Ankerstar Wealth, LLC 13F Holdings · Q2 2026
Ankerstar Wealth, LLC reported 989 securities worth $119.25M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: USFR (14.05%), BALT (7.83%), GOOG (5.84%). Among its top 25 positions this quarter: 1 new, 11 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | $16.8M | 14.05% | 332,805 | Added |
| 2 | BALT | INNOVATOR ETFS TRUST | $9.3M | 7.83% | 272,566 | New |
| 3 | GOOG | ALPHABET INC | $7.0M | 5.84% | 19,710 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $5.8M | 4.84% | 24,212 | Trimmed |
| 5 | AAPL | APPLE INC | $5.7M | 4.79% | 19,756 | Trimmed |
| 6 | BUFR | FIRST TR EXCHNG TRADED FD VI | $5.2M | 4.32% | 141,016 | Added |
| 7 | BITB | BITWISE BITCOIN ETF TR | $4.9M | 4.11% | 153,810 | Trimmed |
| 8 | VCSH | VANGUARD SCOTTSDALE FDS | $3.8M | 3.20% | 48,347 | Trimmed |
| 9 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.3M | 2.81% | 59,262 | Trimmed |
| 10 | COWZ | PACER FDS TR | $3.1M | 2.58% | 49,534 | Trimmed |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.3M | 1.93% | 4,589 | Trimmed |
| 12 | KOID | KRANESHARES TRUST | $2.2M | 1.85% | 53,421 | Added |
| 13 | SCHD | SCHWAB STRATEGIC TR | $2.2M | 1.83% | 68,662 | Added |
| 14 | VYMI | VANGUARD WHITEHALL FDS | $2.1M | 1.79% | 21,736 | Added |
| 15 | ADPV | SERIES PORTFOLIOS TR | $2.0M | 1.68% | 41,505 | Trimmed |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $1.9M | 1.63% | 2,601 | Added |
| 17 | MSFT | MICROSOFT CORP | $1.8M | 1.52% | 4,854 | Added |
| 18 | POW | TIDAL TRUST III | $1.6M | 1.36% | 52,390 | Added |
| 19 | NVDA | NVIDIA CORPORATION | $1.4M | 1.17% | 6,965 | Trimmed |
| 20 | QQQM | INVESCO EXCH TRADED FD TR II | $1.4M | 1.15% | 4,510 | Added |
| 21 | JTEK | J P MORGAN EXCHANGE TRADED F | $1.3M | 1.13% | 12,038 | Trimmed |
| 22 | QQQ | INVESCO QQQ TR | $1.2M | 1.03% | 1,661 | Added |
| 23 | RSP | INVESCO EXCHANGE TRADED FD T | $1.0M | 0.86% | 4,811 | Added |
| 24 | VXUS | VANGUARD STAR FDS | $965,511 | 0.81% | 11,293 | Trimmed |
| 25 | RUSC | RUSSELL INVTS EXCHANGE TRADE | $929,084 | 0.78% | 23,796 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR