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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 | |
|---|---|---|---|---|---|---|---|
376
Datadog
DDOG
$99.3B
| $2.72K | ﹤0.01% |
+20
| New | +$3.16K |
2025 Q4
0 quarters
|
|
|
BITY
377
Amplify Bitcoin 2% Monthly Option Income ETF
BITY
$13.7M
| $2.7K | ﹤0.01% |
+69
| New | +$3.18K |
2025 Q4
0 quarters
|
|
378
iShares Core MSCI EAFE ETF
IEFA
$191B
| $2.68K | ﹤0.01% |
+30
| New | +$2.65K |
2025 Q4
0 quarters
|
|
379
Kinross Gold
KGC
$28B
| $2.67K | ﹤0.01% |
+95
| New | +$2.47K |
2025 Q4
0 quarters
|
|
380
VeriSign
VRSN
$26.4B
| $2.67K | ﹤0.01% |
+11
| New | +$2.76K |
2025 Q4
0 quarters
|
|
381
Wynn Resorts
WYNN
$7.95B
| $2.65K | ﹤0.01% |
+22
| New | +$2.72K |
2025 Q4
0 quarters
|
|
|
YBIT
382
YieldMax Bitcoin Option Income Strategy ETF
YBIT
$62.8M
| $2.63K | ﹤0.01% |
+78
| New | +$3.14K |
2025 Q4
0 quarters
|
|
383
Olin
OLN
$1.85B
| $2.63K | ﹤0.01% |
+126
| New | +$2.72K |
2025 Q4
0 quarters
|
|
384
Amgen
AMGN
$218B
| $2.62K | ﹤0.01% |
+8
| New | +$2.54K |
2025 Q4
0 quarters
|
|
385
Exelixis
EXEL
$14.6B
| $2.54K | ﹤0.01% |
+58
| New | +$2.4K |
2025 Q4
0 quarters
|
|
386
Franco-Nevada
FNV
$46.4B
| $2.49K | ﹤0.01% |
+12
| New | +$2.43K |
2025 Q4
0 quarters
|
|
387
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.41B
| $2.47K | ﹤0.01% |
+68
| New | +$2.46K |
2025 Q4
0 quarters
|
|
388
State Street SPDR S&P Regional Banking ETF
KRE
$3.66B
| $2.46K | ﹤0.01% |
+38
| New | +$2.39K |
2025 Q4
0 quarters
|
|
389
Valero Energy
VLO
$121B
| $2.44K | ﹤0.01% |
+15
| New | +$2.54K |
2025 Q4
0 quarters
|
|
|
ETHU
390
2x Ether ETF
ETHU
$1.32B
| $2.41K | ﹤0.01% |
+44
| New | +$3.73K |
2025 Q4
0 quarters
|
|
391
Zurn Elkay Water Solutions
ZWS
$7.96B
| $2.33K | ﹤0.01% |
+50
| New | +$2.35K |
2025 Q4
0 quarters
|
|
392
Sempra
SRE
$51.1B
| $2.31K | ﹤0.01% |
+26
| New | +$2.37K |
2025 Q4
0 quarters
|
|
393
Edwards Lifesciences
EW
$50.3B
| $2.3K | ﹤0.01% |
+27
| New | +$2.22K |
2025 Q4
0 quarters
|
|
394
NexGen Energy
NXE
$6.08B
| $2.3K | ﹤0.01% |
+250
| New | +$2.21K |
2025 Q4
0 quarters
|
|
395
Freeport-McMoran
FCX
$104B
| $2.29K | ﹤0.01% |
+45
| New | +$1.95K |
2025 Q4
0 quarters
|
|
396
Veeva Systems
VEEV
$45.9B
| $2.23K | ﹤0.01% |
+10
| New | +$2.65K |
2025 Q4
0 quarters
|
|
397
Gilead Sciences
GILD
$179B
| $2.21K | ﹤0.01% |
+18
| New | +$2.19K |
2025 Q4
0 quarters
|
|
|
PPL
398
PPL Corp
PPL
$24.8B
| $2.19K | ﹤0.01% |
+62
| New | +$2.24K |
2025 Q4
0 quarters
|
|
399
Pacer Data & Infrastructure Real Estate ETF
SRVR
$298M
| $2.18K | ﹤0.01% |
+75
| New | +$2.26K |
2025 Q4
0 quarters
|
|
400
Kinder Morgan
KMI
$69.9B
| $2.17K | ﹤0.01% |
+79
| New | +$2.13K |
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.