FBInvestor
Funds / Wealthstar Advisors, LLC
Institutional Fund

Wealthstar Advisors, LLC

Plano, TXCIK 16022245 filings on record

Portfolio Value
$167.97M
Q1 2026
Holdings
110
Reported positions
New Buys
19
Opened this quarter
QoQ Change
-8.5%
from $183.67M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

Upgrade

Top Allocations

Largest positions by weight

  • Direxion Shs ETF Tr16.3%
  • Ishares Tr6.0%
  • Ishares Tr5.8%
  • Ishares Tr4.7%
  • Texas Instrs Inc3.0%
  • Ishares Tr2.2%
  • Other62.1%

Portfolio Holdings

110 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Direxion Shs ETF Tr147.7K$27.32M16.3%20.9KReduced
2Ishares Tr190.8K$10.03M6.0%946Reduced
3Ishares Tr89.2K$9.72M5.8%2.2KReduced
4Ishares Tr98.7K$7.86M4.7%151Reduced
5Texas Instrs Inc25.6K$4.97M3.0%13.1KReduced
6Ishares Tr70.3K$3.74M2.2%3.6KReduced
7Neos ETF Trust65.8K$3.37M2.0%+3Added
8Ishares Tr26.1K$2.79M1.7%2.5KReduced
9Ishares Tr118.8K$2.49M1.5%+9.3KAdded
10Ishares Tr53.5K$2.47M1.5%167Reduced

100 more holdings on Premium

See this fund's complete portfolio, full position changes, and activity history.

Unlock full portfolio