Ankerstar Wealth, LLC
Sector Allocation
- Other45.3%$54.1M
- Financials24.5%$29.2M
- Technology17.0%$20.3M
- Consumer Discretionary6.9%$8.2M
- Consumer Staples1.6%$1.9M
- Industrials1.6%$1.9M
- Healthcare1.1%$1.3M
- Utilities0.6%$739,028
- Real Estate0.5%$643,982
- Energy0.5%$563,964
AUM History
13fpro.ai/research/fund/ankerstar-wealth-llc-2053917
Conviction and streaks
Concentrating · top 10 = 54.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
WT
$16.8M- INNOVATOR$9.3M
GOOG
$7.0MAMZN
$5.8MAAPL
$5.7M- FIRST$5.2M
BITB
$4.9M- VANGUARD$3.8M
- J$3.3M
- PACER$3.1M
BRK.B
$2.3M- KRANESHARES$2.2M
- SCHWAB$2.2M
- VANGUARD$2.1M
- SERIES$2.0M
SPY
$1.9MMSFT
$1.8M- TIDAL$1.6M
NVDA
$1.4MIVZ
$1.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/ankerstar-wealth-llc-2053917
Ankerstar Wealth, LLC 13F holdings — Q2 2026
$119.3M portfolio (+25.9% QoQ) · 989 holdings · Q2 2026 13F · top 10 are 54% of the stock portfolio
$16.8M
14.1% of stocks
+90%This quarter-7.6%Since filed3+ qtrsHeld- 2
INNOVATOR ETFS TRUST - DEFINED WLT SHLD
$9.3M
7.8% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $7.0M
5.8% of stocks
-1%This quarter-8.7%Since filed3+ qtrsHeld$5.8M
4.8% of stocks
-0.3%This quarter-6.0%Since filed3+ qtrsHeld$5.7M
4.8% of stocks
-0.6%This quarter+12.7%Since filed3+ qtrsHeld- 6
FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF
$5.2M
4.3% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— $4.9M
4.1% of stocks
-9%This quarter+26.0%Since filed3+ qtrsHeld- 8
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
$3.8M
3.2% of stocks
-28%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM
$3.3M
2.8% of stocks
-13%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
PACER FDS TR - US CASH COWS 100
$3.1M
2.6% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $16.8M | 14.1% | +90% | -7.6% | 3+ qtrs | 61.4#787 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | $9.3M | 7.8% | New | — | New this quarter | — | — | |
| 3 | $7.0M | 5.8% | -1% | -8.7% | 3+ qtrsTrimmed 2 qtrs in a row | 77.7#61 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $5.8M | 4.8% | -0.3% | -6.0% | 3+ qtrs | 67.5#363 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | $5.7M | 4.8% | -0.6% | +12.7% | 3+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $5.2M | 4.3% | +10% | — | — | — | — | |
| 7 | $4.9M | 4.1% | -9% | +26.0% | 3+ qtrsTrimmed 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 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% | — | — | — | — |
All holdings — Ankerstar Wealth, LLC (Q2 2026)
989 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | BERKSHIRE HATHAWAY INC | Financials | $2.3M | 1.9% | 4,589 | -3% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | KRANESHARES TRUST - GBL HUMANOID ROB | — | $2.2M | 1.9% | 53K | +16% | — | — | 13F |
| 13 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $2.2M | 1.8% | 69K | +2% | — | — | 13F |
| 14 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETFetf/fund | — | $2.1M | 1.8% | 22K | +14% | — | — | 13F |
| 15 | — | SERIES PORTFOLIOS TR - ADAPTIV SELECT | — | $2.0M | 1.7% | 42K | -17% | — | — | 13F |
| 16 | SPDR S&P 500 ETF TRUSTetf/fund | — | $1.9M | 1.6% | 2,601 | +6% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | MICROSOFT CORP | Technology | $1.8M | 1.5% | 4,854 | +10% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | TIDAL TRUST III - VIST ELEC SU ETFetf/fund | — | $1.6M | 1.4% | 52K | +36% | — | — | 13F |
