Ankerstar Wealth, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Ankerstar Wealth, LLC reported 1,028 stock positions worth $100.4 million. Its top holding was Bitwise Bitcoin ETF (BITB) at 10.2% of the portfolio, followed by Wisdomtree Floating Rate Tre (USFR, 9.0%) and Alphabet Class C (GOOG, 6.6%).
- Most Recent 13F
- Q2 2026
- Location
- LEANDER, TX
- CIK
- 0002053917
- Portfolio Value
- $100.4M (Q4 2025)
- SEC Filing
- 0002053917-26-000002 ↗ filed Feb 12, 2026
Holdings Value
Holdings 1,028 stocks · $100.4M
| BITB Bitwise Bitcoin ETF | 10.23% | 216,080 | $10.3M | — |
| USFR Wisdomtree Floating Rate Tre | 8.97% | 178,970 | $9.0M | — |
| GOOG Alphabet Inc. Class C | 6.63% | 21,231 | $6.7M | — |
| AAPL Apple Inc. | 5.68% | 20,981 | $5.7M | — |
| AMZN Amazon.com Inc. | 5.55% | 24,168 | $5.6M | — |
| VCSH Vanguard S/T Corp. Bond ETF | 4.76% | 59,941 | $4.8M | — |
| BUFR FT Vest Lad Buffervetf-Usd I | 4.46% | 130,695 | $4.5M | — |
| JEPI JPMorgan Equity Premium Inco | 4.34% | 75,537 | $4.4M | — |
| COWZ Pacer US Cash Cows 100 ETF | 2.59% | 42,796 | $2.6M | — |
| CDX Simplify High Yield ETF | 2.56% | 115,326 | $2.6M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.93% | 3,857 | $1.9M | — |
| MSFT Microsoft Corp. | 1.81% | 3,763 | $1.8M | — |
| ADPV Adaptiv Select ETF | 1.73% | 40,448 | $1.7M | — |
| NVDA Nvidia Corp. | 1.71% | 9,217 | $1.7M | — |
| TXS Texas Equity Index ETF | 1.36% | 38,431 | $1.4M | — |
| SCHD Schwab US DVD Equity ETF | 1.34% | 48,973 | $1.3M | — |
| JTEK JPMorgan US Tech Leaders | 1.30% | 14,546 | $1.3M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.28% | 1,886 | $1.3M | — |
| VYMI Vanguard Int High DVD YLD Inc. | 1.13% | 12,572 | $1.1M | — |
| META Meta Platforms Inc. Class A | 1.10% | 1,668 | $1.1M | — |
| VXUS Vanguard Total Intl Stock | 1.03% | 13,703 | $1.0M | — |
| KOID Kraneshares Global Humanoid | 0.93% | 29,370 | $935K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.74% | 3,911 | $747K | — |
| JCPB JPMorgan Core Plus Bond ETF | 0.72% | 15,279 | $726K | — |
| GPIX GLDM SA S&P 500 PR in ETF-US | 0.59% | 11,274 | $595K | — |
| SCHG Schwab US Large-Cap Growth | 0.59% | 18,186 | $593K | — |
| GOOGL Alphabet Inc. Class A | 0.58% | 1,851 | $579K | — |
| CBTO Calamos Bitcoin 80 STR-Oct | 0.55% | 25,595 | $551K | — |
| HELO JPMorgan Hedged Equity ETF | 0.51% | 7,676 | $510K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.47% | 762 | $469K | — |
| CBXO Calamos Bitcoin 90 STR-Oct | 0.46% | 20,343 | $466K | — |
| BND Vanguard Total Bond Market | 0.44% | 5,992 | $444K | — |
| COST Costco Wholesale Corp. | 0.44% | 507 | $437K | — |
| MSTR Strategy Inc. | 0.43% | 2,873 | $437K | — |
| RUSC RSL Inv-US SML CP Eqt ETF-$i filed as RUSSELL INVTS EXCHANGE TRADE | 0.43% | 13,988 | $435K | — |
| BX Blackstone Inc. | 0.41% | 2,681 | $413K | — |
| IJR iShares Core S&P Small-Cap E | 0.41% | 3,439 | $413K | — |
| NOW ServiceNow Inc. | 0.41% | 2,685 | $411K | — |
| CBXJ Calamos Bitcoin 90 P ETF Jan | 0.41% | 18,132 | $411K | — |
| JPST JPMorgan Ultra-Short Income | 0.36% | 7,190 | $365K | — |
| IWF iShares Russell 1000 Growth | 0.31% | 660 | $312K | — |
| HD Home Depot Inc. | 0.30% | 870 | $300K | — |
| NKE Nike Inc. Class B | 0.29% | 4,610 | $296K | — |
| IVV iShares Core S&P 500 ETF | 0.28% | 409 | $280K | — |
| AVGO Broadcom Inc. | 0.28% | 809 | $280K | — |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.27% | 4,684 | $275K | — |
| PTLC Pacer Trendpilot US Large Ca | 0.27% | 4,800 | $270K | — |
