CIK: 0002053917
Total reported value
$94.7M
Reporting period: 2026-03-31 · Number of holdings: 961
Ankerstar Wealth, LLC disclosed 961 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $94.7M and a quarterly turnover rate of 29.3%.
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Ankerstar Wealth, LLC's disclosed holdings carry a Herfindahl concentration index of 0.035 — mathematically equivalent to about 29 equally-sized positions, well below its 961 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 5.66), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 36% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim BITB
-22.1% -$4.1M
Trim CDX
-75.9% -$2.0M
Add SCHD
+36.9% $713.2K
Add VCSH
+11.5% $519.2K
Add VYMI
+51.5% $663.4K
Add COWZ
+17.1% $533.6K
Showing top 200 holdings (of 961 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 9.30% | +0.33% | -2.20% | |
| 2 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 6.54% | -3.69% | -22.13% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.04% | -0.59% | -6.03% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 5.59% | +0.83% | +11.51% | |
| 5 | AMZN | Amazon.com INC | Stock-Consumer Disc | 5.34% | -0.21% | +0.44% | |
| 6 | AAPL | Apple INC | Stock-Tech | 5.32% | -0.36% | -5.29% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 4.58% | +0.12% | -1.73% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.08% | -0.26% | -9.64% | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.31% | +0.72% | +17.10% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.39% | +0.46% | +22.66% | |
| 11 | ADPV | Adaptiv Select ETF | ETF-Other | 2.22% | +0.49% | +23.37% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.17% | +0.83% | +36.87% | |
| 13 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.89% | +0.76% | +51.50% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.73% | -0.08% | +17.57% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.69% | +0.41% | +30.17% | |
| 16 | KOID | Kraneshares Global Humanoid | ETF-Other | 1.52% | +0.59% | +57.32% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.37% | -0.34% | -19.16% | |
| 18 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 1.07% | -0.23% | -12.41% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.00% | +0.53% | +115.88% | |
| 20 | POW | Vistasha Eletrican Sc ETF | ETF-Other | 0.99% | +0.99% | NEW | |
| 21 | TXS | Texas Equity Index ETF | ETF-Large Cap & Growth | 0.97% | -0.39% | -36.25% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.92% | -0.11% | -17.35% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.84% | +0.58% | +199.57% | |
| 24 | RUSC | Rsl Inv-us Sml Cp Eqt Etf-$i | ETF-Other | 0.81% | +0.38% | +71.14% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.35% | -25.84% | |
| 26 | CDX | Simplify High Yield ETF | ETF-High Yield | 0.63% | -1.93% | -75.92% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | — | +10.97% | |
| 28 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.62% | +0.62% | NEW | |
| 29 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.61% | -0.11% | -20.00% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | — | — | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.52% | -0.22% | -35.23% | |
| 32 | CBTO | Calamos Bitcoin 80 Str-oct | ETF-Crypto | 0.50% | — | -6.87% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | +0.20% | +48.06% | |
| 34 | HD | Home Depot INC | Stock-Consumer Disc | 0.43% | — | +42.18% | |
| 35 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.43% | +0.37% | +835.46% | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.42% | -0.17% | -24.89% | |
| 37 | MSTR | Strategy INC | Stock-Tech | 0.41% | — | +8.84% | |
| 38 | NKE | Nike INC -cl B | Stock-Consumer Disc | 0.40% | — | +55.88% | |
| 39 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.38% | -0.13% | -26.73% | |
| 40 | NEE | Nextera Energy INC | Stock-Utilities | 0.36% | +0.16% | +47.58% | |
| 41 | PEP | Pepsico INC | Stock-Consumer Staples | 0.36% | +0.19% | +85.01% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.35% | +0.16% | +30.91% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.34% | — | -11.21% | |
