Ankerstar Wealth, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Ankerstar Wealth, LLC reported 954 stock positions worth $94.7 million. Its top holding was Wisdomtree Floating Rate Tre (USFR) at 9.3% of the portfolio, followed by Bitwise Bitcoin ETF (BITB, 6.5%) and Alphabet Class C (GOOG, 6.0%). Compared with Q4 2025, it opened 84 new positions, sold out of 158, added to 203 and reduced 172. The biggest buy was a new position in Vistasha Eletrican SC ETF (POW) and the biggest sale Bitwise Bitcoin ETF (BITB, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- LEANDER, TX
- CIK
- 0002053917
- Portfolio Value
- $94.7M (Q1 2026)
- SEC Filing
- 0002053917-26-000004 ↗ filed May 14, 2026
Holdings Value
Holdings 954 stocks · $94.7M
| USFR Wisdomtree Floating Rate Tre | 9.30% | 175,039 | $8.8M | Reduce -2.2% |
| BITB Bitwise Bitcoin ETF | 6.54% | 168,268 | $6.2M | Reduce -22.1% |
| GOOG Alphabet Inc. Class C | 6.04% | 19,950 | $5.7M | Reduce -6.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 5.59% | 66,838 | $5.3M | Add +11.5% |
| AMZN Amazon.com Inc. | 5.34% | 24,275 | $5.1M | Add +0.4% |
| AAPL Apple Inc. | 5.32% | 19,872 | $5.0M | Reduce -5.3% |
| BUFR FT Vest Lad Buffervetf-Usd I | 4.58% | 128,432 | $4.3M | Reduce -1.7% |
| JEPI JPMorgan Equity Premium Inco | 4.08% | 68,252 | $3.9M | Reduce -9.6% |
| COWZ Pacer US Cash Cows 100 ETF | 3.31% | 50,112 | $3.1M | Add +17.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.39% | 4,731 | $2.3M | Add +22.7% |
| ADPV Adaptiv Select ETF | 2.22% | 49,899 | $2.1M | Add +23.4% |
| SCHD Schwab US DVD Equity ETF | 2.17% | 67,031 | $2.1M | Add +36.9% |
| VYMI Vanguard Int High DVD YLD Inc. | 1.89% | 19,046 | $1.8M | Add +51.5% |
| MSFT Microsoft Corp. | 1.73% | 4,424 | $1.6M | Add +17.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.69% | 2,455 | $1.6M | Add +30.2% |
| KOID Kraneshares Global Humanoid | 1.52% | 46,205 | $1.4M | Add +57.3% |
| NVDA Nvidia Corp. | 1.37% | 7,451 | $1.3M | Reduce -19.2% |
| JTEK JPMorgan US Tech Leaders | 1.07% | 12,741 | $1.0M | Reduce -12.4% |
| QQQ Invesco QQQ Trust Series 1 | 1.00% | 1,645 | $950K | Add +115.9% |
| POW Vistasha Eletrican SC ETF | 0.99% | 38,612 | $936K | New |
| TXS Texas Equity Index ETF | 0.97% | 24,500 | $918K | Reduce -36.3% |
| VXUS Vanguard Total Intl Stock | 0.92% | 11,326 | $873K | Reduce -17.4% |
| RSP Invesco S&P 500 Equal Weight | 0.84% | 4,134 | $793K | Add +199.6% |
| RUSC RSL Inv-US SML CP Eqt ETF-$i filed as RUSSELL INVTS EXCHANGE TRADE | 0.81% | 23,939 | $766K | Add +71.1% |
| META Meta Platforms Inc. Class A | 0.75% | 1,237 | $708K | Reduce -25.8% |
| CDX Simplify High Yield ETF | 0.63% | 27,769 | $593K | Reduce -75.9% |
