Ankerstar Wealth, LLC

Open in PORT →← all managers

CIK 2053917

13F portfolio (2026-Q1)

$95M

Positions

955

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

955

Top 5

32.8%

Top 10

52.5%

Effective N

29.0

HHI

0.035

This quarter

86 new · 0 exit →

By sector

Unclassified63.4%

Information Technology10.3%

Communication Services7.6%

Consumer Discretionary7.4%

Financials4.2%

Industrials2.1%

Consumer Staples1.2%

Materials0.8%

Other2.9%

By market cap

Unknown64.0%

Mega (>$200B)27.9%

Large ($10–200B)7.2%

Mid ($2–10B)0.8%

Small ($300M–2B)0.1%

Micro (<$300M)0.0%

By region

Other63.4%

North America36.2%

Asia-Pacific0.3%

Europe0.1%

Latin America0.0%

Africa0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	65.76%	210
Software & IT Services	7.59%	26
Specialty Retail	6.60%	29
Technology Hardware & Equipment	5.63%	21
Software	2.45%	26
Semiconductors & Semiconductor Equipment	1.86%	32
Banks	0.86%	65
Pharmaceuticals & Biotechnology	0.76%	34
Aerospace & Defense	0.74%	14
Utilities	0.72%	35
Oil, Gas & Consumable Fuels	0.72%	26
Chemicals	0.67%	35
Equity Real Estate Investment Trusts (REITs)	0.66%	38
Commercial Services & Supplies	0.65%	31
Food Products	0.62%	12
Beverages	0.54%	6
Insurance	0.45%	28
Automobiles & Components	0.40%	12
Road & Rail	0.40%	9
Capital Markets	0.37%	21
Machinery	0.30%	36
Hotels, Restaurants & Leisure	0.29%	14
Paper & Forest Products	0.13%	4
Distributors	0.12%	17
Industrial Conglomerates	0.11%	1
Communications Equipment	0.10%	5
Media & Entertainment	0.09%	8
Electrical Equipment & Components	0.08%	7
Tobacco	0.06%	1
Airlines	0.05%	6
Diversified Telecommunication Services	0.05%	10
Health Care Providers & Services	0.03%	16
Media & Publishing	0.02%	4
Metals & Mining	0.02%	19
Health Care Equipment & Supplies	0.02%	18
Marine	0.02%	5
Entertainment	0.01%	8
Professional Services	0.01%	4
Construction & Engineering	0.01%	10
Real Estate Management & Development	0.01%	11
Transportation Infrastructure	0.01%	4
Diversified Consumer Services	0.00%	7
Coal & Consumable Fuels	0.00%	4
Textiles, Apparel & Luxury Goods	0.00%	10
Construction Materials	0.00%	4
Leisure Products	0.00%	3
Household Durables	0.00%	5
Life Sciences Tools & Services	0.00%	2
Agricultural Products	0.00%	2

Top holdings

#	Ticker	Name	Sector	Weight
1	USFR	WISDOMTREE TR	Unclassified	9.30%
2	BITB	BITWISE BITCOIN ETF TR	Unclassified	6.54%
3	GOOG	Alphabet Inc.	Communication Services	6.04%
4	VCSH	VANGUARD SCOTTSDALE FDS	Unclassified	5.59%
5	AMZN	AMAZON COM INC	Consumer Discretionary	5.34%
6	AAPL	Apple Inc.	Information Technology	5.32%
7	BUFR	FIRST TR EXCHNG TRADED FD VI	Unclassified	4.58%
8	JEPI	JPMorgan Equity Premium Income ETF	Unclassified	4.08%
9	COWZ	PACER FDS TR	Unclassified	3.31%
10	BRK.B	BERKSHIRE HATHAWAY INC	Financials	2.39%

748/955 names classified · sector 36.6% of weight · industry 34.2% · mkt cap 36.0%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 2 quarters

Information TechnologyAAPL, MSFT, NVDA, NOW, AVGO · other

Communication ServicesGOOG, META, GOOGL, NFLX, T · other

Consumer DiscretionaryAMZN, COST, HD, TSLA, MCD · other

FinancialsBRK.B, MSTR, BX, JPM, ETHW · other

IndustrialsZ, BABA, HON, RTX, CSX · other

Consumer StaplesPEP, HSY, GIS, CELH, HRL · other

Health CareJNJ, PFE, ABBV, NTRA, GRAL · other

MaterialsNKE, KMB, PG, APD, ELF · other

UtilitiesNEE, D, XEL, SO, DUK · other

EnergyCVX, XOM, BP, PSX, COP · other

Real EstateO, VICI, NLY, WPC, WY · other

UnclassifiedUSFR, BITB, VCSH, BUFR, JEPI · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 36.6% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 33% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (600 classified)Ankerstar Wealth, LLC centroid (Large Core)

