Alphastar Capital Management, LLC
Alphastar Capital Management, LLC is a registered investment adviser headquartered in Cornelius, North Carolina. The firm was founded in 2011 and operates as a privately held LLC. Alphastar focuses on providing investment management and advisory services mainly to individual investors, both regular and high net worth, as well as to pension and profit-sharing plans and certain business entities. As of June 2025, the firm employs approximately 124 people and manages over 10,000 client accounts nationwide. The firm’s leadership includes Brian K. Williams (Managing Member), Anthony J. Parish (Chief Investment Officer), and others.
Investment Strategy
Alphastar Capital Management, LLC provides investment advisory and portfolio management services primarily to individual clients and their families. Their strategy includes offering personalized financial planning solutions, portfolio construction using a diversified mix of equity and fixed income securities, and ongoing rebalancing based on market conditions and client goals. The firm utilizes both strategic and tactical asset allocation, integrating risk management to align portfolios with each client’s time horizon, investment objectives, and risk tolerance. Alphastar’s Investment Adviser Representatives work closely with clients and may use diversified mutual funds, ETFs, and individual securities to implement these strategies.
Latest 13F Filing Activity
Alphastar Capital Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 353 equity positions with a total 13F market value of $1B. The fund increased holdings in Apple Inc., Select Sector SPDR TR, Microsoft Corp. among other positions. Alphastar Capital Management, LLC reduced exposure to Ishares TR, Ssga Active Etf TR, Select Sector SPDR TR among others.
Top Holdings
Equity Positions (353)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYG | SPDR SERIES TRUST | 7.64% | $108.7M | 1,139,964 | $57.18 | $95.32 | +$14.9M |
S SPYV | SPDR SERIES TRUST | 6.92% | $98.4M | 1,880,110 | $44.86 | $52.34 | +$20.1M |
S SPLG | SPDR SERIES TRUST | 6.46% | $92.0M | 1,265,046 | $51.62 | $72.69 | +$12.4M |
S SGOV | ISHARES TR | 6.10% | $86.8M | 1,527,023 | $100.59 | $100.69 | -$50.9M |
S SPDW | SPDR INDEX SHS FDS | 4.42% | $62.9M | 1,554,455 | $34.29 | $40.49 | +$5.0M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
K Kody Haglund | Securities Trader | Charlotte, NC , United States | |
 | Associate Trader | Charlotte, NC , United States | |
 | Chief Investment Officer | Austin, TX , United States |
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