1y return+25.6%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $131 against $127 in the S&P 500.2
Wealthstar Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPXLDirexion Shares Etf Trust | $40.7M | 20.3% | +1.8% |
| IGSBIshares Tr | $10.2M | 5.1% | +2.0% |
| LQDIshares Tr | $9.5M | 4.7% | −2.3% |
| TXNTexas Instrs Inc | $9.4M | 4.7% | +22.7% |
| HYGIshares Tr | $7.6M | 3.8% | −3.6% |
| MUMicron Technology Inc | $4.4M | 2.2% | −20.6% |
| IGIBIshares Tr | $3.7M | 1.9% | |
| QQQHNeos Etf Trust | $3.5M | 1.8% | −4.2% |
| GLWCorning Inc | $3.0M | 1.5% | −25.1% |
| WDCWestern Digital Corp | $3.0M | 1.5% | −29.4% |
| GVIIshares Tr | $2.7M | 1.4% | −1.7% |
| IBDWIshares Tr | $2.5M | 1.2% | |
| IUSBIshares Tr | $2.5M | 1.2% | |
| KLACKla Corp | $2.4M | 1.2% | +820.4% |
| PAAPlains All Amern Pipeline L | $2.3M | 1.1% | |
| BBBlackberry Ltd | $2.2M | 1.1% | New |
| CRSCarpenter Technology Corp | $2.2M | 1.1% | −26.8% |
| IDUIshares Tr | $2.2M | 1.1% | −1.4% |
| IYMIshares Tr | $2.2M | 1.1% | +9.6% |
| TSLXSixth Street Specialty Lendi | $2.2M | 1.1% | −3.1% |
| BTSGBrightspring Health Svcs Inc | $2.1M | 1.1% | −14.8% |
| IBDSIshares Tr | $2.1M | 1.1% | |
| GEVGe Vernova Inc | $2.1M | 1.1% | New |
| TERTeradyne Inc | $2.1M | 1.0% | New |
| IYZIshares Tr | $2.1M | 1.0% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CRSCarpenter Technology Corp | December 31, 2024 | +263.5% | $2.2M |
| GLWCorning Inc | September 30, 2025 | +211.4% | $3.0M |
| WDCWestern Digital Corp | March 31, 2026 | +136.1% | $3.0M |
| INGIng Groep N.v. | December 31, 2024 | +100.3% | $1.8M |
| BNYBank Of Ny Mellon Corp | March 31, 2025 | +72.4% | $1.7M |
| BTSGBrightspring Health Svcs Inc | March 31, 2026 | +63.7% | $2.1M |
| SPXLDirexion Shares Etf Trust | December 31, 2024 | +60.4% | $40.7M |
| TXNTexas Instrs Inc | December 31, 2024 | +59.0% | $9.4M |
| IYWIshares Tr | December 31, 2024 | +58.1% | $1.5M |
| FTECFidelity Covington Trust | December 31, 2024 | +54.5% | $1.5M |
Sold off last quarter
- BPBp PLC was $1.8M
- IYFIshares Tr was $1.8M
- Dupont De Nemours IncCUSIP 26614N102 was $1.5M
- PLTRPalantir Technologies Inc was $1.3M
- LNCLincoln Natl Corp Ind was $1.2M
- TPRTapestry Inc was $1.1M
- KGCKinross Gold Corp was $971K
- HMYHarmony Gold Mng Ltd was $970K
- TRPTc Energy Corp was $718K
- GSKGsk PLC was $468K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.8% | +14.8% |
| March 31, 2026 | −2.2% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +9.2% | +7.8% |
| June 30, 2025 | +7.5% | +10.5% |
| March 31, 2025 | −3.0% | −4.6% |
| September 30, 2024 | +5.6% | +5.4% |
| June 30, 2024 | +3.6% | +4.0% |
| March 31, 2024 | +10.3% | +10.0% |
| December 31, 2023 | +13.2% | +11.2% |
| September 30, 2023 | −6.2% | −3.6% |
| June 30, 2023 | +5.0% | +8.3% |
| March 31, 2023 | +6.5% | +7.0% |
| December 31, 2022 | +5.5% | +7.1% |
| September 30, 2022 | −7.2% | −5.3% |
| June 30, 2022 | −16.9% | −16.5% |
| March 31, 2022 | −6.8% | −4.9% |
| December 31, 2021 | +6.6% | +10.7% |
| September 30, 2021 | −0.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Wealthstar Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1602224&type=13F-HR&dateb=&owner=include&count=40CIK 1602224
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1602224/000208585326000912/Filed July 30, 2026 · accession 0002085853-26-000912