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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 | |
|---|---|---|---|---|---|---|---|
126
McDonald's
MCD
$165B
| $68.2K | 0.07% |
+223
| New | +$68.3K |
2025 Q4
0 quarters
|
|
127
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44B
| $67.8K | 0.07% |
+141
| New | +$66.7K |
2025 Q4
0 quarters
|
|
128
VICI Properties
VICI
$24.8B
| $67.2K | 0.07% |
+2,353
| New | +$69.9K |
2025 Q4
0 quarters
|
|
129
Lowe's Companies
LOW
$101B
| $67K | 0.07% |
+277
| New | +$66.5K |
2025 Q4
0 quarters
|
|
130
Starbucks
SBUX
$108B
| $66.1K | 0.07% |
+785
| New | +$66.2K |
2025 Q4
0 quarters
|
|
131
Vanguard Health Care ETF
VHT
$19B
| $65.3K | 0.07% |
+227
| New | +$63.4K |
2025 Q4
0 quarters
|
|
132
Walmart Inc
WMT
$834B
| $64K | 0.06% |
+574
| New | +$61.6K |
2025 Q4
0 quarters
|
|
133
Unusual Machines
UMAC
$1.09B
| $63.7K | 0.06% |
+5,000
| New | +$58.6K |
2025 Q4
0 quarters
|
|
134
Procter & Gamble
PG
$339B
| $62.8K | 0.06% |
+438
| New | +$64.6K |
2025 Q4
0 quarters
|
|
135
Vanguard Consumer Staples ETF
VDC
$7.54B
| $61.9K | 0.06% |
+293
| New | +$62.3K |
2025 Q4
0 quarters
|
|
136
Schwab International Equity ETF
SCHF
$68.3B
| $61.6K | 0.06% |
+2,564
| New | +$61K |
2025 Q4
0 quarters
|
|
|
CBXA
137
Calamos Bitcoin 90 Series Structured Alt Protection ETF - April
CBXA
$4.79M
| $61.2K | 0.06% |
+2,273
| New | +$64.5K |
2025 Q4
0 quarters
|
|
138
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$452M
| $60.5K | 0.06% |
+1,508
| New | +$63K |
2025 Q4
0 quarters
|
|
139
UiPath
PATH
$6.86B
| $58.3K | 0.06% |
+3,557
| New | +$55.4K |
2025 Q4
0 quarters
|
|
140
United Parcel Service
UPS
$79.2B
| $56.3K | 0.06% |
+567
| New | +$53K |
2025 Q4
0 quarters
|
|
|
CBXY
141
Calamos Bitcoin 90 Series Structured Alt Protection ETF - July
CBXY
$7.27M
| $56K | 0.06% |
+2,420
| New | +$59.3K |
2025 Q4
0 quarters
|
|
142
iShares Bitcoin Trust
IBIT
$68.7B
| $56K | 0.06% |
+1,128
| New | +$64.1K |
2025 Q4
0 quarters
|
|
143
Advanced Micro Devices
AMD
$1.03T
| $54K | 0.05% |
+252
| New | +$56.6K |
2025 Q4
0 quarters
|
|
144
PayPal
PYPL
$46.5B
| $53K | 0.05% |
+907
| New | +$58.9K |
2025 Q4
0 quarters
|
|
145
Vanguard Short-Term Bond ETF
BSV
$45.9B
| $52.6K | 0.05% |
+667
| New | +$52.6K |
2025 Q4
0 quarters
|
|
146
Rivian
RIVN
$21.1B
| $52.3K | 0.05% |
+2,655
| New | +$42.1K |
2025 Q4
0 quarters
|
|
147
Invesco Aerospace & Defense ETF
PPA
$7.44B
| $51.8K | 0.05% |
+331
| New | +$51K |
2025 Q4
0 quarters
|
|
148
Avantis International Large Cap Value ETF
AVIV
$2.04B
| $51K | 0.05% |
+716
| New | +$49.4K |
2025 Q4
0 quarters
|
|
149
State Street Financial Select Sector SPDR ETF
XLF
$50.4B
| $50.8K | 0.05% |
+927
| New | +$49.4K |
2025 Q4
0 quarters
|
|
150
iShares Core S&P Mid-Cap ETF
IJH
$124B
| $49.8K | 0.05% |
+755
| New | +$49.5K |
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.