Information TechnologyCommunication ServicesConsumer DiscretionaryIndustrialsFinancialsConsumer StaplesMaterialsHealth CareUtilitiesEnergyReal Estate

Style box summary for Ankerstar Wealth, LLC: centroid Large Core. Heaviest cells: Large Growth 23.0%, Large Core 3.4%, Large Value 2.7%.

Classified: 32.8% of book weight (600/944 names) · unclassified 67.2%: USFR, BITB, VCSH, BUFR, JEPI, COWZ, BRK.B, ADPV, SCHD, VYMI +334 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 955 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	USFRWISDOMTREE TR	175,039	$9M	9.3%	TRIM −2%
2	BITBBITWISE BITCOIN ETF TR	168,268	$6M	6.5%	TRIM −22%
3	GOOGALPHABET INC	19,950	$6M	6.0%	TRIM −6%
4	VCSHVANGUARD SCOTTSDALE FDS	66,838	$5M	5.6%	ADD 12%
5	AMZNAMAZON COM INC	24,275	$5M	5.3%	HOLD
6	AAPLAPPLE INC	19,872	$5M	5.3%	TRIM −5%
7	BUFRFIRST TR EXCHNG TRADED FD VI	128,432	$4M	4.6%	HOLD
8	JEPIJPMorgan Equity Premium Income ETF	68,252	$4M	4.1%	TRIM −10%
9	COWZPACER FDS TR	50,112	$3M	3.3%	ADD 17%
10	BRK.BBERKSHIRE HATHAWAY INC DEL	4,731	$2M	2.4%	ADD 23%
11	ADPVSERIES PORTFOLIOS TR	49,899	$2M	2.2%	ADD 23%
12	SCHDSCHWAB STRATEGIC TR	67,031	$2M	2.2%	ADD 37%
13	VYMIVANGUARD WHITEHALL FDS	19,046	$2M	1.9%	ADD 51%
14	MSFTMICROSOFT CORP	4,424	$2M	1.7%	ADD 18%
15	SPYSTATE STR SPDR S&P 500 ETF T	2,455	$2M	1.7%	ADD 30%
16	KOIDKRANESHARES TRUST	46,205	$1M	1.5%	ADD 57%
17	NVDANVIDIA CORPORATION	7,451	$1M	1.4%	TRIM −19%
18	JTEKJ P MORGAN EXCHANGE TRADED F	12,741	$1M	1.1%	TRIM −12%
19	QQQINVESCO QQQ TR	1,645	$949,681	1.0%	ADD 116%
20	POWTIDAL TRUST III	38,612	$935,982	1.0%	NEW
21	TXSTEXAS CAPITAL FUNDS TRUST	24,500	$918,059	1.0%	TRIM −36%
22	VXUSVANGUARD STAR FDS	11,326	$873,400	0.9%	TRIM −17%
23	RSPINVESCO EXCHANGE TRADED FD T	4,134	$793,486	0.8%	ADD 200%
24	RUSCRUSSELL INVESTMENTS U.S. SMALL CAP EQUITY ETF	23,939	$765,701	0.8%	ADD 71%
25	METAMETA PLATFORMS INC	1,237	$707,725	0.7%	TRIM −26%
26	CDXSIMPLIFY EXCHANGE TRADED FUN	27,769	$592,590	0.6%	TRIM −76%
27	GOOGLALPHABET INC	2,054	$590,825	0.6%	ADD 11%
28	QQQMINVESCO EXCH TRADED FD TR II	2,464	$585,496	0.6%	NEW
29	JCPBJ P MORGAN EXCHANGE TRADED F	12,223	$575,496	0.6%	TRIM −20%
30	COSTCOSTCO WHSL CORP NEW	507	$505,269	0.5%	HOLD
31	VTVVANGUARD INDEX FDS	2,533	$497,119	0.5%	TRIM −35%
32	CBTOCALAMOS BITCOIN 80 SERIES STRUCTURED ALT PROTECTION ETF - OCTOBER	23,836	$477,912	0.5%	TRIM −7%
33	JNJJOHNSON & JOHNSON	1,713	$418,888	0.4%	ADD 48%
