Anchor Pointe Wealth Management, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Dec 31, 2024, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 74.1%; sector active share 60.5% against the combined 13F book's sector weights.
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
88 tracked positions · as of Dec 31, 2024Sector Breakdown
As of Dec 31, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 71.0% | $54,098,934 |
| Technology | 8.9% | $6,759,007 |
| Consumer Defensive | 6.4% | $4,892,217 |
| Communication Services | 3.6% | $2,768,034 |
| Financial Services | 2.5% | $1,910,948 |
| Consumer Cyclical | 2.0% | $1,540,605 |
| Healthcare | 2.0% | $1,501,227 |
| Utilities | 1.8% | $1,354,842 |
| Energy | 1.3% | $1,007,125 |
| Basic Materials | 0.3% | $211,743 |
| Industrials | 0.3% | $199,449 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MGK |
VANGUARD MEGA CAP GROWTH INDEX FUND
|
First | 20,006 | $6,870,260 | 9.01% | |
| MGV |
VANGUARD MORNINGSTAR MEGA CAP VALUE INDEX FUND
|
First | 38,502 | $4,809,284 | 6.31% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 20,651 | $3,462,140 | 4.54% | |
| AAPL |
Apple Inc.
Technology
|
First | 12,961 | $3,245,693 | 4.26% | |
| IVV |
iShares Core S&P 500 ETF
|
First | 5,159 | $3,037,000 | 3.98% | |
| MINT |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
|
First | 23,737 | $2,381,770 | 3.12% | |
| IVW |
iShares S&P 500 Growth ETF
|
First | 23,334 | $2,369,101 | 3.11% | |
| GOVT |
iShares U.S. Treasury Bond ETF
|
First | 88,527 | $2,034,350 | 2.67% | |
| QUAL |
iShares MSCI USA Quality Factor ETF
|
First | 11,315 | $2,014,975 | 2.64% | |
| VBR |
VANGUARD SMALL-CAP VALUE INDEX FUND
|
First | 10,029 | $1,987,547 | 2.61% | |
| DYNF |
iShares U.S. Equity Factor Rotation Active ETF
|
First | 38,446 | $1,970,357 | 2.58% | |
| TLT |
iShares 20+ Year Treasury Bond ETF
|
First | 21,388 | $1,867,814 | 2.45% | |
| VOE |
VANGUARD MID-CAP VALUE INDEX FUND
|
First | 11,175 | $1,807,779 | 2.37% | |
| VOT |
VANGUARD MID-CAP GROWTH INDEX FUND
|
First | 6,730 | $1,707,737 | 2.24% | |
| MSFT |
Microsoft Corp
Technology
|
First | 3,592 | $1,514,028 | 1.99% | |
| NVDA |
Nvidia Corp
Technology
|
First | 11,271 | $1,513,582 | 1.99% | |
| EFV |
iShares MSCI EAFE Value ETF
|
First | 26,218 | $1,375,658 | 1.80% | |
| EFG |
iShares MSCI EAFE Growth ETF
|
First | 14,052 | $1,360,655 | 1.78% | |
| VMBS |
VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND
|
First | 28,155 | $1,276,547 | 1.67% | |
| USIG |
iShares Broad USD Investment Grade Corporate Bond ETF
|
First | 24,079 | $1,210,692 | 1.59% | |
| SPYV |
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF
|
First | 23,093 | $1,180,976 | 1.55% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 5,268 | $1,155,746 | 1.52% | |
| IEI |
iShares 3-7 Year Treasury Bond ETF
|
First | 9,270 | $1,071,148 | 1.40% | |
| IGIB |
iShares 5-10 Year Investment Grade Corporate Bond ETF
|
First | 19,570 | $1,008,050 | 1.32% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 5,310 | $1,005,183 | 1.32% | |
| MTUM |
iShares MSCI USA Momentum Factor ETF
|
First | 4,620 | $955,970 | 1.25% | |
| SHYG |
iShares 0-5 Year High Yield Corporate Bond ETF
|
First | 21,555 | $918,458 | 1.20% | |
| VBK |
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
First | 3,094 | $866,505 | 1.14% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
First | 2,845 | $824,509 | 1.08% | |
| FLCB |
Franklin U.S. Core Bond ETF
|
First | 38,028 | $802,010 | 1.05% | |
| VOO |
VANGUARD 500 INDEX FUND
|
First | 1,417 | $763,493 | 1.00% | |
| IYW |
iShares, Inc.
|
First | 4,647 | $741,289 | 0.97% | |
| EMXC |
iShares MSCI Emerging Markets ex China ETF
|
First | 12,586 | $697,893 | 0.92% | |
| TLH |
iShares 10-20 Year Treasury Bond ETF
|
First | 7,001 | $696,879 | 0.91% | |
| SPHY |
State Street(R) SPDR(R) Portfolio High Yield Bond ETF
|
First | 27,897 | $654,742 | 0.86% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 1,029 | $602,489 | 0.79% | |
| SPMO |
Invesco Ltd.
Financial Services
|
First | 6,256 | $594,382 | 0.78% | |
| BINC |
|
First | 10,391 | $540,539 | 0.71% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 5,911 | $534,058 | 0.70% | |
| SPIB |
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF
|
First | 15,899 | $520,851 | 0.68% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 2,095 | $485,704 | 0.64% | |
| T |
At&T Inc.
Communication Services
|
First | 20,672 | $470,701 | 0.62% | |
| VZ |
Verizon Communications Inc
Communication Services
|
First | 11,540 | $461,484 | 0.61% | |
| FLOT |
iShares Floating Rate Bond ETF
|
First | 7,585 | $385,924 | 0.51% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 953 | $384,859 | 0.50% | |
| USMV |
iShares MSCI USA Min Vol Factor ETF
|
First | 3,927 | $348,678 | 0.46% | |
| CVX |
Chevron Corp
Energy
|
First | 2,335 | $338,201 | 0.44% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 1,382 | $331,279 | 0.43% | |
| SPTL |
State Street(R) SPDR(R) Portfolio Long Term Treasury ETF
|
First | 12,121 | $317,448 | 0.42% | |
| LQD |
iShares iBoxx $ Investment Grade Corporate Bond ETF
|
First | 2,945 | $314,643 | 0.41% |
Showing the top 50 of 88 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.