Wealthstar Advisors, LLC

All 13F Filings

Location
Plano, TX
Most recent 13F
Q4 2025
Holdings value ($000)
227,180
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
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.