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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 | |
|---|---|---|---|---|---|---|---|
476
Terreno Realty
TRNO
$7.02B
| $1.13K | ﹤0.01% |
+19
| New | +$1.14K |
2025 Q4
0 quarters
|
|
477
Harbor International Compounders ETF
OSEA
$387M
| $1.09K | ﹤0.01% |
+36
| New | +$1.09K |
2025 Q4
0 quarters
|
|
478
MarketAxess Holdings
MKTX
$5.77B
| $1.09K | ﹤0.01% |
+6
| New | +$1.02K |
2025 Q4
0 quarters
|
|
479
RadNet
RDNT
$5.55B
| $1.07K | ﹤0.01% |
+15
| New | +$1.16K |
2025 Q4
0 quarters
|
|
480
Standard Motor Products
SMP
$836M
| $1.07K | ﹤0.01% |
+29
| New | +$1.11K |
2025 Q4
0 quarters
|
|
481
Park National Corp
PRK
$3.27B
| $1.06K | ﹤0.01% |
+7
| New | +$1.1K |
2025 Q4
0 quarters
|
|
482
SiTime
SITM
$21.4B
| $1.06K | ﹤0.01% |
+3
| New | +$939 |
2025 Q4
0 quarters
|
|
483
Snap-on
SNA
$19B
| $1.05K | ﹤0.01% |
+3
| New | +$1.03K |
2025 Q4
0 quarters
|
|
|
JBTM
484
JBT Marel
JBTM
$5.69B
| $1.05K | ﹤0.01% |
+7
| New | +$987 |
2025 Q4
0 quarters
|
|
485
Protagonist Therapeutics
PTGX
$9.1B
| $1.05K | ﹤0.01% |
+12
| New | +$982 |
2025 Q4
0 quarters
|
|
486
CarMax
KMX
$7.79B
| $1.04K | ﹤0.01% |
+27
| New | +$1.08K |
2025 Q4
0 quarters
|
|
487
Installed Building Products
IBP
$5.08B
| $1.04K | ﹤0.01% |
+4
| New | +$1.03K |
2025 Q4
0 quarters
|
|
488
Semtech
SMTC
$18B
| $1.03K | ﹤0.01% |
+14
| New | +$993 |
2025 Q4
0 quarters
|
|
489
FT Vest DJIA Dogs 10 Target Income ETF
DOGG
$85.1M
| $1.02K | ﹤0.01% |
+49
| New | +$1.01K |
2025 Q4
0 quarters
|
|
490
Glaukos
GKOS
$9.67B
| $1.02K | ﹤0.01% |
+9
| New | +$860 |
2025 Q4
0 quarters
|
|
491
Peabody Energy
BTU
$3.11B
| $1.01K | ﹤0.01% |
+34
| New | +$999 |
2025 Q4
0 quarters
|
|
492
Magnolia Oil & Gas
MGY
$6.46B
| $1.01K | ﹤0.01% |
+46
| New | +$1.05K |
2025 Q4
0 quarters
|
|
493
Brinker International
EAT
$8.13B
| $1K | ﹤0.01% |
+7
| New | +$917 |
2025 Q4
0 quarters
|
|
494
Krystal Biotech
KRYS
$9.91B
| $986 | ﹤0.01% |
+4
| New | +$842 |
2025 Q4
0 quarters
|
|
495
Frontdoor
FTDR
$5.35B
| $981 | ﹤0.01% |
+17
| New | +$1K |
2025 Q4
0 quarters
|
|
496
Casella Waste Systems
CWST
$5.31B
| $979 | ﹤0.01% |
+10
| New | +$928 |
2025 Q4
0 quarters
|
|
497
Merit Medical Systems
MMSI
$5.2B
| $970 | ﹤0.01% |
+11
| New | +$936 |
2025 Q4
0 quarters
|
|
|
BTC
498
Grayscale Bitcoin Mini Trust ETF
BTC
$4.54B
| $968 | ﹤0.01% |
+25
| New | +$1.11K |
2025 Q4
0 quarters
|
|
499
Macerich
MAC
$6.49B
| $960 | ﹤0.01% |
+52
| New | +$916 |
2025 Q4
0 quarters
|
|
500
Ryman Hospitality Properties
RHP
$8.32B
| $958 | ﹤0.01% |
+10
| New | +$924 |
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.