| 44 | CBXO | Calamos Bitcoin 90 Str-oct | ETF-Crypto | 0.33% | -0.13% | -30.08% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | +0.19% | +52.52% | |
| 46 | BND | Vanguard Total Bond Market | ETF-Other | 0.32% | -0.12% | -30.82% | |
| 47 | O | Realty Income CORP | Stock-Real Estate | 0.31% | — | +29.28% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | +0.14% | +96.39% | |
| 49 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 0.30% | -0.29% | -49.65% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.30% | — | — |
Performance for Q3 2026
-0.8%
Performance Last 4 Quarters
+6.2%
Based on 5 months of available history
Based on 78% of reported portfolio value with available pricing
Ankerstar Wealth, LLC's most significant position changes for 2026-03-31: New buy: Vistasha Eletrican Sc ETF (POW); New buy: Invesco Nasdaq 100 ETF (QQQM); Sold out: Intel CORP (INTC); New buy: Cyber Hornet S&p 500 And Bit (BBB); Sold out: Vanguard Extended Market ETF (VXF).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | +0.8% | +36.87% | Add |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | +0.8% | +11.51% | Add |
| 3 | VYMI | Vanguard Int High Dvd Yld In | +0.8% | +51.50% | Add |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | +0.7% | +17.10% | Add |
| 5 | KOID | Kraneshares Global Humanoid | +0.6% | +57.32% | Add |
| 6 | RSP | Invesco S&p 500 Equal Weight | +0.6% | +199.57% | Add |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +115.88% | Add |
| 8 | ADPV | Adaptiv Select ETF | +0.5% | +23.37% | Add |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +22.66% | Add |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +30.17% | Add |
| 11 | RUSC | Rsl Inv-us Sml Cp Eqt Etf-$i | +0.4% | +71.14% | Add |
| 12 | IBIT | Ishares Bitcoin Trust ETF | +0.4% | +835.46% | Add |
| 13 | USFR | Wisdomtree Floating Rate Tre | +0.3% | -2.20% | Trim |
| 14 | JNJ | Johnson & Johnson | +0.2% | +48.06% | Add |
| 15 | PEP | Pepsico INC | +0.2% | +85.01% | Add |
| 16 | XOM | Exxon Mobil CORP | +0.2% | +52.52% | Add |
| 17 | CVX | Chevron CORP | +0.2% | +30.91% | Add |
| 18 | NEE | Nextera Energy INC | +0.2% | +47.58% | Add |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +96.39% | Add |
| 20 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | -1.73% | Trim |
| 21 | MSFT | Microsoft CORP | -0.1% | +17.57% | Add |
| 22 | VXUS | Vanguard Total Intl Stock | -0.1% | -17.35% | Trim |
| 23 | JCPB | Jpmorgan Core Plus Bond ETF | -0.1% | -20.00% | Trim |
| 24 | BND | Vanguard Total Bond Market | -0.1% | -30.82% | Trim |
| 25 | CBXO | Calamos Bitcoin 90 Str-oct | -0.1% | -30.08% | Trim |
| 26 | HELO | Jpmorgan Hedged Equity ETF | -0.1% | -26.73% | Trim |
| 27 | SCHG | Schwab US Large-cap Growth | -0.2% | -24.89% | Trim |
| 28 | ETHW | Bitwise Ethereum ETF | -0.2% | -82.82% | Trim |
| 29 | BX | Blackstone INC | -0.2% | -29.02% | Trim |
| 30 | AMZN | Amazon.com INC | -0.2% | +0.44% | Add |
| 31 | VTV | Vanguard Value ETF | -0.2% | -35.23% | Trim |
| 32 | NOW | Servicenow INC | -0.2% | -34.82% | Trim |
| 33 | JTEK | Jpmorgan US Tech Leaders | -0.2% | -12.41% | Trim |
| 34 | JEPI | Jpmorgan Equity Premium Inco | -0.3% | -9.64% | Trim |
| 35 | IJR | Ishares Core S&p Small-cap E | -0.3% | -68.04% | Trim |
| 36 | GPIX | Gldm SA S&p 500 Pr In Etf-us | -0.3% | -49.65% | Trim |
| 37 | NVDA | Nvidia CORP | -0.3% | -19.16% | Trim |
| 38 | CBXJ | Calamos Bitcoin 90 P ETF Jan | -0.3% | -81.52% | Trim |
| 39 | META | Meta Platforms Inc-class A | -0.4% | -25.84% | Trim |
| 40 | AAPL | Apple INC | -0.4% | -5.29% | Trim |
| 41 | TXS | Texas Equity Index ETF | -0.4% | -36.25% | Trim |
| 42 | GOOG | Alphabet Inc-cl C | -0.6% | -6.03% | Trim |
| 43 | CDX | Simplify High Yield ETF | -1.9% | -75.92% | Trim |
| 44 | BITB | Bitwise Bitcoin ETF | -3.7% | -22.13% | Trim |
| 45 | POW | Vistasha Eletrican Sc ETF | — | NEW | New buy |
| 46 | QQQM | Invesco Nasdaq 100 ETF | — | NEW | New buy |
| 47 | INTC | Intel CORP | — | EXIT | Sold out |
| 48 | BBB | Cyber Hornet S&p 500 And Bit | — | NEW | New buy |
| 49 | VXF | Vanguard Extended Market ETF | — | EXIT | Sold out |
| 50 | KODK | Eastman Kodak Co | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-12 | 13F-HR | View on EDGAR |
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