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Livermore
Livermore
ZHEN

Ankerstar Wealth, LLC

SEC CIK
0002053917
Latest filing
Aug 13, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 14, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
955
−74 vs. Q4 2025
Portfolio value
$94.7M
−$5.71M (−5.7%) vs. Q4 2025
Filed
May 14, 2026
SEC
Holdings of Ankerstar Wealth, LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
WisdomTree Tr97717Y527FLOATNG RAT TREA175,039$8.81M9.3%−3,931−2.2%Reduced–
BITBBitwise Bitcoin ETFSHS BEN INT168,268$6.19M6.5%−47,812−22.1%ReducedHistory
GOOGAlphabet Inc.Stock19,950$5.72M6.0%−1,281−6.0%ReducedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD66,838$5.30M5.6%+6,897+11.5%Added–
AMZNAmazon Com IncStock24,275$5.06M5.3%+107+0.4%AddedHistory
AAPLApple Inc.Stock19,872$5.04M5.3%−1,109−5.3%ReducedHistory
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF128,432$4.34M4.6%−2,263−1.7%Reduced–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM68,252$3.87M4.1%−7,285−9.6%Reduced–
Pacer US Cash Cows 100 ETF69374H881ETF50,112$3.14M3.3%+7,316+17.1%Added–
BRK.BBerkshire Hathaway IncStock4,731$2.27M2.4%+874+22.7%AddedHistory
Series Portfolios Tr81752T536ADAPTIV SELECT49,899$2.10M2.2%+9,451+23.4%Added–
Schwab US Dividend Equity ETF808524797ETF67,031$2.06M2.2%+18,058+36.9%Added–
Vanguard Whitehall FDS921946794INTL HIGH ETF19,046$1.79M1.9%+6,474+51.5%Added–
MSFTMicrosoft CorpStock4,424$1.64M1.7%+661+17.6%AddedHistory
SPYSPDR S&P 500 ETF TrustETF2,455$1.60M1.7%+569+30.2%AddedHistory
Kraneshares Trust500767751GBL HUMANOID ROB46,205$1.44M1.5%+16,835+57.3%Added–
NVDANVIDIA CorpStock7,451$1.30M1.4%−1,766−19.2%ReducedHistory
J P Morgan Exchange Traded F46654Q732U S TEC LEA ETF12,741$1.01M1.1%−1,805−12.4%Reduced–
Invesco QQQ Trust Series I46090E103ETF1,645$949.7K1.0%+883+115.9%Added–
Tidal Trust III45259A837VISTASHARES ELEC38,612$936.0K1.0%+38,612New–
Texas Cap Tex Equity Index E88224A102TEXAS CAP TEX EQ ADDED24,500$918.1K1.0%−13,931−36.2%Reduced–
Vanguard Star FDS921909768VG TL INTL STK F11,326$873.4K0.9%−2,377−17.3%Reduced–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT4,134$793.5K0.8%+2,754+199.6%Added–
Russell Invts Exchange Trade78249U100US SM CA EQ ETF23,939$765.7K0.8%+9,951+71.1%Added–
METAMeta Platforms, Inc.Stock1,237$707.7K0.7%−431−25.8%ReducedHistory
Simplify Exchange Traded Fun82889N830HIGH YIELD ETF27,769$592.6K0.6%−87,557−75.9%Reduced–
GOOGLAlphabet Inc.Stock2,054$590.8K0.6%+203+11.0%AddedHistory
Invesco Nasdaq 100 ETF46138G649ETF2,464$585.5K0.6%+2,464New–
J P Morgan Exchange Traded F46641Q670CORE PLUS BD ETF12,223$575.5K0.6%−3,056−20.0%Reduced–
COSTCostco Wholesale CorpStock507$505.3K0.5%00.0%UnchangedHistory
Vanguard Morningstar Value ETF922908744ETF2,533$497.1K0.5%−1,378−35.2%Reduced–
Calamos ETF Tr12811T589BITCOIN 80 SERIE23,836$477.9K0.5%−1,759−6.9%Reduced–
JNJJohnson & JohnsonStock1,713$418.9K0.4%+556+48.1%AddedHistory
HDHome Depot, Inc.Stock1,237$407.0K0.4%+367+42.2%AddedHistory
IBITiShares Bitcoin Trust ETFETF10,552$405.4K0.4%+9,424+835.5%AddedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF13,660$397.9K0.4%−4,526−24.9%Reduced–
MSTRStrategy IncStock3,127$390.3K0.4%+254+8.8%AddedHistory
