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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 | |
|---|---|---|---|---|---|---|---|
51
Zillow
Z
$6.16B
| $260K | 0.26% |
+3,818
| New | +$276K |
2025 Q4
0 quarters
|
|
52
iShares High Yield Systematic Bond ETF
HYDB
$1.57B
| $258K | 0.26% |
+5,456
| New | +$258K |
2025 Q4
0 quarters
|
|
53
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.57B
| $243K | 0.24% |
+5,811
| New | +$243K |
2025 Q4
0 quarters
|
|
54
Johnson & Johnson
JNJ
$610B
| $240K | 0.24% |
+1,157
| New | +$229K |
2025 Q4
0 quarters
|
|
|
VPU
55
Vanguard Utilities ETF
VPU
$7.74B
| $236K | 0.24% |
+1,277
| New | +$245K |
2025 Q4
0 quarters
|
|
56
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$2.86B
| $229K | 0.23% |
+5,177
| New | +$231K |
2025 Q4
0 quarters
|
|
57
Palantir
PLTR
$455B
| $214K | 0.21% |
+1,206
| New | +$218K |
2025 Q4
0 quarters
|
|
58
Tesla
TSLA
$1.5T
| $209K | 0.21% |
+464
| New | +$206K |
2025 Q4
0 quarters
|
|
59
Realty Income
O
$50.9B
| $208K | 0.21% |
+3,678
| New | +$213K |
2025 Q4
0 quarters
|
|
60
NextEra Energy
NEE
$159B
| $202K | 0.2% |
+2,518
| New | +$209K |
2025 Q4
0 quarters
|
|
61
Vanguard FTSE Emerging Markets ETF
VWO
$128B
| $197K | 0.2% |
+3,673
| New | +$200K |
2025 Q4
0 quarters
|
|
|
CBOJ
62
Calamos Bitcoin Structured Alt Protection ETF - January
CBOJ
$17.2M
| $196K | 0.19% |
+8,133
| New | +$206K |
2025 Q4
0 quarters
|
|
|
ETHW
63
Bitwise Ethereum ETF
ETHW
$288M
| $195K | 0.19% |
+9,161
| New | +$227K |
2025 Q4
0 quarters
|
|
64
Chevron
CVX
$405B
| $186K | 0.19% |
+1,223
| New | +$186K |
2025 Q4
0 quarters
|
|
65
Intel
INTC
$614B
| $185K | 0.18% |
+5,000
| New | +$189K |
2025 Q4
0 quarters
|
|
|
AGIX
66
KraneShares Public-Private AI & Technology ETF
AGIX
$1.17B
| $184K | 0.18% |
+5,067
| New | +$188K |
2025 Q4
0 quarters
|
|
67
Invesco FTSE RAFI US 1000 ETF
PRF
$9.91B
| $183K | 0.18% |
+3,895
| New | +$179K |
2025 Q4
0 quarters
|
|
68
First Trust Cloud Computing ETF
SKYY
$3.45B
| $182K | 0.18% |
+1,401
| New | +$187K |
2025 Q4
0 quarters
|
|
69
Honeywell
HON
$67.9B
| $181K | 0.18% |
+925
| New | +$181K |
2025 Q4
0 quarters
|
|
70
Defiance Quantum ETF
QTUM
$5.83B
| $173K | 0.17% |
+1,582
| New | +$174K |
2025 Q4
0 quarters
|
|
71
PepsiCo
PEP
$171B
| $170K | 0.17% |
+1,174
| New | +$172K |
2025 Q4
0 quarters
|
|
72
State Street Technology Select Sector SPDR ETF
XLK
$131B
| $170K | 0.17% |
+1,182
| New | +$171K |
2025 Q4
0 quarters
|
|
73
Vanguard Energy ETF
VDE
$10.7B
| $162K | 0.16% |
+1,283
| New | +$161K |
2025 Q4
0 quarters
|
|
74
JPMorgan Chase
JPM
$884B
| $161K | 0.16% |
+498
| New | +$154K |
2025 Q4
0 quarters
|
|
75
Simplify Managed Futures Strategy ETF
CTA
$1.34B
| $160K | 0.16% |
+5,867
| New | +$161K |
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.