34	HDHOME DEPOT INC	1,237	$407,048	0.4%	ADD 42%
35	IBITISHARES BITCOIN TRUST ETF	10,552	$405,408	0.4%	ADD 835%
36	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	13,660	$397,916	0.4%	TRIM −25%
37	MSTRSTRATEGY INC	3,127	$390,250	0.4%	ADD 9%
38	NKENIKE INC	7,186	$382,357	0.4%	ADD 56%
39	HELOJPMorgan Hedged Equity Laddered Overly ETF	5,624	$359,430	0.4%	TRIM −27%
40	NEENEXTERA ENERGY INC	3,716	$345,143	0.4%	ADD 48%
41	PEPPEPSICO INC	2,172	$337,300	0.4%	ADD 85%
42	CVXCHEVRON CORP NEW	1,601	$331,406	0.3%	ADD 31%
43	JPSTJ P MORGAN EXCHANGE TRADED F	6,384	$323,094	0.3%	TRIM −11%
44	CBXOCALAMOS BITCOIN 90 SERIES STRUCTURED ALT PROTECTION ETF- OCTOBER	14,224	$314,635	0.3%	TRIM −30%
45	XOMEXXON MOBIL CORP	1,818	$308,451	0.3%	ADD 53%
46	BNDVANGUARD BD INDEX FDS	4,145	$305,246	0.3%	TRIM −31%
47	OREALTY INCOME CORP	4,755	$292,220	0.3%	ADD 29%
48	JPMJPMORGAN CHASE & CO	978	$287,799	0.3%	ADD 96%
49	GPIXGOLDMAN SACHS ETF TR	5,676	$284,027	0.3%	TRIM −50%
50	IWFISHARES TR	660	$281,424	0.3%	HOLD
51	HYDBISHARES TR	5,905	$274,701	0.3%	ADD 8%
52	HONHONEYWELL INTL INC	1,194	$270,064	0.3%	ADD 29%
53	PTLCPACER FDS TR	4,705	$246,824	0.3%	HOLD
54	HSYHERSHEY CO	1,184	$246,236	0.3%	ADD 80%
55	IVVISHARES TR	372	$242,994	0.3%	TRIM −9%
56	EQWLINVESCO EXCHANGE TRADED FD T	2,089	$240,736	0.3%	ADD 70%
57	TSLATESLA INC	640	$237,920	0.3%	ADD 38%
58	BXBLACKSTONE INC	1,903	$218,900	0.2%	TRIM −29%
59	ZZILLOW GROUP INC	5,267	$217,948	0.2%	ADD 38%
60	VPUVANGUARD WORLD FD	1,098	$217,729	0.2%	TRIM −14%
61	AVGOBROADCOM INC	695	$215,109	0.2%	TRIM −14%
62	QTUMETF SER SOLUTIONS	2,003	$214,922	0.2%	ADD 27%
63	BABAALIBABA GROUP HLDG LTD	1,668	$209,267	0.2%	TRIM −8%
64	RBRKRUBRIK INC.	4,229	$207,094	0.2%	ADD 187%
65	JEPQJ P MORGAN EXCHANGE TRADED F	3,529	$195,954	0.2%	TRIM −25%
66	CBOJCALAMOS ETF TR	8,173	$194,088	0.2%	HOLD
67	HYLSFIRST TR EXCHANGE-TRADED FD	4,555	$184,796	0.2%	TRIM −22%
68	VIGVANGUARD SPECIALIZED FUNDS	856	$184,228	0.2%	TRIM −28%
69	PFEPFIZER INC	6,528	$183,308	0.2%	ADD 55%
70	NOWSERVICENOW INC	1,750	$182,963	0.2%	TRIM −35%
71	PLTRPALANTIR TECHNOLOGIES INC	1,223	$178,900	0.2%	HOLD
72	VICIVICI PPTYS INC	6,443	$178,882	0.2%	ADD 174%
73	FIXDFIRST TR EXCHNG TRADED FD VI	4,000	$174,360	0.2%	TRIM −23%
74	ELVELEVANCE HEALTH INC FORMERLY	584	$171,025	0.2%	ADD 83%
75	DELLDELL TECHNOLOGIES INC	1,042	$171,023	0.2%	TRIM −13%
76	PRFINVESCO EXCHANGE TRADED FD T	3,580	$170,157	0.2%	TRIM −8%