| GOOGL Alphabet Inc. Class A | 0.62% | 2,054 | $591K | Add +11.0% |
| QQQM Invesco Nasdaq 100 ETF | 0.62% | 2,464 | $585K | New |
| JCPB JPMorgan Core Plus Bond ETF | 0.61% | 12,223 | $575K | Reduce -20.0% |
| COST Costco Wholesale Corp. | 0.53% | 507 | $505K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.52% | 2,533 | $497K | Reduce -35.2% |
| CBTO Calamos Bitcoin 80 STR-Oct | 0.50% | 23,836 | $478K | Reduce -6.9% |
| JNJ Johnson & Johnson | 0.44% | 1,713 | $419K | Add +48.1% |
| HD Home Depot Inc. | 0.43% | 1,237 | $407K | Add +42.2% |
| IBIT iShares Bitcoin Trust ETF | 0.43% | 10,552 | $405K | Add +835.5% |
| SCHG Schwab US Large-Cap Growth | 0.42% | 13,660 | $398K | Reduce -24.9% |
| MSTR Strategy Inc. | 0.41% | 3,127 | $390K | Add +8.8% |
| NKE Nike Inc. Class B | 0.40% | 7,186 | $382K | Add +55.9% |
| HELO JPMorgan Hedged Equity ETF | 0.38% | 5,624 | $359K | Reduce -26.7% |
| NEE Nextera Energy Inc. | 0.36% | 3,716 | $345K | Add +47.6% |
| PEP Pepsico Inc. | 0.36% | 2,172 | $337K | Add +85.0% |
| CVX Chevron Corp. | 0.35% | 1,601 | $331K | Add +30.9% |
| JPST JPMorgan Ultra-Short Income | 0.34% | 6,384 | $323K | Reduce -11.2% |
| CBXO Calamos Bitcoin 90 STR-Oct | 0.33% | 14,224 | $315K | Reduce -30.1% |
| XOM Exxon Mobil Corp. | 0.33% | 1,818 | $308K | Add +52.5% |
| BND Vanguard Total Bond Market | 0.32% | 4,145 | $305K | Reduce -30.8% |
| O Realty Income Corp. | 0.31% | 4,755 | $292K | Add +29.3% |
| JPM JPMorgan Chase & Co. | 0.30% | 978 | $288K | Add +96.4% |
| GPIX GLDM SA S&P 500 PR in ETF-US | 0.30% | 5,676 | $284K | Reduce -49.6% |
| IWF iShares Russell 1000 Growth | 0.30% | 660 | $281K | No change |
| HYDB iShares High Yield Systemati | 0.29% | 5,905 | $275K | Add +8.2% |
| HON Honeywell International Inc. | 0.29% | 1,194 | $270K | Add +29.1% |
| PTLC Pacer Trendpilot US Large Ca | 0.26% | 4,705 | $247K | Reduce -2.0% |
| HSY The Hershey Co. | 0.26% | 1,184 | $246K | Add +79.7% |
| IVV iShares Core S&P 500 ETF | 0.26% | 372 | $243K | Reduce -9.1% |
| EQWL Invesco S&P 100 Equal Weight | 0.25% | 2,089 | $241K | Add +70.1% |
| TSLA Tesla Inc. | 0.25% | 640 | $238K | Add +37.9% |
| BX Blackstone Inc. | 0.23% | 1,903 | $219K | Reduce -29.0% |
| Z Zillow Group Inc. Class C | 0.23% | 5,267 | $218K | Add +38.0% |
| VPU Vanguard Utilities ETF | 0.23% | 1,098 | $218K | Reduce -14.0% |
| AVGO Broadcom Inc. | 0.23% | 695 | $215K | Reduce -14.1% |
| QTUM Defiance Quantum ETF | 0.23% | 2,003 | $215K | Add +26.6% |
| BABA Alibaba Group Holding-SP ADR | 0.22% | 1,668 | $209K | Reduce -7.7% |
| RBRK Rubrik Inc. Class A | 0.22% | 4,229 | $207K | Add +186.5% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.21% | 3,529 | $196K | Reduce -24.7% |
