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

About Ankerstar Wealth, LLC

Investment Activity

  • Ankerstar Wealth, LLC has $94.72 million in total holdings as of March 31, 2026.
  • Ankerstar Wealth, LLC owns shares of 955 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
  • Approximately 12.14% of the portfolio was purchased this quarter.
  • About 12.13% of the portfolio was sold this quarter.
  • This quarter, Ankerstar Wealth, LLC has purchased 1,030 new stocks and bought additional shares in 203 stocks.
  • Ankerstar Wealth, LLC sold shares of 172 stocks and completely divested from 161 stocks this quarter.

Largest Holdings

BITWISE BITCOIN ETF TR
$6,193,945
Alphabet
$5,722,863
Amazon.com
$5,055,754

Largest New Holdings this Quarter

45259A837 - TIDAL TRUST III
$935,982 Holding
46138G649 - Invesco NASDAQ 100 ETF
$585,496 Holding
45407J409 - CYBER HORNET TR
$137,346 Holding
12811T571 - CALAMOS ETF TR
$111,848 Holding
12572Q105 - CME Group
$30,505 Holding

Largest Purchases this Quarter

TIDAL TRUST III
38,612 shares (about $935.98K)
Invesco NASDAQ 100 ETF
2,464 shares (about $585.50K)
Schwab US Dividend Equity ETF
18,058 shares (about $554.02K)
Vanguard Short-Term Corporate Bond ETF
6,897 shares (about $546.73K)

