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CIK: 0002053917
Total reported value
$119.3M
$119.3M
1030 檔
31.2%
The Q4 2025 SEC filing reveals that Ankerstar Wealth, LLC held a total portfolio value of $119.3M, covering 1030 public equity positions.
During Q4 2025, Ankerstar Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BITB, USFR, GOOG) accounted for 31.2% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 1030 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 10.23% | -2.43% | — | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 8.97% | +4.75% | — | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.63% | -0.20% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.68% | -0.53% | — | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.55% | -0.50% | — | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.76% | -2.39% | — | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 4.46% | -0.26% | — | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.34% | -1.27% | — | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.59% | -0.73% | — | |
| 10 | CDX | Simplify High Yield ETF | ETF-High Yield | 2.56% | -0.58% | — | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.93% | -0.46% | — | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.81% | -0.21% | — | |
| 13 | ADPV | Adaptiv Select ETF | ETF-Other | 1.73% | -0.54% | — | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.71% | -0.20% | — | |
| 15 | TXS | Texas Equity Index ETF | ETF-Large Cap & Growth | 1.36% | -0.24% | — | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.34% | -0.34% | — | |
| 17 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 1.30% | +0.06% | — | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.28% | -0.06% | — | |
| 19 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.13% | -0.10% | — | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.10% | -0.26% | — | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.03% | -0.11% | — | |
| 22 | KOID | Kraneshares Global Humanoid | ETF-Other | 0.93% | +0.33% | — | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 0.74% | -0.07% | — | |
| 24 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.72% | -0.20% | — | |
| 25 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 0.59% | -0.09% | — | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.59% | — | — | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | — | — | |
| 28 | CBTO | Calamos Bitcoin 80 Str-oct | ETF-Crypto | 0.55% | -0.36% | — | |
| 29 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.51% | +0.09% | — | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.47% | +0.03% | — | |
| 31 | CBXO | Calamos Bitcoin 90 Str-oct | ETF-Crypto | 0.46% | -0.18% | — | |
| 32 | BND | Vanguard Total Bond Market | ETF-Other | 0.44% | -0.13% | — | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | -0.11% | — | |
| 34 | MSTR | Strategy Inc | Stock-Tech | 0.43% | -0.38% | — | |
| 35 | RUSC | Rsl Inv-us Sml Cp Eqt Etf-$i | ETF-Other | 0.43% | -0.03% | — | |
| 36 | BX | Blackstone Inc | Stock-Financials | 0.41% | -0.08% | — | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.41% | — | — | |
| 38 | NOW | Servicenow Inc | Stock-Tech | 0.41% | -0.08% | — | |
| 39 | CBXJ | Calamos Bitcoin 90 P ETF Jan | ETF-Crypto | 0.41% | -0.02% | — | |
| 40 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.36% | -0.07% | — | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.31% | -0.30% | EXIT | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.30% | -0.04% | — | |
| 43 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.29% | -0.15% | — | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | -0.02% | — | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.28% | -0.01% | — | |
| 46 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.27% | -0.02% | — | |
| 47 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.27% | -0.04% | — | |
| 48 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.26% | -0.11% | — | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.26% | +0.02% | — | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.26% | -0.02% | — |
According to official SEC Form 13F filings, Ankerstar Wealth, LLC reported a total U.S. public equity portfolio value of $119.3M across 1030 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q4 2025, Ankerstar Wealth, LLC's top holdings by market value included BITB (10.2%)、USFR (9.0%)、GOOG (6.6%). The largest single position, BITB, represented 10.2% of total portfolio value.
In Q4 2025, Ankerstar Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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