Arkolith/Funds/Wealthstar Advisors, LLC

Wealthstar Advisors, LLC

CIK 1602224
Holdings as of Jun 30, 2026·disclosed Jul 30, 2026·~30-day 13F lag·13F-HR
Active Filer

Wealthstar Advisors, LLC holds a focused book of 113 stocks worth $200.9M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Blackberry Ltd and trimmed Ishr Ibx Usd Invgd CB ETF-Ui. Their largest long position is Direxion Daily S&P 500 Bull at 20% of the equity book. They also disclosed $142.0M in call options (bullish), shown separately below and excluded from the equity book.

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Use Arkolith to show Wealthstar Advisors, LLC's latest
holdings, largest changes, and filing provenance.
Opened
128
new positions
Added to
48
existing
Trimmed
39
reduced
Sold out
13
exited

Concentration

Top-heavy: focused book

Top 5 holdings
39%
Top 10 holdings
47%
Top 20 holdings
59%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

37% mapped to company sectors

ETF / fund or unclassified
63%
Information Technology
16%
Financials
7%
Industrials
4%
Materials
3%
Real Estate
1%
Energy
1%
Consumer Discretionary
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Wealthstar Advisors, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$371.5B
WELLS FARGO & COMPANY/MN79 / 80$94.1B
LPL Financial LLC79 / 80$50.9B
OSAIC HOLDINGS, INC.79 / 80$10.8B
UBS Group AG78 / 80$101.6B
ROYAL BANK OF CANADA78 / 80$99.6B
Farther Finance Advisors, LLC78 / 80$1.5B
RAYMOND JAMES FINANCIAL INC77 / 80$50.1B

Ranked by how many of Wealthstar Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

