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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 | |
|---|---|---|---|---|---|---|---|
176
Rigetti Computing
RGTI
$5.06B
| $35.5K | 0.04% |
+1,601
| New | +$52.2K |
2025 Q4
0 quarters
|
|
177
Hormel Foods
HRL
$11.1B
| $35.4K | 0.04% |
+1,493
| New | +$34.8K |
2025 Q4
0 quarters
|
|
178
AT&T
T
$166B
| $34.6K | 0.03% |
+1,392
| New | +$35.2K |
2025 Q4
0 quarters
|
|
179
Marvell Technology
MRVL
$244B
| $34K | 0.03% |
+400
| New | +$35K |
2025 Q4
0 quarters
|
|
|
CBOY
180
Calamos Bitcoin Structured Alt Protection ETF - July
CBOY
$5.05M
| $33.8K | 0.03% |
+1,375
| New | +$34.5K |
2025 Q4
0 quarters
|
|
181
Chipotle Mexican Grill
CMG
$39B
| $33.3K | 0.03% |
+900
| New | +$32.6K |
2025 Q4
0 quarters
|
|
182
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF
FTQI
$1B
| $33.1K | 0.03% |
+1,591
| New | +$33.1K |
2025 Q4
0 quarters
|
|
183
State Street SPDR S&P Dividend ETF
SDY
$20.5B
| $33K | 0.03% |
+237
| New | +$33K |
2025 Q4
0 quarters
|
|
184
Harbor Long-Term Growers ETF
WINN
$1.25B
| $32.7K | 0.03% |
+1,050
| New | +$32.9K |
2025 Q4
0 quarters
|
|
185
Fidelity Low Volatility Factor ETF
FDLO
$1.4B
| $31.7K | 0.03% |
+475
| New | +$31.5K |
2025 Q4
0 quarters
|
|
186
Rocket Lab Corp
RKLB
$46.7B
| $31K | 0.03% |
+445
| New | +$25.5K |
2025 Q4
0 quarters
|
|
187
Oracle
ORCL
$432B
| $31K | 0.03% |
+159
| New | +$37.9K |
2025 Q4
0 quarters
|
|
188
Franklin FTSE India ETF
FLIN
$2.5B
| $30.9K | 0.03% |
+801
| New | +$30.9K |
2025 Q4
0 quarters
|
|
189
GE Aerospace
GE
$318B
| $30.8K | 0.03% |
+100
| New | +$30.1K |
2025 Q4
0 quarters
|
|
190
Dutch Bros
BROS
$5.27B
| $30.6K | 0.03% |
+500
| New | +$28.4K |
2025 Q4
0 quarters
|
|
191
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
| $30.6K | 0.03% |
+325
| New | +$30.6K |
2025 Q4
0 quarters
|
|
192
Coca-Cola
KO
$372B
| $30.3K | 0.03% |
+434
| New | +$30.3K |
2025 Q4
0 quarters
|
|
193
Robinhood
HOOD
$103B
| $30.3K | 0.03% |
+268
| New | +$34.9K |
2025 Q4
0 quarters
|
|
194
Air Products & Chemicals
APD
$62.2B
| $30.2K | 0.03% |
+122
| New | +$30.9K |
2025 Q4
0 quarters
|
|
195
iShares 3-7 Year Treasury Bond ETF
IEI
$16.8B
| $30.1K | 0.03% |
+252
| New | +$30.2K |
2025 Q4
0 quarters
|
|
196
Campbell Soup
CPB
$5.76B
| $29.4K | 0.03% |
+1,056
| New | +$31.8K |
2025 Q4
0 quarters
|
|
197
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.59B
| $27.7K | 0.03% |
+686
| New | +$28.2K |
2025 Q4
0 quarters
|
|
198
State Street Consumer Staples Select Sector SPDR ETF
XLP
$13.3B
| $27.7K | 0.03% |
+356
| New | +$27.8K |
2025 Q4
0 quarters
|
|
|
BMNR
199
BitMine Immersion Technologies
BMNR
$16.2B
| $26.9K | 0.03% |
+987
| New | +$40K |
2025 Q4
0 quarters
|
|
200
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.56B
| $26.7K | 0.03% |
+225
| New | +$26.4K |
2025 Q4
0 quarters
|
|
Similar funds
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MFG
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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.