Ankerstar Wealth, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$94.7M
Q ending 2026-03-31
Prior quarter
$100.4M
Q ending 2025-12-31
Change
-5.7% QoQ
Positions
955
reported holdings
Largest positions
Top 100 of 955 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Wisdomtree Tr | USFR | Shares | $8.8M | 175K |
| Bitwise Bitcoin Etf Tr | BITB | Shares | $6.2M | 168K |
| Alphabet Inc | GOOG | Shares | $5.7M | 20K |
| Vanguard Scottsdale Fds | VCSH | Shares | $5.3M | 67K |
| Amazon Com Inc | AMZN | Shares | $5.1M | 24K |
| Apple Inc | AAPL | Shares | $5.0M | 20K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $4.3M | 128K |
| J P Morgan Exchange Traded F | JEPI | Shares | $3.9M | 68K |
| Pacer Fds Tr | COWZ | Shares | $3.1M | 50K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.3M | 5K |
| Series Portfolios Tr | ADPV | Shares | $2.1M | 50K |
| Schwab Strategic Tr | SCHD | Shares | $2.1M | 67K |
| Vanguard Whitehall Fds | VYMI | Shares | $1.8M | 19K |
| Microsoft Corp | MSFT | Shares | $1.6M | 4K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.6M | 2K |
| Kraneshares Trust | KOID | Shares | $1.4M | 46K |
| Nvidia Corporation | NVDA | Shares | $1.3M | 7K |
| J P Morgan Exchange Traded F | JTEK | Shares | $1.0M | 13K |
| Invesco Qqq Tr | QQQ | Shares | $950K | 2K |
| Tidal Trust Iii | POW | Shares | $936K | 39K |
| Texas Capital Funds Trust | TXS | Shares | $918K | 25K |
| Vanguard Star Fds | VXUS | Shares | $873K | 11K |
| Invesco Exchange Traded Fd T | RSP | Shares | $793K | 4K |
| Russell Invts Exchange Trade | RUSC | Shares | $766K | 24K |
| Meta Platforms Inc | META | Shares | $708K | 1K |
| Simplify Exchange Traded Fun | CDX | Shares | $593K | 28K |
| Alphabet Inc | GOOGL | Shares | $591K | 2K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $585K | 2K |
| J P Morgan Exchange Traded F | JCPB | Shares | $575K | 12K |
| Costco Wholesale Corporation | COST | Shares | $505K | 507 |
| Vanguard Index Fds | VTV | Shares | $497K | 3K |
| Calamos Etf Tr | CBTO | Shares | $478K | 24K |
| Johnson & Johnson | JNJ | Shares | $419K | 2K |
| Home Depot Inc | HD | Shares | $407K | 1K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $405K | 11K |
| Schwab Strategic Tr | SCHG | Shares | $398K | 14K |
| Strategy Inc | MSTR | Shares | $390K | 3K |
| Nike Inc | NKE | Shares | $382K | 7K |
| J P Morgan Exchange Traded F | HELO | Shares | $359K | 6K |
| Nextera Energy Inc | NEE | Shares | $345K | 4K |
| Pepsico Inc | PEP | Shares | $337K | 2K |
| Chevron Corporation | CVX | Shares | $331K | 2K |
| J P Morgan Exchange Traded F | JPST | Shares | $323K | 6K |
| Calamos Etf Tr | CBXO | Shares | $315K | 14K |
| Exxon Mobil Corp | XOM | Shares | $308K | 2K |
| Vanguard Bd Index Fds | BND | Shares | $305K | 4K |
| Realty Income Corp | O | Shares | $292K | 5K |
| Jpmorgan Chase & Co | JPM | Shares | $288K | 978 |
| Goldman Sachs Etf Tr | GPIX | Shares | $284K | 6K |
| Ishares Tr | IWF | Shares | $281K | 660 |
| Ishares Tr | HYDB | Shares | $275K | 6K |
| Honeywell Intl Inc | HONGBP | Shares | $270K | 1K |
| Pacer Fds Tr | PTLC | Shares | $247K | 5K |
| Hershey Co | HSY | Shares | $246K | 1K |
| Ishares Tr | IVV | Shares | $243K | 372 |
| Invesco Exchange Traded Fd T | EQWL | Shares | $241K | 2K |
| Tesla Inc | TSLA | Shares | $238K | 640 |
| Blackstone Inc | BX | Shares | $219K | 2K |
| Zillow Group Inc | Z | Shares | $218K | 5K |
| Vanguard World Fd | VPU | Shares | $218K | 1K |
| Broadcom Inc | AVGO | Shares | $215K | 695 |
| Etf Ser Solutions | QTUM | Shares | $215K | 2K |
| Alibaba Group Hldg Ltd | BABA | Shares | $209K | 2K |
| Rubrik Inc. | RBRK | Shares | $207K | 4K |
| J P Morgan Exchange Traded F | JEPQ | Shares | $196K | 4K |
| Calamos Etf Tr | CBOJ | Shares | $194K | 8K |
| First Tr Exchange-Traded Fd | HYLS | Shares | $185K | 5K |
| Vanguard Specialized Funds | VIG | Shares | $184K | 856 |
| Pfizer Inc | PFE | Shares | $183K | 7K |
| Servicenow Inc | NOW | Shares | $183K | 2K |
| Palantir Technologies Inc | PLTR | Shares | $179K | 1K |
| Vici Pptys Inc | VICI | Shares | $179K | 6K |
| First Tr Exchng Traded Fd Vi | FIXD | Shares | $174K | 4K |
| Elevance Health Inc Formerly | ELV | Shares | $171K | 584 |
| Dell Technologies Inc | DELL | Shares | $171K | 1K |
| Invesco Exchange Traded Fd T | PRF | Shares | $170K | 4K |
| Calamos Etf Tr | CBOO | Shares | $162K | 7K |
| Select Sector Spdr Tr | XLK | Shares | $157K | 1K |
| Vanguard World Fd | VDE | Shares | $156K | 903 |
| Vanguard Index Fds | VTI | Shares | $150K | 468 |
| First Tr Exchange-Traded Fd | SKYY | Shares | $144K | 1K |
| Rtx Corporation | RTX | Shares | $143K | 741 |
| Ishares Tr | USHY | Shares | $141K | 4K |
| General Mills Inc | GIS | Shares | $141K | 4K |
| Csx Corp | CSX | Shares | $141K | 3K |
| Cyber Hornet Tr | BBB | Shares | $137K | 5K |
| Ishares Tr | IJR | Shares | $137K | 1K |
| Mcdonalds Corp | MCD | Shares | $134K | 432 |
| Celsius Hldgs Inc | CELH | Shares | $130K | 4K |
| Dominion Energy Inc | D | Shares | $130K | 2K |
| Proshares Tr | ISPY | Shares | $129K | 3K |
| Starbucks Corp | SBUX | Shares | $123K | 1K |
| Kimberly-Clark Corp | KMB | Shares | $122K | 1K |
| Aim Etf Products Trust | DECW | Shares | $121K | 4K |
| Hormel Foods Corp | HRL | Shares | $115K | 5K |
| First Tr Exch Traded Fd Iii | FPEI | Shares | $115K | 6K |
| Lockheed Martin Corp | LMT | Shares | $114K | 189 |
| Calamos Etf Tr | CAIE | Shares | $112K | 4K |
| Vanguard Index Fds | VUG | Shares | $110K | 252 |
| 3M Co | MMM | Shares | $109K | 748 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.