Ankerstar Wealth, LLC

CIK

2053917

Location

LEANDER, TX

Portfolio Value

Small $118,252,401

Diversification

Diversified

Reports for

CHARLES SCHWAB INVESTMENT MANAGEMENT INC Legacy Investment Solutions, LLC

Filing Date

Global Rank

#8,021 / 8,794 ▼ 92 · as of Jun 2026

Top Industry

Internet Content & Information 20.5%

Period ended 3 months ago

Filed Aug 13, 2026 · 51d

3 quarters · since Dec 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

883 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.7%

+5.0 pts

Top 5

39.3%

+3.3 pts

Top 10

59.0%

+0.5 pts

HHI

493

Diversified+77

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	65.4%	$77,281,450	83
Technology	9.9%	$11,760,456	124
Communication Services	7.2%	$8,484,999	30
Consumer Cyclical	6.9%	$8,151,586	96
Financial Services	4.3%	$5,084,312	132
Consumer Defensive	1.8%	$2,121,383	48
Industrials	1.8%	$2,115,527	120
Healthcare	1.0%	$1,154,375	80
Utilities	0.6%	$723,860	28
Real Estate	0.5%	$636,218	54
Energy	0.5%	$563,408	41
Basic Materials	0.1%	$174,827	47

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	+172,219	349,188	$17,388,190
ACKY	VistaShares Target 15 ACKtivist Distribution ETF	+13,778	52,390	$1,623,566
AFGR	First Trust Active Factor Large Cap Growth ETF	+12,584	146,979	$5,411,124
KBDU	KraneShares 2x Long BIDU Daily ETF	+7,216	53,421	$2,202,013
—		+6,184	8,187	$540,538
—		+2,846	2,877	$99,563
FNDA	Schwab Fundamental U.S. Small Company ETF	+2,718	85,973	$2,747,332
VIGI	Vanguard International Dividend Appreciation ETF	+2,690	22,355	$2,232,295
IVZ	Invesco Ltd.	+2,386	4,850	$1,381,843
—		+1,909	3,765	$397,302
APRP	PGIM S&P 500 Buffer 12 ETF - April	+1,790	5,361	$171,820
AGNG	Global X Funds Global X Aging Population ETF	+1,712	4,688	$116,718
VB	Vanguard Morningstar Small-Cap ETF	+1,511	5,007	$918,608
SMR	NUSCALE POWER Corp	+1,388	2,171	$21,775
TSLA	Tesla, Inc.	+1,170	1,810	$761,286
ACN	Accenture plc	+963	998	$124,191
CME	Cme Group Inc.	+817	920	$203,163
NEE	Nextera Energy Inc	+591	4,307	$378,025
IONQ	IonQ, Inc.	+530	549	$29,239
MSFT	Microsoft Corp	+430	4,854	$1,810,639
ETHA	iShares Ethereum Trust ETF	+345	491	$0
QUBT	Quantum Computing Inc.	+339	415	$4,025
RBRK	Rubrik, Inc.	+230	4,459	$357,968
PGR	Progressive Corp/Oh/	+215	218	$47,622
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+215	17,329	$1,570,650
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AGGH	Simplify Aggregate Bond ETF	−24,736	3,033	$64,056
CAGE	Calamos Autocallable Growth ETF	−18,999	46,951	$1,086,154
BNDW	Vanguard Total World Bond ETF	−18,734	48,545	$3,844,904
BITB	Bitwise Bitcoin ETF	−14,458	153,810	$4,900,386
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−8,803	99,950	$6,282,760
ADPV	Adaptiv Select ETF	−8,394	41,505	$2,005,355
MSTR	Strategy Inc	−2,782	348	$30,251
BBB	CYBER HORNET Trust CYBER HORNET S&P 500 and Bitcoin 75/25 Strategy ETF75/25 Strategy ETF	−2,306	2,923	$83,526
ZG	Zillow Group, Inc.	−2,073	3,194	$100,674
