Ankerstar Wealth, LLC
13F Reported Value
ⓘ$119.3M
Holdings
989
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Ankerstar Wealth, LLC disclosed 989 positions worth $119.3M in its Form 13F-HR for Q2 2026, led by $WT (WisdomTree, Inc.) at 14.1% of the equity portfolio. During the quarter the fund opened 111 new positions and exited 75. The portfolio is most concentrated in Other (45.3% of disclosed assets). All figures are sourced directly from Ankerstar Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 2053917.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 59.9#903
Quality
$16.8M332,805 sh INNOVATOR ETFS TRUST - DEFINED WLT SHLD
—Quality
$9.3M272,566 sh- 78.2#57
Quality
$7.0M19,710 sh - 68.7
Quality
$5.8M24,212 sh - 76.4
Quality
$5.7M19,756 sh FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF
—Quality
$5.2M141,016 sh- —
Quality
$4.9M153,810 sh VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
—Quality
$3.8M48,347 shJ P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM
—Quality
$3.3M59,262 shPACER FDS TR - US CASH COWS 100
—Quality
$3.1M49,534 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 WisdomTree, Inc.$WT | 59.9#903 | $16.8M | 332,805 |
| INNOVATOR ETFS TRUST - DEFINED WLT SHLD | — | $9.3M | 272,566 |
 Alphabet Inc.$GOOGL | 78.2#57 | $7.0M | 19,710 |
 AMAZON COM INC$AMZN | 68.7 | $5.8M | 24,212 |
 Apple Inc.$AAPL | 76.4 | $5.7M | 19,756 |
| FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | — | $5.2M | 141,016 |
 Bitwise Bitcoin ETF$BITB | — | $4.9M | 153,810 |
| VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $3.8M | 48,347 |
| J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $3.3M | 59,262 |
| PACER FDS TR - US CASH COWS 100 | — | $3.1M | 49,534 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Ankerstar Wealth, LLC's 989 positions.
Showing top 10 of 989 holdings.
Sector Allocation
Other
$54.1M
Financials
$29.2M
Technology
$19.8M
Consumer Discretionary
$7.8M
Industrials
$3.4M
Healthcare
$1.3M
Consumer Staples
$1.3M
Utilities
$739,028
Top Holdings — Ankerstar Wealth, LLC (Q2 2026)
Top 150 of 989 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $WT | WisdomTree, Inc. | $16.8M | 14.1% | +90% | 59.9 |
| 2 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | $9.3M | 7.8% | NEW | — |
| 3 | $GOOGL | Alphabet Inc. | $7.0M | 5.8% | -1% | 78.2 |
| 4 | $AMZN | AMAZON COM INC | $5.8M | 4.8% | -0% | 68.7 |
| 5 | $AAPL | Apple Inc. | $5.7M | 4.8% | -1% | 76.4 |
| 6 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $5.2M | 4.3% | +10% | — |
| 7 | $BITB | Bitwise Bitcoin ETF | $4.9M | 4.1% | -9% | — |
| 8 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $3.8M | 3.2% | -28% | — |
| 9 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $3.3M | 2.8% | -13% | — |
| 10 | — | PACER FDS TR - US CASH COWS 100 | $3.1M | 2.6% | -1% | — |
| 11 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.3M | 1.9% | -3% | 73.8 |
| 12 | — | KRANESHARES TRUST - GBL HUMANOID ROB | $2.2M | 1.9% | +16% | — |
| 13 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $2.2M | 1.8% | +2% | — |
| 14 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $2.1M | 1.8% | +14% | — |
| 15 | — | SERIES PORTFOLIOS TR - ADAPTIV SELECT | $2.0M | 1.7% | -17% | — |
| 16 |  $SPY | SPDR S&P 500 ETF TRUST | $1.9M | 1.6% | +6% | — |
| 17 |  $MSFT | MICROSOFT CORP | $1.8M | 1.5% | +10% | 79.8 |
