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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 | |
|---|---|---|---|---|---|---|---|
751
A10 Networks
ATEN
$2.05B
| $336 | ﹤0.01% |
+19
| New | +$337 |
2025 Q4
0 quarters
|
|
752
DXP Enterprises
DXPE
$3.04B
| $329 | ﹤0.01% |
+3
| New | +$327 |
2025 Q4
0 quarters
|
|
753
Vicor
VICR
$14.1B
| $329 | ﹤0.01% |
+3
| New | +$255 |
2025 Q4
0 quarters
|
|
754
Fortrea Holdings
FTRE
$2.01B
| $328 | ﹤0.01% |
+19
| New | +$235 |
2025 Q4
0 quarters
|
|
755
Pitney Bowes
PBI
$2.3B
| $328 | ﹤0.01% |
+31
| New | +$321 |
2025 Q4
0 quarters
|
|
756
First Financial Bancorp
FFBC
$3.31B
| $325 | ﹤0.01% |
+13
| New | +$324 |
2025 Q4
0 quarters
|
|
757
NETSCOUT
NTCT
$3B
| $325 | ﹤0.01% |
+12
| New | +$324 |
2025 Q4
0 quarters
|
|
758
Kinetik
KNTK
$4.27B
| $324 | ﹤0.01% |
+9
| New | +$325 |
2025 Q4
0 quarters
|
|
759
LeMaitre Vascular
LMAT
$1.85B
| $324 | ﹤0.01% |
+4
| New | +$344 |
2025 Q4
0 quarters
|
|
760
PROG Holdings
PRG
$1.23B
| $324 | ﹤0.01% |
+11
| New | +$328 |
2025 Q4
0 quarters
|
|
761
Horace Mann Educators
HMN
$1.85B
| $323 | ﹤0.01% |
+7
| New | +$317 |
2025 Q4
0 quarters
|
|
762
Enviri
NVRI
$574M
| $323 | ﹤0.01% |
+18
| New | +$268 |
2025 Q4
0 quarters
|
|
763
Otter Tail
OTTR
$3.71B
| $323 | ﹤0.01% |
+4
| New | +$324 |
2025 Q4
0 quarters
|
|
764
The GEO Group
GEO
$4.26B
| $322 | ﹤0.01% |
+20
| New | +$333 |
2025 Q4
0 quarters
|
|
765
Axcelis
ACLS
$4.39B
| $321 | ﹤0.01% |
+4
| New | +$335 |
2025 Q4
0 quarters
|
|
766
Newell Brands
NWL
$2.33B
| $320 | ﹤0.01% |
+86
| New | +$347 |
2025 Q4
0 quarters
|
|
767
Schneider National
SNDR
$5.67B
| $320 | ﹤0.01% |
+12
| New | +$283 |
2025 Q4
0 quarters
|
|
768
Acushnet Holdings
GOLF
$4.87B
| $319 | ﹤0.01% |
+4
| New | +$325 |
2025 Q4
0 quarters
|
|
769
Renasant Corp
RNST
$3.62B
| $319 | ﹤0.01% |
+9
| New | +$319 |
2025 Q4
0 quarters
|
|
|
GES
770
DELISTED
Guess Inc
GES
| $318 | ﹤0.01% |
+19
| New | +$321 |
2025 Q4
0 quarters
|
|
771
RXO
RXO
$4.73B
| $316 | ﹤0.01% |
+25
| New | +$369 |
2025 Q4
0 quarters
|
|
|
GLNK
772
Grayscale Chainlink Trust ETF
GLNK
$145M
| $316 | ﹤0.01% |
+29
| New | +$337 |
2025 Q4
0 quarters
|
|
|
UCB
773
United Community Banks
UCB
$4.08B
| $315 | ﹤0.01% |
+10
| New | +$309 |
2025 Q4
0 quarters
|
|
774
DMC Global
BOOM
$120M
| $314 | ﹤0.01% |
+47
| New | +$324 |
2025 Q4
0 quarters
|
|
775
QuidelOrtho
QDEL
$833M
| $314 | ﹤0.01% |
+11
| New | +$298 |
2025 Q4
0 quarters
|
|
Similar funds
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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.