Ankerstar Wealth Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$3.42M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$2.27M |
| 3 |
Goldman Sachs Access Ultra Short Bond ETF
GSST
|
+$1.21M |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
+$1.05M |
| 5 |
Innovator Defined Wealth Shield ETF
BALT
|
+$872K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$5.6M |
| 2 |
Bitwise Bitcoin ETF
BITB
|
+$1.06M |
| 3 |
Adaptiv Select ETF
ADPV
|
+$296K |
| 4 |
iShares Bitcoin Trust
IBIT
|
+$252K |
| 5 |
Amazon
AMZN
|
+$189K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 67.63% |
| 2 | Technology | 10.86% |
| 3 | Consumer Discretionary | 6.4% |
| 4 | Communication Services | 6.38% |
| 5 | Financials | 2.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1126
Nebius Group N.V.
NBIS
$31.5B
| – | – |
-10
| Closed | -$2.76K | – |
|
1127
MarketDesk Focused U.S. Momentum ETF
FMTM
$268M
| – | – |
-50
| Closed | -$2.18K | – |
|
Similar funds
Ankerstar Wealth's Q3 2026 Portfolio in Review
As of Q3 2026, Ankerstar Wealth held 1,127 positions worth $129M, up 8.3% from $119M the previous quarter. Its ten largest holdings account for 49% of the portfolio.
Ankerstar Wealth deployed $6.47M of net new capital in Q3 2026, opening 139 new positions and adding to 166 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 500 ETF: 38,302 shares worth $3.44M.
By sector, the portfolio is most concentrated in Miscellaneous at 68% of assets, up from 67% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was WisdomTree Floating Rate Treasury Fund, an estimated $5.6M trimmed.
- Ankerstar Wealth's largest Q3 2026 buy was State Street SPDR Portfolio S&P 500 ETF: 38,302 shares worth $3.44M.
- Ankerstar Wealth added most to JPMorgan Ultra-Short Income ETF in Q3 2026, an estimated $2.27M increase.
- Ankerstar Wealth's biggest Q3 2026 reduction was WisdomTree Floating Rate Treasury Fund, cutting an estimated $5.6M.
- Ankerstar Wealth fully exited iShares US Aerospace & Defense ETF in Q3 2026, selling an estimated $30.3K.
- Ankerstar Wealth's ten largest holdings make up 49% of its $129M portfolio in Q3 2026.
- Ankerstar Wealth opened 139 new positions and closed 67 in Q3 2026.
- Ankerstar Wealth's portfolio value rose 8.3% quarter-over-quarter to $129M.
Based on Ankerstar Wealth's 13F filing for Q3 2026, filed 13 Nov 2026.