Ankerstar Wealth, LLC Top Holdings and 13F Report (2026)

About Ankerstar Wealth, LLC

Investment Activity

Ankerstar Wealth, LLC has $119.25 million in total holdings as of June 30, 2026.
Ankerstar Wealth, LLC owns shares of 989 different stocks, but just 35 companies or ETFs make up 80% of its holdings.
Approximately 20.80% of the portfolio was purchased this quarter.
About 5.87% of the portfolio was sold this quarter.
This quarter, Ankerstar Wealth, LLC has purchased 955 new stocks and bought additional shares in 133 stocks.
Ankerstar Wealth, LLC sold shares of 197 stocks and completely divested from 84 stocks this quarter.

Largest Holdings

WisdomTree Floating Rate Treasury Fund: $16,756,742
Innovator Defined Wealth Shield ETF: $9,340,837
Alphabet: $6,964,143
Amazon.com: $5,770,688
Apple: $5,716,603

Largest New Holdings this Quarter

45783Y855 - Innovator Defined Wealth Shield ETF: $9,340,837 Holding
97717Y295 - WISDOMTREE TR: $581,593 Holding
47103U647 - JANUS DETROIT STR TR: $441,261 Holding
42824C109 - Hewlett Packard Enterprise: $243,624 Holding
26922B394 - ETF SER SOLUTIONS: $171,831 Holding

Largest Purchases this Quarter

Innovator Defined Wealth Shield ETF: 272,566 shares (about $9.34M)
WisdomTree Floating Rate Treasury Fund: 157,766 shares (about $7.94M)
Invesco NASDAQ 100 ETF: 2,046 shares (about $619.88K)
WISDOMTREE TR: 15,382 shares (about $581.59K)
Tesla: 1,170 shares (about $492.10K)

