−1,972	107,025	$1,787,317
EPD	Enterprise Products Partners L.P.	−1,947	17,360	$638,153
WDC	Western Digital Corp	−1,933	4,634	$2,959,828
ENB	Enbridge Inc	−1,760	11,949	$647,755
NVDA	Nvidia Corp	−1,440	6,845	$1,369,616
CRS	Carpenter Technology Corp	−1,304	3,556	$2,193,483
HESM	Hess Midstream LP	−1,205	16,590	$623,784
BNY	Bank of New York Mellon Corp	−1,054	11,485	$1,660,845
MU	Micron Technology Inc	−1,001	3,850	$4,444,016
KEYS	Keysight Technologies, Inc.	−806	5,659	$1,981,046
PAA	Plains All American Pipeline LP	−486	103,094	$2,294,872
HSBC	Hsbc Holdings PLC	−402	7,501	$713,270
AMZN	Amazon Com Inc	−213	6,000	$1,430,040
META	Meta Platforms, Inc.	−206	1,138	$641,024
GSL	Global Ship Lease, Inc.	−50	16,682	$627,243
GLD	Spdr Gold Trust	−12	2,083	$767,335
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
BB	BLACKBERRY Ltd	174,893	$2,212,396
GEV	GE Vernova Inc.	1,801	$2,115,922
TER	Teradyne, Inc	4,353	$2,106,155
SXI	Standex International Corp/De/	5,319	$1,902,446
CIEN	Ciena Corp	3,769	$1,848,920
VLO	Valero Energy Corp/Tx	6,542	$1,703,798
BTI	British American Tobacco p.l.c.	10,466	$646,380
SFL	SFL Corp Ltd.	56,458	$575,871
GS	Goldman Sachs Group Inc	230	$232,615
STX	Seagate Technology Holdings plc	228	$220,020
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
BP	Bp PLC	38,702	$1,818,994
DD	DuPont de Nemours, Inc.	32,190	$1,474,301
PLTR	Palantir Technologies Inc.	9,048	$1,323,541
LNC	Lincoln National Corp	33,317	$1,182,753
TPR	Tapestry, Inc.	7,591	$1,071,166
KGC	Kinross Gold Corp	31,805	$970,688
HMY	Harmony Gold Mining Co Ltd	63,138	$970,431
TRP	Tc Energy Corp	11,465	$717,709
GOOGL	Alphabet Inc.	2,053	$588,923
GSK	GSK plc	8,471	$467,514
CBL	Cbl & Associates Properties Inc	11,790	$453,089
VAL	Valaris Ltd	2,546	$249,609
AEP	American Electric Power Co Inc	1,865	$244,464
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

59 tracked positions · $222,050,137 total · filing declares 114 positions · $342,906,533 · as of Jun 30, 2026

