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13F holdings · Q2 2026

Ankerstar Wealth

Leander, TX · files as Ankerstar Wealth, LLC
Holdings as of Jun 30, 2026Filed Aug 13, 2026Next filing due Nov 16, 2026CIK 2053917

Ankerstar Wealth reported 989 stocks worth $119M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are USFR (14.1%), BALT (7.8%) and GOOG (5.8%). Compared with Q1 2026, the fund opened new positions in BALT, WQTM and JELM, added to USFR, BUFR and KOID, trimmed GOOG, AMZN and AAPL and sold out of IWF, CTRA and VGIT.

Reported value$119M+25.9% vs last quarter
Stocks held989118 new · 84 sold out
Top 5 weight37.4%fairly concentrated
Turnover27%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 3 qtrsHeld
1
USFR
Wisdomtree TR
$16.8M14.1%333K+158K (+90%)3 of 3
2
BALT
Innovator Etfs Trust
$9.3M7.8%273KNew position1 of 3
3
GOOG
Alphabet Inc
$7M5.8%20K−240 (−1%)3 of 3
4
AMZN
Amazon Com Inc
$5.8M4.8%24K−63 (−0%)3 of 3
5
AAPL
Apple Inc
$5.7M4.8%20K−116 (−1%)3 of 3
6
BUFR
First Trust
$5.2M4.3%141K+13K (+10%)3 of 3
7
BITB
Bitwise Bitcoin ETF TR
$4.9M4.1%154K−14K (−9%)3 of 3
8
VCSH
Vanguard Scottsdale Fds
$3.8M3.2%48K−18K (−28%)3 of 3
9
JEPI
J P Morgan Exchange Traded F
$3.3M2.8%59K−8,990 (−13%)3 of 3
10
COWZ
Pacer Fds TR
$3.1M2.6%50K−578 (−1%)3 of 3
🔒 979 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
IWF
Ishares TR
$281K660
HONEYWELL INTL INC
$270K1,194
BITWISE FUNDS TRUST
$68K1,072
THOMSON REUTERS CORP
$22K245
CTRA
Coterra Energy Inc
$19K538

🔒 Free account: see all 30.

Reported value

last 3 quarters
$100MQ4 '25
$94.7MQ1 '26
$119MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 13, 202613F-HRQ2 2026SEC filing ↗

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Ankerstar Wealth 13F FAQ

What does Ankerstar Wealth own?

Ankerstar Wealth reported 989 stocks worth $119M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are USFR (14.1%), BALT (7.8%) and GOOG (5.8%). The table above lists every position in the filing (the top 10 without an account).

What did Ankerstar Wealth buy and sell in Q2 2026?

Compared with Q1 2026: 118 new positions, 133 added to, 194 trimmed and 84 sold out. New positions include BALT, WQTM and JELM. It sold all of IWF, CTRA and VGIT.

When will Ankerstar Wealth file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Ankerstar Wealth's portfolio worth?

The Q2 2026 filing reports $119M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.