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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 | |
|---|---|---|---|---|---|---|---|
676
Inspire Medical Systems
INSP
$2.05B
| $461 | ﹤0.01% |
+5
| New | +$478 |
2025 Q4
0 quarters
|
|
|
GRID
677
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.2B
| $460 | ﹤0.01% |
+3
| New | +$460 |
2025 Q4
0 quarters
|
|
678
Helmerich & Payne
HP
$4.01B
| $459 | ﹤0.01% |
+16
| New | +$425 |
2025 Q4
0 quarters
|
|
679
CleanSpark
CLSK
$3.21B
| $455 | ﹤0.01% |
+45
| New | +$675 |
2025 Q4
0 quarters
|
|
680
Stride
LRN
$3.28B
| $455 | ﹤0.01% |
+7
| New | +$636 |
2025 Q4
0 quarters
|
|
681
Tidewater
TDW
$4.18B
| $455 | ﹤0.01% |
+9
| New | +$475 |
2025 Q4
0 quarters
|
|
682
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$7.69B
| $451 | ﹤0.01% |
+34
| New | +$460 |
2025 Q4
0 quarters
|
|
683
Assured Guaranty
AGO
$3.04B
| $449 | ﹤0.01% |
+5
| New | +$431 |
2025 Q4
0 quarters
|
|
684
Trinity Industries
TRN
$2.1B
| $449 | ﹤0.01% |
+17
| New | +$462 |
2025 Q4
0 quarters
|
|
685
Bread Financial
BFH
$3.8B
| $444 | ﹤0.01% |
+6
| New | +$394 |
2025 Q4
0 quarters
|
|
686
monday.com
MNDY
$3.49B
| $443 | ﹤0.01% |
+3
| New | +$505 |
2025 Q4
0 quarters
|
|
687
Griffon
GFF
$4.26B
| $442 | ﹤0.01% |
+6
| New | +$446 |
2025 Q4
0 quarters
|
|
688
Independent Bank
INDB
$3.78B
| $442 | ﹤0.01% |
+6
| New | +$426 |
2025 Q4
0 quarters
|
|
689
MYR Group
MYRG
$4.71B
| $437 | ﹤0.01% |
+2
| New | +$435 |
2025 Q4
0 quarters
|
|
|
B
690
Barrick Mining
B
$65.8B
| $436 | ﹤0.01% |
+10
| New | +$375 |
2025 Q4
0 quarters
|
|
691
Upwork
UPWK
$1.04B
| $436 | ﹤0.01% |
+22
| New | +$403 |
2025 Q4
0 quarters
|
|
692
Red Rock Resorts
RRR
$3.02B
| $434 | ﹤0.01% |
+7
| New | +$409 |
2025 Q4
0 quarters
|
|
693
WillScot Mobile Mini Holdings
WSC
$3.09B
| $433 | ﹤0.01% |
+23
| New | +$464 |
2025 Q4
0 quarters
|
|
694
Rush Enterprises Class A
RUSHA
$5.51B
| $432 | ﹤0.01% |
+12
| New | +$416 |
2025 Q4
0 quarters
|
|
|
SFBS
695
ServisFirst Bancshares
SFBS
$4.32B
| $431 | ﹤0.01% |
+12
| New | +$440 |
2025 Q4
0 quarters
|
|
696
Scansource
SCSC
$1.23B
| $430 | ﹤0.01% |
+11
| New | +$454 |
2025 Q4
0 quarters
|
|
697
Kohl's
KSS
$2.21B
| $429 | ﹤0.01% |
+21
| New | +$394 |
2025 Q4
0 quarters
|
|
698
Acadia Pharmaceuticals
ACAD
$3.47B
| $427 | ﹤0.01% |
+16
| New | +$382 |
2025 Q4
0 quarters
|
|
699
Allegiant Air
ALGT
$2.05B
| $426 | ﹤0.01% |
+5
| New | +$357 |
2025 Q4
0 quarters
|
|
700
Verra Mobility
VRRM
$436M
| $426 | ﹤0.01% |
+19
| New | +$434 |
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.