| 19 | NVIDIA CORP | Technology | $1.4M | 1.2% | 6,965 | -7% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Invesco Ltd.etf/fund | Financials | $1.4M | 1.1% | 4,510 | +83% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | J P MORGAN EXCHANGE TRADED F - U S TEC LEA ETFetf/fund | — | $1.3M | 1.1% | 12K | -6% | — | — | 13F |
| 22 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $1.2M | 1.0% | 1,661 | +1.0% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Invesco Ltd. | Financials | $1.0M | 0.9% | 4,811 | +16% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | VANGUARD STAR FDS - VG TL INTL STK Fetf/fund | — | $966K | 0.8% | 11K | -0.3% | — | — | 13F |
| 25 | — | RUSSELL INVTS EXCHANGE TRADE - US SM CA EQ ETFetf/fund | — | $929K | 0.8% | 24K | -0.6% | — | — | 13F |
| 26 | — | TEXAS CAPITAL FUNDS TRUST - CAP TE EQ IN ETF | — | $870K | 0.7% | 22K | -11% | |||
| 27 | $TSLA | Tesla, Inc. | Consumer Discretionary | $761K | 0.6% | 1,810 | +183% | |||
| 28 | $GOOGL | Alphabet Inc. | Technology | $745K | 0.6% | 2,083 | +1% | |||
| 29 | $META | Meta Platforms, Inc. | Technology | $588K | 0.5% | 1,044 | -16% | |||
| 30 | $WT | WisdomTree, Inc. | Financials | $582K | 0.5% | 15K | New | |||
| 31 | — | J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF | — | $564K | 0.5% | 8,352 | +49% | |||
| 32 | — | VANGUARD INDEX FDS - VALUE ETF | — | $541K | 0.5% | 2,482 | -2% | |||
| 33 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $499K | 0.4% | 15K | +8% | |||
| 34 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $496K | 0.4% | 530 | +5% | |||
| 35 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | — | $486K | 0.4% | 10K | -15% | |||
| 36 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $465K | 0.4% | 1,319 | +7% | |||
| 37 | — | JANUS DETROIT STR TR - HEND EQ LI MODE *A* | — | $441K | 0.4% | 17K | New | |||
| 38 | $JNJ | JOHNSON & JOHNSON | Healthcare | $437K | 0.4% | 1,720 | +0.4% | |||
| 39 | $NEE | NEXTERA ENERGY INC | Utilities | $378K | 0.3% | 4,307 | +16% | |||
| 40 | $DELL | Dell Technologies Inc. | Technology | $363K | 0.3% | 842 | -19% | |||
| 41 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | — | $359K | 0.3% | 2,172 | +8% | |||
| 42 | $RBRK | Rubrik, Inc. | Technology | $358K | 0.3% | 4,459 | +5% | |||
| 43 | $IBIT | iShares Bitcoin Trust ETF | Financials | $351K | 0.3% | 11K | -0.1% | |||
| 44 | $JPM | JPMORGAN CHASE & CO | Financials | $321K | 0.3% | 980 | +0.2% | |||
| 45 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $320K | 0.3% | 6,325 | -0.9% | |||
| 46 | $NKE | NIKE, Inc. | Consumer Discretionary | $301K | 0.3% | 7,270 | +1% | |||
| 47 | $O | REALTY INCOME CORP | Real Estate | $297K | 0.3% | 4,772 | +0.4% | |||
| 48 | $PEP | PEPSICO INC | Consumer Staples | $296K | 0.3% | 2,186 | +0.6% | |||
| 49 | — | ISHARES TR - CORE S&P500 ETF | — | $286K | 0.2% | 382 | +3% | |||
| 50 | — | CALAMOS ETF TR - AUTOC INCOM ETF | — | $274K | 0.2% | 10K | +126% | |||
| 51 | — | PACER FDS TR - TRENDP US LAR CP | — | $265K | 0.2% | 4,549 | -3% | |||
| 52 | $AVGO | Broadcom Inc. | Technology | $261K | 0.2% | 691 | -0.6% | |||
| 53 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $250K | 0.2% | 1,828 | +0.6% | |||
| 54 | $CVX | CHEVRON CORP | Energy | $248K | 0.2% | 1,496 | -7% | |||
| 55 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | — | $248K | 0.2% | 4,464 | -21% | |||
| 56 | — | ISHARES TR - HIGH YLD SYSTM B | — | $247K | 0.2% | 5,282 | -11% | |||
