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CIK: 0002053917
Total reported value
$119.3M
$119.3M
955 檔
26.1%
In Q1 2026, Ankerstar Wealth, LLC's U.S. equity holdings reached a combined market value of $119.3M, distributed across 955 disclosed stock positions.
Ankerstar Wealth, LLC executed strategic sector rebalancing during Q1 2026, establishing 12 new positions while fully exiting 20 holdings and trimming 86 positions.
Showing top 200 holdings (of 955 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 9.30% | +4.75% | -2.20% | |
| 2 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 6.54% | -2.43% | -22.13% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.04% | -0.20% | -6.03% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 5.59% | -2.39% | +11.51% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.34% | -0.50% | +0.44% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 5.32% | -0.53% | -5.29% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 4.58% | -0.26% | -1.73% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.08% | -1.27% | -9.64% | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.31% | -0.73% | +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% | -0.54% | +23.37% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.17% | -0.34% | +36.87% | |
| 13 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.89% | -0.10% | +51.50% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.73% | -0.21% | +17.57% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.69% | -0.06% | +30.17% | |
| 16 | KOID | Kraneshares Global Humanoid | ETF-Other | 1.52% | +0.33% | +57.32% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.37% | -0.20% | -19.16% | |
| 18 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 1.07% | +0.06% | -12.41% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.00% | +0.03% | +115.88% | |
| 20 | POW | Vistasha Eletrican Sc ETF | ETF-Other | 0.99% | +0.37% | — | |
| 21 | TXS | Texas Equity Index ETF | ETF-Large Cap & Growth | 0.97% | -0.24% | -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% | +0.02% | +199.57% | |
| 24 | RUSC | Rsl Inv-us Sml Cp Eqt Etf-$i | ETF-Other | 0.81% | -0.03% | +71.14% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.26% | -25.84% | |
| 26 | CDX | Simplify High Yield ETF | ETF-High Yield | 0.63% | -0.58% | -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% | +0.53% | — | |
| 29 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.61% | -0.20% | -20.00% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.11% | — | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.52% | -0.07% | -35.23% | |
| 32 | CBTO | Calamos Bitcoin 80 Str-oct | ETF-Crypto | 0.50% | -0.36% | -6.87% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.07% | +48.06% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | -0.04% | +42.18% | |
| 35 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.43% | -0.14% | +835.46% | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.42% | — | -24.89% | |
| 37 | MSTR | Strategy Inc | Stock-Tech | 0.41% | -0.38% | +8.84% | |
| 38 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.40% | -0.15% | +55.88% | |
| 39 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.38% | +0.09% | -26.73% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.36% | -0.04% | +47.58% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.36% | -0.11% | +85.01% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.35% | -0.14% | +30.91% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.34% | -0.07% | -11.21% | |
| 44 | CBXO | Calamos Bitcoin 90 Str-oct | ETF-Crypto | 0.33% | -0.18% | -30.08% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | -0.12% | +52.52% | |
| 46 | BND | Vanguard Total Bond Market | ETF-Other | 0.32% | -0.13% | -30.82% | |
| 47 | O | Realty Income CORP | Stock-Real Estate | 0.31% | -0.06% | +29.28% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | -0.03% | +96.39% | |
| 49 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 0.30% | -0.09% | -49.65% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.30% | -0.30% | EXIT |
| # | 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 | HSY | Hershey Co/the | +0.1% | +79.67% | Add |
| 21 | HD | Home Depot Inc | +0.1% | +42.18% | Add |
| 22 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | -1.73% | Trim |
| 23 | VICI | Vici Properties Inc | +0.1% | +173.82% | Add |
| 24 | EQWL | Invesco S&p 100 Equal Weight | +0.1% | +70.11% | Add |
| 25 | RBRK | Rubrik Inc-a | +0.1% | +186.52% | Add |
| 26 | HON | Honeywell International Inc | +0.1% | +29.08% | Add |
| 27 | NKE | Nike Inc -cl B | +0.1% | +55.88% | Add |
| 28 | O | Realty Income CORP | +0.1% | +29.28% | Add |
| 29 | KMB | Kimberly-clark CORP | +0.1% | +241.26% | Add |
| 30 | PFE | Pfizer Inc | +0.1% | +54.69% | Add |
| 31 | COST | Costco Wholesale CORP | +0.1% | — | Unchanged |
| 32 | HRL | Hormel Foods CORP | +0.1% | +241.46% | Add |
| 33 | UNH | Unitedhealth Group Inc | +0.1% | +584.62% | Add |
| 34 | NFLX | Netflix Inc | +0.1% | +1066.67% | Add |
| 35 | CSX | Csx CORP | +0.1% | +69.54% | Add |
| 36 | MCD | Mcdonald's CORP | +0.1% | +93.72% | Add |
| 37 | ELV | Elevance Health Inc | +0.1% | +83.07% | Add |
| 38 | D | Dominion Energy Inc | +0.1% | +72.14% | Add |
| 39 | SBUX | Starbucks CORP | +0.1% | +75.03% | Add |
| 40 | ADP | Automatic Data Processing | +0.1% | +179.55% | Add |
| 41 | CAT | Caterpillar Inc | +0.1% | +69.33% | Add |
| 42 | QTUM | Defiance Quantum ETF | +0.1% | +26.61% | Add |
| 43 | CPB | THE Campbell's Company | +0.1% | +221.40% | Add |
| 44 | AFL | Aflac Inc | +0.1% | +96.55% | Add |
| 45 | TFII | Tfi International Inc | +0.1% | +177.63% | Add |
| 46 | TGT | Target CORP | +0.1% | +60.14% | Add |
| 47 | CARR | Carrier Global CORP | +0.1% | +148.76% | Add |
| 48 | PYPL | Paypal Holdings Inc | +0.1% | +122.16% | Add |
| 49 | SYY | Sysco CORP | 0% | +517.24% | Add |
| 50 | UNP | Union Pacific CORP | 0% | +96.25% | Add |
According to official SEC Form 13F filings, Ankerstar Wealth, LLC reported a total U.S. public equity portfolio value of $119.3M across 955 disclosed positions in Q1 2026.
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.
In terms of portfolio concentration, the top 5 core holdings (including USFR, BITB, GOOG) accounted for 26.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
POW
市值: $936.0K
Top Position Liquidated / Trimmed
INTC
前期市值: $184.5K
During Q1 2026, Ankerstar Wealth, LLC's top holdings by market value included USFR (9.3%)、BITB (6.5%)、GOOG (6.0%). The largest single position, USFR, represented 9.3% of total portfolio value.
In Q1 2026, Ankerstar Wealth, LLC made 196 total portfolio adjustments, initiating 12 new buys, adding to 78 positions, trimming 86 holdings, and fully liquidating 20 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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