Filed: 3/11/2025ACC: 0001214659-25-004139
📋 What this filing means
ANCHOR POINTE WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 88 equity positions with a total reported market value of $76.90M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
88
Positions
$76.90M
Total AUM (reported)
864.70K
Total Shares
Allocation by class
COM$18.67M24.3%
MEGA GRWTH IND$6.94M9.0%
MEGA CAP VAL ETF$4.79M6.2%
CORE S&P500 ETF$3.05M4.0%
ENHAN SHRT MA AC$2.39M3.1%
S&P 500 GRWT ETF$2.39M3.1%
MSCI USA QLT FCT$2.02M2.6%
Portfolio Concentration
Top 3$15.18M19.7%
4–10$17.09M22.2%
11–25$21.12M27.5%
Rest$23.51M30.6%
Top 3 weight
19.7%
Top 10 weight
42.0%
Voting Authority Distribution
Total shares with voting rights: 864.70K
Sole
Full voting authority
864.70K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole88
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings88
Rows:
VANGUARD WORLD FD
SOLEShares20.01K
TypeSH
Market value$6.94M
9.02%
Sole
20.01K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares38.50K
TypeSH
Market value$4.79M
6.23%
Sole
38.50K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares20.65K
TypeSH
Market value$3.45M
4.49%
Sole
20.65K
Shared
0.00
None
0.00
APPLE INC
SOLEShares12.96K
TypeSH
Market value$3.27M
4.25%
Sole
12.96K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares5.16K
TypeSH
Market value$3.05M
3.96%
Sole
5.16K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares23.74K
TypeSH
Market value$2.39M
3.11%
Sole
23.74K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares23.33K
TypeSH
Market value$2.39M
3.11%
Sole
23.33K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.31K
TypeSH
Market value$2.02M
2.63%
Sole
11.31K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares88.53K
TypeSH
Market value$1.99M
2.59%
Sole
88.53K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares10.03K
TypeSH
Market value$1.98M
2.58%
Sole
10.03K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST
SOLEShares38.45K
TypeSH
Market value$1.98M
2.57%
Sole
38.45K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares21.39K
TypeSH
Market value$1.88M
2.44%
Sole
21.39K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares11.18K
TypeSH
Market value$1.80M
2.35%
Sole
11.18K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares6.73K
TypeSH
Market value$1.72M
2.23%
Sole
6.73K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares11.27K
TypeSH
Market value$1.55M
2.02%
Sole
11.27K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares3.59K
TypeSH
Market value$1.53M
1.98%
Sole
3.59K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares26.22K
TypeSH
Market value$1.37M
1.79%
Sole
26.22K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares14.05K
TypeSH
Market value$1.36M
1.77%
Sole
14.05K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares28.16K
TypeSH
Market value$1.28M
1.66%
Sole
28.16K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares24.08K
TypeSH
Market value$1.21M
1.58%
Sole
24.08K
Shared
0.00
None
0.00
SPDR SER TR
SOLEShares23.09K
TypeSH
Market value$1.18M
1.53%
Sole
23.09K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares5.27K
TypeSH
Market value$1.17M
1.52%
Sole
5.27K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.27K
TypeSH
Market value$1.07M
1.39%
Sole
9.27K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares5.31K
TypeSH
Market value$1.02M
1.32%
Sole
5.31K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares19.57K
TypeSH
Market value$1.01M
1.31%
Sole
19.57K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 20.01K | SH | $6.94M 9.02% | 20.01K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 38.50K | SH | $4.79M 6.23% | 38.50K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 20.65K | SH | $3.45M 4.49% | 20.65K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 12.96K | SH | $3.27M 4.25% | 12.96K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 5.16K | SH | $3.05M 3.96% | 5.16K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 23.74K | SH | $2.39M 3.11% | 23.74K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 23.33K | SH | $2.39M 3.11% | 23.33K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 11.31K | SH | $2.02M 2.63% | 11.31K | 0.00 | 0.00 |
ISHARES TRSOLE | US TREAS BD ETF | 88.53K | SH | $1.99M 2.59% | 88.53K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 10.03K | SH | $1.98M 2.58% | 10.03K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 38.45K | SH | $1.98M 2.57% | 38.45K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 21.39K | SH | $1.88M 2.44% | 21.39K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 11.18K | SH | $1.80M 2.35% | 11.18K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 6.73K | SH | $1.72M 2.23% | 6.73K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 11.27K | SH | $1.55M 2.02% | 11.27K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.59K | SH | $1.53M 1.98% | 3.59K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 26.22K | SH | $1.37M 1.79% | 26.22K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE GRWTH ETF | 14.05K | SH | $1.36M 1.77% | 14.05K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 28.16K | SH | $1.28M 1.66% | 28.16K | 0.00 | 0.00 |
ISHARES TRSOLE | USD INV GRDE ETF | 24.08K | SH | $1.21M 1.58% | 24.08K | 0.00 | 0.00 |
SPDR SER TRSOLE | PRTFLO S&P500 VL | 23.09K | SH | $1.18M 1.53% | 23.09K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 5.27K | SH | $1.17M 1.52% | 5.27K | 0.00 | 0.00 |
ISHARES TRSOLE | 3 7 YR TREAS BD | 9.27K | SH | $1.07M 1.39% | 9.27K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 5.31K | SH | $1.02M 1.32% | 5.31K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 5-10YR INVT | 19.57K | SH | $1.01M 1.31% | 19.57K | 0.00 | 0.00 |
Page 1 of 4