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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 | |
|---|---|---|---|---|---|---|---|
|
1
Bitwise Bitcoin ETF
BITB
$3.17B
| $10.3M | 10.23% |
+216,080
| New | +$11.8M |
2025 Q4
0 quarters
|
|
|
2
WisdomTree Floating Rate Treasury Fund
USFR
$19.9B
| $9.01M | 8.97% |
+178,970
| New | +$9.01M |
2025 Q4
0 quarters
|
|
|
3
Alphabet (Google) Class C
GOOG
$4.21T
| $6.66M | 6.63% |
+21,231
| New | +$6.08M |
2025 Q4
0 quarters
|
|
|
4
Apple
AAPL
$4.86T
| $5.7M | 5.68% |
+20,981
| New | +$5.63M |
2025 Q4
0 quarters
|
|
|
5
Amazon
AMZN
$2.71T
| $5.58M | 5.55% |
+24,168
| New | +$5.53M |
2025 Q4
0 quarters
|
|
6
Vanguard Short-Term Corporate Bond ETF
VCSH
$44B
| $4.78M | 4.76% |
+59,941
| New | +$4.78M |
2025 Q4
0 quarters
|
|
7
FT Vest Fund of Buffer ETFs
BUFR
$10.8B
| $4.48M | 4.46% |
+130,695
| New | +$4.41M |
2025 Q4
0 quarters
|
|
8
JPMorgan Equity Premium Income ETF
JEPI
$45.4B
| $4.36M | 4.34% |
+75,537
| New | +$4.31M |
2025 Q4
0 quarters
|
|
9
Pacer US Cash Cows 100 ETF
COWZ
$18.8B
| $2.6M | 2.59% |
+42,796
| New | +$2.52M |
2025 Q4
0 quarters
|
|
10
Simplify High Yield ETF
CDX
$324M
| $2.57M | 2.56% |
+115,326
| New | +$2.61M |
2025 Q4
0 quarters
|
|
11
Berkshire Hathaway Class B
BRK.B
$1.08T
| $1.94M | 1.93% |
+3,857
| New | +$1.92M |
2025 Q4
0 quarters
|
|
12
Microsoft
MSFT
$3.9T
| $1.82M | 1.81% |
+3,763
| New | +$1.89M |
2025 Q4
0 quarters
|
|
13
Adaptiv Select ETF
ADPV
$178M
| $1.73M | 1.73% |
+40,448
| New | +$1.74M |
2025 Q4
0 quarters
|
|
14
NVIDIA
NVDA
$5.77T
| $1.72M | 1.71% |
+9,217
| New | +$1.72M |
2025 Q4
0 quarters
|
|
|
TXS
15
Texas Capital Texas Equity Index ETF
TXS
$39.9M
| $1.37M | 1.36% |
+38,431
| New | +$1.39M |
2025 Q4
0 quarters
|
|
16
Schwab US Dividend Equity ETF
SCHD
$109B
| $1.34M | 1.34% |
+48,973
| New | +$1.33M |
2025 Q4
0 quarters
|
|
17
JPMorgan US Tech Leaders ETF
JTEK
$4.89B
| $1.31M | 1.3% |
+14,546
| New | +$1.34M |
2025 Q4
0 quarters
|
|
18
State Street SPDR S&P 500 ETF Trust
SPY
$829B
| $1.29M | 1.28% |
+1,886
| New | +$1.27M |
2025 Q4
0 quarters
|
|
19
Vanguard International High Dividend Yield ETF
VYMI
$21B
| $1.13M | 1.13% |
+12,572
| New | +$1.09M |
2025 Q4
0 quarters
|
|
20
Meta Platforms (Facebook)
META
$1.89T
| $1.1M | 1.1% |
+1,668
| New | +$1.11M |
2025 Q4
0 quarters
|
|
21
Vanguard Total International Stock ETF
VXUS
$162B
| $1.03M | 1.03% |
+13,703
| New | +$1.02M |
2025 Q4
0 quarters
|
|
|
KOID
22
KraneShares Global Humanoid Robotics and Physical AI Index ETF
KOID
$345M
| $935K | 0.93% |
+29,370
| New | +$906K |
2025 Q4
0 quarters
|
|
23
Vanguard Morningstar Value ETF
VTV
$186B
| $747K | 0.74% |
+3,911
| New | +$736K |
2025 Q4
0 quarters
|
|
24
JPMorgan Core Plus Bond ETF
JCPB
$15.2B
| $726K | 0.72% |
+15,279
| New | +$727K |
2025 Q4
0 quarters
|
|
25
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$6.08B
| $595K | 0.59% |
+11,274
| New | +$590K |
2025 Q4
0 quarters
|
|
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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.