NKENIKE, Inc.Stock7,186$382.4K0.4%+2,576+55.9%AddedHistory
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF5,624$359.4K0.4%−2,052−26.7%Reduced–
NEENextera Energy IncStock3,716$345.1K0.4%+1,198+47.6%AddedHistory
PEPPepsiCo IncStock2,172$337.3K0.4%+998+85.0%AddedHistory
CVXChevron CorpStock1,601$331.4K0.3%+378+30.9%AddedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF6,384$323.1K0.3%−806−11.2%Reduced–
Calamos ETF Tr12811T597BITCOIN 90 SER14,224$314.6K0.3%−6,119−30.1%Reduced–
XOMExxonMobil Holdings CorpCOM1,818$308.5K0.3%+626+52.5%AddedHistory
Vanguard Total Bond Market ETF921937835ETF4,145$305.2K0.3%−1,847−30.8%Reduced–
ORealty Income CorpREIT4,755$292.2K0.3%+1,077+29.3%AddedHistory
JPMJPMorgan Chase & CoStock978$287.8K0.3%+480+96.4%AddedHistory
Goldman Sachs ETF Tr38149W622S&P 500 PREMIUM5,676$284.0K0.3%−5,598−49.7%Reduced–
iShares Russell 1000 Growth ETF464287614ETF660$281.4K0.3%00.0%Unchanged–
iShares Tr46435G250HIGH YLD SYSTM B5,905$274.7K0.3%+449+8.2%Added–
HONHoneywell International IncCOM1,194$270.1K0.3%+269+29.1%AddedHistory
Pacer Trendpilot US Large Cap ETF69374H105ETF4,705$246.8K0.3%−95−2.0%Reduced–
HSYHershey CoCOM1,184$246.2K0.3%+525+79.7%AddedHistory
iShares Core S&P 500 ETF464287200ETF372$243.0K0.3%−37−9.0%Reduced–
Invesco Exchange Traded FD T46137V449S&P 100 EQL WIGH2,089$240.7K0.3%+861+70.1%Added–
TSLATesla, Inc.Stock640$237.9K0.3%+176+37.9%AddedHistory
BXBlackstone Inc.COM1,903$218.9K0.2%−778−29.0%ReducedHistory
ZZillow Group, Inc.CL C CAP STK5,267$217.9K0.2%+1,449+38.0%AddedHistory
Vanguard Utilities ETF92204A876ETF1,098$217.7K0.2%−179−14.0%Reduced–
AVGOBroadcom Inc.Stock695$215.1K0.2%−114−14.1%ReducedHistory
Defiance Quantum ETF26922A420ETF2,003$214.9K0.2%+421+26.6%Added–
BABAAlibaba Group Holding LtdADR1,668$209.3K0.2%−140−7.7%ReducedHistory
RBRKRubrik, Inc.Stock4,229$207.1K0.2%+2,753+186.5%AddedHistory
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF3,529$196.0K0.2%−1,155−24.7%Reduced–
Calamos ETF Tr12811T688CALLMOS BIT STRU8,173$194.1K0.2%+40+0.5%Added–
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL4,555$184.8K0.2%−1,256−21.6%Reduced–
Vanguard Dividend Appreciation ETF921908844ETF856$184.2K0.2%−336−28.2%Reduced–
PFEPfizer IncStock6,528$183.3K0.2%+2,308+54.7%AddedHistory
NOWServiceNow, Inc.Stock1,750$183.0K0.2%−935−34.8%ReducedHistory
PLTRPalantir Technologies Inc.Stock1,223$178.9K0.2%+17+1.4%AddedHistory
VICIVici Properties Inc.COM6,443$178.9K0.2%+4,090+173.8%AddedHistory
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD4,000$174.4K0.2%−1,177−22.7%Reduced–
ELVElevance Health, Inc.Stock584$171.0K0.2%+265+83.1%AddedHistory
DELLDell Technologies Inc.Stock1,042$171.0K0.2%−150−12.6%ReducedHistory
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF3,580$170.2K0.2%−315−8.1%Reduced–
Calamos ETF Tr12811T613BITCN STRCT ALT6,668$162.5K0.2%+560+9.2%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF1,182$157.1K0.2%00.0%Unchanged–
Vanguard Energy ETF92204A306ETF903$156.3K0.2%−380−29.6%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF468$150.3K0.2%00.0%Unchanged–
First Trust Cloud Computing ETF33734X192ETF1,320$144.4K0.2%−81−5.8%Reduced–
RTXRTX CorpStock741$143.0K0.2%+128+20.9%AddedHistory