| CBOJ Calms BTC S Alt PR ETF - Jan | 0.20% | 8,173 | $194K | Add +0.5% |
| HYLS FT Tactical High Yield ETF | 0.20% | 4,555 | $185K | Reduce -21.6% |
| VIG Vanguard Dividend Apprec ETF | 0.19% | 856 | $184K | Reduce -28.2% |
| PFE Pfizer Inc. | 0.19% | 6,528 | $183K | Add +54.7% |
| NOW ServiceNow Inc. | 0.19% | 1,750 | $183K | Reduce -34.8% |
| PLTR Palantir Technologies Inc. Class A | 0.19% | 1,223 | $179K | Add +1.4% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.19% | 6,443 | $179K | Add +173.8% |
| FIXD First Trust Smith Opportunis | 0.18% | 4,000 | $174K | Reduce -22.7% |
| ELV Elevance Health Inc. | 0.18% | 584 | $171K | Add +83.1% |
| DELL Dell Technologies -C | 0.18% | 1,042 | $171K | Reduce -12.6% |
| PRF Invesco Rafi US 1000 ETF | 0.18% | 3,580 | $170K | Reduce -8.1% |
| CBOO Calamos Bitcoin STR A/P-Oct | 0.17% | 6,668 | $162K | Add +9.2% |
| XLK SS Technology Select Sector | 0.17% | 1,182 | $157K | No change |
| VDE Vanguard Energy ETF | 0.17% | 903 | $156K | Reduce -29.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 468 | $150K | No change |
| SKYY First Trust Cloud Computing | 0.15% | 1,320 | $144K | Reduce -5.8% |
| RTX RTX Corp. | 0.15% | 741 | $143K | Add +20.9% |
| USHY iShares Broad Usd High Yield | 0.15% | 3,840 | $141K | Add +10.8% |
| GIS General Mills Inc. | 0.15% | 3,793 | $141K | Add +67.2% |
| CSX CSX Corp. | 0.15% | 3,423 | $141K | Add +69.5% |
| BBB Cyber Hornet S&P 500 and Bit | 0.14% | 5,129 | $137K | New |
| IJR iShares Core S&P Small-Cap E | 0.14% | 1,099 | $137K | Reduce -68.0% |
| MCD McDonald's Corp. | 0.14% | 432 | $134K | Add +93.7% |
| CELH Celsius Holdings Inc. | 0.14% | 3,662 | $130K | Add +75.1% |
| D Dominion Energy Inc. | 0.14% | 2,095 | $130K | Add +72.1% |
| ISPY Proshares S&P High Incom ETF | 0.14% | 2,981 | $129K | No change |
| SBUX Starbucks Corp. | 0.13% | 1,374 | $123K | Add +75.0% |
| KMB Kimberly-Clark Corp. | 0.13% | 1,249 | $122K | Add +241.3% |
| DECW Alianzim US Eq BFR20 Dec-Usd | 0.13% | 3,611 | $121K | No change |
| HRL Hormel Foods Corp. | 0.12% | 5,098 | $115K | Add +241.5% |
| FPEI First Trust Institutional PR | 0.12% | 6,044 | $115K | Reduce -15.9% |
| LMT Lockheed Martin Corp. | 0.12% | 189 | $114K | Reduce -6.4% |
| CAIE Calamos Autocallable Inc. ETF | 0.12% | 4,449 | $112K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.12% | 252 | $110K | Reduce -19.8% |
| MMM 3M Co. | 0.11% | 748 | $109K | Reduce -0.4% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $212 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | 3 | $212 | Reduce -87.5% |
Total filed on the 13F, all lines: $94.7M.
