Q2 2026 13F · SEC CIK 2053917

Ankerstar Wealth, LLC

Wealth managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $119.3M
Reported positions: 989
Holdings vs S&P 500, 3 yrs: —
Assets under management: $146.1M

Ankerstar Wealth, LLC is a wealth manager that reported 989 positions worth $119.3M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Wisdomtree Tr (USFR, 14.1%), Innovator Etfs Trust (BALT, 7.8%), Alphabet Inc (GOOG, 5.8%).

Ankerstar Wealth, LLC holdings largest 50 of 989 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Ankerstar Wealth, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
USFRWisdomtree Tr	14.1%	9.3%	332,805	+90.1%	$16.8M
BALTInnovator Etfs Trust	7.8%	—	272,566	—	$9.3M
GOOGAlphabet Inc	5.8%	6.0%	19,710	-1.2%	$7.0M
AMZNAmazon Com Inc	4.8%	5.3%	24,212	-0.3%	$5.8M
AAPLApple Inc	4.8%	5.3%	19,756	-0.6%	$5.7M
BUFRFirst Tr Exchng Traded Fd Vi	4.3%	4.6%	141,016	+9.8%	$5.2M
BITBBitwise Bitcoin ETF Tr	4.1%	6.5%	153,810	-8.6%	$4.9M
VCSHVanguard Scottsdale Fds	3.2%	5.6%	48,347	-27.7%	$3.8M
JEPIJ P Morgan Exchange Traded F	2.8%	4.1%	59,262	-13.2%	$3.3M
COWZPacer Fds Tr	2.6%	3.3%	49,534	-1.2%	$3.1M
BRK-BBerkshire Hathaway Inc Del	1.9%	2.4%	4,589	-3.0%	$2.3M
KOIDKraneshares Trust	1.8%	1.5%	53,421	+15.6%	$2.2M
SCHDSchwab Strategic Tr	1.8%	2.2%	68,662	+2.4%	$2.2M
VYMIVanguard Whitehall Fds	1.8%	1.9%	21,736	+14.1%	$2.1M
ADPVSeries Portfolios Tr	1.7%	2.2%	41,505	-16.8%	$2.0M
SPYState Str Spdr S&p 500 ETF T	1.6%	1.7%	2,601	+5.9%	$1.9M
MSFTMicrosoft Corp	1.5%	1.7%	4,854	+9.7%	$1.8M
POWTidal Trust III	1.4%	1.0%	52,390	+35.7%	$1.6M
NVDANvidia Corporation	1.2%	1.4%	6,965	-6.5%	$1.4M
QQQMInvesco Exch Traded Fd Tr II	1.1%	0.6%	4,510	+83.0%	$1.4M
JTEKJpmorgan U.s. Tech Leaders ETF	1.1%	1.1%	12,038	-5.5%	$1.3M
QQQInvesco Qqq Tr	1.0%	1.0%	1,661	+1.0%	$1.2M
RSPInvesco Exchange Traded Fd T	0.9%	0.8%	4,811	+16.4%	$1.0M
VXUSVanguard Star Fds	0.8%	0.9%	11,293	-0.3%	$966K
RUSCRussell Invts Exchange Trade	0.8%	0.8%	23,796	-0.6%	$929K
TXSTexas Capital Funds Trust	0.7%	1.0%	21,687	-11.5%	$870K
TSLATesla Inc	0.6%	—	1,810	—	$761K
GOOGLAlphabet Inc	0.6%	0.6%	2,083	+1.4%	$745K
METAMeta Platforms Inc	0.5%	0.7%	1,044	-15.6%	$588K
WQTMWisdomtree Tr	0.5%	—	15,382	—	$582K
HELOJ P Morgan Exchange Traded F	0.5%	0.4%	8,352	+48.5%	$564K
VTVVanguard Index Fds	0.5%	0.5%	2,482	-2.0%	$541K
SCHGSchwab Strategic Tr	0.4%	0.4%	14,747	+8.0%	$499K
COSTCostco Wholesale Corporation	0.4%	0.5%	530	+4.5%	$496K
JCPBJ P Morgan Exchange Traded F	0.4%	0.6%	10,350	-15.3%	$486K
HDHome Depot Inc	0.4%	0.4%	1,319	+6.6%	$465K
JELMJanus Detroit Str Tr	0.4%	—	17,390	—	$441K
JNJJohnson & Johnson	0.4%	0.4%	1,720	+0.4%	$437K
NEENextera Energy Inc	0.3%	0.4%	4,307	+15.9%	$378K
DELLDell Technologies Inc	0.3%	—	842	—	$363K
QTUMETF Ser Solutions	0.3%	—	2,172	—	$359K
RBRKRubrik Inc.	0.3%	—	4,459	—	$358K
IBITIshares Bitcoin Trust ETF	0.3%	0.4%	10,543	-0.1%	$351K
JPMJpmorgan Chase & Co	0.3%	0.3%	980	+0.2%	$321K
JPSTJ P Morgan Exchange Traded F	0.3%	0.3%	6,325	-0.9%	$320K
NKENike Inc	0.3%	0.4%	7,270	+1.2%	$301K
ORealty Income Corp.	0.2%	0.3%	4,772	+0.4%	$297K
PEPPepsico Inc	0.2%	0.4%	2,186	+0.6%	$296K
IVVIshares Tr	0.2%	—	382	—	$286K
CAIECalamos ETF Tr	0.2%	—	10,056	—	$274K

What Ankerstar Wealth, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$119.3M	989
Q1 2026	$94.7M	955
Q4 2025	$100.4M	1,029

Questions about Ankerstar Wealth, LLC's portfolio

What stocks does Ankerstar Wealth, LLC own?

Ankerstar Wealth, LLC's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 989 positions worth $119.3M. The largest are Wisdomtree Tr (USFR) at 14.1%, Innovator Etfs Trust (BALT) at 7.8%, Alphabet Inc (GOOG) at 5.8%, Amazon Com Inc (AMZN) at 4.8% and Apple Inc (AAPL) at 4.8%.

What did Ankerstar Wealth, LLC buy last quarter?

In Q2 2026, Ankerstar Wealth, LLC added Wisdomtree Tr (USFR) (+90.1% shares), Invesco Exch Traded Fd Tr II (QQQM) (+83.0% shares) and J P Morgan Exchange Traded F (HELO) (+48.5% shares), compared with its Q1 2026 filing.

What did Ankerstar Wealth, LLC sell last quarter?

In Q2 2026, Ankerstar Wealth, LLC cut from its top 50 Simplify Exchange Traded Fun (CDX), cut from its top 50 Calamos ETF Tr (CBTO), cut from its top 50 Strategy Inc (MSTR), cut from its top 50 Chevron Corporation (CVX), cut from its top 50 Calamos ETF Tr (CBXO), Vanguard Scottsdale Fds (VCSH) (-27.7% shares), Series Portfolios Tr (ADPV) (-16.8% shares) and Meta Platforms Inc (META) (-15.6% shares), compared with its Q1 2026 filing.

When is Ankerstar Wealth, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Ankerstar Wealth, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Ankerstar Wealth, LLC manage?

Ankerstar Wealth, LLC reported $146.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $119.3M.