iShares Tr46435U853BROAD USD HIGH3,840$141.5K0.1%+376+10.9%Added–
GISGeneral Mills IncStock3,793$141.2K0.1%+1,524+67.2%AddedHistory
CSXCSX CorpStock3,423$140.5K0.1%+1,404+69.5%AddedHistory
Onefund Trust45407J409CYBER HORNET S&P5,129$137.3K0.1%+5,129New–
iShares Core S&P Small Cap ETF464287804ETF1,099$136.7K0.1%−2,340−68.0%Reduced–
MCDMcDonalds CorpStock432$134.3K0.1%+209+93.7%AddedHistory
CELHCelsius Holdings, Inc.COM NEW3,662$129.9K0.1%+1,571+75.1%AddedHistory
DDominion Energy, IncStock2,095$129.6K0.1%+878+72.1%AddedHistory
ProShares Tr74347G242S&P 500 HIGH ETF2,981$129.2K0.1%00.0%Unchanged–
SBUXStarbucks CorpStock1,374$123.1K0.1%+589+75.0%AddedHistory
KMBKimberly Clark CorpStock1,249$121.8K0.1%+883+241.3%AddedHistory
Aim ETF Products Trust00888H794ALLIANZIM US EQT3,611$120.6K0.1%00.0%Unchanged–
HRLHormel Foods CorpCOM5,098$115.5K0.1%+3,605+241.5%AddedHistory
First Tr Exch Traded FD III33739P855INSTL PFD SECS6,044$114.9K0.1%−1,143−15.9%Reduced–
LMTLockheed Martin CorpStock189$114.2K0.1%−13−6.4%ReducedHistory
Calamos ETF Tr12811T571AUTOC INCOM ETF4,449$111.8K0.1%+4,449New–
Vanguard Morningstar Growth ETF922908736ETF252$110.1K0.1%−62−19.7%Reduced–
MMM3M CoStock748$108.7K0.1%−3−0.4%ReducedHistory

Sold out since Q4 2025 (158)

Positions held at the end of Q4 2025 that are gone from this filing.

The largest 100 of 158 by value last quarter.

Positions of Ankerstar Wealth, LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
INTCIntel CorpStock5,000$184.5K0.2%History
Vanguard Index FDS922908652EXTEND MKT ETF618$129.2K0.1%–
KODKEastman Kodak CoCOM NEW15,000$126.9K0.1%History
Invesco Exchange Traded FD T46137V605DJ INDL AVG DV1,200$68.6K0.1%–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1141$67.8K0.1%History
UMACUnusual Machines, Inc.Stock5,000$63.7K0.1%History
Vanguard Scottsdale FDS92206C649VNG RUS2000VAL303$48.5K<0.1%–
Harbor ETF Trust41151J406LONG TERM GROWER1,050$32.7K<0.1%–
BROSDutch Bros Inc.CL A500$30.6K<0.1%History
iShares Tr4642886613 7 YR TREAS BD252$30.1K<0.1%–
BMNRBitmine Immersion Technologies, Inc.COM NEW987$26.9K<0.1%History
UVIXVS TrustETF4,190$23.9K<0.1%History
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF183$20.2K<0.1%–
Schwab U.S. Small-Cap ETF808524607ETF688$19.6K<0.1%–
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL201$18.6K<0.1%–
Vanguard Information Technology ETF92204A702ETF21$15.8K<0.1%–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF180$14.4K<0.1%–
PSXPhillips 66Stock111$14.4K<0.1%History
Tidal Tr II88636J253DEFIANCE DAILY T3,377$13.0K<0.1%–
NCLHNorwegian Cruise Line Holdings Ltd.SHS500$11.2K<0.1%History
AGROAdecoagro S.A.COM1,000$7.93K<0.1%History
SOLVSolventum CorpStock93$7.37K<0.1%History
Volatility Shs Tr92864M3012X BITCOIN STRAT234$6.49K<0.1%–
iShares Tr464287762US HLTHCARE ETF96$6.25K<0.1%–
Direxion Shs ETF Tr25459Y694DLY FIN BULL NEW32$5.39K<0.1%–
CHKPCheck Point Software Technologies LtdORD29$5.38K<0.1%History
ADSKAutodesk, Inc.COM16$4.74K<0.1%History
HXLHexcel CorpCOM61$4.51K<0.1%History
BMYBristol Myers Squibb CoStock83$4.48K<0.1%History
CORCencora, Inc.Stock13$4.39K<0.1%History
HCAHCA Healthcare, Inc.COM9$4.20K<0.1%History
MDLZMondelez International, Inc.Stock67$3.61K<0.1%History
AYIAcuity Inc. (DE)Stock10$3.60K<0.1%History