Portfolio Sells Q4 2025 → Q1 2026
| BITB Bitwise Bitcoin ETF | Reduce -22.1% | 6.54% | −3.69 |
| CDX Simplify High Yield ETF | Reduce -75.9% | 0.63% | −1.93 |
| GOOG Alphabet Inc. Class C | Reduce -6.0% | 6.04% | −0.59 |
| TXS Texas Equity Index ETF | Reduce -36.3% | 0.97% | −0.39 |
| AAPL Apple Inc. | Reduce -5.3% | 5.32% | −0.36 |
| META Meta Platforms Inc. Class A | Reduce -25.8% | 0.75% | −0.35 |
| NVDA Nvidia Corp. | Reduce -19.2% | 1.37% | −0.34 |
| CBXJ Calamos Bitcoin 90 P ETF Jan | Reduce -81.5% | 0.07% | −0.34 |
| GPIX GLDM SA S&P 500 PR in ETF-US | Reduce -49.6% | 0.30% | −0.29 |
| IJR iShares Core S&P Small-Cap E | Reduce -68.0% | 0.14% | −0.27 |
| JEPI JPMorgan Equity Premium Inco | Reduce -9.6% | 4.08% | −0.25 |
| JTEK JPMorgan US Tech Leaders | Reduce -12.4% | 1.07% | −0.23 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -35.2% | 0.52% | −0.22 |
| NOW ServiceNow Inc. | Reduce -34.8% | 0.19% | −0.22 |
| INTC Intel Corp. | Sold out | 0.00% | −0.18 |
| BX Blackstone Inc. | Reduce -29.0% | 0.23% | −0.18 |
| SCHG Schwab US Large-Cap Growth | Reduce -24.9% | 0.42% | −0.17 |
| ETHW Bitwise Ethereum ETF | Reduce -82.8% | 0.02% | −0.17 |
| CBXO Calamos Bitcoin 90 STR-Oct | Reduce -30.1% | 0.33% | −0.13 |
| VXF Vanguard Extended Market ETF | Sold out | 0.00% | −0.13 |
| HELO JPMorgan Hedged Equity ETF | Reduce -26.7% | 0.38% | −0.13 |
| KODK Eastman Kodak Co. | Sold out | 0.00% | −0.13 |
| BND Vanguard Total Bond Market | Reduce -30.8% | 0.32% | −0.12 |
| JCPB JPMorgan Core Plus Bond ETF | Reduce -20.0% | 0.61% | −0.12 |
| VXUS Vanguard Total Intl Stock | Reduce -17.4% | 0.92% | −0.11 |
| AGIX Kraneshares Public-Private A | Reduce -46.5% | 0.09% | −0.09 |
| VWO Vanguard Ftse Emerging Marke | Reduce -45.6% | 0.11% | −0.08 |
| CBTJ Calamos Bitcoin 80 P ETF Jan | Reduce -96.6% | 0.00% | −0.07 |
| DJD Invesco Dow Jones Industrial | Sold out | 0.00% | −0.07 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.07 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -24.7% | 0.21% | −0.07 |
| VIG Vanguard Dividend Apprec ETF | Reduce -28.2% | 0.19% | −0.07 |
| UMAC Unusual Machines Inc. | Sold out | 0.00% | −0.06 |
| ETH Grayscale Ethereum Staking M | Reduce -49.4% | 0.04% | −0.06 |
| ICSH iShares Ultra Short Duration | Reduce -72.5% | 0.03% | −0.06 |
| NTRA Natera Inc. | Reduce -79.9% | 0.01% | −0.06 |
| CTA Simplify Managed Futures St | Reduce -44.2% | 0.10% | −0.05 |
| CBXA Calamos Bitcoin 90 STR-Apr | Reduce -87.5% | 0.01% | −0.05 |
| AVGO Broadcom Inc. | Reduce -14.1% | 0.23% | −0.05 |
| VTWV Vanguard Russell 2000 Value | Sold out | 0.00% | −0.05 |
| IWM iShares Russell 2000 ETF | Reduce -45.8% | 0.07% | −0.05 |
| VCRB Vanguard Core Bond ETF | Reduce -36.2% | 0.10% | −0.05 |
| HYLS FT Tactical High Yield ETF | Reduce -21.6% | 0.20% | −0.05 |
| FIXD First Trust Smith Opportunis | Reduce -22.7% | 0.18% | −0.04 |
| CBTO Calamos Bitcoin 80 STR-Oct | Reduce -6.9% | 0.50% | −0.04 |
| BABA Alibaba Group Holding-SP ADR | Reduce -7.7% | 0.22% | −0.04 |
| BAC Bank of America Corp. | Reduce -93.4% | 0.00% | −0.04 |
| OWNB Bitwise Bitcoin STD Corp. ETF | Reduce -98.5% | 0.00% | −0.04 |
| GRAL Grail Inc. | Reduce -74.6% | 0.01% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -19.8% | 0.12% | −0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| POW Vistasha Eletrican SC ETF | New | 0.99% | +0.99 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +11.5% | 5.59% | +0.83 |