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

Showing 1–50 of 59 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 CALL + SHARES	Added	191,624	+120,426	$143,099,054	+209.0%	64.44%
TXN	Texas Instruments Inc Technology	Added	31,384	+5,804	$9,354,628	+88.4%	4.21%
MU	Micron Technology Inc Technology	Reduced	3,850	-1,001	$4,444,016	+171.2%	2.00%
GLW	Corning Inc /Ny Technology	Reduced	11,752	-3,942	$3,001,813	+40.7%	1.35%
WDC	Western Digital Corp Technology	Reduced	4,634	-1,933	$2,959,828	+66.6%	1.33%
KLAC	Kla Corp Technology	Added	8,017	+7,146	$2,418,809	+88.6%	1.09%
PAA	Plains All American Pipeline LP Energy	Reduced	103,094	-486	$2,294,872	−0.8%	1.03%
BB	BLACKBERRY Ltd Technology	NEW	174,893	NEW	$2,212,396	NEW	1.00%
CRS	Carpenter Technology Corp Industrials	Reduced	3,556	-1,304	$2,193,483	+14.5%	0.99%
TSLX	Sixth Street Specialty Lending, Inc. Financial Services	Reduced	125,488	-4,036	$2,154,628	−9.5%	0.97%
BTSG	BrightSpring Health Services, Inc. Healthcare	Reduced	30,511	-5,280	$2,127,837	+39.5%	0.96%
GEV	GE Vernova Inc. Industrials	NEW	1,801	NEW	$2,115,922	NEW	0.95%
TER	Teradyne, Inc Technology	NEW	4,353	NEW	$2,106,155	NEW	0.95%
KEYS	Keysight Technologies, Inc. Technology	Reduced	5,659	-806	$1,981,046	+8.5%	0.89%
SXI	Standex International Corp/De/ Industrials	NEW	5,319	NEW	$1,902,446	NEW	0.86%
CIEN	Ciena Corp Technology	NEW	3,769	NEW	$1,848,920	NEW	0.83%
RTX	RTX Corp Industrials	Added	9,622	+2,935	$1,825,582	+41.5%	0.82%
ING	Ing Groep NV Financial Services	Added	57,923	+4,123	$1,817,623	+29.7%	0.82%
PDI	PIMCO Dynamic Income Fund Financial Services	Reduced	107,025	-1,972	$1,787,317	−4.2%	0.80%
VLO	Valero Energy Corp/Tx Energy	NEW	6,542	NEW	$1,703,798	NEW	0.77%
KEY	Keycorp /New/ Financial Services	Added	73,721	+6,824	$1,699,269	+26.7%	0.77%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	11,485	-1,054	$1,660,845	+11.7%	0.75%
AAPL	Apple Inc. Technology	Added	5,738	+2	$1,660,347	+14.1%	0.75%
IVZ	Invesco Ltd. Financial Services	Added	56,000	+10,760	$1,477,840	+34.5%	0.67%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,000	-213	$1,430,040	+10.5%	0.64%
NVDA	Nvidia Corp Technology	Reduced	6,845	-1,440	$1,369,616	−5.2%	0.62%
IAU	Ishares Gold Trust	Added	17,448	+2,614	$1,317,498	+0.7%	0.59%
WPC	W. P. Carey Inc. Real Estate	Added	15,496	+51	$1,107,964	+5.6%	0.50%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,626	+107	$859,568	+16.0%	0.39%
SLV	iShares Silver Trust	Held	15,556	0	$831,779	−21.5%	0.37%
GLD	Spdr Gold Trust	Reduced	2,083	-12	$767,335	−14.9%	0.35%
HSBC	Hsbc Holdings PLC Financial Services	Reduced	7,501	-402	$713,270	+9.4%	0.32%
BITB	Bitwise Bitcoin ETF	Held	22,240	0	$708,566	−13.4%	0.32%
SBRA	Sabra Health Care REIT, Inc. Real Estate	Added	34,603	+1,041	$675,104	+4.6%	0.30%
AEG	Aegon Ltd. Financial Services	Reduced	79,424	-54,090	$670,338	−30.8%	0.30%
ET	Energy Transfer LP Energy	Reduced	34,446	-2,396	$658,607	−7.4%	0.30%
MPLX	Mplx LP Energy	Added	11,669	+243	$657,314	+0.8%	0.30%
NLY	Annaly Capital Management Inc Real Estate	Added	29,132	+4,237	$651,391	+23.7%	0.29%
ENB	Enbridge Inc Energy	Reduced	11,949	-1,760	$647,755	−12.7%	0.29%
BTI	British American Tobacco p.l.c. Consumer Defensive	NEW	10,466	NEW	$646,380	NEW	0.29%
MSD	Morgan Stanley Emerging Markets Debt Fund Inc Financial Services	Added	87,993	+5,107	$642,348	+10.4%	0.29%
META	Meta Platforms, Inc. Communication Services	Reduced	1,138	-206	$641,024	−16.6%	0.29%
EPD	Enterprise Products Partners L.P. Energy	Reduced	17,360	-1,947	$638,153	−12.7%	0.29%
GSL	Global Ship Lease, Inc. Industrials	Reduced	16,682	-50	$627,243	+0.7%	0.28%
MSFT	Microsoft Corp Technology	Added	1,681	+63	$627,046	+4.7%	0.28%
HESM	Hess Midstream LP Energy	Reduced	16,590	-1,205	$623,784	−9.8%	0.28%
SPH	Suburban Propane Partners LP Utilities	Added	34,162	+1,538	$584,170	−9.1%	0.26%
SFL	SFL Corp Ltd. Industrials	NEW	56,458	NEW	$575,871	NEW	0.26%
AXP	American Express Co Financial Services	Added	1,563	+132	$528,684	+22.1%	0.24%
QQQ	Invesco Qqq Trust, Series 1	Added	708	+5	$521,371	+28.5%	0.23%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.