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Funds / Ankerstar Wealth, LLC
Institutional Fund

Ankerstar Wealth, LLC

Leander, TXCIK 20539172 filings on record

Portfolio Value
$94.72M
Q1 2026
Holdings
955
Reported positions
New Buys
86
Opened this quarter
QoQ Change
-5.7%
from $100.43M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Wisdomtree Tr9.3%
  • Bitwise Bitcoin ETF Tr6.5%
  • Alphabet Inc6.0%
  • Vanguard Scottsdale Fds5.6%
  • Amazon Com Inc5.3%
  • Apple Inc5.3%
  • Other61.9%

Portfolio Holdings

955 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Wisdomtree Tr175.0K$8.81M9.3%3.9KReduced
2Bitwise Bitcoin ETF Tr168.3K$6.19M6.5%47.8KReduced
3Alphabet Inc19.9K$5.72M6.0%1.3KReduced
4Vanguard Scottsdale Fds66.8K$5.30M5.6%+6.9KAdded
5Amazon Com Inc24.3K$5.06M5.3%+107Added
6Apple Inc19.9K$5.04M5.3%1.1KReduced
7First Tr Exchng Traded Fd Vi128.4K$4.34M4.6%2.3KReduced
8J P Morgan Exchange Traded F68.3K$3.87M4.1%7.3KReduced
9Pacer Fds Tr50.1K$3.14M3.3%+7.3KAdded
10Berkshire Hathaway Inc Del4.7K$2.27M2.4%+874Added

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