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Ankerstar Wealth Portfolio holdings
AUM
$119M
This Fund
S&P 500
This Quarter
Est. Return
-3.69%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$94.7M
AUM Growth
-$5.71M
(-5.7%)
Cap. Flow
-$163K
Cap. Flow
% of AUM
-0.17%
Top 10 Holdings %
Top 10 Hldgs %
52.5%
Holding
1,114
New
84
Increased
202
Reduced
173
Closed
159
Avg Time Held Equity + Options
0.9
quarters
Top 10 Avg Time Held Equity + Options
0.9
quarters
Top 20 Avg Time Held Equity + Options
0.9
quarters
Avg Time Held Equity only
0.9
quarters
Top 10 Avg Time Held Equity only
0.9
quarters
Top 20 Avg Time Held Equity only
0.9
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
POW
VistaShares Electrification Supercycle ETF
POW
|
+$902K |
| 2 |
Vanguard International High Dividend Yield ETF
VYMI
|
+$617K |
| 3 |
Invesco NASDAQ 100 ETF
QQQM
|
+$616K |
| 4 |
KOID
KraneShares Global Humanoid Robotics and Physical AI Index ETF
KOID
|
+$570K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$550K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Bitwise Bitcoin ETF
BITB
|
+$1.98M |
| 2 |
Simplify High Yield ETF
CDX
|
+$1.92M |
| 3 |
TXS
Texas Capital Texas Equity Index ETF
TXS
|
+$526K |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$424K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$402K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 63.28% |
| 2 | Technology | 10.71% |
| 3 | Communication Services | 7.8% |
| 4 | Consumer Discretionary | 7.21% |
| 5 | Financials | 3.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
426
Box
BOX
$4.85B
| $1.16K | ﹤0.01% |
49
+29
| +145% | +$730 |
2025 Q4
1 quarter
|
|
427
Park National Corp
PRK
$3.27B
| $1.14K | ﹤0.01% |
7
| – | – |
2025 Q4
1 quarter
|
|
428
Lamb Weston
LW
$6.13B
| $1.14K | ﹤0.01% |
+27
| New | +$1.21K |
2026 Q1
0 quarters
|
|
429
DexCom
DXCM
$32.8B
| $1.13K | ﹤0.01% |
18
| – | – |
2025 Q4
1 quarter
|
|
430
CarMax
KMX
$7.79B
| $1.12K | ﹤0.01% |
27
| – | – |
2025 Q4
1 quarter
|
|
431
Peabody Energy
BTU
$3.11B
| $1.12K | ﹤0.01% |
34
| – | – |
2025 Q4
1 quarter
|
|
432
Celanese
CE
$5B
| $1.12K | ﹤0.01% |
17
+1
| +6% | +$52 |
2025 Q4
1 quarter
|
|
433
Rithm Capital
RITM
$4.88B
| $1.11K | ﹤0.01% |
+117
| New | +$1.23K |
2026 Q1
0 quarters
|
|
434
Lumen
LUMN
$5.8B
| $1.1K | ﹤0.01% |
159
+4
| +3% | +$30 |
2025 Q4
1 quarter
|
|
435
Lincoln National
LNC
$7.83B
| $1.1K | ﹤0.01% |
31
| – | – |
2025 Q4
1 quarter
|
|
436
Diodes
DIOD
$4.77B
| $1.09K | ﹤0.01% |
16
| – | – |
2025 Q4
1 quarter
|
|
437
Cushman & Wakefield Ltd
CWK
$2.78B
| $1.09K | ﹤0.01% |
89
| – | – |
2025 Q4
1 quarter
|
|
438
Argan
AGX
$5.44B
| $1.09K | ﹤0.01% |
+2
| New | +$816 |
2026 Q1
0 quarters
|
|
439
Powell Industries
POWL
$7.21B
| $1.08K | ﹤0.01% |
6
| – | – |
2025 Q4
1 quarter
|
|
440
Semtech
SMTC
$18B
| $1.08K | ﹤0.01% |
14
| – | – |
2025 Q4
1 quarter
|
|
441
FormFactor
FORM
$11.6B
| $1.07K | ﹤0.01% |
11
| – | – |
2025 Q4
1 quarter
|
|
442
FT Vest DJIA Dogs 10 Target Income ETF
DOGG
$85.1M
| $1.06K | ﹤0.01% |
49
| – | – |
2025 Q4
1 quarter
|
|
443
Installed Building Products
IBP
$5.08B
| $1.06K | ﹤0.01% |
4
| – | – |
2025 Q4
1 quarter
|
|
444
SM Energy
SM
$8.34B
| $1.06K | ﹤0.01% |
34
+19
| +127% | +$433 |
2025 Q4
1 quarter
|
|
445
Snowflake
SNOW
$120B
| $1.06K | ﹤0.01% |
7
| – | – |
2025 Q4
1 quarter
|
|
446
Harbor International Compounders ETF
OSEA
$387M
| $1.04K | ﹤0.01% |
36
| – | – |
2025 Q4
1 quarter
|
|
447
International Seaways
INSW
$5.78B
| $1.02K | ﹤0.01% |
14
| – | – |
2025 Q4
1 quarter
|
|
448
Plexus
PLXS
$7.28B
| $1.01K | ﹤0.01% |
5
| – | – |
2025 Q4
1 quarter
|
|
449
Lyft
LYFT
$5.95B
| $1.01K | ﹤0.01% |
76
+66
| +660% | +$1.02K |
2025 Q4
1 quarter
|
|
450
Standard Motor Products
SMP
$836M
| $1.01K | ﹤0.01% |
29
| – | – |
2025 Q4
1 quarter
|
|
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MFG
HA
Ankerstar Wealth's Q1 2026 Portfolio in Review
As of Q1 2026, Ankerstar Wealth held 1,114 positions worth $94.7M, down 5.7% from $100M the previous quarter. Its ten largest holdings account for 53% of the portfolio.
Ankerstar Wealth's Q1 2026 filing shows 84 new, 202 increased, 173 reduced and 159 closed positions. Its largest new stake was VistaShares Electrification Supercycle ETF: 38,612 shares worth $936K. The largest sale was Bitwise Bitcoin ETF, an estimated $1.98M.
By sector, the portfolio is most concentrated in Miscellaneous at 63% of assets, down from 64% a quarter earlier, followed by Technology and Communication Services.
- Ankerstar Wealth's largest Q1 2026 buy was VistaShares Electrification Supercycle ETF: 38,612 shares worth $936K.
- Ankerstar Wealth added most to Vanguard International High Dividend Yield ETF in Q1 2026, an estimated $617K increase.
- Ankerstar Wealth's biggest Q1 2026 reduction was Bitwise Bitcoin ETF, cutting an estimated $1.98M.
- Ankerstar Wealth fully exited Intel in Q1 2026, selling an estimated $185K.
- Ankerstar Wealth's ten largest holdings make up 53% of its $94.7M portfolio in Q1 2026.
- Ankerstar Wealth opened 84 new positions and closed 159 in Q1 2026.
- Ankerstar Wealth's portfolio value fell 5.7% quarter-over-quarter to $94.7M.
Based on Ankerstar Wealth's 13F filing for Q1 2026, filed 14 May 2026.