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Ankerstar Wealth, LLC

SEC CIK
0002053917
Latest filing
Aug 13, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 12, 2026. Long positions only.

Institution overview
Positions
1,029
No filing for Q3 2025
Portfolio value
$100.4M
No filing for Q3 2025
Filed
Feb 12, 2026
SEC

Ankerstar Wealth, LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Ankerstar Wealth, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
BITBBitwise Bitcoin ETFSHS BEN INT216,080$10.3M10.2%––History
WisdomTree Tr97717Y527FLOATNG RAT TREA178,970$9.01M9.0%–––
GOOGAlphabet Inc.Stock21,231$6.66M6.6%––History
AAPLApple Inc.Stock20,981$5.70M5.7%––History
AMZNAmazon Com IncStock24,168$5.58M5.6%––History
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD59,941$4.78M4.8%–––
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF130,695$4.48M4.5%–––
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM75,537$4.36M4.3%–––
Pacer US Cash Cows 100 ETF69374H881ETF42,796$2.60M2.6%–––
Simplify Exchange Traded Fun82889N830HIGH YIELD ETF115,326$2.57M2.6%–––
BRK.BBerkshire Hathaway IncStock3,857$1.94M1.9%––History
MSFTMicrosoft CorpStock3,763$1.82M1.8%––History
Series Portfolios Tr81752T536ADAPTIV SELECT40,448$1.73M1.7%–––
NVDANVIDIA CorpStock9,217$1.72M1.7%––History
Texas Cap Tex Equity Index E88224A102TEXAS CAP TEX EQ ADDED38,431$1.37M1.4%–––
Schwab US Dividend Equity ETF808524797ETF48,973$1.34M1.3%–––
J P Morgan Exchange Traded F46654Q732U S TEC LEA ETF14,546$1.31M1.3%–––
SPYSPDR S&P 500 ETF TrustETF1,886$1.29M1.3%––History
Vanguard Whitehall FDS921946794INTL HIGH ETF12,572$1.13M1.1%–––
METAMeta Platforms, Inc.Stock1,668$1.10M1.1%––History
Vanguard Star FDS921909768VG TL INTL STK F13,703$1.03M1.0%–––
Kraneshares Trust500767751GBL HUMANOID ROB29,370$935.4K0.9%–––
Vanguard Morningstar Value ETF922908744ETF3,911$747.0K0.7%–––
J P Morgan Exchange Traded F46641Q670CORE PLUS BD ETF15,279$726.4K0.7%–––
Goldman Sachs ETF Tr38149W622S&P 500 PREMIUM11,274$595.3K0.6%–––
Schwab U.S. Large-Cap Growth ETF808524300ETF18,186$593.2K0.6%–––
GOOGLAlphabet Inc.Stock1,851$579.4K0.6%––History
Calamos ETF Tr12811T589BITCOIN 80 SERIE25,595$550.5K0.5%–––
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF7,676$509.9K0.5%–––
Invesco QQQ Trust Series I46090E103ETF762$468.6K0.5%–––
Calamos ETF Tr12811T597BITCOIN 90 SER20,343$465.7K0.5%–––
Vanguard Total Bond Market ETF921937835ETF5,992$443.9K0.4%–––
COSTCostco Wholesale CorpStock507$437.3K0.4%––History
MSTRStrategy IncStock2,873$436.9K0.4%––History
Russell Invts Exchange Trade78249U100US SM CA EQ ETF13,988$435.3K0.4%–––
BXBlackstone Inc.COM2,681$413.3K0.4%––History
iShares Core S&P Small Cap ETF464287804ETF3,439$413.3K0.4%–––
NOWServiceNow, Inc.Stock2,685$411.3K0.4%––History
Calamos ETF Tr12811T712CALAMOS BIT 90 S18,132$411.1K0.4%–––
JPMorgan Ultra-Short Income ETF46641Q837ETF7,190$365.0K0.4%–––
iShares Russell 1000 Growth ETF464287614ETF660$312.4K0.3%–––
HDHome Depot, Inc.Stock870$299.6K0.3%––History
NKENIKE, Inc.Stock4,610$295.6K0.3%––History
iShares Core S&P 500 ETF464287200ETF409$280.1K0.3%–––
AVGOBroadcom Inc.Stock809$280.0K0.3%––History
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF4,684$274.5K0.3%–––