Largest Sales this Quarter

Simplify High Yield ETF
87,557 shares (about $1.87M)
BITWISE BITCOIN ETF TR
47,812 shares (about $1.76M)
TEXAS CAPITAL FUNDS TRUST
13,931 shares (about $522.02K)
JPMorgan Equity Premium Income ETF
7,285 shares (about $412.91K)
Alphabet
1,281 shares (about $367.47K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAnkerstar Wealth, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$8,811,492$197,887 â–¼-2.2%175,0399.3%Finance
BITWISE BITCOIN ETF TR
$6,193,945$1,759,960 â–¼-22.1%168,2686.5%SHS BEN INT
Alphabet Inc. stock logo
GOOG
Alphabet
$5,722,863$367,468 â–¼-6.0%19,9506.0%Computer and Technology
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$5,298,248$546,725 â–²11.5%66,8385.6%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,055,754$22,285 â–²0.4%24,2755.3%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$5,043,315$281,453 â–¼-5.3%19,8725.3%Computer and Technology
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$4,337,149$76,422 â–¼-1.7%128,4324.6%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$3,868,534$412,915 â–¼-9.6%68,2524.1%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$3,135,007$457,689 â–²17.1%50,1123.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,267,095$418,821 â–²22.7%4,7312.4%Finance
ADPV
Adaptiv Select ETF
$2,104,136$398,529 â–²23.4%49,8992.2%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$2,056,524$554,023 â–²36.9%67,0312.2%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$1,794,895$610,110 â–²51.5%19,0461.9%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,637,742$244,699 â–²17.6%4,4241.7%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,599,417$370,700 â–²30.2%2,4551.7%Finance
KRANESHARES TRUST
$1,441,598$525,253 â–²57.3%46,2051.5%GLOBAL HUMANOID
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,299,530$308,008 â–¼-19.2%7,4511.4%Computer and Technology
J P MORGAN EXCHANGE TRADED F
$1,013,419$143,570 â–¼-12.4%12,7411.1%U S TECH LEADERS
Invesco QQQ stock logo
QQQ
Invesco QQQ
$949,681$509,768 â–²115.9%1,6451.0%Finance
TIDAL TRUST III
$935,982$935,982 â–²New Holding38,6121.0%VISTASHARES ELEC
TEXAS CAPITAL FUNDS TRUST
$918,059$522,020 â–¼-36.2%24,5001.0%TEXAS CAP TEX EQ
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$873,400$183,301 â–¼-17.3%11,3260.9%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$793,486$528,607 â–²199.6%4,1340.8%ETF
RUSSELL INVTS EXCHANGE TRADE
$765,701$318,288 â–²71.1%23,9390.8%US SMALL CAP EQU
Meta Platforms, Inc. stock logo
META
Meta Platforms
$707,725$246,588 â–¼-25.8%1,2370.7%Computer and Technology
CDX
Simplify High Yield ETF
$592,590$1,868,465 â–¼-75.9%27,7690.6%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$590,825$58,392 â–²11.0%2,0540.6%Computer and Technology
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$585,496$585,496 â–²New Holding2,4640.6%ETF
JPMorgan Core Plus Bond ETF stock logo
JCPB
JPMorgan Core Plus Bond ETF
$575,496$143,886 â–¼-20.0%12,2230.6%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$505,2690.0%5070.5%Retail/Wholesale
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$497,119$270,442 â–¼-35.2%2,5330.5%ETF
CALAMOS ETF TR
$477,912$35,268 â–¼-6.9%23,8360.5%BITCOIN 80 SERIE
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$418,888$135,961 â–²48.1%1,7130.4%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$407,048$120,765 â–²42.2%1,2370.4%Retail/Wholesale
ISHARES BITCOIN TRUST ETF
$405,408$362,070 â–²835.5%10,5520.4%SHS BEN INT
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$397,916$131,842 â–¼-24.9%13,6600.4%ETF
Strategy Inc stock logo
MSTR
Strategy
$390,250$31,699 â–²8.8%3,1270.4%Computer and Technology
NIKE, Inc. stock logo
NKE
NIKE
$382,357$137,065 â–²55.9%7,1860.4%Consumer Discretionary
J P MORGAN EXCHANGE TRADED F
$359,430$131,143 â–¼-26.7%5,6240.4%HEDGED EQUITY LA
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$345,143$111,271 â–²47.6%3,7160.4%Utilities
PepsiCo, Inc. stock logo
PEP
PepsiCo
$337,300$154,984 â–²85.0%2,1720.4%Consumer Staples
Chevron Corporation stock logo
CVX
Chevron
$331,406$78,246 â–²30.9%1,6010.3%Energy
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$323,094$40,792 â–¼-11.2%6,3840.3%ETF
CALAMOS ETF TR
$314,635$135,352 â–¼-30.1%14,2240.3%BITCOIN 90 SER
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$308,451$106,210 â–²52.5%1,8180.3%Energy
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$305,246$136,017 â–¼-30.8%4,1450.3%ETF
Realty Income Corporation stock logo
O
Realty Income
$292,220$66,187 â–²29.3%4,7550.3%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$287,799$141,251 â–²96.4%9780.3%Finance
GOLDMAN SACHS ETF TR
$284,027$280,124 â–¼-49.7%5,6760.3%S&P 500 PREMIUM
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$281,4240.0%6600.3%ETF