SABR	Sabre Corp	−2,000	95	$198
BXSL	Blackstone Secured Lending Fund	−1,891	571	$13,538
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	−1,273	4,464	$248,064
BIV	Vanguard Intermediate-Term Bond ETF	−1,169	3,643	$270,128
CAAA	First Trust AAA CMBS ETF	−1,055	4,938	$213,926
TOST	Toast, Inc.	−930	311	$8,652
AAAP	Pacer Barings CLO Market Flex ETF	−734	54,158	$3,348,420
ETHW	Bitwise Ethereum ETF	−631	943	$10,637
HON	Honeywell International Inc	−573	621	$139,041
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	−535	665	$51,359
NVDA	Nvidia Corp	−486	6,965	$1,393,626
—		−479	2,232	$99,175
NOW	ServiceNow, Inc.	−470	1,280	$127,078
ABI	VictoryShares Pioneer Asset-Based Income ETF	−465	9,770	$1,450,268
MRVL	Marvell Technology, Inc.	−433	84	$25,022
BX	Blackstone Inc.	−396	1,507	$177,328
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	272,566	$9,340,836
JA	Janus Henderson AA-A CLO ETF	18,238	$461,472
HPE	Hewlett Packard Enterprise Co	5,389	$243,097
TSCO	Tractor Supply Co /De/	4,879	$154,225
SPCX	Space Exploration Technologies Corp	880	$150,356
—		1,249	$149,230
HONA	Honeywell Aerospace Inc.	621	$137,290
INFQ	Infleqtion, Inc.	3,281	$43,702
AIPO	Defiance AI & Power Infrastructure ETF	766	$25,592
DVN	Devon Energy Corp/De	364	$15,040
KTOS	Kratos Defense & Security Solutions, Inc.	300	$14,958
NAK	Northern Dynasty Minerals Ltd	5,000	$9,600
VPG	Vishay Precision Group, Inc.	60	$8,994
ABAT	AMERICAN BATTERY TECHNOLOGY Co	2,500	$7,075
INTC	Intel Corp	30	$4,188
AIZ	Assurant, Inc.	15	$4,027
ASTS	AST SpaceMobile, Inc.	45	$3,998
NBIS	Nebius Group N.V.	10	$2,761
COHR	Coherent Corp.	7	$2,761
AAAA	Amplius Aggressive Asset Allocation ETF	50	$2,182
AEHR	Aehr Test Systems	20	$1,921
CORT	Corcept Therapeutics Inc	15	$1,304
MU	Micron Technology Inc	1	$1,154
CWST	Casella Waste Systems Inc	11	$1,066
BFAM	Bright Horizons Family Solutions Inc.	15	$1,063
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AETH	Bitwise Trendwise Ether and Treasuries Rotation Strategy ETF	321	$11,148
DIS	Walt Disney Co	63	$6,071
JD	JD.com, Inc.	200	$5,914
ISRG	Intuitive Surgical Inc	9	$4,148
S	SentinelOne, Inc.	200	$2,576
DDOG	Datadog, Inc.	20	$2,361
EW	Edwards Lifesciences Corp	27	$2,162
DLTR	Dollar Tree, Inc.	16	$1,752
CMG	Chipotle Mexican Grill Inc	50	$1,600
WTRG	Essential Utilities, Inc.	36	$1,449
KKR	KKR & Co. Inc.	15	$1,387
DASH	DoorDash, Inc.	9	$1,351
SANM	Sanmina Corp	9	$1,166
VIAV	Viavi Solutions Inc.	35	$1,164
DXCM	Dexcom Inc	18	$1,130
SMTC	Semtech Corp	14	$1,076
SNOW	Snowflake Inc.	7	$1,055
ACOM	Harbor Active Commodity ETF	36	$1,042
MKTX	Marketaxess Holdings Inc	6	$989
BITX	2x Bitcoin ETF	44	$983
DOCN	DigitalOcean Holdings, Inc.	11	$943
CCS	Century Communities, Inc.	13	$745
HNI	Hni Corp	20	$667
EVTC	EVERTEC, Inc.	23	$649
SHAK	Shake Shack Inc.	7	$619
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

883 tracked positions · $118,252,401 total · filing declares 1,001 positions · $119,251,550 · as of Jun 30, 2026

