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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 | |
|---|---|---|---|---|---|---|---|
151
Toast
TOST
$17.4B
| $49.4K | 0.05% |
+1,390
| New | +$50.1K |
2025 Q4
0 quarters
|
|
152
Vanguard Russell 2000 Value ETF
VTWV
$1.32B
| $48.5K | 0.05% |
+303
| New | +$48K |
2025 Q4
0 quarters
|
|
153
Altria Group
MO
$113B
| $48.1K | 0.05% |
+820
| New | +$49.5K |
2025 Q4
0 quarters
|
|
154
Delta Air Lines
DAL
$54.6B
| $48.1K | 0.05% |
+692
| New | +$43.2K |
2025 Q4
0 quarters
|
|
155
Aflac
AFL
$56.3B
| $48K | 0.05% |
+435
| New | +$47.9K |
2025 Q4
0 quarters
|
|
156
Vanguard Morningstar Mid-Cap ETF
VO
$105B
| $48K | 0.05% |
+660
| New | +$48K |
2025 Q4
0 quarters
|
|
157
Visa
V
$694B
| $47.4K | 0.05% |
+135
| New | +$46K |
2025 Q4
0 quarters
|
|
158
iShares MSCI EAFE ETF
EFA
$76.9B
| $46K | 0.05% |
+479
| New | +$45.4K |
2025 Q4
0 quarters
|
|
159
Automatic Data Processing
ADP
$103B
| $45.6K | 0.05% |
+176
| New | +$46.9K |
2025 Q4
0 quarters
|
|
|
GRAL
160
GRAIL Inc
GRAL
$6.88B
| $45.1K | 0.04% |
+527
| New | +$45.5K |
2025 Q4
0 quarters
|
|
161
Bank of America
BAC
$378B
| $44K | 0.04% |
+800
| New | +$42.3K |
2025 Q4
0 quarters
|
|
162
iShares S&P 500 Value ETF
IVE
$48.8B
| $43.7K | 0.04% |
+206
| New | +$43.2K |
2025 Q4
0 quarters
|
|
163
First Trust Rising Dividend Achievers ETF
RDVY
$25.3B
| $43.6K | 0.04% |
+628
| New | +$42.7K |
2025 Q4
0 quarters
|
|
164
Caterpillar
CAT
$390B
| $43.2K | 0.04% |
+75
| New | +$41.7K |
2025 Q4
0 quarters
|
|
165
Northern Trust High Yield Value-Scored Bond ETF
HYGV
$1.03B
| $43.2K | 0.04% |
+1,060
| New | +$43.2K |
2025 Q4
0 quarters
|
|
166
Target
TGT
$69.5B
| $42.9K | 0.04% |
+439
| New | +$40.5K |
2025 Q4
0 quarters
|
|
167
Palo Alto Networks
PANW
$333B
| $42.4K | 0.04% |
+230
| New | +$46.4K |
2025 Q4
0 quarters
|
|
168
e.l.f. Beauty
ELF
$6.12B
| $42K | 0.04% |
+553
| New | +$54.4K |
2025 Q4
0 quarters
|
|
169
Xcel Energy
XEL
$44.7B
| $39.7K | 0.04% |
+533
| New | +$42K |
2025 Q4
0 quarters
|
|
|
OWNB
170
Bitwise Bitcoin Standard Corporations ETF
OWNB
$18.8M
| $39.5K | 0.04% |
+1,841
| New | +$53.7K |
2025 Q4
0 quarters
|
|
171
First Trust NASDAQ Cybersecurity ETF
CIBR
$17.8B
| $38.3K | 0.04% |
+536
| New | +$40.2K |
2025 Q4
0 quarters
|
|
172
General Dynamics
GD
$89.7B
| $37.4K | 0.04% |
+111
| New | +$37.9K |
2025 Q4
0 quarters
|
|
173
Kimberly-Clark
KMB
$31.7B
| $37.4K | 0.04% |
+366
| New | +$40K |
2025 Q4
0 quarters
|
|
174
Universal Corp
UVV
$1.05B
| $37.2K | 0.04% |
+705
| New | +$37.4K |
2025 Q4
0 quarters
|
|
175
Union Pacific
UNP
$165B
| $37.1K | 0.04% |
+160
| New | +$36.5K |
2025 Q4
0 quarters
|
|
Similar funds
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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.