Ankerstar Wealth, LLC

CIK

2053917

Location

LEANDER, TX

Portfolio Value

Micro $38,113,712

Diversification

Diversified

Filing Date

Global Rank

#7,183 / 8,624 ▲ 6 · as of Mar 2026

Top Industry

Internet Retail 18.3%

3Y Alpha vs SPY

-0.6%

Period ended 4 months ago

Filed May 14, 2026 · 3mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+10.5%

SPY

+9.1%

Annualised alpha

+3.3%

Max drawdown

−10.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.

Portfolio Concentration

776 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.3%

−8.5 pts

Top 5

53.0%

−7.9 pts

Top 10

66.5%

−6.8 pts

HHI

728

Diversified−338

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.6%	$10,142,735	114
Unclassified	24.4%	$9,285,668	16
Consumer Cyclical	17.9%	$6,831,014	93
Financial Services	9.0%	$3,415,482	121
Consumer Defensive	5.7%	$2,173,052	46
Industrials	4.2%	$1,591,580	110
Communication Services	3.8%	$1,443,773	28
Healthcare	2.8%	$1,049,873	78
Energy	1.9%	$717,152	43
Utilities	1.8%	$668,547	29
Real Estate	1.7%	$629,046	53
Basic Materials	0.4%	$165,790	45

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	+9,424	10,552	$405,407
VICI	Vici Properties Inc.	+4,090	6,443	$176,022
HRL	Hormel Foods Corp /De/	+3,605	5,098	$115,469
RBRK	Rubrik, Inc.	+2,753	4,229	$207,094
NKE	NIKE, Inc.	+2,576	7,186	$379,564
CPB	CAMPBELL'S Co	+2,338	3,394	$75,584
PFE	Pfizer Inc	+2,308	6,528	$183,306
F	Ford Motor Co	+2,103	8,196	$94,581
SABR	Sabre Corp	+2,077	2,095	$3,037
CELH	Celsius Holdings, Inc.	+1,571	3,662	$129,927
GIS	General Mills Inc	+1,524	3,793	$141,175
CSX	Csx Corp	+1,404	3,423	$140,514
NEE	Nextera Energy Inc	+1,198	3,716	$345,142
PYPL	PayPal Holdings, Inc.	+1,108	2,015	$91,138
O	Realty Income Corp	+1,077	4,755	$290,910
PEP	Pepsico Inc	+998	2,172	$337,289
QQQ	Invesco Qqq Trust, Series 1	+883	1,645	$949,461
KMB	Kimberly Clark Corp	+883	1,249	$120,491
D	Dominion Energy, Inc	+878	2,095	$129,512
BRK-B	Berkshire Hathaway Inc	+874	4,731	$2,267,095
NFLX	Netflix Inc	+800	875	$84,131
SMR	NUSCALE POWER Corp	+683	783	$8,487
MSFT	Microsoft Corp	+661	4,424	$1,637,632
CARR	CARRIER GLOBAL Corp	+659	1,102	$62,053
XOM	ExxonMobil Holdings Corp	+626	1,818	$308,441
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BITB	Bitwise Bitcoin ETF	−47,812	168,268	$6,193,945
ETHW	Bitwise Ethereum ETF	−7,587	1,574	$23,610
FUBO	FuboTV Inc.	−2,362	13	$122
NVDA	Nvidia Corp	−1,766	7,451	$1,299,454
ETH	Grayscale Ethereum Staking Mini ETF	−1,753	1,798	$35,708
SOUN	Soundhound Ai, Inc.	−1,361	54	$370
AAPL	Apple Inc.	−1,109	19,872	$5,043,314
NOW	ServiceNow, Inc.	−935	1,750	$182,962
