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Ankerstar Wealth Portfolio holdings
AUM
$119M
This Fund
S&P 500
This Quarter
Est. Return
-0.3%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$100M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
101.22%
Top 10 Holdings %
Top 10 Hldgs %
55.77%
Holding
1,030
New
1,028
Increased
–
Reduced
–
Closed
–
Avg Time Held Equity + Options
0
quarters
Top 10 Avg Time Held Equity + Options
0
quarters
Top 20 Avg Time Held Equity + Options
0
quarters
Avg Time Held Equity only
0
quarters
Top 10 Avg Time Held Equity only
0
quarters
Top 20 Avg Time Held Equity only
0
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Bitwise Bitcoin ETF
BITB
|
+$11.8M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$9.01M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$6.08M |
| 4 |
Apple
AAPL
|
+$5.63M |
| 5 |
Amazon
AMZN
|
+$5.53M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 64.16% |
| 2 | Technology | 12.06% |
| 3 | Communication Services | 8.67% |
| 4 | Consumer Discretionary | 7.13% |
| 5 | Financials | 3.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
226
Schwab U.S Small- Cap ETF
SCHA
$22.1B
| $19.6K | 0.02% |
+688
| New | +$19.4K |
2025 Q4
0 quarters
|
|
227
Analog Devices
ADI
$203B
| $19K | 0.02% |
+70
| New | +$17.6K |
2025 Q4
0 quarters
|
|
228
Fidelity Wise Origin Bitcoin Fund
FBTC
$15.9B
| $18.8K | 0.02% |
+247
| New | +$21.6K |
2025 Q4
0 quarters
|
|
229
AllianzIM U.S. Equity Buffer10 Aug ETF
AUGT
$35.6M
| $18.8K | 0.02% |
+527
| New | +$18.5K |
2025 Q4
0 quarters
|
|
230
Wells Fargo
WFC
$246B
| $18.7K | 0.02% |
+200
| New | +$17.4K |
2025 Q4
0 quarters
|
|
231
Vanguard Russell 1000 Value ETF
VONV
$21.6B
| $18.6K | 0.02% |
+201
| New | +$18.2K |
2025 Q4
0 quarters
|
|
232
American Water Works
AWK
$25.4B
| $18.3K | 0.02% |
+140
| New | +$18.7K |
2025 Q4
0 quarters
|
|
233
Blackrock
BLK
$165B
| $18.2K | 0.02% |
+17
| New | +$18.6K |
2025 Q4
0 quarters
|
|
234
UnitedHealth
UNH
$340B
| $17.2K | 0.02% |
+52
| New | +$17.6K |
2025 Q4
0 quarters
|
|
235
Vanguard Real Estate ETF
VNQ
$35.2B
| $16.7K | 0.02% |
+189
| New | +$17K |
2025 Q4
0 quarters
|
|
236
AllianzIM U.S. Equity Buffer20 Aug ETF
AUGW
$128M
| $16.5K | 0.02% |
+508
| New | +$16.3K |
2025 Q4
0 quarters
|
|
237
Bitwise Bitcoin Strategy Optimum Roll ETF
BITC
$14.8M
| $16.5K | 0.02% |
+452
| New | +$18.5K |
2025 Q4
0 quarters
|
|
238
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.3B
| $16.1K | 0.02% |
+122
| New | +$16K |
2025 Q4
0 quarters
|
|
239
Booking.com
BKNG
$119B
| $16.1K | 0.02% |
+75
| New | +$15.4K |
2025 Q4
0 quarters
|
|
240
Carnival Corporation Ltd
CCL
$34.4B
| $15.9K | 0.02% |
+521
| New | +$14.5K |
2025 Q4
0 quarters
|
|
241
Vanguard Information Technology ETF
VGT
$158B
| $15.8K | 0.02% |
+168
| New | +$16K |
2025 Q4
0 quarters
|
|
242
iShares Russell 1000 ETF
IWB
$49.3B
| $15.7K | 0.02% |
+42
| New | +$15.6K |
2025 Q4
0 quarters
|
|
243
Abbott
ABT
$173B
| $15.7K | 0.02% |
+125
| New | +$15.9K |
2025 Q4
0 quarters
|
|
244
Chubb
CB
$128B
| $15.7K | 0.02% |
+50
| New | +$14.6K |
2025 Q4
0 quarters
|
|
245
L3Harris
LHX
$44.1B
| $15.3K | 0.02% |
+52
| New | +$15K |
2025 Q4
0 quarters
|
|
246
WisdomTree US SmallCap Earnings Fund
EES
$694M
| $15K | 0.02% |
+264
| New | +$14.8K |
2025 Q4
0 quarters
|
|
247
Prudential Financial
PRU
$39.2B
| $15K | 0.01% |
+133
| New | +$14.3K |
2025 Q4
0 quarters
|
|
248
CrowdStrike
CRWD
$279B
| $15K | 0.01% |
+128
| New | +$16.3K |
2025 Q4
0 quarters
|
|
249
Shopify
SHOP
$206B
| $14.5K | 0.01% |
+90
| New | +$14.4K |
2025 Q4
0 quarters
|
|
250
Vanguard Intermediate-Term Treasury ETF
VGIT
$38.7B
| $14.4K | 0.01% |
+241
| New | +$14.5K |
2025 Q4
0 quarters
|
|
Similar funds
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MFG
HA
Ankerstar Wealth's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Ankerstar Wealth, which disclosed 1,030 positions worth $100M. Its ten largest holdings account for 56% of the portfolio.
Its largest position is Bitwise Bitcoin ETF: 216,080 shares worth $10.3M.
By sector, the portfolio is most concentrated in Miscellaneous at 64% of assets, followed by Technology and Communication Services.
- Ankerstar Wealth's largest Q4 2025 buy was Bitwise Bitcoin ETF: 216,080 shares worth $10.3M.
- Ankerstar Wealth's ten largest holdings make up 56% of its $100M portfolio in Q4 2025.
- Ankerstar Wealth disclosed 1,030 positions in Q4 2025, its first 13F filing on record.
Based on Ankerstar Wealth's 13F filing for Q4 2025, filed 12 Feb 2026.