113 positions
#SecurityValueShares% PortLast moveHistory
1Direxion Shares ETF Trust
DA 500 BU 3X ETF
$40.7M150.4K
20.3%
+1.8%
Added · +3K sh
2Ishares TR
ISHS 1-5YR INVS
$10.2M194.5K
5.1%
+2.0%
Added · +4K sh
3Ishares TR
IBOXX INV CP ETF
$9.5M87.1K
4.7%
−2.3%
Reduced · −2K sh
4Texas Instrs Inc
COM
$9.4M31.4K
4.7%
+23%
Added · +6K sh
5Ishares TR
IBOXX HI YD ETF
$7.6M95.2K
3.8%
−3.6%
Reduced · −4K sh
6Micron Technology Inc
COM
$4.4M3.9K
2.2%
−21%
Reduced · −1K sh
7Ishares TR
ISHS 5-10YR INVT
$3.7M70.0K
1.9%
−0.4%
Reduced · −253 sh
8NEOS ETF Trust
NASDAQ 100 HDGD
$3.5M63.1K
1.8%
−4.2%
Reduced · −3K sh
9Corning Inc
COM
$3.0M11.8K
1.5%
−25%
Reduced · −4K sh
10Western Digital Corp
COM
$3.0M4.6K
1.5%
−29%
Reduced · −2K sh
11Ishares TR
INTRM GOV CR ETF
$2.7M25.7K
1.4%
−1.7%
Reduced · −445 sh
12Ishares TR
IBONDS DEC 2031
$2.5M118.9K
1.2%
+0.1%
Added · +179 sh
13Ishares TR
CORE UNIVRSL USD
$2.5M53.1K
1.2%
−0.7%
Reduced · −390 sh
14Kla Corp
COM NEW
$2.4M8.0K
1.2%
+820%
Added · +7K sh
15Plains All Amern Pipeline L
UNIT LTD PARTN
$2.3M103.1K
1.1%
−0.5%
Reduced · −486 sh
16Blackberry Ltd
COM
$2.2M174.9K
1.1%
New
New position
17Carpenter Technology Corp
COM
$2.2M3.6K
1.1%
−27%
Reduced · −1K sh
18Ishares TR
U.S. UTILITS ETF
$2.2M19.0K
1.1%
−1.4%
Reduced · −272 sh
19Ishares TR
U.S. BAS MTL ETF
$2.2M12.0K
1.1%
+9.6%
Added · +1K sh
20Sixth Street Specialty Lendi
COM
$2.2M125.5K
1.1%
−3.1%
Reduced · −4K sh
21Brightspring Health Svcs Inc
COM
$2.1M30.5K
1.1%
−15%
Reduced · −5K sh
22Ishares TR
IBONDS 27 ETF
$2.1M87.8K
1.1%
−0.3%
Reduced · −276 sh
23Ge Vernova Inc
COM
$2.1M1.8K
1.1%
New
New position
24Teradyne Inc
COM
$2.1M4.4K
1.0%
New
New position
25Ishares TR
US TELECOM ETF
$2.1M49.3K
1.0%
New
New position
26Ishares TR
IBONDS DEC 2030
$2.1M95.0K
1.0%
+13%
Added · +11K sh
27Ishares TR
U.S. ENERGY ETF
$2.0M35.1K
1.0%
−7.5%
Reduced · −3K sh
28Keysight Technologies Inc
COM
$2.0M5.7K
1.0%
−12%
Reduced · −806 sh
29Standex Intl Corp
COM
$1.9M5.3K
0.9%
New
New position
30Ciena Corp
COM NEW
$1.8M3.8K
0.9%
New
New position
31RTX Corporation
COM
$1.8M9.6K
0.9%
+44%
Added · +3K sh
32ING Groep N.V.
SPONSORED ADR
$1.8M57.9K
0.9%
+7.7%
Added · +4K sh
33Pimco Dynamic Income FD
SHS
$1.8M107.0K
0.9%
−1.8%
Reduced · −2K sh
34Valero Energy Corp
COM
$1.7M6.5K
0.8%
New
New position
35Keycorp
COM
$1.7M73.7K
0.8%
+10%
Added · +7K sh
36Bank Of NY Mellon Corp
COM
$1.7M11.5K
0.8%
−8.4%
Reduced · −1K sh
37Apple Inc
COM
$1.7M5.7K
0.8%
~0%
Added · +2 sh
38Ishares TR
U.S. TECH ETF
$1.5M5.9K
0.7%
−5.8%
Reduced · −361 sh
39Invesco Ltd
SHS
$1.5M56.0K
0.7%
+24%
Added · +11K sh
40Fidelity Covington Trust
MSCI INFO TECH I
$1.5M5.1K
0.7%
−3.5%
Reduced · −184 sh
41Etfis Ser TR I
VIRTUS INFRCAP
$1.5M70.8K
0.7%
+11%
Added · +7K sh
42Amazon Com Inc
COM
$1.4M6.0K
0.7%
−3.4%
Reduced · −213 sh
43Ishares TR
RUS 1000 GRW ETF
$1.4M11.1K
0.7%
+288%
Added · +8K sh
44Nvidia Corporation
COM
$1.4M6.8K
0.7%
−17%
Reduced · −1K sh
45Ishares Gold TR
ISHARES NEW
$1.3M17.4K
0.7%
+18%
Added · +3K sh
46Tidal Trust III
VIST ARTI IN ETF
$1.3M15.0K
0.6%
+11%
Added · +2K sh
47Select Sector SPDR TR
ST STR INDL ETF
$1.3M6.8K
0.6%
+6.3%
Added · +407 sh
48Select Sector SPDR TR
ST STR ENERG ETF
$1.1M21.4K
0.6%
+2.7%
Added · +556 sh
49State STR SPDR S&P 500 ETF T
TR UNIT
$1.1M1.5K
0.6%
+1.7%
Added · +26 sh
50Invesco Actively Managed Exc
ULTRA SHRT DUR
$1.1M22.4K
0.6%
−15%
Reduced · −4K sh
Showing 50 of 113 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$142.0M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishSS SPDR S&P 500 ETF TRUST-USSPY$142.0M190K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 30, 2026114$342.9M13F-HR
Q1 2026Mar 31, 2026Apr 27, 2026111$213.3M13F-HR
Q4 2025Dec 31, 2025Jan 30, 2026125$227.2M13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025138$253.5M13F-HR
Q2 2025Jun 30, 2025Jul 24, 2025140$265.7M13F-HR
Q1 2025Mar 31, 2025Apr 25, 2025134$218.4M13F-HR
Q4 2024Dec 31, 2024Jan 28, 2025130$230.2M13F-HR
Q2 2024Jun 30, 2024Jul 18, 202428$123.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.