Ankerstar Wealth, LLC
Long book
$94.7M
Q1 2026
Positions
955
Top-10 weight
53%
concentration
Last quarter
+8.6%
SPY +14.8%
Turnover
22%
of book per quarter
Strategy in plain words
auto-generated from filingsAnkerstar Wealth, LLC is a wealth-management firm allocating client money, running a $94.7M US long book across 955 positions.
The portfolio is concentrated: the top 10 names carry 53% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: WISDOMTREE FLOATING RATE TRE, BITWISE BITCOIN ETF, ALPHABET INC-CL C, VANGUARD S/T CORP BOND ETF, AMAZON.COM INC.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-5.2%
Q1 2026
+8.6%
Sector allocation
Technology 49%
Consumer discretionary 20%
Financials 11%
Industrials 6%
Consumer staples 3%
Healthcare 3%
Other 2%
Utilities 2%
Long book by quarter
What does Ankerstar Wealth, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| GOOG ALPHABET INC-CL C | Technology | 19.9K | $5.7M | 6.0% | -6.0% |
| AMZN AMAZON.COM INC | Consumer discretionary | 24.3K | $5.1M | 5.3% | +0.4% |
| AAPL APPLE INC | Technology | 19.9K | $5.0M | 5.3% | -5.3% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 4.7K | $2.3M | 2.4% | +22.7% |
| MSFT MICROSOFT CORP | Technology | 4.4K | $1.6M | 1.7% | +17.6% |
| NVDA NVIDIA CORP | Technology | 7.5K | $1.3M | 1.4% | -19.2% |
| META META PLATFORMS INC-CLASS A | Technology | 1.2K | $708K | 0.7% | -25.8% |
| GOOGL ALPHABET INC-CL A | Technology | 2.1K | $591K | 0.6% | +11.0% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 507 | $505K | 0.5% | Held |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.7K | $419K | 0.4% | +48.1% |
| HD HOME DEPOT INC | Consumer discretionary | 1.2K | $407K | 0.4% | +42.2% |
| MSTR STRATEGY INC | Financials | 3.1K | $390K | 0.4% | +8.8% |
| NKE NIKE INC -CL B | Other | 7.2K | $382K | 0.4% | +55.9% |
| NEE NEXTERA ENERGY INC | Utilities | 3.7K | $345K | 0.4% | +47.6% |
| PEP PEPSICO INC | Consumer staples | 2.2K | $337K | 0.4% | +85.0% |
| CVX CHEVRON CORP | Energy | 1.6K | $331K | 0.3% | +30.9% |
| XOM EXXON MOBIL CORP | Energy | 1.8K | $308K | 0.3% | +52.5% |
| JPM JPMORGAN CHASE & CO | Financials | 978 | $288K | 0.3% | +96.4% |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 1.2K | $270K | 0.3% | +29.1% |
| HSY HERSHEY CO/THE | Consumer staples | 1.2K | $246K | 0.3% | +79.7% |
| TSLA TESLA INC | Industrials | 640 | $238K | 0.3% | +37.9% |
| BX BLACKSTONE INC | Financials | 1.9K | $219K | 0.2% | -29.0% |
| Z ZILLOW GROUP INC - C | Services media | 5.3K | $218K | 0.2% | +38.0% |
| AVGO BROADCOM INC | Technology | 695 | $215K | 0.2% | -14.1% |
| RBRK RUBRIK INC-A | Technology | 4.2K | $207K | 0.2% | +186.5% |
| PFE PFIZER INC | Healthcare | 6.5K | $183K | 0.2% | +54.7% |
| NOW SERVICENOW INC | Technology | 1.8K | $183K | 0.2% | -34.8% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 1.2K | $179K | 0.2% | +1.4% |
| ELV ELEVANCE HEALTH INC | Financials | 584 | $171K | 0.2% | +83.1% |
| DELL DELL TECHNOLOGIES -C | Technology | 1.0K | $171K | 0.2% | -12.6% |
| RTX RTX CORP | Industrials | 741 | $143K | 0.2% | +20.9% |
| GIS GENERAL MILLS INC | Consumer staples | 3.8K | $141K | 0.1% | +67.2% |
| CSX CSX CORP | Industrials | 3.4K | $141K | 0.1% | +69.5% |
| MCD MCDONALD'S CORP | Consumer discretionary | 432 | $134K | 0.1% | +93.7% |
| CELH CELSIUS HOLDINGS INC | Consumer staples | 3.7K | $130K | 0.1% | +75.1% |
| D DOMINION ENERGY INC | Utilities | 2.1K | $130K | 0.1% | +72.1% |
| SBUX STARBUCKS CORP | Consumer discretionary | 1.4K | $123K | 0.1% | +75.0% |
| KMB KIMBERLY-CLARK CORP | Other | 1.2K | $122K | 0.1% | +241.3% |
| HRL HORMEL FOODS CORP | Consumer staples | 5.1K | $115K | 0.1% | +241.5% |
| LMT LOCKHEED MARTIN CORP | Industrials | 189 | $114K | 0.1% | -6.4% |
| MMM 3M CO | Healthcare | 748 | $109K | 0.1% | -0.4% |