Largest Sales this Quarter

Vanguard Short-Term Corporate Bond ETF: 18,491 shares (about $1.46M)
Simplify High Yield ETF: 24,736 shares (about $522.42K)
JPMorgan Equity Premium Income ETF: 8,990 shares (about $507.76K)
BITWISE BITCOIN ETF TR: 14,458 shares (about $460.63K)
Adaptiv Select ETF: 8,394 shares (about $405.56K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
USFR WisdomTree Floating Rate Treasury Fund	$16,756,742	$7,943,523 â–²	90.1%	332,805	14.1%	ETF
BALT Innovator Defined Wealth Shield ETF	$9,340,837	$9,340,837 â–²	New Holding	272,566	7.8%	ETF
GOOG Alphabet	$6,964,143	$84,799 â–¼	-1.2%	19,710	5.8%	Communication Services
AMZN Amazon.com	$5,770,688	$15,015 â–¼	-0.3%	24,212	4.8%	Consumer Discretionary
AAPL Apple	$5,716,603	$33,566 â–¼	-0.6%	19,756	4.8%	Technology
BUFR FT Vest Laddered Buffer ETF	$5,151,314	$459,693 â–²	9.8%	141,016	4.3%	ETF
BITWISE BITCOIN ETF TR	$4,900,387	$460,632 â–¼	-8.6%	153,810	4.1%	SHS BEN INT
VCSH Vanguard Short-Term Corporate Bond ETF	$3,820,863	$1,461,344 â–¼	-27.7%	48,347	3.2%	ETF
JEPI JPMorgan Equity Premium Income ETF	$3,347,131	$507,757 â–¼	-13.2%	59,262	2.8%	ETF
COWZ Pacer US Cash Cows 100 ETF	$3,081,015	$35,952 â–¼	-1.2%	49,534	2.6%	ETF
BRK.B Berkshire Hathaway	$2,296,290	$71,055 â–¼	-3.0%	4,589	1.9%	Finance
KRANESHARES TRUST	$2,202,017	$297,444 â–²	15.6%	53,421	1.8%	GBL HUMANOID ROB
SCHD Schwab US Dividend Equity ETF	$2,177,284	$51,719 â–²	2.4%	68,662	1.8%	ETF
VYMI Vanguard International High Dividend Yield ETF	$2,134,475	$264,158 â–²	14.1%	21,736	1.8%	ETF
ADPV Adaptiv Select ETF	$2,005,343	$405,562 â–¼	-16.8%	41,505	1.7%	ETF
SPY SPDR S&P 500 ETF Trust	$1,947,288	$109,306 â–²	5.9%	2,601	1.6%	ETF
MSFT Microsoft	$1,810,751	$160,409 â–²	9.7%	4,854	1.5%	Technology
TIDAL TRUST III	$1,623,566	$426,980 â–²	35.7%	52,390	1.4%	VIST ELEC SU ETF
NVDA NVIDIA	$1,393,634	$97,244 â–¼	-6.5%	6,965	1.2%	Technology
QQQM Invesco NASDAQ 100 ETF	$1,366,395	$619,877 â–²	83.0%	4,510	1.1%	ETF
J P MORGAN EXCHANGE TRADED F	$1,342,858	$78,421 â–¼	-5.5%	12,038	1.1%	U S TEC LEA ETF
QQQ Invesco QQQ	$1,224,797	$11,798 â–²	1.0%	1,661	1.0%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$1,023,716	$144,056 â–²	16.4%	4,811	0.9%	ETF
VXUS Vanguard Total International Stock ETF	$965,511	$2,821 â–¼	-0.3%	11,293	0.8%	ETF
RUSSELL INVTS EXCHANGE TRADE	$929,084	$5,583 â–¼	-0.6%	23,796	0.8%	US SM CA EQ ETF
TEXAS CAPITAL FUNDS TRUST	$870,082	$112,858 â–¼	-11.5%	21,687	0.7%	CAP TE EQ IN ETF
TSLA Tesla	$761,286	$492,102 â–²	182.8%	1,810	0.6%	Consumer Discretionary
GOOGL Alphabet	$744,736	$10,368 â–²	1.4%	2,083	0.6%	Communication Services
META Meta Platforms	$588,075	$108,715 â–¼	-15.6%	1,044	0.5%	Communication Services
WISDOMTREE TR	$581,593	$581,593 â–²	New Holding	15,382	0.5%	QUANT COMPU FD
J P MORGAN EXCHANGE TRADED F	$564,428	$184,358 â–²	48.5%	8,352	0.5%	HEDG EQU LAD ETF
VTV Vanguard Value ETF	$541,116	$11,119 â–¼	-2.0%	2,482	0.5%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$499,038	$36,784 â–²	8.0%	14,747	0.4%	ETF
COST Costco Wholesale	$495,908	$21,521 â–²	4.5%	530	0.4%	Consumer Staples
JCPB JPMorgan Core Plus Bond ETF	$485,866	$87,925 â–¼	-15.3%	10,350	0.4%	ETF
HD Home Depot	$465,464	$28,937 â–²	6.6%	1,319	0.4%	Consumer Discretionary
JANUS DETROIT STR TR	$441,261	$441,261 â–²	New Holding	17,390	0.4%	HEND EQ LI MODE A
JNJ Johnson & Johnson	$437,050	$1,779 â–²	0.4%	1,720	0.4%	Healthcare
NEE NextEra Energy	$378,027	$51,872 â–²	15.9%	4,307	0.3%	Utilities
DELL Dell Technologies	$363,289	$86,292 â–¼	-19.2%	842	0.3%	Technology
ETF SER SOLUTIONS	$359,205	$27,949 â–²	8.4%	2,172	0.3%	DEFIA QUANT ETF
RUBRIK INC.	$357,969	$18,464 â–²	5.4%	4,459	0.3%	CL A
ISHARES BITCOIN TRUST ETF	$350,976	$300 â–¼	-0.1%	10,543	0.3%	SHS BEN INT
JPM JPMorgan Chase & Co.	$320,791	$655 â–²	0.2%	980	0.3%	Finance
JPST JPMorgan Ultra-Short Income ETF	$319,855	$2,984 â–¼	-0.9%	6,325	0.3%	ETF
NKE NIKE	$301,429	$3,483 â–²	1.2%	7,270	0.3%	Consumer Discretionary
O Realty Income	$297,015	$1,058 â–²	0.4%	4,772	0.2%	Real Estate
PEP PepsiCo	$295,988	$1,896 â–²	0.6%	2,186	0.2%	Consumer Staples
IVV iShares Core S&P 500 ETF	$286,076	$7,489 â–²	2.7%	382	0.2%	ETF
