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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 | |
|---|---|---|---|---|---|---|---|
451
Kenvue
KVUE
$33.4B
| $1.38K | ﹤0.01% |
+80
| New | +$1.31K |
2025 Q4
0 quarters
|
|
452
Lincoln National
LNC
$7.83B
| $1.38K | ﹤0.01% |
+31
| New | +$1.29K |
2025 Q4
0 quarters
|
|
453
ESCO Technologies
ESE
$7.04B
| $1.37K | ﹤0.01% |
+7
| New | +$1.48K |
2025 Q4
0 quarters
|
|
454
Owens Corning
OC
$9.29B
| $1.34K | ﹤0.01% |
+12
| New | +$1.41K |
2025 Q4
0 quarters
|
|
455
StoneX
SNEX
$8.13B
| $1.33K | ﹤0.01% |
+32
| New | +$1.34K |
2025 Q4
0 quarters
|
|
456
First Bancorp
FBNC
$2.56B
| $1.33K | ﹤0.01% |
+26
| New | +$1.32K |
2025 Q4
0 quarters
|
|
457
WaFd
WAFD
$2.23B
| $1.31K | ﹤0.01% |
+41
| New | +$1.27K |
2025 Q4
0 quarters
|
|
458
OSI Systems
OSIS
$3.15B
| $1.27K | ﹤0.01% |
+5
| New | +$1.31K |
2025 Q4
0 quarters
|
|
459
Advanced Energy
AEIS
$11.9B
| $1.26K | ﹤0.01% |
+6
| New | +$1.22K |
2025 Q4
0 quarters
|
|
460
ROBO Global Robotics & Automation Index ETF
ROBO
$2.1B
| $1.25K | ﹤0.01% |
+18
| New | +$1.23K |
2025 Q4
0 quarters
|
|
|
SEE
461
DELISTED
Sealed Air
SEE
| $1.24K | ﹤0.01% |
+30
| New | +$1.16K |
2025 Q4
0 quarters
|
|
|
TRST
462
Trustco Bank Corp NY
TRST
$940M
| $1.21K | ﹤0.01% |
+29
| New | +$1.16K |
2025 Q4
0 quarters
|
|
463
LKQ Corp
LKQ
$5.67B
| $1.21K | ﹤0.01% |
+40
| New | +$1.21K |
2025 Q4
0 quarters
|
|
464
Lumen
LUMN
$5.8B
| $1.2K | ﹤0.01% |
+155
| New | +$1.28K |
2025 Q4
0 quarters
|
|
465
Sanmina
SANM
$12.1B
| $1.2K | ﹤0.01% |
+8
| New | +$1.18K |
2025 Q4
0 quarters
|
|
466
SPX Corp
SPXC
$8.86B
| $1.2K | ﹤0.01% |
+6
| New | +$1.22K |
2025 Q4
0 quarters
|
|
467
DexCom
DXCM
$32.8B
| $1.2K | ﹤0.01% |
+18
| New | +$1.16K |
2025 Q4
0 quarters
|
|
468
Sprouts Farmers Market
SFM
$6.05B
| $1.2K | ﹤0.01% |
+15
| New | +$1.35K |
2025 Q4
0 quarters
|
|
|
BOTT
469
Themes ETF Trust Themes Humanoid Robotics ETF
BOTT
$68.8M
| $1.19K | ﹤0.01% |
+28
| New | +$1.13K |
2025 Q4
0 quarters
|
|
470
AES
AES
$10.6B
| $1.19K | ﹤0.01% |
+83
| New | +$1.17K |
2025 Q4
0 quarters
|
|
|
WBTN
471
WEBTOON Entertainment Inc
WBTN
$1.42B
| $1.19K | ﹤0.01% |
+91
| New | +$1.4K |
2025 Q4
0 quarters
|
|
472
Element Solutions
ESI
$9.15B
| $1.18K | ﹤0.01% |
+47
| New | +$1.22K |
2025 Q4
0 quarters
|
|
473
Jackson Financial
JXN
$9.07B
| $1.17K | ﹤0.01% |
+11
| New | +$1.09K |
2025 Q4
0 quarters
|
|
474
DuPont de Nemours
DD
$17.6B
| $1.17K | ﹤0.01% |
+10
| New | +$1.13K |
2025 Q4
0 quarters
|
|
|
Q
475
Qnity Electronics Inc
Q
$27.5B
| $1.14K | ﹤0.01% |
+14
| New | +$1.19K |
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.