| 57 | $HPE | Hewlett Packard Enterprise Co | Technology | $244K | 0.2% | 5,389 | New | |||
| 58 | $ELV | Elevance Health, Inc. | Healthcare | $227K | 0.2% | 586 | +0.3% | |||
| 59 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $225K | 0.2% | 1,182 | — | |||
| 60 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $223K | 0.2% | 3,044 | -27% | |||
| 61 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $223K | 0.2% | 3,623 | +3% | |||
| 62 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $220K | 0.2% | 2,445 | +356% | |||
| 63 | — | VANGUARD WORLD FD - UTILITIES ETF | — | $215K | 0.2% | 1,096 | -0.2% | |||
| 64 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $210K | 0.2% | 567 | +21% | |||
| 65 | $HSY | HERSHEY CO | Consumer Staples | $209K | 0.2% | 1,193 | +0.8% | |||
| 66 | $CME | CME GROUP INC. | Financials | $203K | 0.2% | 920 | +793% | |||
| 67 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $202K | 0.2% | 851 | -0.6% | |||
| 68 | $LMT | LOCKHEED MARTIN CORP | Industrials | $198K | 0.2% | 389 | +106% | |||
| 69 | — | CALAMOS ETF TR - CALLMOS BIT STRU | — | $191K | 0.2% | 8,096 | -0.9% | |||
| 70 | $IVZ | Invesco Ltd. | Financials | $188K | 0.2% | 1,457 | -30% | |||
| 71 | — | FIRST TR EXCHANGE-TRADED FD - CLOUD COMPUTING | — | $178K | 0.1% | 1,320 | — | |||
| 72 | $BX | Blackstone Inc. | Financials | $177K | 0.1% | 1,507 | -21% | |||
| 73 | $VICI | VICI PROPERTIES INC. | Real Estate | $176K | 0.1% | 6,511 | +1% | |||
| 74 | — | CALAMOS ETF TR - BITCOIN 90 SER | — | $174K | 0.1% | 7,917 | -44% | |||
| 75 | — | FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD | — | $174K | 0.1% | 4,000 | — | |||
| 76 | — | ETF SER SOLUTIONS - DEFI DRON MO ETF | — | $172K | 0.1% | 5,915 | New | |||
| 77 | — | PGIM ROCK ETF TR - LADDE S&P 12 ETF | — | $172K | 0.1% | 5,361 | +50% | |||
| 78 | — | CALAMOS ETF TR - BITCOIN 80 SERIE | — | $169K | 0.1% | 8,596 | -64% | |||
| 79 | $IVZ | Invesco Ltd. | Financials | $166K | 0.1% | 3,070 | -14% | |||
| 80 | $CSX | CSX CORP | Industrials | $163K | 0.1% | 3,432 | +0.3% | |||
| 81 | — | ISHARES TR - CORE S&P SCP ETF | — | $163K | 0.1% | 1,098 | -0.1% | |||
| 82 | $PFE | PFIZER INC | Healthcare | $157K | 0.1% | 6,506 | -0.3% | |||
| 83 | $TSCO | TRACTOR SUPPLY CO /DE/ | Consumer Discretionary | $154K | 0.1% | 4,879 | New | |||
| 84 | — | CALAMOS ETF TR - BITCN STRCT ALT | — | $152K | 0.1% | 6,195 | -7% | |||
| 85 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $150K | 0.1% | 880 | New | |||
| 86 | — | SPDR SERIES TRUST - SP KENSHO FINAL | — | $149K | 0.1% | 1,249 | New | |||
| 87 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $148K | 0.1% | 356 | — | |||
| 88 | $D | DOMINION ENERGY, INC | Utilities | $144K | 0.1% | 2,110 | +0.7% | |||
| 89 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR TA HIYL | — | $143K | 0.1% | 3,524 | -23% | |||
| 90 | $PLTR | Palantir Technologies Inc. | Technology | $142K | 0.1% | 1,217 | -0.5% | |||
| 91 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $141K | 0.1% | 1,376 | +0.1% | |||
| 92 | — | PROSHARES TR - S&P 500 HIGH ETF | — | $140K | 0.1% | 2,915 | -2% | |||
| 93 | — | ISHARES TR - S&P 500 VAL ETF | — | $140K | 0.1% | 617 | +201% | |||
| 94 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $139K | 0.1% | 621 | -48% | |||
| 95 | — | ISHARES TR - BROAD USD HIGH | — | $139K | 0.1% | 3,745 | -2% | |||
| 96 | $KMB | KIMBERLY CLARK CORP | Materials | $138K | 0.1% | 1,244 | -0.4% | |||