CALAMOS ETF TR	$273,624	$152,567 â–²	126.0%	10,056	0.2%	AUTOC INCOM ETF
PTLC Pacer Trendpilot US Large Cap ETF	$265,025	$9,089 â–¼	-3.3%	4,549	0.2%	ETF
AVGO Broadcom	$261,025	$1,511 â–¼	-0.6%	691	0.2%	Technology
XOM ExxonMobil	$249,929	$1,367 â–²	0.6%	1,828	0.2%	Energy
CVX Chevron	$248,142	$17,416 â–¼	-6.6%	1,496	0.2%	Energy
GOLDMAN SACHS ETF TR	$248,064	$67,351 â–¼	-21.4%	4,464	0.2%	S&P 500 PREMIUM
HYDB iShares High Yield Systematic Bond ETF	$247,039	$29,138 â–¼	-10.6%	5,282	0.2%	ETF
HPE Hewlett Packard Enterprise	$243,624	$243,624 â–²	New Holding	5,389	0.2%	Technology
ELV Elevance Health	$226,897	$774 â–²	0.3%	586	0.2%	Healthcare
XLK Technology Select Sector SPDR Fund	$225,266		0.0%	1,182	0.2%	ETF
BND Vanguard Total Bond Market ETF	$223,469	$80,828 â–¼	-26.6%	3,044	0.2%	ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$222,693	$5,778 â–²	2.7%	3,623	0.2%	ETF
CIBR First Trust Nasdaq Cybersecurity ETF	$219,683	$171,523 â–²	356.2%	2,445	0.2%	ETF
VPU Vanguard Utilities ETF	$214,689	$392 â–¼	-0.2%	1,096	0.2%	ETF
VTI Vanguard Total Stock Market ETF	$209,813	$36,634 â–²	21.2%	567	0.2%	ETF
HSY Hershey	$209,432	$1,580 â–²	0.8%	1,193	0.2%	Consumer Staples
CME CME Group	$203,356	$180,589 â–²	793.2%	920	0.2%	Finance
VIG Vanguard Dividend Appreciation ETF	$201,514	$1,184 â–¼	-0.6%	851	0.2%	ETF
LMT Lockheed Martin	$198,180	$101,892 â–²	105.8%	389	0.2%	Industrials
CALAMOS ETF TR	$190,505	$1,812 â–¼	-0.9%	8,096	0.2%	CALLMOS BIT STRU
EQWL Invesco S&P 100 Equal Weight ETF	$187,982	$81,541 â–¼	-30.3%	1,457	0.2%	ETF
SKYY First Trust Cloud Computing ETF	$177,619		0.0%	1,320	0.1%	ETF
BX Blackstone	$177,399	$46,616 â–¼	-20.8%	1,507	0.1%	Finance
VICI VICI Properties	$175,805	$1,836 â–²	1.1%	6,511	0.1%	Real Estate
CALAMOS ETF TR	$174,451	$138,975 â–¼	-44.3%	7,917	0.1%	BITCOIN 90 SER
FIXD First Trust TCW Opportunistic Fixed Income ETF	$174,440		0.0%	4,000	0.1%	ETF
ETF SER SOLUTIONS	$171,831	$171,831 â–²	New Holding	5,915	0.1%	DEFI DRON MO ETF
PGIM ROCK ETF TR	$171,820	$57,369 â–²	50.1%	5,361	0.1%	LADDE S&P 12 ETF
CALAMOS ETF TR	$169,298	$300,151 â–¼	-63.9%	8,596	0.1%	BITCOIN 80 SERIE
PRF Invesco RAFI US 1000 ETF	$165,872	$27,555 â–¼	-14.2%	3,070	0.1%	ETF
CSX CSX	$163,160	$428 â–²	0.3%	3,432	0.1%	Industrials
IJR iShares Core S&P Small-Cap ETF	$162,953	$148 â–¼	-0.1%	1,098	0.1%	ETF
PFE Pfizer	$156,688	$530 â–¼	-0.3%	6,506	0.1%	Healthcare
TSCO Tractor Supply	$154,238	$154,238 â–²	New Holding	4,879	0.1%	Consumer Discretionary
CALAMOS ETF TR	$151,716	$11,584 â–¼	-7.1%	6,195	0.1%	BITCN STRCT ALT
SPACE EXPLORATION TECHN CORP	$150,357	$150,357 â–²	New Holding	880	0.1%	CLASS A COM STK A
ROKT SPDR S&P Kensho Final Frontiers ETF	$149,231	$149,231 â–²	New Holding	1,249	0.1%	ETF
UNH UnitedHealth Group	$147,964		0.0%	356	0.1%	Healthcare
D Dominion Energy	$144,150	$1,025 â–²	0.7%	2,110	0.1%	Utilities
HYLS First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF	$143,251	$41,910 â–¼	-22.6%	3,524	0.1%	ETF
PALANTIR TECHNOLOGIES INC	$141,987	$700 â–¼	-0.5%	1,217	0.1%	CL A
SBUX Starbucks	$140,635	$204 â–²	0.1%	1,376	0.1%	Consumer Discretionary
PROSHARES TR	$140,474	$3,181 â–¼	-2.2%	2,915	0.1%	S&P 500 HIGH ETF
IVE iShares S&P 500 Value ETF	$140,096	$93,549 â–²	201.0%	617	0.1%	ETF
HONEYWELL INTL INC	$139,042	$139,042 â–²	New Holding	621	0.1%	COM A
USHY iShares Broad USD High Yield Corporate Bond ETF	$138,672	$3,518 â–¼	-2.5%	3,745	0.1%	ETF
KIMBERLY-CLARK CORP	$138,180	$555 â–¼	-0.4%	1,244	0.1%	COM
RTX RTX	$137,707	$3,039 â–¼	-2.2%	725	0.1%	Industrials
HONEYWELL AEROSPACE INC	$137,291	$137,291 â–²	New Holding	621	0.1%	COM A
BABA Alibaba Group	$135,916	$26,250 â–¼	-16.2%	1,398	0.1%	Consumer Discretionary
CAT Caterpillar	$135,809		0.0%	127	0.1%	Industrials

Showing largest 100 holdings. View all holdings.

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Ankerstar Wealth, LLC Top Holdings and 13F Report (2026)

About Ankerstar Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Ankerstar Wealth, LLC Top Holdings and 13F Report (2026)

About Ankerstar Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAnkerstar Wealth, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools