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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 | |
|---|---|---|---|---|---|---|---|
|
PENG
876
Penguin Solutions Inc
PENG
$3.11B
| $215 | ﹤0.01% |
+11
| New | +$236 |
2025 Q4
0 quarters
|
|
877
NeoGenomics
NEO
$2.46B
| $212 | ﹤0.01% |
+18
| New | +$194 |
2025 Q4
0 quarters
|
|
878
Certara
CERT
$1.54B
| $211 | ﹤0.01% |
+24
| New | +$247 |
2025 Q4
0 quarters
|
|
|
CRON
879
Cronos Group
CRON
$1.2B
| $210 | ﹤0.01% |
+80
| New | +$207 |
2025 Q4
0 quarters
|
|
880
Matthews International
MATW
$603M
| $209 | ﹤0.01% |
+8
| New | +$196 |
2025 Q4
0 quarters
|
|
|
VRE
881
DELISTED
Veris Residential
VRE
| $209 | ﹤0.01% |
+14
| New | +$207 |
2025 Q4
0 quarters
|
|
882
STAAR Surgical
STAA
$1.13B
| $208 | ﹤0.01% |
+9
| New | +$232 |
2025 Q4
0 quarters
|
|
883
Angi Inc
ANGI
$246M
| $207 | ﹤0.01% |
+16
| New | +$206 |
2025 Q4
0 quarters
|
|
884
PENN Entertainment
PENN
$2.02B
| $207 | ﹤0.01% |
+14
| New | +$218 |
2025 Q4
0 quarters
|
|
885
Scholastic
SCHL
$689M
| $207 | ﹤0.01% |
+7
| New | +$201 |
2025 Q4
0 quarters
|
|
|
LEG
886
DELISTED
Leggett & Platt
LEG
| $199 | ﹤0.01% |
+18
| New | +$177 |
2025 Q4
0 quarters
|
|
887
Marathon Digital Holdings
MARA
$4.31B
| $198 | ﹤0.01% |
+22
| New | +$325 |
2025 Q4
0 quarters
|
|
888
ACM Research
ACMR
$5.31B
| $197 | ﹤0.01% |
+5
| New | +$186 |
2025 Q4
0 quarters
|
|
889
Sturm, Ruger & Co
RGR
$710M
| $196 | ﹤0.01% |
+6
| New | +$222 |
2025 Q4
0 quarters
|
|
890
Dave & Buster's
PLAY
$235M
| $195 | ﹤0.01% |
+12
| New | +$201 |
2025 Q4
0 quarters
|
|
891
Cathay General Bancorp
CATY
$4.03B
| $194 | ﹤0.01% |
+4
| New | +$192 |
2025 Q4
0 quarters
|
|
892
Lyft
LYFT
$5.95B
| $194 | ﹤0.01% |
+10
| New | +$208 |
2025 Q4
0 quarters
|
|
893
Insperity
NSP
$1.82B
| $194 | ﹤0.01% |
+5
| New | +$200 |
2025 Q4
0 quarters
|
|
|
PRA
894
DELISTED
ProAssurance
PRA
| $193 | ﹤0.01% |
+8
| New | +$192 |
2025 Q4
0 quarters
|
|
895
Sylvamo
SLVM
$1.33B
| $193 | ﹤0.01% |
+4
| New | +$182 |
2025 Q4
0 quarters
|
|
896
Photronics
PLAB
$1.83B
| $192 | ﹤0.01% |
+6
| New | +$155 |
2025 Q4
0 quarters
|
|
|
PWRD
897
TCW Transform Systems ETF
PWRD
$1.52B
| $192 | ﹤0.01% |
+2
| New | +$196 |
2025 Q4
0 quarters
|
|
898
Edgewell Personal Care
EPC
$1.23B
| $191 | ﹤0.01% |
+11
| New | +$203 |
2025 Q4
0 quarters
|
|
899
Healthcare Services Group
HCSG
$1.45B
| $191 | ﹤0.01% |
+10
| New | +$180 |
2025 Q4
0 quarters
|
|
900
Koppers
KOP
$890M
| $190 | ﹤0.01% |
+7
| New | +$196 |
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.