Data as of Q4 2025 (Dec 31, 2025)
โณ
Showing Q4 2024 data
Anchor Pointe Wealth Management, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Anchor Pointe Wealth Management, LLC

โ€ขCIK: 2033218โ€ขFiling: Q4 2024

**Anchor Pointe Wealth Management, LLC** manages $77M across a diversified portfolio of 88 positions. The firm maintains significant exposure to technology and growth sectors, highlighted by top holdings including MGK at $6.9M and MGV at $4.8M. Further allocations include substantial positions in PG ($3.5M), AAPL ($3.3M), and IVV ($3.0M). This structure suggests a focused, large-cap growth mandate within its current asset allocation.

Total AUM
$76.9M
QoQ Performance
N/A
Positions
54
Top 10 Concentration
42.0%
Latest Filing
Q4 2024

Top Holdings Allocation

MGK
MGV
MGK9.0%
MGV6.2%
PG4.5%
AAPL4.3%
IVV4.0%
MINT3.1%
IVW3.1%
QUAL2.6%

๐Ÿ“ˆ Biggest Buys

MGK
VANGUARD WORLD FD
NEW
9.0% of portfolio
MGV
VANGUARD WORLD FD
NEW
6.2% of portfolio
PG
PROCTER AND GAMBLE CO
NEW
4.5% of portfolio
AAPL
APPLE INC
NEW
4.3% of portfolio
IVV
ISHARES TR
NEW
4.0% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other75.7%
Technology11.0%
ETF5.0%
Consumer3.0%
Healthcare1.9%
Financial1.3%
Communication0.9%
Consumer Staples0.6%