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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 | |
|---|---|---|---|---|---|---|---|
|
ETH
101
Grayscale Ethereum Staking Mini ETF Shares
ETH
$2.27B
| $99.6K | 0.1% |
+3,551
| New | +$116K |
2025 Q4
0 quarters
|
|
102
Vanguard High Dividend Yield ETF
VYM
$79.7B
| $99.6K | 0.1% |
+693
| New | +$98.6K |
2025 Q4
0 quarters
|
|
103
Lockheed Martin
LMT
$117B
| $97.7K | 0.1% |
+202
| New | +$96.7K |
2025 Q4
0 quarters
|
|
104
Celsius Holdings
CELH
$6.96B
| $95.6K | 0.1% |
+2,091
| New | +$105K |
2025 Q4
0 quarters
|
|
105
Qualcomm
QCOM
$193B
| $91.2K | 0.09% |
+533
| New | +$91.4K |
2025 Q4
0 quarters
|
|
106
Vanguard FTSE All-World ex-US ETF
VEU
$69.2B
| $90K | 0.09% |
+1,223
| New | +$88.9K |
2025 Q4
0 quarters
|
|
107
IBM
IBM
$209B
| $88K | 0.09% |
+297
| New | +$88.9K |
2025 Q4
0 quarters
|
|
108
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.82B
| $86.6K | 0.09% |
+1,712
| New | +$86.7K |
2025 Q4
0 quarters
|
|
109
TSMC
TSM
$2.52T
| $86.5K | 0.09% |
+284
| New | +$83.3K |
2025 Q4
0 quarters
|
|
110
Boeing
BA
$152B
| $83.8K | 0.08% |
+386
| New | +$79.4K |
2025 Q4
0 quarters
|
|
111
FT Vest US Equity Moderate Buffer ETF July
GJUL
$413M
| $81.1K | 0.08% |
+1,963
| New | +$80.1K |
2025 Q4
0 quarters
|
|
112
State Street Health Care Select Sector SPDR ETF
XLV
$43.1B
| $80.3K | 0.08% |
+518
| New | +$77.6K |
2025 Q4
0 quarters
|
|
113
Ford
F
$48.4B
| $79.9K | 0.08% |
+6,093
| New | +$78.6K |
2025 Q4
0 quarters
|
|
114
Blackstone Secured Lending
BXSL
$5.48B
| $79.3K | 0.08% |
+2,936
| New | +$78.8K |
2025 Q4
0 quarters
|
|
|
BWEB
115
DELISTED
Bitwise Web3 ETF
BWEB
| $75.8K | 0.08% |
+1,072
| New | +$83.5K |
2025 Q4
0 quarters
|
|
116
AbbVie
ABBV
$470B
| $75.8K | 0.08% |
+331
| New | +$75.4K |
2025 Q4
0 quarters
|
|
|
SCHW
117
Charles Schwab
SCHW
$169B
| $75.6K | 0.08% |
+756
| New | +$71.7K |
2025 Q4
0 quarters
|
|
|
CBTJ
118
Calamos Bitcoin 80 Series Structured Alt Protection ETF - January
CBTJ
$27.5M
| $74.6K | 0.07% |
+3,410
| New | +$86.6K |
2025 Q4
0 quarters
|
|
119
Vanguard S&P 500 ETF
VOO
$1.06T
| $73.4K | 0.07% |
+117
| New | +$72.7K |
2025 Q4
0 quarters
|
|
120
CSX Corp
CSX
$87.9B
| $73.2K | 0.07% |
+2,019
| New | +$72.2K |
2025 Q4
0 quarters
|
|
121
Dominion Energy
D
$53.7B
| $71.3K | 0.07% |
+1,217
| New | +$73.3K |
2025 Q4
0 quarters
|
|
122
First Trust RBA American Industrial Renaissance ETF
AIRR
$9.2B
| $69.9K | 0.07% |
+711
| New | +$69.7K |
2025 Q4
0 quarters
|
|
123
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$489M
| $68.6K | 0.07% |
+1,200
| New | +$67.6K |
2025 Q4
0 quarters
|
|
124
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.24B
| $68.3K | 0.07% |
+1,389
| New | +$68.1K |
2025 Q4
0 quarters
|
|
125
Natera
NTRA
$61.4B
| $68.3K | 0.07% |
+298
| New | +$62.2K |
2025 Q4
0 quarters
|
|
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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.