Data as of Q4 2025 (Dec 31, 2025)

Ankerstar Wealth, LLC

โ€ขCIK: 2053917โ€ขFiling: Q4 2025

**Ankerstar Wealth, LLC** manages $100M across a diverse portfolio of 1,030 positions. The strategy exhibits significant conviction in technology and market-correlated assets, highlighted by top holdings including BITB at $10.3M and USFR at $9.0M. Further allocations are concentrated in mega-cap technology names such as GOOG ($6.7M), AAPL ($5.7M), and AMZN ($5.6M). This structure suggests a tactical approach balancing high-growth exposure with established market leaders.

Total AUM
$100.4M
+ $118 in options
QoQ Performance
N/A
Positions
895
+ 1 option
Top 10 Concentration
57.1%
Latest Filing
Q4 2025

Top Holdings Allocation

BITB
USFR
GOOG
AAPL
AMZN
BITB10.2%
USFR9.0%
GOOG6.6%
AAPL5.7%
AMZN5.6%
VCSH4.8%
BUFR4.5%
JEPI4.3%

๐Ÿ“ˆ Biggest Buys

BITB
BITWISE BITCOIN ETF TR
NEW
10.2% of portfolio
USFR
WISDOMTREE TR
NEW
9.0% of portfolio
GOOG
ALPHABET INC
NEW
6.6% of portfolio
AAPL
APPLE INC
NEW
5.7% of portfolio
AMZN
AMAZON COM INC
NEW
5.6% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other67.9%
Technology18.7%
Consumer7.3%
Financial2.3%
ETF1.7%
Industrial0.8%
Healthcare0.4%
Utilities0.3%