iShares High Yield Systematic Bond ETF stock logo
HYDB
iShares High Yield Systematic Bond ETF
$274,701$20,888 â–²8.2%5,9050.3%ETF
Honeywell International Inc. stock logo
HON
Honeywell International
$270,064$60,844 â–²29.1%1,1940.3%Multi-Sector Conglomerates
Pacer Trendpilot US Large Cap ETF stock logo
PTLC
Pacer Trendpilot US Large Cap ETF
$246,824$4,984 â–¼-2.0%4,7050.3%ETF
Hershey Company (The) stock logo
HSY
Hershey
$246,236$109,184 â–²79.7%1,1840.3%Consumer Staples
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$242,994$24,169 â–¼-9.0%3720.3%ETF
Invesco S&P 100 Equal Weight ETF stock logo
EQWL
Invesco S&P 100 Equal Weight ETF
$240,736$99,221 â–²70.1%2,0890.3%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$237,920$65,428 â–²37.9%6400.3%Auto/Tires/Trucks
Blackstone Inc. stock logo
BX
Blackstone
$218,900$89,492 â–¼-29.0%1,9030.2%Finance
Zillow Group, Inc. stock logo
Z
Zillow Group
$217,948$59,959 â–²38.0%5,2670.2%Computer and Technology
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$217,729$35,495 â–¼-14.0%1,0980.2%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$215,109$35,284 â–¼-14.1%6950.2%Computer and Technology
ETF SER SOLUTIONS
$214,922$45,173 â–²26.6%2,0030.2%DEFIANCE QUANTUM
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$209,267$17,564 â–¼-7.7%1,6680.2%Retail/Wholesale
RUBRIK INC.
$207,094$134,814 â–²186.5%4,2290.2%CL A
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$195,954$64,133 â–¼-24.7%3,5290.2%ETF
CALAMOS ETF TR
$194,088$950 â–²0.5%8,1730.2%CALLMOS BIT STRU
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock logo
HYLS
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
$184,796$50,956 â–¼-21.6%4,5550.2%Manufacturing
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$184,228$72,314 â–¼-28.2%8560.2%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$183,308$64,809 â–²54.7%6,5280.2%Medical
ServiceNow, Inc. stock logo
NOW
ServiceNow
$182,963$97,755 â–¼-34.8%1,7500.2%Computer and Technology
PALANTIR TECHNOLOGIES INC
$178,900$2,487 â–²1.4%1,2230.2%CL A
VICI Properties Inc. stock logo
VICI
VICI Properties
$178,882$113,554 â–²173.8%6,4430.2%Finance
First Trust TCW Opportunistic Fixed Income ETF stock logo
FIXD
First Trust TCW Opportunistic Fixed Income ETF
$174,360$51,305 â–¼-22.7%4,0000.2%Manufacturing
Elevance Health, Inc. stock logo
ELV
Elevance Health
$171,025$77,606 â–²83.1%5840.2%Medical
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$171,023$24,619 â–¼-12.6%1,0420.2%Computer and Technology
Invesco RAFI US 1000 ETF stock logo
PRF
Invesco RAFI US 1000 ETF
$170,157$14,972 â–¼-8.1%3,5800.2%ETF
CALAMOS ETF TR
$162,499$13,647 â–²9.2%6,6680.2%BITCN STRCT ALT
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$157,1320.0%1,1820.2%ETF
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$156,255$65,755 â–¼-29.6%9030.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$150,3330.0%4680.2%ETF
First Trust Cloud Computing ETF stock logo
SKYY
First Trust Cloud Computing ETF
$144,355$8,858 â–¼-5.8%1,3200.2%Manufacturing
RTX Corporation stock logo
RTX
RTX
$142,968$24,696 â–²20.9%7410.2%Aerospace
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$141,486$13,854 â–²10.9%3,8400.1%ETF
General Mills, Inc. stock logo
GIS
General Mills
$141,191$56,730 â–²67.2%3,7930.1%Consumer Staples
CSX Corporation stock logo
CSX
CSX
$140,522$57,637 â–²69.5%3,4230.1%Transportation
CYBER HORNET TR
$137,346$137,346 â–²New Holding5,1290.1%CYBER HORNET S&P
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$136,708$291,080 â–¼-68.0%1,0990.1%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$134,283$64,966 â–²93.7%4320.1%Retail/Wholesale
Celsius Holdings Inc. stock logo
CELH
Celsius
$129,928$55,739 â–²75.1%3,6620.1%Consumer Staples
Dominion Energy Inc. stock logo
D
Dominion Energy
$129,571$54,302 â–²72.1%2,0950.1%Utilities
PROSHARES TR
$129,2260.0%2,9810.1%S&P 500 HIGH INC
Starbucks Corporation stock logo
SBUX
Starbucks
$123,138$52,786 â–²75.0%1,3740.1%Retail/Wholesale
KIMBERLY-CLARK CORP
$121,822$86,124 â–²241.3%1,2490.1%COM
DECW
AllianzIM U.S. Large Cap Buffer20 Dec ETF
$120,6440.0%3,6110.1%ETF
Hormel Foods Corporation stock logo
HRL
Hormel Foods
$115,482$81,662 â–²241.5%5,0980.1%Consumer Staples
First Trust Institutional Preferred Securities and Income ETF stock logo
FPEI
First Trust Institutional Preferred Securities and Income ETF
$114,852$21,720 â–¼-15.9%6,0440.1%ETF
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$114,230$7,857 â–¼-6.4%1890.1%Aerospace
CALAMOS ETF TR
$111,848$111,848 â–²New Holding4,4490.1%AUTOCALLABLE INC
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$110,071$27,081 â–¼-19.7%2520.1%ETF
3M Company stock logo
MMM
3M
$108,720$436 â–¼-0.4%7480.1%Multi-Sector Conglomerates

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data