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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 | |
|---|---|---|---|---|---|---|---|
576
Enphase Energy
ENPH
$4.42B
| $641 | ﹤0.01% |
+20
| New | +$648 |
2025 Q4
0 quarters
|
|
577
Powell Industries
POWL
$7.21B
| $638 | ﹤0.01% |
+6
| New | +$674 |
2025 Q4
0 quarters
|
|
578
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.67B
| $637 | ﹤0.01% |
+20
| New | +$630 |
2025 Q4
0 quarters
|
|
579
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$225M
| $634 | ﹤0.01% |
+17
| New | +$652 |
2025 Q4
0 quarters
|
|
580
American Eagle Outfitters
AEO
$3.03B
| $633 | ﹤0.01% |
+24
| New | +$474 |
2025 Q4
0 quarters
|
|
581
Four Corners Property Trust
FCPT
$2.33B
| $633 | ﹤0.01% |
+27
| New | +$643 |
2025 Q4
0 quarters
|
|
582
Azenta
AZTA
$1.87B
| $632 | ﹤0.01% |
+19
| New | +$621 |
2025 Q4
0 quarters
|
|
583
Enova International
ENVA
$4.43B
| $629 | ﹤0.01% |
+4
| New | +$521 |
2025 Q4
0 quarters
|
|
584
Integer Holdings
ITGR
$4.3B
| $627 | ﹤0.01% |
+8
| New | +$638 |
2025 Q4
0 quarters
|
|
585
Outfront Media
OUT
$5.09B
| $627 | ﹤0.01% |
+26
| New | +$541 |
2025 Q4
0 quarters
|
|
586
Corcept Therapeutics
CORT
$13.2B
| $626 | ﹤0.01% |
+18
| New | +$1.41K |
2025 Q4
0 quarters
|
|
587
Viavi Solutions
VIAV
$11.5B
| $624 | ﹤0.01% |
+35
| New | +$565 |
2025 Q4
0 quarters
|
|
588
Primoris Services
PRIM
$4.34B
| $621 | ﹤0.01% |
+5
| New | +$653 |
2025 Q4
0 quarters
|
|
|
CNR
589
Core Natural Resources Inc
CNR
$4.52B
| $620 | ﹤0.01% |
+7
| New | +$597 |
2025 Q4
0 quarters
|
|
590
Matsons
MATX
$6.9B
| $618 | ﹤0.01% |
+5
| New | +$537 |
2025 Q4
0 quarters
|
|
|
CSGS
591
DELISTED
CSG Systems International
CSGS
| $616 | ﹤0.01% |
+8
| New | +$590 |
2025 Q4
0 quarters
|
|
592
FormFactor
FORM
$11.6B
| $614 | ﹤0.01% |
+11
| New | +$554 |
2025 Q4
0 quarters
|
|
593
Artisan Partners
APAM
$2.44B
| $611 | ﹤0.01% |
+15
| New | +$640 |
2025 Q4
0 quarters
|
|
|
AAMI
594
Acadian Asset Management
AAMI
$3.41B
| $611 | ﹤0.01% |
+13
| New | +$599 |
2025 Q4
0 quarters
|
|
595
BlackLine
BL
$1.64B
| $608 | ﹤0.01% |
+11
| New | +$606 |
2025 Q4
0 quarters
|
|
596
Oceaneering
OII
$4.54B
| $601 | ﹤0.01% |
+25
| New | +$604 |
2025 Q4
0 quarters
|
|
597
Tanger
SKT
$3.97B
| $601 | ﹤0.01% |
+18
| New | +$600 |
2025 Q4
0 quarters
|
|
598
BrightSpring Health Services
BTSG
$12.3B
| $599 | ﹤0.01% |
+16
| New | +$537 |
2025 Q4
0 quarters
|
|
599
Box
BOX
$4.85B
| $598 | ﹤0.01% |
+20
| New | +$627 |
2025 Q4
0 quarters
|
|
|
TPH
600
DELISTED
Tri Pointe Homes
TPH
| $598 | ﹤0.01% |
+19
| New | +$618 |
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.