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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 | |
|---|---|---|---|---|---|---|---|
|
SPYM
251
State Street SPDR Portfolio S&P 500 ETF
SPYM
$176B
| $14.4K | 0.01% |
+180
| New | +$14.3K |
2025 Q4
0 quarters
|
|
252
Phillips 66
PSX
$108B
| $14.4K | 0.01% |
+111
| New | +$14.9K |
2025 Q4
0 quarters
|
|
253
Illinois Tool Works
ITW
$75.2B
| $14.4K | 0.01% |
+58
| New | +$14.4K |
2025 Q4
0 quarters
|
|
254
Vanguard US Multifactor ETF
VFMF
$958M
| $14.2K | 0.01% |
+94
| New | +$13.8K |
2025 Q4
0 quarters
|
|
|
CTRA
255
DELISTED
Coterra Energy
CTRA
| $14.2K | 0.01% |
+538
| New | +$13.6K |
2025 Q4
0 quarters
|
|
256
Global X US Infrastructure Development ETF
PAVE
$13.8B
| $14.1K | 0.01% |
+294
| New | +$14.1K |
2025 Q4
0 quarters
|
|
257
SoundHound AI
SOUN
$2.61B
| $14.1K | 0.01% |
+1,415
| New | +$20.4K |
2025 Q4
0 quarters
|
|
258
State Street Utilities Select Sector SPDR ETF
XLU
$22.3B
| $14.1K | 0.01% |
+330
| New | +$14.6K |
2025 Q4
0 quarters
|
|
259
Cisco
CSCO
$445B
| $13.8K | 0.01% |
+179
| New | +$13.3K |
2025 Q4
0 quarters
|
|
260
Cigna
CI
$71.7B
| $13.8K | 0.01% |
+50
| New | +$14K |
2025 Q4
0 quarters
|
|
261
Invesco BuyBack Achievers ETF
PKW
$1.69B
| $13.6K | 0.01% |
+101
| New | +$13.3K |
2025 Q4
0 quarters
|
|
262
Salesforce
CRM
$189B
| $13.5K | 0.01% |
+51
| New | +$12.7K |
2025 Q4
0 quarters
|
|
263
WisdomTree US MidCap Dividend Fund
DON
$3.81B
| $13.5K | 0.01% |
+261
| New | +$13.4K |
2025 Q4
0 quarters
|
|
264
Linde
LIN
$222B
| $13.2K | 0.01% |
+31
| New | +$13.3K |
2025 Q4
0 quarters
|
|
265
State Street Communication Services Select Sector SPDR ETF
XLC
$23.2B
| $13.1K | 0.01% |
+111
| New | +$12.8K |
2025 Q4
0 quarters
|
|
|
MSTX
266
Defiance Daily Target 2x Long MSTR ETF
MSTX
$391M
| $13K | 0.01% |
+338
| New | +$36.7K |
2025 Q4
0 quarters
|
|
267
RLI Corp
RLI
$5.15B
| $12.8K | 0.01% |
+200
| New | +$12.6K |
2025 Q4
0 quarters
|
|
268
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.47B
| $12.7K | 0.01% |
+167
| New | +$12.9K |
2025 Q4
0 quarters
|
|
269
Idacorp
IDA
$7.62B
| $12.7K | 0.01% |
+100
| New | +$13K |
2025 Q4
0 quarters
|
|
270
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.76B
| $12.4K | 0.01% |
+271
| New | +$12.4K |
2025 Q4
0 quarters
|
|
271
iShares Preferred and Income Securities ETF
PFF
$12.3B
| $12.2K | 0.01% |
+394
| New | +$12.3K |
2025 Q4
0 quarters
|
|
272
Norfolk Southern
NSC
$71B
| $12.1K | 0.01% |
+42
| New | +$12.1K |
2025 Q4
0 quarters
|
|
273
US Bancorp
USB
$89.2B
| $12.1K | 0.01% |
+224
| New | +$11K |
2025 Q4
0 quarters
|
|
274
Global X SuperIncome Preferred ETF
SPFF
$137M
| $11.9K | 0.01% |
+1,270
| New | +$11.8K |
2025 Q4
0 quarters
|
|
275
InfraCap REIT Preferred ETF
PFFR
$116M
| $11.9K | 0.01% |
+658
| New | +$12.1K |
2025 Q4
0 quarters
|
|
Similar funds
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MFG
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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.