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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 | |
|---|---|---|---|---|---|---|---|
201
iShares Core Dividend Growth ETF
DGRO
$42.3B
| $26.4K | 0.03% |
+380
| New | +$26.1K |
2025 Q4
0 quarters
|
|
202
BP
BP
$115B
| $26K | 0.03% |
+748
| New | +$26.2K |
2025 Q4
0 quarters
|
|
203
Vanguard Total International Bond ETF
BNDX
$82.2B
| $25.6K | 0.03% |
+530
| New | +$26.2K |
2025 Q4
0 quarters
|
|
204
Southern Company
SO
$96.4B
| $25.3K | 0.03% |
+289
| New | +$26.4K |
2025 Q4
0 quarters
|
|
|
ETHE
205
Grayscale Ethereum Staking ETF Shares
ETHE
$2.05B
| $25.1K | 0.02% |
+1,028
| New | +$29.2K |
2025 Q4
0 quarters
|
|
206
State Street Industrial Select Sector SPDR ETF
XLI
$30.4B
| $24.8K | 0.02% |
+160
| New | +$24.6K |
2025 Q4
0 quarters
|
|
207
Vanguard FTSE Developed Markets ETF
VEA
$232B
| $24.2K | 0.02% |
+387
| New | +$23.7K |
2025 Q4
0 quarters
|
|
208
2x Long VIX Futures ETF
UVIX
$170M
| $23.9K | 0.02% |
+210
| New | +$38.5K |
2025 Q4
0 quarters
|
|
209
Walt Disney
DIS
$179B
| $23.8K | 0.02% |
+208
| New | +$22.9K |
2025 Q4
0 quarters
|
|
210
TFI International
TFII
$9.44B
| $23.7K | 0.02% |
+228
| New | +$21.2K |
2025 Q4
0 quarters
|
|
211
Carrier Global
CARR
$45.9B
| $23.5K | 0.02% |
+443
| New | +$24.6K |
2025 Q4
0 quarters
|
|
212
Uber
UBER
$142B
| $23.5K | 0.02% |
+287
| New | +$25.8K |
2025 Q4
0 quarters
|
|
213
Ericsson
ERIC
$30.1B
| $23.1K | 0.02% |
+2,390
| New | +$22.6K |
2025 Q4
0 quarters
|
|
214
iShares Gold Trust
IAU
$61.4B
| $23.1K | 0.02% |
+284
| New | +$22.2K |
2025 Q4
0 quarters
|
|
215
iShares MSCI USA Quality Factor ETF
QUAL
$48.5B
| $22K | 0.02% |
+111
| New | +$21.8K |
2025 Q4
0 quarters
|
|
216
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.5B
| $21.8K | 0.02% |
+182
| New | +$21.6K |
2025 Q4
0 quarters
|
|
|
CBTY
217
Calamos Bitcoin 80 Series Structured Alt Protection ETF - July
CBTY
$6.84M
| $21.8K | 0.02% |
+991
| New | +$23.7K |
2025 Q4
0 quarters
|
|
218
Duke Energy
DUK
$88.8B
| $21.4K | 0.02% |
+182
| New | +$22.2K |
2025 Q4
0 quarters
|
|
219
American Electric Power
AEP
$65.2B
| $20.8K | 0.02% |
+180
| New | +$21.3K |
2025 Q4
0 quarters
|
|
220
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
| $20.5K | 0.02% |
+150
| New | +$21K |
2025 Q4
0 quarters
|
|
221
Eli Lilly
LLY
$1.02T
| $20.4K | 0.02% |
+19
| New | +$18.2K |
2025 Q4
0 quarters
|
|
222
iShares 0-1 Year Treasury Bond ETF
SHV
$23.5B
| $20.2K | 0.02% |
+183
| New | +$20.2K |
2025 Q4
0 quarters
|
|
223
Vanguard Russell 2000 ETF
VTWO
$16.6B
| $19.9K | 0.02% |
+200
| New | +$19.9K |
2025 Q4
0 quarters
|
|
224
Arm
ARM
$323B
| $19.8K | 0.02% |
+181
| New | +$26.3K |
2025 Q4
0 quarters
|
|
225
W.P. Carey
WPC
$14.6B
| $19.7K | 0.02% |
+302
| New | +$20.1K |
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.