We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|---|
401
Federal Signal
FSS
$7.11B
| $2.06K | ﹤0.01% |
+19
| New | +$2.17K |
2025 Q4
0 quarters
|
|
402
Piper Sandler
PIPR
$4.64B
| $2.04K | ﹤0.01% |
+24
| New | +$2.03K |
2025 Q4
0 quarters
|
|
403
QuantumScape Corp
QS
$2.84B
| $2.03K | ﹤0.01% |
+195
| New | +$2.69K |
2025 Q4
0 quarters
|
|
404
Harmony Gold Mining
HMY
$10.8B
| $1.99K | ﹤0.01% |
+100
| New | +$1.87K |
2025 Q4
0 quarters
|
|
405
Dollar Tree
DLTR
$21.2B
| $1.97K | ﹤0.01% |
+16
| New | +$1.71K |
2025 Q4
0 quarters
|
|
406
Nucor
NUE
$57B
| $1.96K | ﹤0.01% |
+12
| New | +$1.8K |
2025 Q4
0 quarters
|
|
407
GE Vernova
GEV
$264B
| $1.96K | ﹤0.01% |
+3
| New | +$1.83K |
2025 Q4
0 quarters
|
|
408
Pinnacle West Capital
PNW
$11.6B
| $1.95K | ﹤0.01% |
+22
| New | +$1.97K |
2025 Q4
0 quarters
|
|
409
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.96B
| $1.95K | ﹤0.01% |
+17
| New | +$1.96K |
2025 Q4
0 quarters
|
|
410
AeroVironment
AVAV
$7.08B
| $1.94K | ﹤0.01% |
+8
| New | +$2.52K |
2025 Q4
0 quarters
|
|
|
BLSH
411
Bullish
BLSH
$5.21B
| $1.93K | ﹤0.01% |
+51
| New | +$2.48K |
2025 Q4
0 quarters
|
|
412
KKR & Co
KKR
$80.8B
| $1.91K | ﹤0.01% |
+15
| New | +$1.87K |
2025 Q4
0 quarters
|
|
|
STRK
413
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK
$561M
| $1.89K | ﹤0.01% |
+24
| New | +$2.07K |
2025 Q4
0 quarters
|
|
|
OILT
414
Texas Capital Texas Oil Index ETF
OILT
$13.9M
| $1.89K | ﹤0.01% |
+82
| New | +$1.87K |
2025 Q4
0 quarters
|
|
415
Affirm
AFRM
$25.2B
| $1.86K | ﹤0.01% |
+25
| New | +$1.8K |
2025 Q4
0 quarters
|
|
416
iShares 20+ Year Treasury Bond ETF
TLT
$46.2B
| $1.83K | ﹤0.01% |
+21
| New | +$1.88K |
2025 Q4
0 quarters
|
|
417
The Kraft Heinz Company
KHC
$25.9B
| $1.82K | ﹤0.01% |
+75
| New | +$1.87K |
2025 Q4
0 quarters
|
|
418
Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF
UBOT
$24.6M
| $1.82K | ﹤0.01% |
+71
| New | +$1.83K |
2025 Q4
0 quarters
|
|
419
Consolidated Edison
ED
$38.2B
| $1.79K | ﹤0.01% |
+18
| New | +$1.79K |
2025 Q4
0 quarters
|
|
|
SOLZ
420
Solana ETF
SOLZ
$135M
| $1.78K | ﹤0.01% |
+140
| New | +$2.34K |
2025 Q4
0 quarters
|
|
421
RUM Group Inc
RUM
$3.66B
| $1.78K | ﹤0.01% |
+281
| New | +$1.93K |
2025 Q4
0 quarters
|
|
422
Qorvo
QRVO
$10.1B
| $1.77K | ﹤0.01% |
+21
| New | +$1.85K |
2025 Q4
0 quarters
|
|
|
HUMN
423
Roundhill Humanoid Robotics ETF
HUMN
$94.7M
| $1.76K | ﹤0.01% |
+59
| New | +$1.74K |
2025 Q4
0 quarters
|
|
424
Spotify
SPOT
$99.3B
| $1.74K | ﹤0.01% |
+3
| New | +$1.88K |
2025 Q4
0 quarters
|
|
425
Evergy
EVRG
$18.2B
| $1.74K | ﹤0.01% |
+24
| New | +$1.82K |
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.