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Ankerstar Wealth, LLC

Portfolio Manager
Ankerstar Wealth, LLC
Performance
-6.62% (2026 Q1)
AUM (13F)
$94.72M
# of Holdings
955
Performance Rank
Allocation (Top 20)
68.14%

Ankerstar Wealth, LLC Holdings Map

Top 50 Ankerstar Wealth, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
USFR
WISDOMTREE TR
9.3%175.0K$8.8M
-2.20%(-3.93K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 179.0K shares2026-Q1: 175.0K shares
$50.30(+0.15%)
2026-03-31
BITB
BITWISE BITCOIN ETF TR
6.54%168.3K$6.2M
-22.13%(-47.81K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 216.1K shares2026-Q1: 168.3K shares
$54.89(-39.24%)
2026-03-31
GOOG
ALPHABET INC
6.04%19.9K$5.7M
-6.03%(-1.28K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 21.2K shares2026-Q1: 19.9K shares
$278.67(+27.81%)
2026-03-31
VCSH
VANGUARD SCOTTSDALE FDS
5.59%66.8K$5.3M
+11.51%(+6.90K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 59.9K shares2026-Q1: 66.8K shares
$79.80(-1.26%)
2026-03-31
AMZN
AMAZON COM INC
5.34%24.3K$5.1M
+0.44%(+107)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 24.2K shares2026-Q1: 24.3K shares
$225.17(+7.77%)
2026-03-31
AAPL
APPLE INC
5.32%19.9K$5.0M
-5.29%(-1.11K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 21.0K shares2026-Q1: 19.9K shares
$263.24(+17.24%)
2026-03-31
BUFR
FIRST TR EXCHNG TRADED FD VI
4.58%128.4K$4.3M
-1.73%(-2.26K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 130.7K shares2026-Q1: 128.4K shares
$33.84(+8.01%)
2026-03-31
JEPI
J P MORGAN EXCHANGE TRADED F
4.08%68.3K$3.9M
-9.64%(-7.29K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 75.5K shares2026-Q1: 68.3K shares
$57.17(-0.80%)
2026-03-31
COWZ
PACER FDS TR
3.31%50.1K$3.1M
+17.10%(+7.32K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 42.8K shares2026-Q1: 50.1K shares
$59.15(+7.84%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
2.39%4.7K$2.3M
+22.66%(+874)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 3.9K shares2026-Q1: 4.7K shares
$493.35(+2.93%)
2026-03-31

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