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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 | |
|---|---|---|---|---|---|---|---|
526
California Resources
CRC
$4.71B
| $805 | ﹤0.01% |
+18
| New | +$854 |
2025 Q4
0 quarters
|
|
527
Veracyte
VCYT
$3.83B
| $800 | ﹤0.01% |
+19
| New | +$766 |
2025 Q4
0 quarters
|
|
528
Mirion Technologies
MIR
$3.63B
| $796 | ﹤0.01% |
+34
| New | +$848 |
2025 Q4
0 quarters
|
|
529
Radian Group
RDN
$4.43B
| $792 | ﹤0.01% |
+22
| New | +$768 |
2025 Q4
0 quarters
|
|
530
Diodes
DIOD
$4.77B
| $789 | ﹤0.01% |
+16
| New | +$810 |
2025 Q4
0 quarters
|
|
531
Western Union
WU
$1.9B
| $773 | ﹤0.01% |
+83
| New | +$733 |
2025 Q4
0 quarters
|
|
|
ARTY
532
iShares Future AI & Tech ETF
ARTY
$4.36B
| $771 | ﹤0.01% |
+16
| New | +$771 |
2025 Q4
0 quarters
|
|
533
Mohawk Industries
MHK
$8.46B
| $765 | ﹤0.01% |
+7
| New | +$804 |
2025 Q4
0 quarters
|
|
534
Champion Homes
SKY
$4.66B
| $761 | ﹤0.01% |
+9
| New | +$709 |
2025 Q4
0 quarters
|
|
535
Archer Aviation
ACHR
$3.63B
| $760 | ﹤0.01% |
+101
| New | +$950 |
2025 Q4
0 quarters
|
|
536
Preferred Bank
PFBC
$1.25B
| $755 | ﹤0.01% |
+8
| New | +$746 |
2025 Q4
0 quarters
|
|
537
LXP Industrial Trust
LXP
$3.59B
| $754 | ﹤0.01% |
+15
| New | +$719 |
2025 Q4
0 quarters
|
|
538
Sensient Technologies
SXT
$5.5B
| $752 | ﹤0.01% |
+8
| New | +$755 |
2025 Q4
0 quarters
|
|
539
AZZ Inc
AZZ
$4.18B
| $750 | ﹤0.01% |
+7
| New | +$725 |
2025 Q4
0 quarters
|
|
540
Ferrari
RACE
$67.2B
| $739 | ﹤0.01% |
+2
| New | +$800 |
2025 Q4
0 quarters
|
|
541
FT Vest Buffered Allocation Defensive ETF
BUFT
$163M
| $738 | ﹤0.01% |
+30
| New | +$730 |
2025 Q4
0 quarters
|
|
542
Plexus
PLXS
$7.28B
| $735 | ﹤0.01% |
+5
| New | +$733 |
2025 Q4
0 quarters
|
|
543
Alkermes
ALKS
$7.17B
| $727 | ﹤0.01% |
+26
| New | +$779 |
2025 Q4
0 quarters
|
|
|
AMTM
544
Amentum Holdings
AMTM
$4.46B
| $725 | ﹤0.01% |
+25
| New | +$639 |
2025 Q4
0 quarters
|
|
545
Meritage Homes
MTH
$4.06B
| $724 | ﹤0.01% |
+11
| New | +$762 |
2025 Q4
0 quarters
|
|
546
NCR Atleos
NATL
$3.36B
| $724 | ﹤0.01% |
+19
| New | +$713 |
2025 Q4
0 quarters
|
|
547
H.B. Fuller
FUL
$2.72B
| $714 | ﹤0.01% |
+12
| New | +$705 |
2025 Q4
0 quarters
|
|
548
Agilysys
AGYS
$2.81B
| $713 | ﹤0.01% |
+6
| New | +$722 |
2025 Q4
0 quarters
|
|
|
RAL
549
Ralliant Corp
RAL
$8.18B
| $713 | ﹤0.01% |
+14
| New | +$656 |
2025 Q4
0 quarters
|
|
550
StepStone Group
STEP
$3.79B
| $706 | ﹤0.01% |
+11
| New | +$696 |
2025 Q4
0 quarters
|
|
Similar funds
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OAG
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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.