Wealthstar Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Plano, TX
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
111
Total value ($000)
$213,302
Net value change ($000)
-13,878 (-6.1%)
New positions
19
Sold out positions
33
Turnover %
23.6%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IYM 1,933 NEW
KEYS 1,826 NEW
BP 1,819 NEW
WDC 1,776 NEW
PAA 1,575 213.4%
BTSG 1,525 NEW
DD 1,474 NEW
KEY 1,341 NEW
MU 1,333 435.6%
KLAC 1,282 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPXL -9,878 -26.6%
TXN -1,748 -26.0%
AEP -1,551 -86.4%
PH -1,486 -100.0%
ABT -1,452 -100.0%
VTR -1,404 -100.0%
AEM -1,332 -100.0%
LLY -1,256 -100.0%
JNJ -1,168 -100.0%
HCA -1,009 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 45,329 (21.3% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type