| BABA Alibaba Group Holding-SP ADR | 0.26% | 1,808 | $265K | — |
| RSP Invesco S&P 500 Equal Weight | 0.26% | 1,380 | $264K | — |
| VIG Vanguard Dividend Apprec ETF | 0.26% | 1,192 | $262K | — |
| Z Zillow Group Inc. Class C | 0.26% | 3,818 | $260K | — |
| HYDB iShares High Yield Systemati | 0.26% | 5,456 | $258K | — |
| HYLS FT Tactical High Yield ETF | 0.24% | 5,811 | $243K | — |
| JNJ Johnson & Johnson | 0.24% | 1,157 | $240K | — |
| VPU Vanguard Utilities ETF | 0.24% | 1,277 | $236K | — |
| FIXD First Trust Smith Opportunis | 0.23% | 5,177 | $229K | — |
| PLTR Palantir Technologies Inc. Class A | 0.21% | 1,206 | $214K | — |
| TSLA Tesla Inc. | 0.21% | 464 | $209K | — |
| O Realty Income Corp. | 0.21% | 3,678 | $208K | — |
| NEE Nextera Energy Inc. | 0.20% | 2,518 | $202K | — |
| VWO Vanguard Ftse Emerging Marke | 0.20% | 3,673 | $197K | — |
| CBOJ Calms BTC S Alt PR ETF - Jan | 0.19% | 8,133 | $196K | — |
| ETHW Bitwise Ethereum ETF | 0.19% | 9,161 | $195K | — |
| CVX Chevron Corp. | 0.19% | 1,223 | $186K | — |
| INTC Intel Corp. | 0.18% | 5,000 | $185K | — |
| AGIX Kraneshares Public-Private A | 0.18% | 5,067 | $184K | — |
| PRF Invesco Rafi US 1000 ETF | 0.18% | 3,895 | $183K | — |
| SKYY First Trust Cloud Computing | 0.18% | 1,401 | $182K | — |
| HON Honeywell International Inc. | 0.18% | 925 | $181K | — |
| QTUM Defiance Quantum ETF | 0.17% | 1,582 | $173K | — |
| PEP Pepsico Inc. | 0.17% | 1,174 | $170K | — |
| XLK SS Technology Select Sector | 0.17% | 1,182 | $170K | — |
| VDE Vanguard Energy ETF | 0.16% | 1,283 | $162K | — |
| JPM JPMorgan Chase & Co. | 0.16% | 498 | $161K | — |
| CTA Simplify Managed Futures St | 0.16% | 5,867 | $160K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 468 | $157K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.15% | 314 | $153K | — |
| DELL Dell Technologies -C | 0.15% | 1,192 | $150K | — |
| CBOO Calamos Bitcoin STR A/P-Oct | 0.15% | 6,108 | $149K | — |
| VCRB Vanguard Core Bond ETF | 0.15% | 1,882 | $147K | — |
| EQWL Invesco S&P 100 Equal Weight | 0.14% | 1,228 | $145K | — |
| XOM Exxon Mobil Corp. | 0.14% | 1,192 | $144K | — |
| FPEI First Trust Institutional PR | 0.14% | 7,187 | $139K | — |
| ISPY Proshares S&P High Incom ETF | 0.14% | 2,981 | $136K | — |
| USHY iShares Broad Usd High Yield | 0.13% | 3,464 | $130K | — |
| VXF Vanguard Extended Market ETF | 0.13% | 618 | $129K | — |
| KODK Eastman Kodak Co. | 0.13% | 15,000 | $127K | — |
| NLY Annaly Capital Management Inc. | 0.13% | 5,480 | $126K | — |
| DECW Alianzim US Eq BFR20 Dec-Usd | 0.12% | 3,611 | $123K | — |
| MMM 3M Co. | 0.12% | 751 | $120K | — |
| HSY The Hershey Co. | 0.12% | 659 | $120K | — |
| IWM iShares Russell 2000 ETF | 0.11% | 465 | $114K | — |
| RBRK Rubrik Inc. Class A | 0.11% | 1,476 | $113K | — |
| RTX RTX Corp. | 0.11% | 613 | $112K | — |
| ELV Elevance Health Inc. | 0.11% | 319 | $112K | — |
| IUSV iShares Core S&P U.S. Value | 0.11% | 1,081 | $111K | — |
| BUFP Pgim Laddered S&P 500 Buffer | 0.11% | 3,531 | $106K | — |
| GIS General Mills Inc. | 0.11% | 2,269 | $106K | — |
| PFE Pfizer Inc. | 0.10% | 4,220 | $105K | — |
| ASML ASML Holding NV-NY Reg SHS | 0.10% | 98 | $105K | — |
Options reported separately and not counted above: BITWISE BITCOIN ETF TR calls ($118).
Other holdings (1): bonds, preferreds, convertibles and warrants · $2K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | 24 | $2K | — |
Total filed on the 13F, all lines: $100.4M.
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.