Institutional Manager · CIK 0002053917
Ankerstar Wealth, LLC
LEANDER, TX · File #028-26267
Latest AUM
$100.4M
Positions
1,037
Top-10 Concentration
66.3%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | BITWISE BITCOIN ETF TR | BITB | 216,080 | $10.3M | 12.16% |
| 2 | WISDOMTREE TR | WT | 178,970 | $9.0M | 10.65% |
| 3 | ALPHABET INC | GOOG | 21,231 | $6.7M | 7.88% |
| 4 | APPLE INC | AAPL | 20,981 | $5.7M | 6.75% |
| 5 | AMAZON COM INC | AMZN | 24,168 | $5.6M | 6.60% |
| 6 | VANGUARD SCOTTSDALE FDS | 92206C409 | 59,941 | $4.8M | 5.65% |
| 7 | FIRST TR EXCHNG TRADED FD VI | 33740F755 | 130,695 | $4.5M | 5.30% |
| 8 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 75,537 | $4.4M | 5.15% |
| 9 | PACER FDS TR | 69374H881 | 42,796 | $2.6M | 3.08% |
| 10 | SIMPLIFY EXCHANGE TRADED FUN | 82889N830 | 115,326 | $2.6M | 3.04% |
| 11 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,857 | $1.9M | 2.29% |
| 12 | MICROSOFT CORP | MSFT | 3,763 | $1.8M | 2.15% |
| 13 | SERIES PORTFOLIOS TR | 81752T536 | 40,448 | $1.7M | 2.05% |
| 14 | NVIDIA CORPORATION | NVDA | 9,217 | $1.7M | 2.03% |
| 15 | TEXAS CAPITAL FUNDS TRUST | 88224A102 | 38,431 | $1.4M | 1.62% |
| 16 | SCHWAB STRATEGIC TR | 808524797 | 48,973 | $1.3M | 1.59% |
| 17 | J P MORGAN EXCHANGE TRADED F | 46654Q732 | 14,546 | $1.3M | 1.55% |
| 18 | SPDR S&P 500 ETF TR | SPY | 1,886 | $1.3M | 1.53% |
| 19 | VANGUARD WHITEHALL FDS | 921946794 | 12,572 | $1.1M | 1.34% |
| 20 | META PLATFORMS INC | META | 1,668 | $1.1M | 1.30% |