| 97 | $RTX | RTX Corp | Industrials | $138K | 0.1% | 725 | -2% | |||
| 98 | $HONA | Honeywell Aerospace Inc. | Industrials | $137K | 0.1% | 621 | New | |||
| 99 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $136K | 0.1% | 1,398 | -16% | |||
| 100 | $CAT | CATERPILLAR INC | Industrials | $136K | 0.1% | 127 | — | |||
| 101 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $135K | 0.1% | 282 | +10% | |||
| 102 | $GIS | GENERAL MILLS INC | Consumer Staples | $134K | 0.1% | 3,846 | +1% | |||
| 103 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $132K | 0.1% | 583 | +18% | |||
| 104 | $MMM | 3M CO | Healthcare | $131K | 0.1% | 807 | +8% | |||
| 105 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $130K | 0.1% | 1,512 | +500% | |||
| 106 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | — | $129K | 0.1% | 3,611 | — | |||
| 107 | $NOW | ServiceNow, Inc. | Technology | $127K | 0.1% | 1,280 | -27% | |||
| 108 | $HRL | HORMEL FOODS CORP /DE/ | Consumer Staples | $127K | 0.1% | 5,115 | +0.3% | |||
| 109 | $ACN | Accenture plc | Technology | $124K | 0.1% | 998 | +2751% | |||
| 110 | $MCD | MCDONALDS CORP | Consumer Discretionary | $123K | 0.1% | 456 | +6% | |||
| 111 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $121K | 0.1% | 2,022 | +1% | |||
| 112 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $120K | 0.1% | 206 | — | |||
| 113 | — | FIRST TR EXCH TRADED FD III - INSTL PFD SECS | — | $117K | 0.1% | 6,043 | -0.0% | |||
| 114 | $F | FORD MOTOR CO | Consumer Discretionary | $115K | 0.1% | 8,294 | +1% | |||
| 115 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | — | $115K | 0.1% | 861 | +10% | |||
| 116 | — | VANGUARD WORLD FD - ENERGY ETF | — | $112K | 0.1% | 748 | -17% | |||
| 117 | $CELH | Celsius Holdings, Inc. | Consumer Staples | $112K | 0.1% | 3,815 | +4% | |||
| 118 | $NLY | ANNALY CAPITAL MANAGEMENT INC | Real Estate | $108K | 0.1% | 4,685 | -5% | |||
| 119 | — | ISHARES TR - EXPANDED TECH | — | $106K | 0.1% | 1,175 | New | |||
| 120 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $102K | 0.1% | 1,218 | -0.4% | |||
| 121 | $AFL | AFLAC INC | Financials | $101K | 0.1% | 860 | +0.6% | |||
| 122 | $Z | ZILLOW GROUP, INC. | Industrials | $101K | 0.1% | 3,194 | -39% | |||
| 123 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $100K | 0.1% | 678 | +11% | |||
| 124 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $98K | 0.1% | 619 | — | |||
| 125 | — | ARK ETF TR - SPACE & DEFENSE | — | $97K | 0.1% | 2,847 | New | |||
| 126 | $ASML | ASML HOLDING NV | Technology | $95K | 0.1% | 48 | -4% | |||
| 127 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $92K | 0.1% | 327 | +10% | |||
| 128 | $TGT | TARGET CORP | Consumer Staples | $92K | 0.1% | 701 | -0.3% | |||
| 129 | $QCOM | QUALCOMM INC/DE | Technology | $91K | 0.1% | 494 | — | |||
| 130 | $TFII | TFI International Inc. | Industrials | $91K | 0.1% | 633 | — | |||
| 131 | $PYPL | PayPal Holdings, Inc. | Financials | $87K | 0.1% | 2,020 | +0.2% | |||
| 132 | — | KRANESHARES TRUST - PUBLIC-PRIVATE A | — | $87K | 0.1% | 1,855 | -32% | |||
| 133 | — | ISHARES TR - CORE S&P US VLU | — | $86K | 0.1% | 781 | — | |||
| 134 | $UNP | UNION PACIFIC CORP | Industrials | $86K | 0.1% | 316 | +0.6% | |||
| 135 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $85K | 0.1% | 1,963 | — | |||
| 136 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $85K | 0.1% | 787 | +1% | |||
