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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 | |
|---|---|---|---|---|---|---|---|
276
VanEck Preferred Securities ex Financials ETF
PFXF
$2.36B
| $11.8K | 0.01% |
+669
| New | +$11.9K |
2025 Q4
0 quarters
|
|
|
XRPI
277
Volatility Shares Trust XRP ETF
XRPI
$115M
| $11.8K | 0.01% |
+1,114
| New | +$15K |
2025 Q4
0 quarters
|
|
278
BlackRock US Equity Factor Rotation ETF
DYNF
$42.6B
| $11.7K | 0.01% |
+192
| New | +$11.5K |
2025 Q4
0 quarters
|
|
279
iShares US Consumer Discretionary ETF
IYC
$1.18B
| $11.3K | 0.01% |
+110
| New | +$11.3K |
2025 Q4
0 quarters
|
|
|
NNE
280
Nano Nuclear Energy
NNE
$833M
| $11.3K | 0.01% |
+472
| New | +$18.1K |
2025 Q4
0 quarters
|
|
|
CRWV
281
CoreWeave
CRWV
$48.2B
| $11.2K | 0.01% |
+157
| New | +$15.9K |
2025 Q4
0 quarters
|
|
282
Q2 Holdings
QTWO
$3.63B
| $11.2K | 0.01% |
+155
| New | +$10.6K |
2025 Q4
0 quarters
|
|
283
Norwegian Cruise Line
NCLH
$6.83B
| $11.2K | 0.01% |
+500
| New | +$10.6K |
2025 Q4
0 quarters
|
|
284
Dynatrace
DT
$17.4B
| $11.1K | 0.01% |
+255
| New | +$11.9K |
2025 Q4
0 quarters
|
|
|
MMKT
285
Texas Capital Government Money Market ETF
MMKT
$67.6M
| $11K | 0.01% |
+110
| New | +$11K |
2025 Q4
0 quarters
|
|
|
CBTA
286
Calamos Bitcoin 80 Series Structured Alt Protection ETF - April
CBTA
$7.49M
| $10.5K | 0.01% |
+380
| New | +$11.4K |
2025 Q4
0 quarters
|
|
287
Coinbase
COIN
$49.7B
| $10.4K | 0.01% |
+46
| New | +$13.7K |
2025 Q4
0 quarters
|
|
288
Nutrien
NTR
$33.5B
| $10.3K | 0.01% |
+166
| New | +$9.77K |
2025 Q4
0 quarters
|
|
289
iShares S&P 500 Growth ETF
IVW
$79.9B
| $9.98K | 0.01% |
+81
| New | +$9.91K |
2025 Q4
0 quarters
|
|
290
Accenture
ACN
$119B
| $9.39K | 0.01% |
+35
| New | +$8.89K |
2025 Q4
0 quarters
|
|
291
Paychex
PAYX
$35.5B
| $9.31K | 0.01% |
+83
| New | +$9.71K |
2025 Q4
0 quarters
|
|
|
DECU
292
AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF
DECU
$52.3M
| $9.04K | 0.01% |
+330
| New | +$8.96K |
2025 Q4
0 quarters
|
|
293
Emerson Electric
EMR
$90.5B
| $9.03K | 0.01% |
+68
| New | +$9.02K |
2025 Q4
0 quarters
|
|
294
State Street Energy Select Sector SPDR ETF
XLE
$40.2B
| $8.94K | 0.01% |
+200
| New | +$8.91K |
2025 Q4
0 quarters
|
|
|
BPRE
295
Bluerock Private Real Estate Fund
BPRE
| $8.88K | 0.01% |
+592
| New | +$9.13K |
2025 Q4
0 quarters
|
|
296
iShares MSCI EAFE Value ETF
EFV
$30.5B
| $8.57K | 0.01% |
+120
| New | +$8.34K |
2025 Q4
0 quarters
|
|
297
Sysco
SYY
$36.6B
| $8.55K | 0.01% |
+116
| New | +$8.82K |
2025 Q4
0 quarters
|
|
|
DXYZ
298
Destiny Tech100
DXYZ
$992M
| $8.52K | 0.01% |
+278
| New | +$7.44K |
2025 Q4
0 quarters
|
|
299
AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF
SIXP
$53M
| $8.46K | 0.01% |
+268
| New | +$8.34K |
2025 Q4
0 quarters
|
|
300
Main Street Capital
MAIN
$5.14B
| $8.39K | 0.01% |
+139
| New | +$8.2K |
2025 Q4
0 quarters
|
|
Similar funds
RMF
DFC
1CP
BCM
OAG
BIA
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.