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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 | |
|---|---|---|---|---|---|---|---|
601
WisdomTree
WT
$3.7B
| $597 | ﹤0.01% |
+49
| New | +$592 |
2025 Q4
0 quarters
|
|
602
TG Therapeutics
TGTX
$8.25B
| $596 | ﹤0.01% |
+20
| New | +$653 |
2025 Q4
0 quarters
|
|
603
ManpowerGroup
MAN
$2.52B
| $595 | ﹤0.01% |
+20
| New | +$625 |
2025 Q4
0 quarters
|
|
604
Artivion
AORT
$1.1B
| $593 | ﹤0.01% |
+13
| New | +$579 |
2025 Q4
0 quarters
|
|
605
Cavco Industries
CVCO
$4.43B
| $591 | ﹤0.01% |
+1
| New | +$567 |
2025 Q4
0 quarters
|
|
|
HTO
606
H2O America
HTO
$2.45B
| $588 | ﹤0.01% |
+12
| New | +$575 |
2025 Q4
0 quarters
|
|
|
CSW
607
CSW Industrials
CSW
$4.92B
| $587 | ﹤0.01% |
+2
| New | +$533 |
2025 Q4
0 quarters
|
|
608
Signet Jewelers
SIG
$3.87B
| $580 | ﹤0.01% |
+7
| New | +$665 |
2025 Q4
0 quarters
|
|
609
Unifirst Corp
UNF
$4.57B
| $580 | ﹤0.01% |
+3
| New | +$506 |
2025 Q4
0 quarters
|
|
610
Global Net Lease
GNL
$1.88B
| $576 | ﹤0.01% |
+67
| New | +$537 |
2025 Q4
0 quarters
|
|
611
ICU Medical
ICUI
$4.04B
| $571 | ﹤0.01% |
+4
| New | +$536 |
2025 Q4
0 quarters
|
|
612
NMI Holdings
NMIH
$2.96B
| $571 | ﹤0.01% |
+14
| New | +$529 |
2025 Q4
0 quarters
|
|
613
Phillips Edison & Co
PECO
$4.81B
| $571 | ﹤0.01% |
+16
| New | +$555 |
2025 Q4
0 quarters
|
|
614
Robert Half
RHI
$3.51B
| $570 | ﹤0.01% |
+21
| New | +$599 |
2025 Q4
0 quarters
|
|
615
Hawkins
HWKN
$2.76B
| $568 | ﹤0.01% |
+4
| New | +$589 |
2025 Q4
0 quarters
|
|
616
Ligand Pharmaceuticals
LGND
$6.12B
| $567 | ﹤0.01% |
+3
| New | +$576 |
2025 Q4
0 quarters
|
|
|
OPLN
617
Openlane
OPLN
$4.31B
| $566 | ﹤0.01% |
+19
| New | +$514 |
2025 Q4
0 quarters
|
|
|
TGNA
618
DELISTED
TEGNA Inc
TGNA
| $566 | ﹤0.01% |
+29
| New | +$573 |
2025 Q4
0 quarters
|
|
619
Chefs' Warehouse
CHEF
$4.53B
| $561 | ﹤0.01% |
+9
| New | +$541 |
2025 Q4
0 quarters
|
|
620
Strategic Education
STRA
$1.76B
| $561 | ﹤0.01% |
+7
| New | +$559 |
2025 Q4
0 quarters
|
|
621
National Healthcare
NHC
$3.61B
| $551 | ﹤0.01% |
+4
| New | +$517 |
2025 Q4
0 quarters
|
|
622
Brady Corp
BRC
$4.01B
| $549 | ﹤0.01% |
+7
| New | +$542 |
2025 Q4
0 quarters
|
|
623
Blackstone Mortgage Trust
BXMT
$1.86B
| $549 | ﹤0.01% |
+28
| New | +$531 |
2025 Q4
0 quarters
|
|
624
Kulicke & Soffa
KLIC
$5.17B
| $549 | ﹤0.01% |
+12
| New | +$507 |
2025 Q4
0 quarters
|
|
625
Freshpet
FRPT
$2.95B
| $548 | ﹤0.01% |
+9
| New | +$510 |
2025 Q4
0 quarters
|
|
Similar funds
RMF
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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.