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 reported positions 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 reported non-option book. They also disclosed $142.0M in call options (bullish), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2024 would be +39% (+16.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+39.1%
+16.5%/yr · since Jul '24
Their reported book
+41.2%
held from quarter-end
S&P 500
+41.2%
same window
$9K$10K$12K$13K$14KJul '24Dec '24May '25Oct '25Apr '26Sep '26
Wealthstar Advisors, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +41.2%, a 2.0-point gap that is the cost of the ~30-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Wealthstar Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

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.

Where the money is, by sector

37% mapped to company sectors

ETFs / funds
61%
Information Technology
15%
Financials
7%
Industrials
5%
Materials
3%
No sector on file yet
2%
Real Estate
1%
Energy
1%

+5 sectors below the cut, 4% together

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 (an exit at the prior quarter-end), 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
Uhlmann Price Securities, LLC21 / 80$2.4B
Trust Asset Management LLC20 / 80$1.2B
Marest Capital, LLC9 / 80$152.3M
Hoey Investments, Inc31 / 80$582.5M
Outlook Capital Management, LLC10 / 80$227.2M
AdviceOne Advisory Services, LLC11 / 80$126.4M
Independent Investors Inc8 / 80$348.1M
Campbell Capital Management Inc9 / 80$179.1M

Ranked by the share of each fund's own book sitting in the names it shares with Wealthstar Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position'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
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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 non-option book, weighting, concentration and sector figures above.

Filing history

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

$342.9M · Q2 2026Q2 2024 · $123.3MQ2 2026 · $342.9M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 30, 202630d114$342.9M13F-HR
Q1 2026Mar 31, 2026Apr 27, 202627d111$213.3M13F-HR
Q4 2025Dec 31, 2025Jan 30, 202630d125$227.2M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202543d138$253.5M13F-HR
Q2 2025Jun 30, 2025Jul 24, 202524d140$265.7M13F-HR
Q1 2025Mar 31, 2025Apr 25, 202525d134$218.4M13F-HR
Q4 2024Dec 31, 2024Jan 28, 202528d130$230.2M13F-HR
Q2 2024Jun 30, 2024Jul 18, 202418d28$123.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.