account_balance
Investment manager · 13F filer · SEC CIK 2053917
Ankerstar Wealth, LLC
Reported value$129Mas of Sep 30, 2026
Positions1,060 138 new, 67 sold out
Top 10 weight48.6%USFR alone is 9%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
USFRWisdomtree Tr
8.6%Trimmed −33%
BALTInnovator Etfs Trust
8.1%Added +9%
GOOGAlphabet Inc.
5.1%
AAPLApple Inc.
5.0%
AMZNAmazon.com Inc
4.5%Trimmed −3%
BUFRFirst Tr Exchng Traded Fd Vi
4.5%Added +9%
BITBBitwise Bitcoin ETF
4.4%Trimmed −18%
VCSHVanguard Scottsdale FDS
3.0%Added +3%
SPYMSPDR Series Trust
2.7%New
JEPIJ P Morgan Exchange Traded F
2.6%
COWZPacer FDS Tr
2.5%Trimmed −3%
JPSTJ P Morgan Exchange Traded F
2.0%+713%
USFRWisdomtree Tr
8.6%Trimmed −33%
BALTInnovator Etfs Trust
8.1%Added +9%
GOOGAlphabet Inc.
5.1%
AAPLApple Inc.
5.0%
AMZNAmazon.com Inc
4.5%−3%
BUFRFirst Tr Exchng Traded Fd Vi
4.5%
BITBBitwise Bitcoin ETF
4.4%
VCSHVanguard Scottsdale FDS
3.0%
SPYMSPDR Series Trust
2.7%
JEPI2.6%
COWZ2.5%
JPST2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
USFR Wisdomtree Tr 8.6% Trimmed −33%
BALT Innovator Etfs Trust 8.1% Added +9%
GOOG Alphabet Inc. 5.1% HeldAAPL Apple Inc. 5.0% HeldAMZN Amazon.com Inc 4.5% Trimmed −3%BUFR First Tr Exchng Traded Fd Vi 4.5% Added +9%
BITB Bitwise Bitcoin ETF 4.4% Trimmed −18%VCSH Vanguard Scottsdale FDS 3.0% Added +3%
SPYM SPDR Series Trust 2.7% New
JEPI J P Morgan Exchange Traded F 2.6% Held
COWZ Pacer FDS Tr 2.5% Trimmed −3%
JPST J P Morgan Exchange Traded F 2.0% Added +713%
What changed
Biggest moves since Jun 30, 2026
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