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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 | |
|---|---|---|---|---|---|---|---|
|
MCW
901
DELISTED
Mister Car Wash
MCW
| $189 | ﹤0.01% |
+34
| New | +$179 |
2025 Q4
0 quarters
|
|
|
TWO
902
DELISTED
Two Harbors Investment
TWO
| $189 | ﹤0.01% |
+18
| New | +$180 |
2025 Q4
0 quarters
|
|
903
Victory Capital Holdings
VCTR
$7.09B
| $189 | ﹤0.01% |
+3
| New | +$191 |
2025 Q4
0 quarters
|
|
904
Green Brick Partners
GRBK
$2.82B
| $188 | ﹤0.01% |
+3
| New | +$198 |
2025 Q4
0 quarters
|
|
905
Phibro Animal Health
PAHC
$1.51B
| $187 | ﹤0.01% |
+5
| New | +$203 |
2025 Q4
0 quarters
|
|
906
Vestis
VSTS
$1.85B
| $187 | ﹤0.01% |
+28
| New | +$163 |
2025 Q4
0 quarters
|
|
907
Cohu
COHU
$3.49B
| $186 | ﹤0.01% |
+8
| New | +$183 |
2025 Q4
0 quarters
|
|
908
Itron
ITRI
$3.84B
| $186 | ﹤0.01% |
+2
| New | +$218 |
2025 Q4
0 quarters
|
|
909
Navient
NAVI
$848M
| $182 | ﹤0.01% |
+14
| New | +$174 |
2025 Q4
0 quarters
|
|
910
Heartland Express
HTLD
$902M
| $181 | ﹤0.01% |
+20
| New | +$166 |
2025 Q4
0 quarters
|
|
911
Innoviva
INVA
$1.49B
| $180 | ﹤0.01% |
+9
| New | +$176 |
2025 Q4
0 quarters
|
|
912
Lucid Motors
LCID
$1.64B
| $180 | ﹤0.01% |
+17
| New | +$272 |
2025 Q4
0 quarters
|
|
913
N-able
NABL
$843M
| $180 | ﹤0.01% |
+24
| New | +$183 |
2025 Q4
0 quarters
|
|
914
Evertec
EVTC
$1.74B
| $175 | ﹤0.01% |
+6
| New | +$178 |
2025 Q4
0 quarters
|
|
915
G-III Apparel Group
GIII
$1.16B
| $174 | ﹤0.01% |
+6
| New | +$171 |
2025 Q4
0 quarters
|
|
916
Astrana Health
ASTH
$1.83B
| $174 | ﹤0.01% |
+7
| New | +$186 |
2025 Q4
0 quarters
|
|
917
Adient
ADNT
$1.33B
| $173 | ﹤0.01% |
+9
| New | +$189 |
2025 Q4
0 quarters
|
|
918
Cogent Communications
CCOI
$455M
| $172 | ﹤0.01% |
+8
| New | +$236 |
2025 Q4
0 quarters
|
|
919
Grid Dynamics Holdings
GDYN
$636M
| $172 | ﹤0.01% |
+19
| New | +$165 |
2025 Q4
0 quarters
|
|
920
Eagle Bancorp
EGBN
$863M
| $171 | ﹤0.01% |
+8
| New | +$154 |
2025 Q4
0 quarters
|
|
921
PDF Solutions
PDFS
$2.37B
| $171 | ﹤0.01% |
+6
| New | +$166 |
2025 Q4
0 quarters
|
|
922
Agnico Eagle Mines
AEM
$92.8B
| $170 | ﹤0.01% |
+1
| New | +$168 |
2025 Q4
0 quarters
|
|
923
Capitol Federal Financial
CFFN
$1.05B
| $170 | ﹤0.01% |
+25
| New | +$163 |
2025 Q4
0 quarters
|
|
924
MGP Ingredients
MGPI
$273M
| $170 | ﹤0.01% |
+7
| New | +$171 |
2025 Q4
0 quarters
|
|
925
AdaptHealth
AHCO
$766M
| $169 | ﹤0.01% |
+17
| New | +$162 |
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.