Top 50 Ankerstar Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | 14.05% | 332.8K | $16.8M | +90.13%(+157.77K) | $50.32(+0.22%) | 2026-06-30 | |
| BALT | INNOVATOR ETFS TRUST | 7.83% | 272.6K | $9.3M | new | $33.85(+2.58%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 5.84% | 19.7K | $7.0M | -1.20%(-240) | $278.67(+23.42%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.84% | 24.2K | $5.8M | -0.26%(-63) | $225.17(+17.75%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.79% | 19.8K | $5.7M | -0.58%(-116) | $263.24(+15.96%) | 2026-06-30 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 4.32% | 141.0K | $5.2M | +9.80%(+12.58K) | $33.93(+10.33%) | 2026-06-30 | |
| BITB | BITWISE BITCOIN ETF TR | 4.11% | 153.8K | $4.9M | -8.59%(-14.46K) | $54.89(-37.35%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.2% | 48.3K | $3.8M | -27.67%(-18.49K) | $79.80(-1.38%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.81% | 59.3K | $3.3M | -13.17%(-8.99K) | $57.17(+1.31%) | 2026-06-30 | |
| COWZ | PACER FDS TR | 2.58% | 49.5K | $3.1M | -1.15%(-578) | $59.19(+19.75%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +0.07% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +6.22% |
Ankerstar Wealth LLC reports $119.25M in US-listed equity holdings across 989 positions in its most recent 13F filing. Its largest disclosed positions are USFR (14.1%), BALT (7.8%) and GOOG (5.8%). The top 20 holdings account for 70.28% of reported assets. Its disclosed equity book has returned +0.07% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Ankerstar Wealth LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Ankerstar Wealth LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2053917). View Ankerstar Wealth LLCโs 13F filings on SEC