| 18 | — | TIDAL TRUST III - VIST ELEC SU ETF | $1.6M | 1.4% | +36% | — |
| 19 |  $NVDA | NVIDIA CORP | $1.4M | 1.2% | -7% | 85.9 |
| 20 |  $IVZ | Invesco Ltd. | $1.4M | 1.1% | +83% | — |
| 21 | — | J P MORGAN EXCHANGE TRADED F - U S TEC LEA ETF | $1.3M | 1.1% | -6% | — |
| 22 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.2M | 1.0% | +1% | — |
| 23 | $IVZ | Invesco Ltd. | $1.0M | 0.9% | +16% | — |
| 24 | — | VANGUARD STAR FDS - VG TL INTL STK F | $965,511 | 0.8% | -0% | — |
| 25 | — | RUSSELL INVTS EXCHANGE TRADE - US SM CA EQ ETF | $929,084 | 0.8% | -1% | — |
| 26 | — | TEXAS CAPITAL FUNDS TRUST - CAP TE EQ IN ETF | $870,082 | 0.7% | -11% | — |
| 27 |  $TSLA | Tesla, Inc. | $761,286 | 0.6% | +183% | 53.9 |
| 28 |  $GOOG | Alphabet Inc. | $744,736 | 0.6% | +1% | 78.2 |
| 29 |  $META | Meta Platforms, Inc. | $588,075 | 0.5% | -16% | 79.6 |
| 30 | $WT | WisdomTree, Inc. | $581,593 | 0.5% | NEW | 59.9 |
| 31 | — | J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF | $564,428 | 0.5% | +49% | — |
| 32 | — | VANGUARD INDEX FDS - VALUE ETF | $541,116 | 0.5% | -2% | — |
| 33 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $499,038 | 0.4% | +8% | — |
| 34 |  $COST | COSTCO WHOLESALE CORP /NEW | $495,908 | 0.4% | +5% | 66.2 |
| 35 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $485,866 | 0.4% | -15% | — |
| 36 |  $HD | HOME DEPOT, INC. | $465,464 | 0.4% | +7% | 60.3 |
| 37 | — | JANUS DETROIT STR TR - HEND EQ LI MODE *A* | $441,261 | 0.4% | NEW | — |
| 38 |  $JNJ | JOHNSON & JOHNSON | $437,050 | 0.4% | +0% | 69 |
| 39 |  $NEE | NEXTERA ENERGY INC | $378,027 | 0.3% | +16% | 64.6 |
| 40 |  $DELL | Dell Technologies Inc. | $363,289 | 0.3% | -19% | 71.2 |
| 41 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | $359,205 | 0.3% | +8% | — |
| 42 |  $RBRK | Rubrik, Inc. | $357,969 | 0.3% | +5% | 56.6 |
| 43 |  $IBIT | iShares Bitcoin Trust ETF | $350,976 | 0.3% | -0% | — |
| 44 |  $JPM | JPMORGAN CHASE & CO | $320,791 | 0.3% | +0% | 70.7 |
| 45 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $319,855 | 0.3% | -1% | — |
| 46 |  $NKE | NIKE, Inc. | $301,429 | 0.3% | +1% | 49.3 |
| 47 |  $O | REALTY INCOME CORP | $297,015 | 0.3% | +0% | 73.7 |
| 48 |  $PEP | PEPSICO INC | $295,988 | 0.3% | +1% | 63.4 |
| 49 | — | ISHARES TR - CORE S&P500 ETF | $286,076 | 0.2% | +3% | — |
| 50 | — | CALAMOS ETF TR - AUTOC INCOM ETF | $273,624 | 0.2% | +126% | — |
| 51 | — | PACER FDS TR - TRENDP US LAR CP | $265,025 | 0.2% | -3% | — |
| 52 |  $AVGO | Broadcom Inc. | $261,025 | 0.2% | -1% | 84.5 |
| 53 |  $XOM.R34088 | EXXON MOBIL CORP | $249,929 | 0.2% | +1% | 57.9 |
| 54 |  $CVX | CHEVRON CORP | $248,142 | 0.2% | -7% | 62.8 |
| 55 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | $248,064 | 0.2% | -21% | — |
| 56 | — | ISHARES TR - HIGH YLD SYSTM B | $247,039 | 0.2% | -11% | — |
| 57 |  $HPE | Hewlett Packard Enterprise Co | $243,624 | 0.2% | NEW | 70.5 |
| 58 |  $ELV | Elevance Health, Inc. | $226,897 | 0.2% | +0% | 59 |
| 59 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $225,266 | 0.2% | +0% | — |
| 60 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $223,469 | 0.2% | -27% | — |
| 61 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $222,693 | 0.2% | +3% | — |
| 62 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $219,683 | 0.2% | +356% | — |
| 63 | — | VANGUARD WORLD FD - UTILITIES ETF | $214,689 | 0.2% | -0% | — |
