We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|---|
|
UNIT
826
Uniti Group
UNIT
$1.93B
| $259 | ﹤0.01% |
+37
| New | +$234 |
2025 Q4
0 quarters
|
|
827
Central Garden & Pet Co
CENT
$2.48B
| $257 | ﹤0.01% |
+8
| New | +$255 |
2025 Q4
0 quarters
|
|
828
Acadia Healthcare
ACHC
$2.69B
| $255 | ﹤0.01% |
+18
| New | +$341 |
2025 Q4
0 quarters
|
|
829
Alarm.com
ALRM
$2.76B
| $255 | ﹤0.01% |
+5
| New | +$255 |
2025 Q4
0 quarters
|
|
830
Interparfums
IPAR
$3.64B
| $254 | ﹤0.01% |
+3
| New | +$264 |
2025 Q4
0 quarters
|
|
831
Banc of California
BANC
$2.78B
| $252 | ﹤0.01% |
+13
| New | +$233 |
2025 Q4
0 quarters
|
|
832
Middlesex Water
MSEX
$1B
| $252 | ﹤0.01% |
+5
| New | +$269 |
2025 Q4
0 quarters
|
|
833
Reynolds Consumer Products
REYN
$4.69B
| $252 | ﹤0.01% |
+11
| New | +$265 |
2025 Q4
0 quarters
|
|
834
Schrodinger
SDGR
$2.44B
| $250 | ﹤0.01% |
+14
| New | +$265 |
2025 Q4
0 quarters
|
|
835
Wendy's
WEN
$1.16B
| $250 | ﹤0.01% |
+30
| New | +$259 |
2025 Q4
0 quarters
|
|
836
Power Integrations
POWI
$3.04B
| $249 | ﹤0.01% |
+7
| New | +$265 |
2025 Q4
0 quarters
|
|
837
Hawaiian Electric Industries
HE
$1.52B
| $246 | ﹤0.01% |
+20
| New | +$232 |
2025 Q4
0 quarters
|
|
838
Innovative Industrial Properties
IIPR
$1.39B
| $246 | ﹤0.01% |
+5
| New | +$259 |
2025 Q4
0 quarters
|
|
839
Minerals Technologies
MTX
$2.06B
| $244 | ﹤0.01% |
+4
| New | +$237 |
2025 Q4
0 quarters
|
|
840
LCI Industries
LCII
$2.01B
| $243 | ﹤0.01% |
+2
| New | +$213 |
2025 Q4
0 quarters
|
|
841
Tandem Diabetes Care
TNDM
$1.15B
| $242 | ﹤0.01% |
+11
| New | +$199 |
2025 Q4
0 quarters
|
|
842
Enovis
ENOV
$1.08B
| $240 | ﹤0.01% |
+9
| New | +$266 |
2025 Q4
0 quarters
|
|
|
SLON
843
ProShares Ultra Solana ETF
SLON
$35.6M
| $239 | ﹤0.01% |
+3
| New | +$429 |
2025 Q4
0 quarters
|
|
844
Hilltop Holdings
HTH
$2.19B
| $238 | ﹤0.01% |
+7
| New | +$235 |
2025 Q4
0 quarters
|
|
|
BBT
845
Beacon Financial Corp
BBT
$2.36B
| $237 | ﹤0.01% |
+9
| New | +$228 |
2025 Q4
0 quarters
|
|
846
Harmonic Inc
HLIT
$1.22B
| $237 | ﹤0.01% |
+24
| New | +$242 |
2025 Q4
0 quarters
|
|
847
St. Joe Company
JOE
$3.77B
| $237 | ﹤0.01% |
+4
| New | +$224 |
2025 Q4
0 quarters
|
|
848
Privia Health
PRVA
$2.61B
| $237 | ﹤0.01% |
+10
| New | +$243 |
2025 Q4
0 quarters
|
|
849
United Natural Foods
UNFI
$2.69B
| $236 | ﹤0.01% |
+7
| New | +$260 |
2025 Q4
0 quarters
|
|
|
CON
850
Concentra Group Holdings
CON
$4.62B
| $236 | ﹤0.01% |
+12
| New | +$240 |
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.