Ankerstar Wealth, Llc Portfolio Stock Holdings
Ankerstar Wealth, Llc disclosed 955 stock positions valued at approximately $94.7 million in its latest SEC 13F filing. The largest holdings include WISDOMTREE TR, BITWISE BITCOIN ETF TR, and ALPHABET INC. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 955
- Portfolio Value
- $94.7M
Holdings by Sector
Ankerstar Wealth, Llc Portfolio Holdings in Q1 2026
883 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | USFR | Other | 9.30% | 175,039 | -3,931 | -2.20% | $8,811,492 |
| BITWISE BITCOIN ETF TR | BITB | Other | 6.54% | 168,268 | -47,812 | -22.13% | $6,193,945 |
| ALPHABET INC | GOOG | Communication Services | 6.04% | 19,950 | -1,281 | -6.03% | $5,722,863 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 5.59% | 66,838 | +6,897 | +11.51% | $5,298,248 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 5.34% | 24,275 | +107 | +0.44% | $5,055,754 |
| APPLE INC | AAPL | Technology | 5.32% | 19,872 | -1,109 | -5.29% | $5,043,315 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 4.58% | 128,432 | -2,263 | -1.73% | $4,337,149 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 4.08% | 68,252 | -7,285 | -9.64% | $3,868,534 |
| PACER FDS TR | COWZ | Other | 3.31% | 50,112 | +7,316 | +17.10% | $3,135,007 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.39% | 4,731 | +874 | +22.66% | $2,267,095 |
| SCHWAB STRATEGIC TR | SCHD | Other | 2.17% | 67,031 | +18,058 | +36.87% | $2,056,524 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 1.89% | 19,046 | +6,474 | +51.50% | $1,794,895 |
| MICROSOFT CORP | MSFT | Technology | 1.73% | 4,424 | +661 | +17.57% | $1,637,742 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.69% | 2,455 | +569 | +30.17% | $1,599,417 |
| NVIDIA CORPORATION | NVDA | Technology | 1.37% | 7,451 | -1,766 | -19.16% | $1,299,530 |
| J P MORGAN EXCHANGE TRADED F | JTEK | Other | 1.07% | 12,741 | -1,805 | -12.41% | $1,013,419 |
| INVESCO QQQ TR | QQQ | Other | 1.00% | 1,645 | +883 | +115.88% | $949,681 |
| VANGUARD STAR FDS | VXUS | Other | 0.92% | 11,326 | -2,377 | -17.35% | $873,400 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.84% | 4,134 | +2,754 | +199.57% | $793,486 |
| META PLATFORMS INC | META | Communication Services | 0.75% | 1,237 | -431 | -25.84% | $707,725 |
| ALPHABET INC | GOOGL | Communication Services | 0.62% | 2,054 | +203 | +10.97% | $590,825 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.62% | 2,464 | +2,464 | +100.00% | $585,496 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 0.61% | 12,223 | -3,056 | -20.00% | $575,496 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.53% | 507 | - | - | $505,269 |
| VANGUARD INDEX FDS | VTV | Other | 0.52% | 2,533 | -1,378 | -35.23% | $497,119 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.44% | 1,713 | +556 | +48.06% | $418,888 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.43% | 1,237 | +367 | +42.18% | $407,048 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.43% | 10,552 | +9,424 | +835.46% | $405,408 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.42% | 13,660 | -4,526 | -24.89% | $397,916 |
| STRATEGY INC | MSTR | Technology | 0.41% | 3,127 | +254 | +8.84% | $390,250 |
| NIKE INC | NKE | Consumer Cyclical | 0.40% | 7,186 | +2,576 | +55.88% | $382,357 |
| J P MORGAN EXCHANGE TRADED F | HELO | Other | 0.38% | 5,624 | -2,052 | -26.73% | $359,430 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.36% | 3,716 | +1,198 | +47.58% | $345,143 |
| PEPSICO INC | PEP | Consumer Defensive | 0.36% | 2,172 | +998 | +85.01% | $337,300 |
| CHEVRON CORPORATION | CVX | Energy | 0.35% | 1,601 | +378 | +30.91% | $331,406 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.34% | 6,384 | -806 | -11.21% | $323,094 |
| EXXON MOBIL CORP | XOM | Energy | 0.33% | 1,818 | +626 | +52.52% | $308,451 |
| VANGUARD BD INDEX FDS | BND | Other | 0.32% | 4,145 | -1,847 | -30.82% | $305,246 |
| REALTY INCOME CORP | O | Real Estate | 0.31% | 4,755 | +1,077 | +29.28% | $292,220 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.30% | 978 | +480 | +96.39% | $287,799 |
| GOLDMAN SACHS ETF TR | GPIX | Other | 0.30% | 5,676 | -5,598 | -49.65% | $284,027 |
| ISHARES TR | IWF | Other | 0.30% | 660 | - | - | $281,424 |
| ISHARES TR | HYDB | Other | 0.29% | 5,905 | +449 | +8.23% | $274,701 |
| HONEYWELL INTL INC | HON | Industrials | 0.29% | 1,194 | +269 | +29.08% | $270,064 |
| PACER FDS TR | PTLC | Other | 0.26% | 4,705 | -95 | -1.98% | $246,824 |
| HERSHEY CO | HSY | Consumer Defensive | 0.26% | 1,184 | +525 | +79.67% | $246,236 |
| ISHARES TR | IVV | Other | 0.26% | 372 | -37 | -9.05% | $242,994 |