| SCHD Schwab US DVD Equity ETF | Add +36.9% | 2.17% | +0.83 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +51.5% | 1.89% | +0.77 |
| COWZ Pacer US Cash Cows 100 ETF | Add +17.1% | 3.31% | +0.72 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.62% | +0.62 |
| KOID Kraneshares Global Humanoid | Add +57.3% | 1.52% | +0.59 |
| RSP Invesco S&P 500 Equal Weight | Add +199.6% | 0.84% | +0.57 |
| QQQ Invesco QQQ Trust Series 1 | Add +115.9% | 1.00% | +0.54 |
| ADPV Adaptiv Select ETF | Add +23.4% | 2.22% | +0.50 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +22.7% | 2.39% | +0.46 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +30.2% | 1.69% | +0.40 |
| RUSC RSL Inv-US SML CP Eqt ETF-$i | Add +71.1% | 0.81% | +0.37 |
| IBIT iShares Bitcoin Trust ETF | Add +835.5% | 0.43% | +0.37 |
| JNJ Johnson & Johnson | Add +48.1% | 0.44% | +0.20 |
| PEP Pepsico Inc. | Add +85.0% | 0.36% | +0.19 |
| XOM Exxon Mobil Corp. | Add +52.5% | 0.33% | +0.18 |
| CVX Chevron Corp. | Add +30.9% | 0.35% | +0.16 |
| NEE Nextera Energy Inc. | Add +47.6% | 0.36% | +0.16 |
| BBB Cyber Hornet S&P 500 and Bit | New | 0.14% | +0.14 |
| JPM JPMorgan Chase & Co. | Add +96.4% | 0.30% | +0.14 |
| HSY The Hershey Co. | Add +79.7% | 0.26% | +0.14 |
| HD Home Depot Inc. | Add +42.2% | 0.43% | +0.13 |
| VICI Vici Properties Inc. | Add +173.8% | 0.19% | +0.12 |
| CAIE Calamos Autocallable Inc. ETF | New | 0.12% | +0.12 |
| EQWL Invesco S&P 100 Equal Weight | Add +70.1% | 0.25% | +0.11 |
| NKE Nike Inc. Class B | Add +55.9% | 0.40% | +0.11 |
| RBRK Rubrik Inc. Class A | Add +186.5% | 0.22% | +0.11 |
| HON Honeywell International Inc. | Add +29.1% | 0.29% | +0.11 |
| O Realty Income Corp. | Add +29.3% | 0.31% | +0.10 |
| KMB Kimberly-Clark Corp. | Add +241.3% | 0.13% | +0.09 |
| PFE Pfizer Inc. | Add +54.7% | 0.19% | +0.09 |
| HRL Hormel Foods Corp. | Add +241.5% | 0.12% | +0.09 |
| UNH Unitedhealth Group Inc. | Add +584.6% | 0.10% | +0.08 |
| NFLX Netflix Inc. | Add +1066.7% | 0.09% | +0.08 |
| CSX CSX Corp. | Add +69.5% | 0.15% | +0.08 |
| MCD McDonald's Corp. | Add +93.7% | 0.14% | +0.07 |
| ELV Elevance Health Inc. | Add +83.1% | 0.18% | +0.07 |
| D Dominion Energy Inc. | Add +72.1% | 0.14% | +0.07 |
| SBUX Starbucks Corp. | Add +75.0% | 0.13% | +0.06 |
| ADP Automatic Data Processing | Add +179.6% | 0.11% | +0.06 |
| QTUM Defiance Quantum ETF | Add +26.6% | 0.23% | +0.05 |
| CAT Caterpillar Inc. | Add +69.3% | 0.10% | +0.05 |
| AFL Aflac Inc. | Add +96.5% | 0.10% | +0.05 |
| CPB The Campbell's Company | Add +221.4% | 0.08% | +0.05 |
| TFII Tfi International Inc. | Add +177.6% | 0.07% | +0.05 |
| TGT Target Corp. | Add +60.1% | 0.09% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +11.0% | 0.62% | +0.05 |
| SYY Sysco Corp. | Add +517.2% | 0.05% | +0.05 |
| GIS General Mills Inc. | Add +67.2% | 0.15% | +0.04 |
Options Activity Q4 2025 → Q1 2026
| BITWISE BITCOIN ETF TR | call | Sold out | 500 | $118before exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2025 → Q1 2026
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | Reduce -87.5% | 3 | $212 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.