77	CBOOCALAMOS BITCOIN STRUCTURED ALT PROTECTION ETF - OCTOBER	6,668	$162,499	0.2%	ADD 9%
78	XLKSELECT SECTOR SPDR TR	1,182	$157,132	0.2%	HOLD
79	VDEVANGUARD WORLD FD	903	$156,255	0.2%	TRIM −30%
80	VTIVANGUARD INDEX FDS	468	$150,333	0.2%	HOLD
81	SKYYFIRST TR EXCHANGE-TRADED FD	1,320	$144,355	0.2%	TRIM −6%
82	RTXRTX CORPORATION	741	$142,968	0.2%	ADD 21%
83	USHYISHARES TR	3,840	$141,486	0.1%	ADD 11%
84	GISGENERAL MILLS INC	3,793	$141,191	0.1%	ADD 67%
85	CSXCSX CORP	3,423	$140,522	0.1%	ADD 70%
86	BBBCYBER HORNET TR	5,129	$137,346	0.1%	NEW
87	IJRISHARES TR	1,099	$136,708	0.1%	TRIM −68%
88	MCDMCDONALDS CORP	432	$134,283	0.1%	ADD 94%
89	CELHCELSIUS HLDGS INC	3,662	$129,928	0.1%	ADD 75%
90	DDOMINION ENERGY INC	2,095	$129,571	0.1%	ADD 72%
91	ISPYPROSHARES TR	2,981	$129,226	0.1%	HOLD
92	SBUXSTARBUCKS CORP	1,374	$123,138	0.1%	ADD 75%
93	KMBKIMBERLY-CLARK CORP	1,249	$121,822	0.1%	ADD 241%
94	DECWAIM ETF PRODUCTS TRUST	3,611	$120,644	0.1%	HOLD
95	HRLHORMEL FOODS CORP	5,098	$115,482	0.1%	ADD 241%
96	FPEIFIRST TR EXCH TRADED FD III	6,044	$114,852	0.1%	TRIM −16%
97	LMTLOCKHEED MARTIN CORP	189	$114,230	0.1%	TRIM −6%
98	CAIECALAMOS ETF TR	4,449	$111,848	0.1%	NEW
99	VUGVANGUARD INDEX FDS	252	$110,071	0.1%	TRIM −20%
100	MMM3M CO	748	$108,720	0.1%	HOLD
101	VWOVANGUARD INTL EQUITY INDEX F	1,999	$108,070	0.1%	TRIM −46%
102	NLYANNALY CAPITAL MANAGEMENT IN	4,928	$107,677	0.1%	TRIM −10%
103	BUFPPGIM ROCK ETF TR	3,571	$106,130	0.1%	HOLD
104	ADPAUTOMATIC DATA PROCESSING IN	492	$100,648	0.1%	ADD 180%
105	CTASIMPLIFY EXCHANGE TRADED FUN	3,276	$99,001	0.1%	TRIM −44%
106	UNHUNITEDHEALTH GROUP INC	356	$96,330	0.1%	ADD 585%
107	FFORD MTR CO	8,196	$94,591	0.1%	ADD 35%
108	AFLAFLAC INC	855	$93,862	0.1%	ADD 97%
109	VCRBVANGUARD MALVERN FDS	1,200	$92,856	0.1%	TRIM −36%
110	VEUVANGUARD INTL EQUITY INDEX F	1,223	$91,910	0.1%	HOLD
111	VYMVANGUARD WHITEHALL FDS	619	$91,701	0.1%	TRIM −11%
112	PYPLPAYPAL HLDGS INC	2,015	$91,156	0.1%	ADD 122%
113	CATCATERPILLAR INC	127	$90,200	0.1%	ADD 69%
114	AGIXKRANESHARES TRUST	2,711	$88,839	0.1%	TRIM −46%
115	PGPROCTER AND GAMBLE CO	612	$88,417	0.1%	ADD 40%
116	AIRRFirst Trust RBA Amern Indl Renaissance ETF	784	$86,852	0.1%	ADD 10%
117	TSMTAIWAN SEMICONDUCTOR MFG LTD	256	$86,730	0.1%	TRIM −10%
118	TGTTARGET CORP	703	$85,245	0.1%	ADD 60%
119	NFLXNETFLIX INC	875	$84,131	0.1%	ADD 1067%
120	WMTWALMART INC	653	$81,316	0.1%	ADD 14%