| 64 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $209,813 | 0.2% | +21% | — |
| 65 |  $HSY | HERSHEY CO | $209,432 | 0.2% | +1% | 65.7 |
| 66 |  $CME | CME GROUP INC. | $203,356 | 0.2% | +793% | 69.5 |
| 67 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $201,514 | 0.2% | -1% | — |
| 68 |  $LMT | LOCKHEED MARTIN CORP | $198,180 | 0.2% | +106% | 65.6 |
| 69 | — | CALAMOS ETF TR - CALLMOS BIT STRU | $190,505 | 0.2% | -1% | — |
| 70 | $IVZ | Invesco Ltd. | $187,982 | 0.2% | -30% | — |
| 71 | — | FIRST TR EXCHANGE-TRADED FD - CLOUD COMPUTING | $177,619 | 0.1% | +0% | — |
| 72 |  $BX | Blackstone Inc. | $177,399 | 0.1% | -21% | 74.4 |
| 73 |  $VICI | VICI PROPERTIES INC. | $175,805 | 0.1% | +1% | 65.8 |
| 74 | — | CALAMOS ETF TR - BITCOIN 90 SER | $174,451 | 0.1% | -44% | — |
| 75 | — | FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD | $174,440 | 0.1% | +0% | — |
| 76 | — | ETF SER SOLUTIONS - DEFI DRON MO ETF | $171,831 | 0.1% | NEW | — |
| 77 | — | PGIM ROCK ETF TR - LADDE S&P 12 ETF | $171,820 | 0.1% | +50% | — |
| 78 | — | CALAMOS ETF TR - BITCOIN 80 SERIE | $169,298 | 0.1% | -64% | — |
| 79 | $IVZ | Invesco Ltd. | $165,872 | 0.1% | -14% | — |
| 80 |  $CSX | CSX CORP | $163,160 | 0.1% | +0% | 65.2 |
| 81 | — | ISHARES TR - CORE S&P SCP ETF | $162,953 | 0.1% | -0% | — |
| 82 |  $PFE | PFIZER INC | $156,688 | 0.1% | -0% | 62 |
| 83 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $154,238 | 0.1% | NEW | 55.2 |
| 84 | — | CALAMOS ETF TR - BITCN STRCT ALT | $151,716 | 0.1% | -7% | — |
| 85 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $150,357 | 0.1% | NEW | — |
| 86 | — | SPDR SERIES TRUST - SP KENSHO FINAL | $149,231 | 0.1% | NEW | — |
| 87 |  $UNH | UNITEDHEALTH GROUP INC | $147,964 | 0.1% | +0% | 62.7 |
| 88 |  $D | DOMINION ENERGY, INC | $144,150 | 0.1% | +1% | 69.9 |
| 89 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR TA HIYL | $143,251 | 0.1% | -23% | — |
| 90 |  $PLTR | Palantir Technologies Inc. | $141,987 | 0.1% | -0% | 84.6 |
| 91 |  $SBUX | STARBUCKS CORP | $140,635 | 0.1% | +0% | 58.2 |
| 92 | — | PROSHARES TR - S&P 500 HIGH ETF | $140,474 | 0.1% | -2% | — |
| 93 | — | ISHARES TR - S&P 500 VAL ETF | $140,096 | 0.1% | +201% | — |
| 94 |  $HON | HONEYWELL INTERNATIONAL INC | $139,042 | 0.1% | -48% | 65 |
| 95 | — | ISHARES TR - BROAD USD HIGH | $138,672 | 0.1% | -2% | — |
| 96 |  $KMB | KIMBERLY CLARK CORP | $138,180 | 0.1% | -0% | 58.7 |
| 97 |  $RTX | RTX Corp | $137,707 | 0.1% | -2% | 73.2 |
| 98 |  $HONA | Honeywell Aerospace Inc. | $137,291 | 0.1% | NEW | — |
| 99 |  $BABA | Alibaba Group Holding Ltd | $135,916 | 0.1% | -16% | — |
| 100 |  $CAT | CATERPILLAR INC | $135,809 | 0.1% | +0% | 66.5 |
| 101 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $134,940 | 0.1% | +10% | — |
| 102 |  $GIS | GENERAL MILLS INC | $133,872 | 0.1% | +1% | 50.7 |
| 103 |  $ADP | AUTOMATIC DATA PROCESSING INC | $131,775 | 0.1% | +18% | 69.8 |
| 104 |  $MMM | 3M CO | $130,663 | 0.1% | +8% | 64.9 |
| 105 | — | VANGUARD INDEX FDS - GROWTH ETF | $130,244 | 0.1% | +500% | — |
| 106 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $128,733 | 0.1% | +0% | — |
| 107 |  $NOW | ServiceNow, Inc. | $127,078 | 0.1% | -27% | 72.9 |
| 108 |  $HRL | HORMEL FOODS CORP /DE/ | $126,966 | 0.1% | +0% | 51.8 |
| 109 |  $ACN | Accenture plc | $124,191 | 0.1% | +2751% | — |
