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AW
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 | |
|---|---|---|---|---|---|---|---|
351
Roblox
RBLX
$31.8B
| $3.81K | ﹤0.01% |
+47
| New | +$4.99K |
2025 Q4
0 quarters
|
|
352
ARK Innovation ETF
ARKK
$8.25B
| $3.77K | ﹤0.01% |
+49
| New | +$4.06K |
2025 Q4
0 quarters
|
|
353
DoorDash
DASH
$83.1B
| $3.62K | ﹤0.01% |
+16
| New | +$3.75K |
2025 Q4
0 quarters
|
|
354
Mondelez International
MDLZ
$74.7B
| $3.61K | ﹤0.01% |
+67
| New | +$3.86K |
2025 Q4
0 quarters
|
|
355
Acuity Brands
AYI
$9.13B
| $3.6K | ﹤0.01% |
+10
| New | +$3.62K |
2025 Q4
0 quarters
|
|
356
SPDR Gold Trust
GLD
$141B
| $3.57K | ﹤0.01% |
+9
| New | +$3.44K |
2025 Q4
0 quarters
|
|
357
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.53B
| $3.53K | ﹤0.01% |
+200
| New | +$3.48K |
2025 Q4
0 quarters
|
|
358
Goldman Sachs
GS
$260B
| $3.52K | ﹤0.01% |
+4
| New | +$3.26K |
2025 Q4
0 quarters
|
|
359
Workday
WDAY
$45.5B
| $3.44K | ﹤0.01% |
+16
| New | +$3.63K |
2025 Q4
0 quarters
|
|
360
United Therapeutics
UTHR
$23B
| $3.41K | ﹤0.01% |
+7
| New | +$3.26K |
2025 Q4
0 quarters
|
|
361
Interactive Brokers
IBKR
$40.3B
| $3.34K | ﹤0.01% |
+52
| New | +$3.48K |
2025 Q4
0 quarters
|
|
362
iShares MSCI Emerging Markets ex China ETF
EMXC
$26.5B
| $3.34K | ﹤0.01% |
+46
| New | +$3.26K |
2025 Q4
0 quarters
|
|
363
Southern Copper
SCCO
$173B
| $3.3K | ﹤0.01% |
+24
| New | +$3.14K |
2025 Q4
0 quarters
|
|
364
ConocoPhillips
COP
$154B
| $3.28K | ﹤0.01% |
+35
| New | +$3.17K |
2025 Q4
0 quarters
|
|
365
Vistra
VST
$48.6B
| $3.23K | ﹤0.01% |
+20
| New | +$3.64K |
2025 Q4
0 quarters
|
|
366
BRC Inc
BRCC
$135M
| $3.13K | ﹤0.01% |
+282
| New | +$3.66K |
2025 Q4
0 quarters
|
|
367
SentinelOne
S
$8.85B
| $3K | ﹤0.01% |
+200
| New | +$3.27K |
2025 Q4
0 quarters
|
|
|
TEM
368
Tempus AI
TEM
$15.2B
| $2.95K | ﹤0.01% |
+50
| New | +$3.91K |
2025 Q4
0 quarters
|
|
|
GRSD
369
Grandstand Ltd
GRSD
$55.2M
| $2.95K | ﹤0.01% |
+540
| New | +$3.43K |
2025 Q4
0 quarters
|
|
370
Southwest Airlines
LUV
$20.5B
| $2.92K | ﹤0.01% |
+70
| New | +$2.44K |
2025 Q4
0 quarters
|
|
371
Sherwin-Williams
SHW
$77.3B
| $2.92K | ﹤0.01% |
+9
| New | +$3.01K |
2025 Q4
0 quarters
|
|
372
Waste Management
WM
$82.6B
| $2.86K | ﹤0.01% |
+13
| New | +$2.77K |
2025 Q4
0 quarters
|
|
373
Albemarle
ALB
$12.3B
| $2.84K | ﹤0.01% |
+20
| New | +$2.27K |
2025 Q4
0 quarters
|
|
374
Masco
MAS
$13.5B
| $2.79K | ﹤0.01% |
+44
| New | +$2.85K |
2025 Q4
0 quarters
|
|
375
Fortinet
FTNT
$135B
| $2.78K | ﹤0.01% |
+35
| New | +$2.9K |
2025 Q4
0 quarters
|
|
Similar funds
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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.