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

Showing 1–50 of 883 positions by value · page 1 of 18

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Added	349,188	+172,219	$17,388,190	+95.5%	14.70%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	NEW	272,566	NEW	$9,340,836	NEW	7.90%
GOOGL	Alphabet Inc. Communication Services	Reduced	21,793	-211	$7,708,535	+22.1%	6.52%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	99,950	-8,803	$6,282,760	−0.8%	5.31%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	24,212	-63	$5,770,688	+14.1%	4.88%
AAPL	Apple Inc. Technology	Reduced	19,756	-116	$5,716,596	+13.3%	4.83%
AFGR	First Trust Active Factor Large Cap Growth ETF	Added	146,979	+12,584	$5,411,124	+17.8%	4.58%
BITB	Bitwise Bitcoin ETF	Reduced	153,810	-14,458	$4,900,386	−20.9%	4.14%
BNDW	Vanguard Total World Bond ETF	Reduced	48,545	-18,734	$3,844,904	−27.9%	3.25%
AAAP	Pacer Barings CLO Market Flex ETF	Reduced	54,158	-734	$3,348,420	−1.1%	2.83%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	85,973	+2,718	$2,747,332	+9.1%	2.32%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,589	-142	$2,296,289	+1.3%	1.94%
VIGI	Vanguard International Dividend Appreciation ETF	Added	22,355	+2,690	$2,232,295	+18.3%	1.89%
KBDU	KraneShares 2x Long BIDU Daily ETF	Added	53,421	+7,216	$2,202,013	+52.7%	1.86%
ADPV	Adaptiv Select ETF	Reduced	41,505	-8,394	$2,005,355	−4.7%	1.70%
SPY	Spdr S&P 500 ETF Trust	Added	2,601	+146	$1,942,348	+21.7%	1.64%
MSFT	Microsoft Corp Technology	Added	4,854	+430	$1,810,639	+10.6%	1.53%
ACKY	VistaShares Target 15 ACKtivist Distribution ETF	Added	52,390	+13,778	$1,623,566	+73.5%	1.37%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	17,329	+215	$1,570,650	—	1.33%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	9,770	-465	$1,450,268	+14.0%	1.23%
NVDA	Nvidia Corp Technology	Reduced	6,965	-486	$1,393,626	+7.2%	1.18%
IVZ	Invesco Ltd. Financial Services	Added	4,850	+2,386	$1,381,843	+136.0%	1.17%
QQQ	Invesco Qqq Trust, Series 1	Added	1,661	+16	$1,223,160	+28.8%	1.03%
CAGE	Calamos Autocallable Growth ETF	Reduced	46,951	-18,999	$1,086,154	−24.9%	0.92%
VXUS	Vanguard Total International Stock ETF	Reduced	11,293	-33	$965,438	+10.5%	0.82%
BD	Russell Investments Core Plus Bond ETF	Reduced	23,796	-143	$929,091	+21.3%	0.79%
VB	Vanguard Morningstar Small-Cap ETF	Added	5,007	+1,511	$918,608	+27.4%	0.78%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,810	+1,170	$761,286	+220.0%	0.64%
META	Meta Platforms, Inc. Communication Services	Reduced	1,044	-193	$588,074	−16.9%	0.50%
		Added	8,187	+6,184	$540,538	+151.5%	0.46%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	530	+23	$495,799	−1.9%	0.42%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,319	+82	$465,184	+14.3%	0.39%
JA	Janus Henderson AA-A CLO ETF	NEW	18,238	NEW	$461,472	NEW	0.39%
JNJ	Johnson & Johnson Healthcare	Added	1,720	+7	$436,828	+4.3%	0.37%
EDV	Vanguard World Funds Extended Duration ETF	Reduced	2,163	-358	$410,668	−18.1%	0.35%
		Added	3,765	+1,909	$397,302	+123.3%	0.34%
NEE	Nextera Energy Inc Utilities	Added	4,307	+591	$378,025	+9.5%	0.32%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	2,955	-104	$374,022	+19.8%	0.32%
DELL	Dell Technologies Inc. Technology	Reduced	842	-200	$363,289	+112.4%	0.31%
RBRK	Rubrik, Inc. Technology	Added	4,459	+230	$357,968	+72.9%	0.30%
IBIT	iShares Bitcoin Trust ETF	Reduced	10,543	-9	$350,976	−13.4%	0.30%
JPM	Jpmorgan Chase & Co Financial Services	Added	980	+2	$320,783	+11.5%	0.27%
NKE	NIKE, Inc. Consumer Cyclical	Added	7,270	+84	$298,433	−21.4%	0.25%
PEP	Pepsico Inc Consumer Defensive	Added	2,186	+14	$295,984	−12.2%	0.25%
O	Realty Income Corp Real Estate	Added	4,772	+17	$295,673	+1.6%	0.25%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	3,643	-1,169	$270,128	−24.4%	0.23%
AVGO	Broadcom Inc. Technology	Reduced	691	-4	$261,025	+21.3%	0.22%
XOM	ExxonMobil Holdings Corp Energy	Added	1,828	+10	$249,924	−19.0%	0.21%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Reduced	4,464	-1,273	$248,064	−14.9%	0.21%
CVX	Chevron Corp Energy	Reduced	1,496	-105	$247,976	−25.1%	0.21%

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.