121	GJULFIRST TR EXCHNG TRADED FD VI	1,963	$80,044	0.1%	HOLD
122	IUSVISHARES TR	781	$79,857	0.1%	TRIM −28%
123	BABOEING CO	386	$76,826	0.1%	HOLD
124	UPSUNITED PARCEL SERVICE INC	779	$76,696	0.1%	ADD 37%
125	UNPUNION PAC CORP	314	$76,327	0.1%	ADD 96%
126	CPBTHE CAMPBELLS COMPANY	3,394	$75,598	0.1%	ADD 221%
127	IBMINTERNATIONAL BUSINESS MACHS	297	$71,990	0.1%	HOLD
128	CBXJCALAMOS ETF TR	3,350	$69,538	0.1%	TRIM −82%
129	TFIITFI INTL INC	633	$69,060	0.1%	ADD 178%
130	BITWISE FUNDS TRUST	1,072	$68,052	0.1%	HOLD
131	VVISA INC	224	$67,946	0.1%	ADD 66%
132	KNGFIRST TR EXCHANGE-TRADED FD	1,389	$67,658	0.1%	HOLD
133	ABBVABBVIE INC	308	$67,145	0.1%	TRIM −7%
134	ASMLASML HOLDING N V	50	$66,042	0.1%	TRIM −49%
135	VDCVANGUARD WORLD FD	293	$65,805	0.1%	HOLD
136	LOWLOWES COS INC	278	$65,719	0.1%	HOLD
137	APDAIR PRODS & CHEMS INC	224	$65,116	0.1%	ADD 84%
138	GDGENERAL DYNAMICS CORP	186	$63,959	0.1%	ADD 68%
139	QCOMQUALCOMM INC	494	$63,630	0.1%	TRIM −7%
140	SCHFSCHWAB STRATEGIC TR	2,564	$63,459	0.1%	HOLD
141	IWMISHARES TR	252	$62,496	0.1%	TRIM −46%
142	CARRCARRIER GLOBAL CORPORATION	1,102	$62,064	0.1%	ADD 149%
143	VHTVANGUARD WORLD FD	227	$61,819	0.1%	HOLD
144	BXSLBLACKSTONE SECD LENDING FD	2,462	$60,228	0.1%	TRIM −16%
145	PPAINVESCO EXCHANGE TRADED FD T	331	$54,847	0.1%	HOLD
146	AVIVAMERICAN CENTY ETF TR	716	$53,578	0.1%	HOLD
147	UVVUNIVERSAL CORP VA	1,008	$53,167	0.1%	ADD 43%
148	CXSEWISDOMTREE TR	1,405	$53,140	0.1%	TRIM −7%
149	MOALTRIA GROUP INC	786	$52,701	0.1%	TRIM −4%
150	BSVVANGUARD BD INDEX FDS	667	$52,300	0.1%	HOLD
151	CBXYCALAMOS ETF TR	2,380	$52,253	0.1%	HOLD
152	SCHWSCHWAB CHARLES CORP	551	$51,797	0.1%	TRIM −27%
153	MRVLMARVELL TECHNOLOGY INC	517	$51,209	0.1%	ADD 29%
154	SYYSYSCO CORP	716	$51,072	0.1%	ADD 517%
155	IJHISHARES TR	755	$50,985	0.1%	HOLD
156	XLVSELECT SECTOR SPDR TR	338	$49,697	0.1%	TRIM −35%
157	SOSOUTHERN CO	513	$49,572	0.1%	ADD 78%
158	VOVANGUARD INDEX FDS	165	$47,456	0.1%	HOLD
159	EFAISHARES TR	479	$46,525	0.0%	HOLD
160	DALDELTA AIR LINES INC	694	$46,166	0.0%	HOLD
161	XLFSELECT SECTOR SPDR TR	928	$45,825	0.0%	HOLD
162	IVEISHARES TR	205	$43,286	0.0%	HOLD
163	PFFISHARES TR	1,427	$43,267	0.0%	ADD 262%
164	RDVYFIRST TR EXCHANGE TRADED FD	628	$42,880	0.0%	HOLD
165	XELXCEL ENERGY INC	533	$42,657	0.0%	HOLD
166	HYGVFLEXSHARES TR	1,060	$42,488	0.0%	HOLD
167	AMDADVANCED MICRO DEVICES INC	206	$41,907	0.0%	TRIM −18%
168	VOOVANGUARD INDEX FDS	69	$41,231	0.0%	TRIM −41%
