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
UpgradeTop 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
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Wisdomtree Tr | 175.0K | $8.81M | 9.3% | −3.9K | Reduced |
| 2 | Bitwise Bitcoin ETF Tr | 168.3K | $6.19M | 6.5% | −47.8K | Reduced |
| 3 | Alphabet Inc | 19.9K | $5.72M | 6.0% | −1.3K | Reduced |
| 4 | Vanguard Scottsdale Fds | 66.8K | $5.30M | 5.6% | +6.9K | Added |
| 5 | Amazon Com Inc | 24.3K | $5.06M | 5.3% | +107 | Added |
| 6 | Apple Inc | 19.9K | $5.04M | 5.3% | −1.1K | Reduced |
| 7 | First Tr Exchng Traded Fd Vi | 128.4K | $4.34M | 4.6% | −2.3K | Reduced |
| 8 | J P Morgan Exchange Traded F | 68.3K | $3.87M | 4.1% | −7.3K | Reduced |
| 9 | Pacer Fds Tr | 50.1K | $3.14M | 3.3% | +7.3K | Added |
| 10 | Berkshire Hathaway Inc Del | 4.7K | $2.27M | 2.4% | +874 | Added |
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