WDAYWorkday, Inc.CL A16$3.44K<0.1%History
UTHRUnited Therapeutics CorpCOM7$3.41K<0.1%History
VSTVistra Corp.Stock20$3.23K<0.1%History
TEMTempus AI, Inc.CL A50$2.95K<0.1%History
LUVSouthwest Airlines CoCOM70$2.92K<0.1%History
Amplify ETF Tr032108458BITCOIN 2 PERCNT69$2.70K<0.1%–
iShares Core MSCI Eafe ETF46432F842ETF30$2.68K<0.1%–
VRSNVerisign IncCOM11$2.67K<0.1%History
WYNNWynn Resorts LtdCOM22$2.65K<0.1%History
Tidal Trust II88636X104YIELDMAX BITCOIN78$2.63K<0.1%–
EXELExelixis, Inc.COM58$2.54K<0.1%History
Global X FDS37954Y715RBTCS ARTFL INTE68$2.47K<0.1%–
VEEVVeeva Systems IncStock10$2.23K<0.1%History
GILDGilead Sciences, Inc.Stock18$2.21K<0.1%History
HMYHarmony Gold Mining Co LtdADR100$1.99K<0.1%History
ARK ETF Tr00214Q203AUTNMUS TECHNLGY17$1.95K<0.1%–
iShares Tr46428743220 YR TR BD ETF21$1.83K<0.1%–
Direxion Shs ETF Tr25460G823DAILY ROBOTICS71$1.82K<0.1%–
EDConsolidated Edison IncStock18$1.79K<0.1%History
RUMRUM Group Inc.Stock281$1.78K<0.1%History
SPOTSpotify Technology S.A.Stock3$1.74K<0.1%History
MOG.AMoog Inc.CL A7$1.71K<0.1%History
TMUST-Mobile US, Inc.Stock8$1.62K<0.1%History
IDCCInterDigital, Inc.COM5$1.59K<0.1%History
TFCTruist Financial CorpCOM30$1.48K<0.1%History
ARWRArrowhead Pharmaceuticals, Inc.COM22$1.46K<0.1%History
TCMDTactile Systems Technology IncCOM50$1.45K<0.1%History
CTRECareTrust REIT, Inc.COM39$1.42K<0.1%History
AEISAdvanced Energy Industries IncCOM6$1.26K<0.1%History
Exchange Traded Concepts Tru301505707ROBO GLB ETF18$1.25K<0.1%–
SFMSprouts Farmers Market, Inc.COM15$1.20K<0.1%History
WBTNWEBTOON Entertainment Inc.COM91$1.19K<0.1%History
SITMSITIME CorpCOM3$1.06K<0.1%History
CWSTCasella Waste Systems IncCL A10$979<0.1%History
MMSIMerit Medical Systems IncCOM11$970<0.1%History
TTMITTM Technologies IncCOM12$828<0.1%History
MIRMirion Technologies, Inc.COM CL A34$796<0.1%History
Q2 Hldgs Inc74736L110COM11$794<0.1%–
iShares Future AI & Tech ETF46435U556ETF16$771<0.1%–
MHKMohawk Industries IncCOM7$765<0.1%History
First Tr Exchng Traded FD VI33740U760VEST BUFFERED30$738<0.1%–
MTHMeritage Homes CORPCOM11$724<0.1%History
STEPStepStone Group Inc.COM CL A11$706<0.1%History
ACIWAci Worldwide, Inc.Stock14$669<0.1%History
INDVIndivior Pharmaceuticals, Inc.ORD18$646<0.1%History
ProShares Tr74347G804K1 FRE CRD OIL17$634<0.1%–
AZTAAzenta, Inc.COM19$632<0.1%History
CORTCorcept Therapeutics IncCOM18$626<0.1%History
BLBlackline, Inc.COM11$608<0.1%History
TGNATegna IncCOM29$566<0.1%History
PTCTPTC Therapeutics, Inc.COM7$532<0.1%History
SLGSL Green Realty CorpCOM11$505<0.1%History
PJTPJT Partners Inc.COM CL A3$502<0.1%History
DORMDorman Products, Inc.COM4$493<0.1%History
HIHillenbrand, Inc.COM15$476<0.1%History
ABGAsbury Automotive Group IncCOM2$465<0.1%History
MNDYmonday.com Ltd.SHS3$443<0.1%History
UPWKUpwork, IncCOM22$436<0.1%History
VRRMVerra Mobility CorpCL A COM STK19$426<0.1%History
VYXNCR Voyix CorpCOM40$408<0.1%History
NSITInsight Enterprises IncCOM5$407<0.1%History
PAYOPayoneer Global Inc.COM72$405<0.1%History
AMPHAmphastar Pharmaceuticals, Inc.COM15$402<0.1%History
GPIGroup 1 Automotive IncCOM1$393<0.1%History
SMPLSimply Good Foods CoCOM18$361<0.1%History
OGNOrganon & Co.Stock50$359<0.1%History
ABRArbor Realty Trust IncCOM44$341<0.1%History