169	PFFRETFIS SER TR I	2,370	$40,906	0.0%	ADD 260%
170	TAT&T INC	1,392	$40,354	0.0%	HOLD
171	RIVNRIVIAN AUTOMOTIVE INC	2,615	$39,356	0.0%	HOLD
172	PFXFVANECK ETF TRUST	2,237	$39,237	0.0%	ADD 234%
173	PATHUIPATH INC	3,524	$39,116	0.0%	HOLD
174	WFCWELLS FARGO CO NEW	487	$38,801	0.0%	ADD 144%
175	GEGE AEROSPACE	134	$38,106	0.0%	ADD 34%
176	ETHGRAYSCALE ETHEREUM STAKING	1,798	$35,708	0.0%	TRIM −49%
177	SDYSPDR SER TR	237	$34,588	0.0%	HOLD
178	CIBRFIRST TR EXCHANGE-TRADED FD	536	$33,596	0.0%	HOLD
179	KOCOCA COLA CO	434	$33,236	0.0%	HOLD
180	DRNZREX ETF TR	1,379	$32,993	0.0%	ADD 391%
181	TOSTTOAST INC	1,241	$32,899	0.0%	TRIM −11%
182	FTQIFIRST TR EXCHANGE TRADED FD	1,591	$31,693	0.0%	HOLD
183	FDLOFIDELITY COVINGTON TRUST	475	$30,680	0.0%	HOLD
184	CMECME GROUP INC	103	$30,505	0.0%	NEW
185	USMVISHARES TR	325	$30,141	0.0%	HOLD
186	XLPSELECT SECTOR SPDR TR	356	$29,220	0.0%	HOLD
187	XLRESELECT SECTOR SPDR TR	686	$28,009	0.0%	HOLD
188	FEXFirst Tr Large Cap Core AlphaDex Fd ETF	225	$27,434	0.0%	HOLD
189	ITAIShares U.S. Aerospace & Defense ETF	125	$27,344	0.0%	NEW
190	ERICERICSSON	2,390	$26,935	0.0%	HOLD
191	ARMARM HOLDINGS PLC	178	$26,928	0.0%	HOLD
192	ELFE L F BEAUTY INC	428	$25,941	0.0%	TRIM −23%
193	XLISELECT SECTOR SPDR TR	160	$25,877	0.0%	HOLD
194	BNDXVANGUARD CHARLOTTE FDS	530	$25,467	0.0%	HOLD
195	IAUISHARES GOLD TR	284	$25,037	0.0%	HOLD
196	VEAVANGUARD TAX-MANAGED FDS	387	$24,799	0.0%	HOLD
197	CBOYCALAMOS BITCOIN STRUCTURED ALT PROTECTION ETF - JULY	1,014	$24,686	0.0%	TRIM −26%
198	SNASNAP ON INC	67	$24,473	0.0%	ADD 2133%
199	ICSHISHARES TR	470	$23,791	0.0%	TRIM −73%
200	ETHWBITWISE ETHEREUM ETF	1,574	$23,610	0.0%	TRIM −83%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

USFRWISDOMTREE TR

—

179K

175K

$9M

BITBBITWISE BITCOIN ETF TR

—

216K

168K

$6M

GOOGALPHABET INC

—

21K

20K

$6M

VCSHVANGUARD SCOTTSDALE FDS

—

60K

67K

$5M

AMZNAMAZON COM INC

—

24K

$5M

AAPLAPPLE INC

—

21K

20K

$5M

BUFRFIRST TR EXCHNG TRADED FD VI

—

131K

128K

$4M

JEPIJPMorgan Equity Premium Income ETF

—

76K

68K

$4M

COWZPACER FDS TR

—

43K

50K

$3M

BRK.BBERKSHIRE HATHAWAY INC DEL

—

$2M

ADPVSERIES PORTFOLIOS TR

—

40K

50K

$2M

SCHDSCHWAB STRATEGIC TR

—

49K

67K

$2M

VYMIVANGUARD WHITEHALL FDS

—

13K

19K

$2M

MSFTMICROSOFT CORP

—

$2M

SPYSTATE STR SPDR S&P 500 ETF T

—

$2M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Ankerstar Wealth, LLC