CMG	Chipotle Mexican Grill Inc	−850	50	$1,600
BX	Blackstone Inc.	−778	1,903	$218,825
BAC	Bank Of America Corp /De/	−747	53	$2,583
RGTI	Rigetti Computing, Inc.	−711	890	$12,495
NLY	Annaly Capital Management Inc	−552	4,928	$104,227
GRSD	GRANDSTAND Ltd	−489	51	$197
BXSL	Blackstone Secured Lending Fund	−474	2,462	$58,324
QUBT	Quantum Computing Inc.	−472	76	$520
META	Meta Platforms, Inc.	−431	1,237	$707,724
GRAL	GRAIL, Inc.	−393	134	$6,925
RKLB	Rocket Lab Corp	−371	74	$4,752
BP	Bp PLC	−264	484	$22,748
DT	Dynatrace, Inc.	−246	9	$332
QBTS	D-Wave Quantum Inc.	−239	35	$505
NTRA	Natera, Inc.	−238	60	$11,999
UBER	Uber Technologies, Inc	−212	75	$5,394
SCHW	Schwab Charles Corp	−205	551	$51,782
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CME	Cme Group Inc.	103	$30,421
TRI	Thomson Reuters Corp /Can/	245	$22,045
BE	Bloom Energy Corp	139	$18,833
OUNZ	VanEck Merk Gold ETF	400	$18,020
WY	Weyerhaeuser Co	379	$9,258
NU	Nu Holdings Ltd.	559	$8,032
IRM	Iron Mountain Inc	66	$6,741
JD	JD.com, Inc.	200	$5,914
SLV	iShares Silver Trust	79	$5,383
POOL	Pool Corp	20	$4,046
AAL	American Airlines Group Inc.	353	$3,791
ETHA	iShares Ethereum Trust ETF	146	$2,311
BCS	Barclays PLC	94	$1,989
PAYC	Paycom Software, Inc.	12	$1,458
MOH	Molina Healthcare, Inc.	10	$1,333
WAT	Waters Corp /De/	4	$1,191
LW	Lamb Weston Holdings, Inc.	27	$1,141
RITM	Rithm Capital Corp.	117	$1,109
AGX	Argan Inc	2	$1,089
VSNT	Versant Media Group, Inc.	24	$888
LTH	Life Time Group Holdings, Inc.	28	$754
VSEC	Vse Corp	4	$737
CALM	Cal-Maine Foods Inc	9	$712
LIF	Life360, Inc.	15	$612
HSTM	Healthstream Inc	29	$600
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	5,000	$184,500
KODK	Eastman Kodak Co	15,000	$126,900
DIA	Spdr Dow Jones Industrial Average ETF Trust	141	$67,760
UMAC	Unusual Machines, Inc.	5,000	$63,700
BROS	Dutch Bros Inc.	500	$30,610
BMNR	Bitmine Immersion Technologies, Inc.	987	$26,797
UVIX	VS Trust	4,190	$23,924
PSX	Phillips 66	111	$14,323
NCLH	Norwegian Cruise Line Holdings Ltd.	500	$11,160
AGRO	Adecoagro S.A.	1,000	$7,930
SOLV	Solventum Corp	93	$7,369
CHKP	Check Point Software Technologies Ltd	29	$5,381
ADSK	Autodesk, Inc.	16	$4,736
HXL	Hexcel Corp /De/	61	$4,507
BMY	Bristol Myers Squibb Co	83	$4,477
COR	Cencora, Inc.	13	$4,390
HCA	HCA Healthcare, Inc.	9	$4,201
MDLZ	Mondelez International, Inc.	67	$3,606
AYI	Acuity Inc. (De)	10	$3,600
WDAY	Workday, Inc.	16	$3,436
UTHR	UNITED THERAPEUTICS Corp	7	$3,410
VST	Vistra Corp.	20	$3,226
TEM	Tempus AI, Inc.	50	$2,952
LUV	Southwest Airlines Co	70	$2,893
VRSN	Verisign Inc/Ca	11	$2,672
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

