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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 | |
|---|---|---|---|---|---|---|---|
|
DVAX
926
DELISTED
Dynavax Technologies
DVAX
| $169 | ﹤0.01% |
+11
| New | +$121 |
2025 Q4
0 quarters
|
|
927
JetBlue
JBLU
$1.53B
| $168 | ﹤0.01% |
+37
| New | +$169 |
2025 Q4
0 quarters
|
|
928
Ichor Holdings
ICHR
$2.37B
| $166 | ﹤0.01% |
+9
| New | +$167 |
2025 Q4
0 quarters
|
|
929
Myriad Genetics
MYGN
$438M
| $166 | ﹤0.01% |
+27
| New | +$196 |
2025 Q4
0 quarters
|
|
930
Chemours
CC
$2.09B
| $165 | ﹤0.01% |
+14
| New | +$180 |
2025 Q4
0 quarters
|
|
|
THS
931
DELISTED
Treehouse Foods
THS
| $165 | ﹤0.01% |
+7
| New | +$153 |
2025 Q4
0 quarters
|
|
932
Grocery Outlet
GO
$1.13B
| $162 | ﹤0.01% |
+16
| New | +$201 |
2025 Q4
0 quarters
|
|
933
Winnebago Industries
WGO
$707M
| $162 | ﹤0.01% |
+4
| New | +$146 |
2025 Q4
0 quarters
|
|
934
TripAdvisor
TRIP
$1.03B
| $160 | ﹤0.01% |
+11
| New | +$167 |
2025 Q4
0 quarters
|
|
935
Vital Farms
VITL
$397M
| $160 | ﹤0.01% |
+5
| New | +$176 |
2025 Q4
0 quarters
|
|
936
Enact Holdings
ACT
$6.31B
| $159 | ﹤0.01% |
+4
| New | +$151 |
2025 Q4
0 quarters
|
|
|
CWEN.A
937
DELISTED
Clearway Energy Class A
CWEN.A
| $157 | ﹤0.01% |
+5
| New | +$156 |
2025 Q4
0 quarters
|
|
938
Adeia
ADEA
$2.88B
| $155 | ﹤0.01% |
+9
| New | +$133 |
2025 Q4
0 quarters
|
|
939
Ezcorp Inc
EZPW
$1.87B
| $155 | ﹤0.01% |
+8
| New | +$151 |
2025 Q4
0 quarters
|
|
|
AGNT
940
AGNT Inc
AGNT
$647M
| $154 | ﹤0.01% |
+17
| New | +$180 |
2025 Q4
0 quarters
|
|
941
Protolabs
PRLB
$2.36B
| $152 | ﹤0.01% |
+3
| New | +$153 |
2025 Q4
0 quarters
|
|
942
Yelp
YELP
$1B
| $152 | ﹤0.01% |
+5
| New | +$154 |
2025 Q4
0 quarters
|
|
|
AAT
943
American Assets Trust
AAT
$1.31B
| $151 | ﹤0.01% |
+8
| New | +$154 |
2025 Q4
0 quarters
|
|
|
AHRT
944
AH Realty Trust
AHRT
$445M
| $149 | ﹤0.01% |
+22
| New | +$145 |
2025 Q4
0 quarters
|
|
945
Gogo Inc
GOGO
$290M
| $149 | ﹤0.01% |
+32
| New | +$235 |
2025 Q4
0 quarters
|
|
946
Helen of Troy
HELE
$597M
| $149 | ﹤0.01% |
+7
| New | +$143 |
2025 Q4
0 quarters
|
|
947
Gibraltar Industries
ROCK
$1.2B
| $148 | ﹤0.01% |
+3
| New | +$172 |
2025 Q4
0 quarters
|
|
|
BNKK
948
Bonk Inc
BNKK
$12.2M
| $147 | ﹤0.01% |
+57
| New | +$393 |
2025 Q4
0 quarters
|
|
|
FBRT
949
Franklin BSP Realty Trust
FBRT
$512M
| $145 | ﹤0.01% |
+14
| New | +$146 |
2025 Q4
0 quarters
|
|
950
United Fire Group
UFCS
$1.4B
| $145 | ﹤0.01% |
+4
| New | +$137 |
2025 Q4
0 quarters
|
|
Similar funds
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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.