Pacer Trendpilot US Large Cap ETF69374H105ETF4,800$269.6K0.3%–––
BABAAlibaba Group Holding LtdADR1,808$265.0K0.3%––History
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT1,380$264.5K0.3%–––
Vanguard Dividend Appreciation ETF921908844ETF1,192$262.1K0.3%–––
ZZillow Group, Inc.CL C CAP STK3,818$260.5K0.3%––History
iShares Tr46435G250HIGH YLD SYSTM B5,456$258.3K0.3%–––
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL5,811$243.2K0.2%–––
JNJJohnson & JohnsonStock1,157$239.6K0.2%––History
Vanguard Utilities ETF92204A876ETF1,277$236.5K0.2%–––
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD5,177$229.4K0.2%–––
PLTRPalantir Technologies Inc.Stock1,206$214.4K0.2%––History
TSLATesla, Inc.Stock464$208.7K0.2%––History
ORealty Income CorpREIT3,678$208.4K0.2%––History
NEENextera Energy IncStock2,518$202.1K0.2%––History
Vanguard Ftse Emerging Markets ETF922042858ETF3,673$197.5K0.2%–––
Calamos ETF Tr12811T688CALLMOS BIT STRU8,133$195.6K0.2%–––
ETHWBitwise Ethereum ETFSHS9,161$194.9K0.2%––History
CVXChevron CorpStock1,223$186.4K0.2%––History
INTCIntel CorpStock5,000$184.5K0.2%––History
Kraneshares Trust500767363PUBLIC-PRIVATE A5,067$184.0K0.2%–––
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF3,895$182.8K0.2%–––
First Trust Cloud Computing ETF33734X192ETF1,401$182.2K0.2%–––
HONHoneywell International IncCOM925$180.6K0.2%––History
Defiance Quantum ETF26922A420ETF1,582$173.5K0.2%–––
PEPPepsiCo IncStock1,174$170.3K0.2%––History
State Street Technology Select Sector SPDR ETF81369Y803ETF1,182$170.2K0.2%–––
Vanguard Energy ETF92204A306ETF1,283$161.6K0.2%–––
JPMJPMorgan Chase & CoStock498$160.8K0.2%––History
Simplify Exchange Traded Fun82889N699MANAGED FUTURES5,867$159.9K0.2%–––
Vanguard Morningstar Total Stock Market ETF922908769ETF468$157.1K0.2%–––
Vanguard Morningstar Growth ETF922908736ETF314$153.2K0.2%–––
DELLDell Technologies Inc.Stock1,192$150.0K0.1%––History
Calamos ETF Tr12811T613BITCN STRCT ALT6,108$149.4K0.1%–––
Vanguard Malvern FDS922020748CORE BD ETF1,882$146.6K0.1%–––
Invesco Exchange Traded FD T46137V449S&P 100 EQL WIGH1,228$145.1K0.1%–––
XOMExxonMobil Holdings CorpCOM1,192$143.5K0.1%––History
First Tr Exch Traded FD III33739P855INSTL PFD SECS7,187$139.4K0.1%–––
ProShares Tr74347G242S&P 500 HIGH ETF2,981$136.0K0.1%–––
iShares Tr46435U853BROAD USD HIGH3,464$129.6K0.1%–––
Vanguard Index FDS922908652EXTEND MKT ETF618$129.2K0.1%–––
KODKEastman Kodak CoCOM NEW15,000$126.9K0.1%––History
NLYAnnaly Capital Management IncREIT5,480$126.4K0.1%––History
Aim ETF Products Trust00888H794ALLIANZIM US EQT3,611$122.6K0.1%–––
MMM3M CoStock751$120.3K0.1%––History
HSYHershey CoCOM659$120.0K0.1%––History
iShares Russell 2000 ETF464287655ETF465$114.5K0.1%–––
RBRKRubrik, Inc.Stock1,476$112.9K0.1%––History
RTXRTX CorpStock613$112.5K0.1%––History
ELVElevance Health, Inc.Stock319$112.0K0.1%––History
iShares Core S&P US Value ETF464287663ETF1,081$110.8K0.1%–––
Pgim Rock ETF Tr69420N718LADDE S&P 12 ETF3,531$106.4K0.1%–––
GISGeneral Mills IncStock2,269$105.5K0.1%––History
PFEPfizer IncStock4,220$105.1K0.1%––History
ASMLASML Holding NVADR98$104.8K0.1%––History

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Ankerstar Wealth, LLC in Q4 2025
SecurityClassPutsCalls
Bitwise Bitcoin ETF Tr09174C904CALL–$118