Ankerstar Wealth, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Ankerstar Wealth, Llc disclosed 986 stock positions valued at approximately $119.25M as of quarter-end June 30, 2026. The largest holdings include WISDOMTREE TR, INNOVATOR ETFS TRUST, and ALPHABET INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 986
- Portfolio Value
- $119.25M
Holdings by Sector
Ankerstar Wealth, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | USFR | Other | 14.05% | 332,805 | +157,766 | +90.13% | $16,756,742 |
| INNOVATOR ETFS TRUST | BALT | Other | 7.83% | 272,566 | +272,566 | +100.00% | $9,340,837 |
| ALPHABET INC | GOOG | Communication Services | 5.84% | 19,710 | -240 | -1.20% | $6,964,143 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.84% | 24,212 | -63 | -0.26% | $5,770,688 |
| APPLE INC | AAPL | Technology | 4.79% | 19,756 | -116 | -0.58% | $5,716,603 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 4.32% | 141,016 | +12,584 | +9.80% | $5,151,314 |
| BITWISE BITCOIN ETF TR | BITB | Other | 4.11% | 153,810 | -14,458 | -8.59% | $4,900,387 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 3.20% | 48,347 | -18,491 | -27.67% | $3,820,863 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 2.81% | 59,262 | -8,990 | -13.17% | $3,347,131 |
| PACER FDS TR | COWZ | Other | 2.58% | 49,534 | -578 | -1.15% | $3,081,015 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.93% | 4,589 | -142 | -3.00% | $2,296,290 |
| KRANESHARES TRUST | KOID | Other | 1.85% | 53,421 | +7,216 | +15.62% | $2,202,017 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.83% | 68,662 | +1,631 | +2.43% | $2,177,284 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 1.79% | 21,736 | +2,690 | +14.12% | $2,134,475 |
| SERIES PORTFOLIOS TR | ADPV | Other | 1.68% | 41,505 | -8,394 | -16.82% | $2,005,343 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.63% | 2,601 | +146 | +5.95% | $1,947,288 |
| MICROSOFT CORP | MSFT | Technology | 1.52% | 4,854 | +430 | +9.72% | $1,810,751 |
| TIDAL TRUST III | POW | Other | 1.36% | 52,390 | +13,778 | +35.68% | $1,623,566 |
| NVIDIA CORPORATION | NVDA | Technology | 1.17% | 6,965 | -486 | -6.52% | $1,393,634 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 1.15% | 4,510 | +2,046 | +83.04% | $1,366,395 |
| J P MORGAN EXCHANGE TRADED F | JTEK | Other | 1.13% | 12,038 | -703 | -5.52% | $1,342,858 |
| INVESCO QQQ TR | QQQ | Other | 1.03% | 1,661 | +16 | +0.97% | $1,224,797 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.86% | 4,811 | +677 | +16.38% | $1,023,716 |
| VANGUARD STAR FDS | VXUS | Other | 0.81% | 11,293 | -33 | -0.29% | $965,511 |
| RUSSELL INVTS EXCHANGE TRADE | RUSC | Other | 0.78% | 23,796 | -143 | -0.60% | $929,084 |
| TEXAS CAPITAL FUNDS TRUST | TXS | Other | 0.73% | 21,687 | -2,813 | -11.48% | $870,082 |
| TESLA INC | TSLA | Consumer Cyclical | 0.64% | 1,810 | +1,170 | +182.81% | $761,286 |
| ALPHABET INC | GOOGL | Communication Services | 0.62% | 2,083 | +29 | +1.41% | $744,736 |
| META PLATFORMS INC | META | Communication Services | 0.49% | 1,044 | -193 | -15.60% | $588,075 |
| WISDOMTREE TR | WQTM | Other | 0.49% | 15,382 | +15,382 | +100.00% | $581,593 |
Showing 30 of 986 holdings in the latest reporting period.