| 110 |  $MCD | MCDONALDS CORP | $123,483 | 0.1% | +6% | 69 |
| 111 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $120,718 | 0.1% | +1% | — |
| 112 |  $AMD | ADVANCED MICRO DEVICES INC | $119,667 | 0.1% | +0% | 79.8 |
| 113 | — | FIRST TR EXCH TRADED FD III - INSTL PFD SECS | $116,585 | 0.1% | -0% | — |
| 114 |  $F | FORD MOTOR CO | $115,297 | 0.1% | +1% | 54.9 |
| 115 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $114,728 | 0.1% | +10% | — |
| 116 | — | VANGUARD WORLD FD - ENERGY ETF | $112,297 | 0.1% | -17% | — |
| 117 |  $CELH | Celsius Holdings, Inc. | $111,703 | 0.1% | +4% | 66.5 |
| 118 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $108,270 | 0.1% | -5% | — |
| 119 | — | ISHARES TR - EXPANDED TECH | $106,455 | 0.1% | NEW | — |
| 120 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $102,077 | 0.1% | -0% | — |
| 121 |  $AFL | AFLAC INC | $100,865 | 0.1% | +1% | 61.3 |
| 122 |  $Z | ZILLOW GROUP, INC. | $100,675 | 0.1% | -39% | 58.5 |
| 123 |  $PG | PROCTER & GAMBLE Co | $99,512 | 0.1% | +11% | 64.6 |
| 124 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $97,850 | 0.1% | +0% | — |
| 125 | — | ARK ETF TR - SPACE & DEFENSE | $97,140 | 0.1% | NEW | — |
| 126 |  $ASML | ASML HOLDING NV | $95,493 | 0.1% | -4% | — |
| 127 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $91,956 | 0.1% | +10% | 70 |
| 128 |  $TGT | TARGET CORP | $91,609 | 0.1% | -0% | 60.7 |
| 129 |  $QCOM | QUALCOMM INC/DE | $91,305 | 0.1% | +0% | 70.5 |
| 130 |  $TFII | TFI International Inc. | $91,177 | 0.1% | +0% | — |
| 131 |  $PYPL | PayPal Holdings, Inc. | $87,253 | 0.1% | +0% | 64.1 |
| 132 | — | KRANESHARES TRUST - PUBLIC-PRIVATE A | $86,981 | 0.1% | -32% | — |
| 133 | — | ISHARES TR - CORE S&P US VLU | $86,027 | 0.1% | +0% | — |
| 134 |  $UNP | UNION PACIFIC CORP | $85,996 | 0.1% | +1% | 69.7 |
| 135 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $85,371 | 0.1% | +0% | — |
| 136 |  $UPS | UNITED PARCEL SERVICE INC | $84,693 | 0.1% | +1% | 58.6 |
| 137 |  $BA | BOEING CO | $82,042 | 0.1% | -2% | 61.6 |
| 138 | — | CYBER HORNET TR - S&P 500 BITC ETF | $81,559 | 0.1% | -45% | — |
| 139 |  $CARR | CARRIER GLOBAL Corp | $81,143 | 0.1% | +0% | 56.6 |
| 140 |  $ABBV | AbbVie Inc. | $77,688 | 0.1% | +0% | 72.6 |
| 141 |  $CPB | CAMPBELL'S Co | $77,256 | 0.1% | +2% | 55.2 |
| 142 |  $V | VISA INC. | $76,905 | 0.1% | +0% | 82.9 |
| 143 | — | SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES | $76,056 | 0.1% | -11% | — |
| 144 |  $WMT | Walmart Inc. | $75,142 | 0.1% | +2% | 60.2 |
| 145 | — | ISHARES TR - RUSSELL 2000 ETF | $74,512 | 0.1% | -2% | — |
| 146 |  $DAL | DELTA AIR LINES, INC. | $74,372 | 0.1% | +14% | 57.5 |
| 147 | — | GLOBAL X FDS - CYBRSCURTY ETF | $73,134 | 0.1% | +705% | — |
| 148 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $71,023 | 0.1% | +0% | — |
| 149 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500 | $70,145 | 0.1% | +0% | — |
| 150 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $67,875 | 0.1% | +0% | — |
New Positions (111)
$HPE Hewlett Packard Enterprise Co$243,624$TSCO TRACTOR SUPPLY CO /DE/$154,238$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$150,357$HONA Honeywell Aerospace Inc.$137,291
$INFQ Infleqtion, Inc.$43,703
$DVN DEVON ENERGY CORP/DE$15,040
$KTOS KRATOS DEFENSE & SECURITY SOLUTIONS, INC.$14,958Exited Positions (75)
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