776 tracked positions · $38,113,712 total · filing declares 961 positions · $94,724,764 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 776 positions by value · page 1 of 16

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BITB	Bitwise Bitcoin ETF	Reduced	168,268	-47,812	$6,193,945	−39.7%	16.25%
AMZN	Amazon Com Inc Consumer Cyclical	Added	24,275	+107	$5,055,754	−9.4%	13.26%
AAPL	Apple Inc. Technology	Reduced	19,872	-1,109	$5,043,314	−11.6%	13.23%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,731	+874	$2,267,095	+16.9%	5.95%
MSFT	Microsoft Corp Technology	Added	4,424	+661	$1,637,632	−10.0%	4.30%
SPY	Spdr S&P 500 ETF Trust	Added	2,455	+569	$1,596,584	+24.1%	4.19%
NVDA	Nvidia Corp Technology	Reduced	7,451	-1,766	$1,299,454	−24.4%	3.41%
QQQ	Invesco Qqq Trust, Series 1	Added	1,645	+883	$949,461	+102.8%	2.49%
META	Meta Platforms, Inc. Communication Services	Reduced	1,237	-431	$707,724	−35.7%	1.86%
GOOGL	Alphabet Inc. Communication Services	Added	2,054	+203	$590,648	+1.9%	1.55%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	507	0	$505,190	+15.5%	1.33%
JNJ	Johnson & Johnson Healthcare	Added	1,713	+556	$418,725	+74.9%	1.10%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,237	+367	$406,836	+35.9%	1.07%
IBIT	iShares Bitcoin Trust ETF	Added	10,552	+9,424	$405,407	+623.9%	1.06%
MSTR	Strategy Inc Technology	Added	3,127	+254	$390,249	−10.6%	1.02%
NKE	NIKE, Inc. Consumer Cyclical	Added	7,186	+2,576	$379,564	+29.2%	1.00%
NEE	Nextera Energy Inc Utilities	Added	3,716	+1,198	$345,142	+70.7%	0.91%
PEP	Pepsico Inc Consumer Defensive	Added	2,172	+998	$337,289	+100.2%	0.88%
CVX	Chevron Corp Energy	Added	1,601	+378	$331,246	+77.7%	0.87%
XOM	ExxonMobil Holdings Corp Energy	Added	1,818	+626	$308,441	+115.0%	0.81%
O	Realty Income Corp Real Estate	Added	4,755	+1,077	$290,910	+40.3%	0.76%
JPM	Jpmorgan Chase & Co Financial Services	Added	978	+480	$287,688	+79.3%	0.75%
HON	Honeywell International Inc Industrials	Added	1,194	+269	$269,879	+49.6%	0.71%
HSY	Hershey Co Consumer Defensive	Added	1,184	+525	$246,141	+105.2%	0.65%
TSLA	Tesla, Inc. Consumer Cyclical	Added	640	+176	$237,920	+14.0%	0.62%
BX	Blackstone Inc. Financial Services	Reduced	1,903	-778	$218,825	−47.0%	0.57%
AVGO	Broadcom Inc. Technology	Reduced	695	-114	$215,109	−23.2%	0.56%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Reduced	1,668	-140	$209,267	−21.0%	0.55%
RBRK	Rubrik, Inc. Technology	Added	4,229	+2,753	$207,094	+83.5%	0.54%
PFE	Pfizer Inc Healthcare	Added	6,528	+2,308	$183,306	+74.4%	0.48%
NOW	ServiceNow, Inc. Technology	Reduced	1,750	-935	$182,962	−55.5%	0.48%
PLTR	Palantir Technologies Inc. Technology	Added	1,223	+17	$178,900	−16.5%	0.47%
VICI	Vici Properties Inc. Real Estate	Added	6,443	+4,090	$176,022	+166.0%	0.46%
DELL	Dell Technologies Inc. Technology	Reduced	1,042	-150	$171,023	+14.0%	0.45%
ELV	Elevance Health, Inc. Healthcare	Added	584	+265	$170,966	+52.9%	0.45%
RTX	RTX Corp Industrials	Added	741	+128	$142,938	+27.1%	0.38%
GIS	General Mills Inc Consumer Defensive	Added	3,793	+1,524	$141,175	+33.8%	0.37%
CSX	Csx Corp Industrials	Added	3,423	+1,404	$140,514	+92.0%	0.37%
MCD	Mcdonalds Corp Consumer Cyclical	Added	432	+209	$134,261	+97.0%	0.35%
CELH	Celsius Holdings, Inc. Consumer Defensive	Added	3,662	+1,571	$129,927	+35.8%	0.34%
D	Dominion Energy, Inc Utilities	Added	2,095	+878	$129,512	+81.6%	0.34%
SBUX	Starbucks Corp Consumer Cyclical	Added	1,374	+589	$123,096	+86.2%	0.32%
KMB	Kimberly Clark Corp Consumer Defensive	Added	1,249	+883	$120,491	+226.3%	0.32%
HRL	Hormel Foods Corp /De/ Consumer Defensive	Added	5,098	+3,605	$115,469	+226.3%	0.30%
LMT	Lockheed Martin Corp Industrials	Reduced	189	-13	$114,229	+16.9%	0.30%
MMM	3M Co Industrials	Reduced	748	-3	$108,632	−9.7%	0.29%
NLY	Annaly Capital Management Inc Real Estate	Reduced	4,928	-552	$104,227	−14.9%	0.27%
ADP	Automatic Data Processing Inc Technology	Added	492	+316	$99,964	+120.8%	0.26%
UNH	Unitedhealth Group Inc Healthcare	Added	356	+304	$96,330	+461.2%	0.25%
F	Ford Motor Co Consumer Cyclical	Added	8,196	+2,103	$94,581	+18.3%	0.25%

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.