| 137 | $BA | BOEING CO | Industrials | $82K | 0.1% | 379 | -2% | |||
| 138 | — | CYBER HORNET TR - S&P 500 BITC ETF | — | $82K | 0.1% | 2,823 | -45% | |||
| 139 | $CARR | CARRIER GLOBAL Corp | Industrials | $81K | 0.1% | 1,106 | +0.4% | |||
| 140 | $ABBV | AbbVie Inc. | Healthcare | $78K | 0.1% | 308 | — | |||
| 141 | $CPB | CAMPBELL'S Co | Consumer Staples | $77K | 0.1% | 3,469 | +2% | |||
| 142 | $V | VISA INC. | Financials | $77K | 0.1% | 224 | — | |||
| 143 | — | SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES | — | $76K | 0.1% | 2,932 | -11% | |||
| 144 | $WMT | Walmart Inc. | Consumer Staples | $75K | 0.1% | 663 | +2% | |||
| 145 | — | ISHARES TR - RUSSELL 2000 ETF | — | $75K | 0.1% | 248 | -2% | |||
| 146 | $DAL | DELTA AIR LINES, INC. | Industrials | $74K | 0.1% | 794 | +14% | |||
| 147 | — | GLOBAL X FDS - CYBRSCURTY ETF | — | $73K | 0.1% | 1,915 | +705% | |||
| 148 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $71K | 0.1% | 2,564 | — | |||
| 149 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500 | — | $70K | 0.1% | 1,389 | — | |||
| 150 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $68K | 0.1% | 227 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 111 new, 133 added to, 201 trimmed, 75 sold out. Share-count changes; largest moves by dollar size first.
New positions (111)
- INNOVATOR ETFS TRUST - DEFINED WLT SHLD$9.3M
first bought this quarter
- JANUS DETROIT STR TR - HEND EQ LI MODE *A*$441K
first bought this quarter
$HPEHewlett Packard Enterprise Co$244K
first bought this quarter
- ETF SER SOLUTIONS - DEFI DRON MO ETF$172K
first bought this quarter
$TSCOTRACTOR SUPPLY CO /DE/$154K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$150Kfirst bought this quarter
+105 more in the Excel export
Added to (133)
now $16.8M · held 3+ qtrs
now $1.4M · held 3+ qtrs, 2 adds in a row
$TSLATesla, Inc.+183%
now $761K · held 3+ qtrs, 2 adds in a row
- FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF+10%
now $5.2M
- TIDAL TRUST III - VIST ELEC SU ETF+36%
now $1.6M
- KRANESHARES TRUST - GBL HUMANOID ROB+16%
now $2.2M
+127 more in the Excel export
Trimmed (201)
- VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD-28%
now $3.8M
- SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF-89%
now $64K
- J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM-13%
now $3.3M
now $4.9M · held 3+ qtrs, 2 trims in a row
- SERIES PORTFOLIOS TR - ADAPTIV SELECT-17%
now $2.0M
- CALAMOS ETF TR - BITCOIN 80 SERIE-64%
now $169K
+195 more in the Excel export
Sold out (75)
- ISHARES TRwas $281K
- BITWISE FUNDS TRUSTwas $68K
$CTRACoterra Energy Inc.was $19K
held 2+ qtrs
- VANGUARD SCOTTSDALE FDSwas $14K
- BITWISE FUNDS TRUSTwas $11K
- GOLDMAN SACHS ETF TRwas $8K
+69 more in the Excel export
Holdings by quarter
Every 13F Ankerstar Wealth, LLC has filed, 2 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Ankerstar Wealth's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-1.2%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter
Top 10 weight
54%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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.
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AI-Powered Hedge Fund Analysis: Ankerstar Wealth, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Ankerstar Wealth, LLC (SEC CIK: 2053917), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Ankerstar Wealth, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.