Wealthstar Advisors, LLC

All 13F Filings

Location
Plano, TX
Most recent 13F
Q2 2026
Holdings value ($000)
342,907
Description
—
Website
—
Founded
—
Chairman
—
CEO
—
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/30/2026 114 342,907 13F-HR Wealthstar Advisors, LLC
Q1 2026 4/27/2026 111 213,302 13F-HR Wealthstar Advisors, LLC
Q4 2025 1/30/2026 125 227,180 13F-HR Wealthstar Advisors, LLC
Q3 2025 11/12/2025 138 253,541 13F-HR Wealthstar Advisors, LLC
Q2 2025 7/24/2025 140 265,651 13F-HR Wealthstar Advisors, LLC
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 142 K (41.4% of total reported value) · QoQ Δ: +96.63 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 78.61 K 39.1% 15.22 K 0 15.22 K
ETFs 115.5 K 57.5% 17.53 K 0 17.53 K
Debt 6.791 K 3.4% 214 0 214
Swipe for more columns

Fund Snapshot

Q2 2026
Latest filed
7/30/2026
Total value ($000)
342,907
Holdings
114
QoQ value change ($000)
129,605 (60.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.