Ankerstar Wealth, LLC

CIK

2053917

Location

LEANDER, TX

Portfolio Value

Micro $37,814,303

Diversification

Diversified

Filing Date

Global Rank

#7,157 / 8,603 ▼ 1 · as of Mar 2026

Top Industry

Internet Retail 18.5%

3Y Alpha vs SPY

-3.0%

Period ended 3 months ago

Filed May 14, 2026 · 56d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+8.5%

SPY

+9.6%

Annualised alpha

-3.2%

Max drawdown

−10.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

16.4%

−8.1 pts

Top 5

53.4%

−6.9 pts

Top 10

67.0%

−5.6 pts

HHI

739

Diversified−310

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.8%	$10,141,564	114
Unclassified	24.6%	$9,285,668	16
Consumer Cyclical	18.1%	$6,826,972	93
Financial Services	9.0%	$3,414,635	121
Consumer Defensive	5.7%	$2,173,052	46
Industrials	4.2%	$1,604,020	110
Communication Services	3.8%	$1,443,773	28
Healthcare	2.8%	$1,049,908	78
Utilities	1.8%	$668,547	29
Real Estate	1.7%	$629,046	53
Energy	1.1%	$408,711	42
Basic Materials	0.4%	$168,407	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
SYY	Sysco Corp	+600	716	$51,072
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
GAMB	Gambling.com Group 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
UVIX	VS Trust	4,190	$478,498
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
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

775 positions · $37,814,303 total · 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 775 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%	16.38%
AMZN	Amazon Com Inc Consumer Cyclical	Added	24,275	+107	$5,055,754	−9.4%	13.37%
AAPL	Apple Inc. Technology	Reduced	19,872	-1,109	$5,043,314	−11.6%	13.34%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,731	+874	$2,267,095	+16.9%	6.00%
MSFT	Microsoft Corp Technology	Added	4,424	+661	$1,637,632	−10.0%	4.33%
SPY	Spdr S&P 500 ETF Trust	Added	2,455	+569	$1,596,584	+24.1%	4.22%
NVDA	Nvidia Corp Technology	Reduced	7,451	-1,766	$1,299,454	−24.4%	3.44%
QQQ	Invesco Qqq Trust, Series 1	Added	1,645	+883	$949,461	+102.8%	2.51%
META	Meta Platforms, Inc. Communication Services	Reduced	1,237	-431	$707,724	−35.7%	1.87%
GOOGL	Alphabet Inc. Communication Services	Added	2,054	+203	$590,648	+1.9%	1.56%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	507	0	$505,190	+15.5%	1.34%
JNJ	Johnson & Johnson Healthcare	Added	1,713	+556	$418,725	+74.9%	1.11%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,237	+367	$406,836	+35.9%	1.08%
IBIT	iShares Bitcoin Trust ETF	Added	10,552	+9,424	$405,407	+623.9%	1.07%
MSTR	Strategy Inc Technology	Added	3,127	+254	$390,249	−10.6%	1.03%
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%	0.89%
CVX	Chevron Corp Energy	Added	1,601	+378	$331,246	+77.7%	0.88%
O	Realty Income Corp Real Estate	Added	4,755	+1,077	$290,910	+40.3%	0.77%
JPM	Jpmorgan Chase & Co Financial Services	Added	978	+480	$287,688	+79.3%	0.76%
HON	Honeywell International Inc Industrials	Added	1,194	+269	$283,041	+49.6%	0.75%
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%	0.63%
BX	Blackstone Inc. Financial Services	Reduced	1,903	-778	$218,825	−47.0%	0.58%
AVGO	Broadcom Inc. Technology	Reduced	695	-114	$215,109	−23.2%	0.57%
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%	0.55%
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%	0.47%
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%	0.36%
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%	0.33%
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%	0.31%
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%	0.28%
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%
AFL	Aflac Inc Financial Services	Added	855	+420	$93,802	+95.6%	0.25%