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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 | |
|---|---|---|---|---|---|---|---|
76
Vanguard Morningstar Total Stock Market ETF
VTI
$695B
| $157K | 0.16% |
+468
| New | +$156K |
2025 Q4
0 quarters
|
|
77
Vanguard Morningstar Growth ETF
VUG
$237B
| $153K | 0.15% |
+1,884
| New | +$153K |
2025 Q4
0 quarters
|
|
78
Dell
DELL
$351B
| $150K | 0.15% |
+1,192
| New | +$168K |
2025 Q4
0 quarters
|
|
|
CBOO
79
Calamos Bitcoin Structured Alt Protection ETF - October
CBOO
$7.4M
| $149K | 0.15% |
+6,108
| New | +$151K |
2025 Q4
0 quarters
|
|
80
Vanguard Core Bond ETF
VCRB
$7.45B
| $147K | 0.15% |
+1,882
| New | +$148K |
2025 Q4
0 quarters
|
|
81
Invesco S&P 100 Equal Weight ETF
EQWL
$2.78B
| $145K | 0.14% |
+1,228
| New | +$143K |
2025 Q4
0 quarters
|
|
82
ExxonMobil
XOM
$674B
| $144K | 0.14% |
+1,192
| New | +$138K |
2025 Q4
0 quarters
|
|
83
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.86B
| $139K | 0.14% |
+7,187
| New | +$139K |
2025 Q4
0 quarters
|
|
84
ProShares S&P 500 High Income ETF
ISPY
$1.18B
| $136K | 0.14% |
+2,981
| New | +$135K |
2025 Q4
0 quarters
|
|
85
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.8B
| $130K | 0.13% |
+3,464
| New | +$130K |
2025 Q4
0 quarters
|
|
86
Vanguard Extended Market ETF
VXF
$30.8B
| $129K | 0.13% |
+618
| New | +$130K |
2025 Q4
0 quarters
|
|
87
Kodak
KODK
$982M
| $127K | 0.13% |
+15,000
| New | +$112K |
2025 Q4
0 quarters
|
|
88
Annaly Capital Management
NLY
$13.8B
| $126K | 0.13% |
+5,480
| New | +$119K |
2025 Q4
0 quarters
|
|
89
AllianzIM U.S. Equity Buffer20 Dec ETF
DECW
$230M
| $123K | 0.12% |
+3,611
| New | +$121K |
2025 Q4
0 quarters
|
|
90
3M
MMM
$84.2B
| $120K | 0.12% |
+751
| New | +$123K |
2025 Q4
0 quarters
|
|
91
Hershey
HSY
$32.4B
| $120K | 0.12% |
+659
| New | +$120K |
2025 Q4
0 quarters
|
|
92
iShares Russell 2000 ETF
IWM
$78.7B
| $114K | 0.11% |
+465
| New | +$114K |
2025 Q4
0 quarters
|
|
93
Rubrik
RBRK
$25.4B
| $113K | 0.11% |
+1,476
| New | +$113K |
2025 Q4
0 quarters
|
|
94
RTX Corp
RTX
$248B
| $112K | 0.11% |
+613
| New | +$106K |
2025 Q4
0 quarters
|
|
95
Elevance Health
ELV
$85.6B
| $112K | 0.11% |
+319
| New | +$108K |
2025 Q4
0 quarters
|
|
96
iShares Core S&P US Value ETF
IUSV
$27.4B
| $111K | 0.11% |
+1,081
| New | +$110K |
2025 Q4
0 quarters
|
|
|
BUFP
97
PGIM Laddered S&P 500 Buffer 12 ETF
BUFP
$268M
| $106K | 0.11% |
+3,531
| New | +$105K |
2025 Q4
0 quarters
|
|
98
General Mills
GIS
$16.9B
| $106K | 0.11% |
+2,269
| New | +$108K |
2025 Q4
0 quarters
|
|
99
Pfizer
PFE
$156B
| $105K | 0.1% |
+4,220
| New | +$106K |
2025 Q4
0 quarters
|
|
100
ASML
ASML
$714B
| $105K | 0.1% |
+98
| New | +$102K |
2025 Q4
0 quarters
|
|
Similar funds
RMF
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BCM
OAG
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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.