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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 | |
|---|---|---|---|---|---|---|---|
326
Novartis
NVS
$268B
| $6.07K | 0.01% |
+44
| New | +$5.76K |
2025 Q4
0 quarters
|
|
327
FuboTV Inc
FUBO
$260M
| $5.99K | 0.01% |
+198
| New | +$7.9K |
2025 Q4
0 quarters
|
|
328
Quantum Computing Inc
QUBT
$1.8B
| $5.62K | 0.01% |
+548
| New | +$7.8K |
2025 Q4
0 quarters
|
|
329
Arista Networks
ANET
$261B
| $5.5K | 0.01% |
+42
| New | +$5.78K |
2025 Q4
0 quarters
|
|
330
Newmont
NEM
$122B
| $5.39K | 0.01% |
+54
| New | +$4.88K |
2025 Q4
0 quarters
|
|
331
Direxion Daily Financial Bull 3x ETF
FAS
$1.94B
| $5.39K | 0.01% |
+32
| New | +$5.31K |
2025 Q4
0 quarters
|
|
332
Check Point Software Technologies
CHKP
$13.2B
| $5.38K | 0.01% |
+29
| New | +$5.61K |
2025 Q4
0 quarters
|
|
333
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.7B
| $5.16K | 0.01% |
+36
| New | +$5.13K |
2025 Q4
0 quarters
|
|
334
Airbnb
ABNB
$96.7B
| $5.16K | 0.01% |
+38
| New | +$4.73K |
2025 Q4
0 quarters
|
|
335
Mastercard
MA
$495B
| $5.14K | 0.01% |
+9
| New | +$5.03K |
2025 Q4
0 quarters
|
|
336
Intuitive Surgical
ISRG
$144B
| $5.1K | 0.01% |
+9
| New | +$4.79K |
2025 Q4
0 quarters
|
|
|
SOLS
337
Solstice Advanced Materials
SOLS
$9.22B
| $5K | 0.01% |
+103
| New | +$4.85K |
2025 Q4
0 quarters
|
|
338
Monster Beverage
MNST
$85.2B
| $4.83K | ﹤0.01% |
+126
| New | +$4.51K |
2025 Q4
0 quarters
|
|
339
Ares Capital
ARCC
$13.5B
| $4.82K | ﹤0.01% |
+238
| New | +$4.8K |
2025 Q4
0 quarters
|
|
340
Autodesk
ADSK
$46.3B
| $4.74K | ﹤0.01% |
+16
| New | +$4.84K |
2025 Q4
0 quarters
|
|
341
iShares MSCI EAFE Growth ETF
EFG
$15.2B
| $4.67K | ﹤0.01% |
+41
| New | +$4.7K |
2025 Q4
0 quarters
|
|
342
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11B
| $4.6K | ﹤0.01% |
+120
| New | +$4.56K |
2025 Q4
0 quarters
|
|
343
Hexcel
HXL
$6.5B
| $4.51K | ﹤0.01% |
+61
| New | +$4.31K |
2025 Q4
0 quarters
|
|
344
Bristol-Myers Squibb
BMY
$120B
| $4.48K | ﹤0.01% |
+83
| New | +$3.99K |
2025 Q4
0 quarters
|
|
345
Colgate-Palmolive
CL
$68.7B
| $4.42K | ﹤0.01% |
+56
| New | +$4.39K |
2025 Q4
0 quarters
|
|
346
Trade Desk
TTD
$5.66B
| $4.4K | ﹤0.01% |
+116
| New | +$5.14K |
2025 Q4
0 quarters
|
|
347
Cencora
COR
$60.1B
| $4.39K | ﹤0.01% |
+13
| New | +$4.43K |
2025 Q4
0 quarters
|
|
348
Otis Worldwide
OTIS
$25.1B
| $4.37K | ﹤0.01% |
+50
| New | +$4.47K |
2025 Q4
0 quarters
|
|
349
HCA Healthcare
HCA
$94.2B
| $4.2K | ﹤0.01% |
+9
| New | +$4.18K |
2025 Q4
0 quarters
|
|
350
Clorox
CLX
$9.92B
| $3.83K | ﹤0.01% |
+38
| New | +$4.13K |
2025 Q4
0 quarters
|
|
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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.