| INVESCO EXCHANGE TRADED FD T | EQWL | Other | 0.25% | 2,089 | +861 | +70.11% | $240,736 |
| TESLA INC | TSLA | Consumer Cyclical | 0.25% | 640 | +176 | +37.93% | $237,920 |
| BLACKSTONE INC | BX | Financial Services | 0.23% | 1,903 | -778 | -29.02% | $218,900 |
| ZILLOW GROUP INC | Z | Communication Services | 0.23% | 5,267 | +1,449 | +37.95% | $217,948 |
| VANGUARD WORLD FD | VPU | Other | 0.23% | 1,098 | -179 | -14.02% | $217,729 |
| BROADCOM INC | AVGO | Technology | 0.23% | 695 | -114 | -14.09% | $215,109 |
| ETF SER SOLUTIONS | QTUM | Other | 0.23% | 2,003 | +421 | +26.61% | $214,922 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 0.22% | 1,668 | -140 | -7.74% | $209,267 |
| RUBRIK INC. | RBRK | Technology | 0.22% | 4,229 | +2,753 | +186.52% | $207,094 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 0.21% | 3,529 | -1,155 | -24.66% | $195,954 |
| FIRST TR EXCHANGE-TRADED FD | HYLS | Other | 0.20% | 4,555 | -1,256 | -21.61% | $184,796 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.19% | 856 | -336 | -28.19% | $184,228 |
| PFIZER INC | PFE | Healthcare | 0.19% | 6,528 | +2,308 | +54.69% | $183,308 |
| SERVICENOW INC | NOW | Technology | 0.19% | 1,750 | -935 | -34.82% | $182,963 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.19% | 1,223 | +17 | +1.41% | $178,900 |
| VICI PPTYS INC | VICI | Real Estate | 0.19% | 6,443 | +4,090 | +173.82% | $178,882 |
| FIRST TR EXCHNG TRADED FD VI | FIXD | Other | 0.18% | 4,000 | -1,177 | -22.74% | $174,360 |
| ELEVANCE HEALTH INC FORMERLY | ELV | Healthcare | 0.18% | 584 | +265 | +83.07% | $171,025 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.18% | 1,042 | -150 | -12.58% | $171,023 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 0.18% | 3,580 | -315 | -8.09% | $170,157 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.17% | 1,182 | - | - | $157,132 |
| VANGUARD WORLD FD | VDE | Other | 0.16% | 903 | -380 | -29.62% | $156,255 |
| VANGUARD INDEX FDS | VTI | Other | 0.16% | 468 | - | - | $150,333 |
| FIRST TR EXCHANGE-TRADED FD | SKYY | Other | 0.15% | 1,320 | -81 | -5.78% | $144,355 |
| RTX CORPORATION | RTX | Industrials | 0.15% | 741 | +128 | +20.88% | $142,968 |
| ISHARES TR | USHY | Other | 0.15% | 3,840 | +376 | +10.85% | $141,486 |
| GENERAL MILLS INC | GIS | Consumer Defensive | 0.15% | 3,793 | +1,524 | +67.17% | $141,191 |
| CSX CORP | CSX | Industrials | 0.15% | 3,423 | +1,404 | +69.54% | $140,522 |
| ISHARES TR | IJR | Other | 0.14% | 1,099 | -2,340 | -68.04% | $136,708 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.14% | 432 | +209 | +93.72% | $134,283 |
| CELSIUS HLDGS INC | CELH | Consumer Defensive | 0.14% | 3,662 | +1,571 | +75.13% | $129,928 |
| DOMINION ENERGY INC | D | Utilities | 0.14% | 2,095 | +878 | +72.14% | $129,571 |
| PROSHARES TR | ISPY | Other | 0.14% | 2,981 | - | - | $129,226 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.13% | 1,374 | +589 | +75.03% | $123,138 |
| KIMBERLY-CLARK CORP | KMB | Consumer Defensive | 0.13% | 1,249 | +883 | +241.26% | $121,822 |
| AIM ETF PRODUCTS TRUST | DECW | Other | 0.13% | 3,611 | - | - | $120,644 |
| HORMEL FOODS CORP | HRL | Consumer Defensive | 0.12% | 5,098 | +3,605 | +241.46% | $115,482 |
| FIRST TR EXCH TRADED FD III | FPEI | Other | 0.12% | 6,044 | -1,143 | -15.90% | $114,852 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.12% | 189 | -13 | -6.44% | $114,230 |
| VANGUARD INDEX FDS | VUG | Other | 0.12% | 252 | -62 | -19.75% | $110,071 |
| 3M CO | MMM | Industrials | 0.11% | 748 | -3 | -0.40% | $108,720 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.11% | 1,999 | -1,674 | -45.58% | $108,070 |
| ANNALY CAPITAL MANAGEMENT IN | NLY | Real Estate | 0.11% | 4,928 | -552 | -10.07% | $107,677 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.11% | 492 | +316 | +179.55% | $100,648 |
| SIMPLIFY EXCHANGE TRADED FUN | CTA | Other | 0.10% | 3,276 | -2,591 | -44.16% | $99,001 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.10% | 356 | +304 | +584.62% | $96,330 |
| FORD MTR CO | F | Consumer Cyclical | 0.10% | 8,196 | +2,103 | +34.52% | $94,591 |
| AFLAC INC | AFL | Financial Services | 0.10% | 855 | +420 | +96.55% | $93,862 |
| VANGUARD MALVERN FDS | VCRB | Other | 0.10% | 1,200 | -682 | -36.24% | $92,856 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.10% | 1,223 | - | - | $91,910 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.10% | 619 | -74 | -10.68% | $91,701 |
| PAYPAL HLDGS INC | PYPL | Financial Services | 0.10% | 2,015 | +1,108 | +122.16% | $91,156 |
| CATERPILLAR INC | CAT | Industrials | 0.10% | 127 | +52 | +69.33% | $90,200 |