Wealthstar Advisors, LLC
All 13F Filings
- Location
- Plano, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 227,180
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
43.51 K
(19.2% of total reported value)
· QoQ Δ:
+43.51 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 135.8 K | 73.9% | 0 | 62.19 K | -62.19 K |
| ETFs | 39.09 K | 21.3% | 0 | 7.657 K | -7.657 K |
| Debt | 6.298 K | 3.4% | 0 | 17 | -17 |
| Other | 2.498 K | 1.4% | 0 | 9 | -9 |
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Fund Snapshot
Q4 2025
Latest filed
1/30/2026
Total value ($000)
227,180
Holdings
125
QoQ value change ($000)
-26,361
(-10.4%)
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.