Filed: 2/12/2026ACC: 0002053917-26-000002
๐ What this filing means
ANKERSTAR WEALTH, LLC filed this quarterly 13FโHR report disclosing 1030 equity positions with a total reported market value of $100.43M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1030
Positions
$100.43M
Total AUM (reported)
1.59M
Total Shares
Allocation by class
COM$22.43M22.3%
SHS BEN INT$10.33M10.3%
FLOATNG RAT TREA$9.01M9.0%
CAP STK CL C$6.66M6.6%
SHRT TRM CORP BD$4.78M4.8%
FT VEST LADDERED$4.48M4.5%
EQUITY PREMIUM$4.36M4.3%
Portfolio Concentration
Top 3$25.94M25.8%
4โ10$30.06M29.9%
11โ25$18.79M18.7%
Rest$25.63M25.5%
Top 3 weight
25.8%
Top 10 weight
55.8%
Voting Authority Distribution
Total shares with voting rights: 1.59M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.59M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole490
Shared0
Other540
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings1030
Rows:
BITWISE BITCOIN ETF TR
SOLEShares216.08K
TypeSH
Market value$10.28M
10.23%
Sole
0.00
Shared
0.00
None
216.08K
WISDOMTREE TR
SOLEShares178.97K
TypeSH
Market value$9.01M
8.97%
Sole
0.00
Shared
0.00
None
178.97K
ALPHABET INC
SOLEShares21.23K
TypeSH
Market value$6.66M
6.63%
Sole
0.00
Shared
0.00
None
21.23K
APPLE INC
SOLEShares20.98K
TypeSH
Market value$5.70M
5.68%
Sole
0.00
Shared
0.00
None
20.98K
AMAZON COM INC
SOLEShares24.17K
TypeSH
Market value$5.58M
5.55%
Sole
0.00
Shared
0.00
None
24.17K
VANGUARD SCOTTSDALE FDS
SOLEShares59.94K
TypeSH
Market value$4.78M
4.76%
Sole
0.00
Shared
0.00
None
59.94K
FIRST TR EXCHNG TRADED FD VI
SOLEShares130.69K
TypeSH
Market value$4.48M
4.46%
Sole
0.00
Shared
0.00
None
130.69K
J P MORGAN EXCHANGE TRADED F
SOLEShares75.54K
TypeSH
Market value$4.36M
4.34%
Sole
0.00
Shared
0.00
None
75.54K
PACER FDS TR
SOLEShares42.80K
TypeSH
Market value$2.60M
2.59%
Sole
0.00
Shared
0.00
None
42.80K
SIMPLIFY EXCHANGE TRADED FUN
SOLEShares115.33K
TypeSH
Market value$2.57M
2.56%
Sole
0.00
Shared
0.00
None
115.33K
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.86K
TypeSH
Market value$1.94M
1.93%
Sole
0.00
Shared
0.00
None
3.86K
MICROSOFT CORP
SOLEShares3.76K
TypeSH
Market value$1.82M
1.81%
Sole
0.00
Shared
0.00
None
3.76K
SERIES PORTFOLIOS TR
SOLEShares40.45K
TypeSH
Market value$1.73M
1.73%
Sole
0.00
Shared
0.00
None
40.45K
NVIDIA CORPORATION
SOLEShares9.22K
TypeSH
Market value$1.72M
1.71%
Sole
0.00
Shared
0.00
None
9.22K
TEXAS CAPITAL FUNDS TRUST
SOLEShares38.43K
TypeSH
Market value$1.37M
1.36%
Sole
0.00
Shared
0.00
None
38.43K
SCHWAB STRATEGIC TR
SOLEShares48.97K
TypeSH
Market value$1.34M
1.34%
Sole
0.00
Shared
0.00
None
48.97K
J P MORGAN EXCHANGE TRADED F
SOLEShares14.55K
TypeSH
Market value$1.31M
1.30%
Sole
0.00
Shared
0.00
None
14.55K
SPDR S&P 500 ETF TR
SOLEShares1.89K
TypeSH
Market value$1.29M
1.28%
Sole
0.00
Shared
0.00
None
1.89K
VANGUARD WHITEHALL FDS
SOLEShares12.57K
TypeSH
Market value$1.13M
1.13%
Sole
0.00
Shared
0.00
None
12.57K
META PLATFORMS INC
SOLEShares1.67K
TypeSH
Market value$1.10M
1.10%
Sole
0.00
Shared
0.00
None
1.67K
VANGUARD STAR FDS
SOLEShares13.70K
TypeSH
Market value$1.03M
1.03%
Sole
0.00
Shared
0.00
None
13.70K
KRANESHARES TRUST
SOLEShares29.37K
TypeSH
Market value$935.4K
0.93%
Sole
0.00
Shared
0.00
None
29.37K
VANGUARD INDEX FDS
SOLEShares3.91K
TypeSH
Market value$747.0K
0.74%
Sole
0.00
Shared
0.00
None
3.91K
J P MORGAN EXCHANGE TRADED F
SOLEShares15.28K
TypeSH
Market value$726.4K
0.72%
Sole
0.00
Shared
0.00
None
15.28K
GOLDMAN SACHS ETF TR
SOLEShares11.27K
TypeSH
Market value$595.3K
0.59%
Sole
0.00
Shared
0.00
None
11.27K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BITWISE BITCOIN ETF TRSOLE | SHS BEN INT | 216.08K | SH | $10.28M 10.23% | 0.00 | 0.00 | 216.08K |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 178.97K | SH | $9.01M 8.97% | 0.00 | 0.00 | 178.97K |
ALPHABET INCSOLE | CAP STK CL C | 21.23K | SH | $6.66M 6.63% | 0.00 | 0.00 | 21.23K |
APPLE INCSOLE | COM | 20.98K | SH | $5.70M 5.68% | 0.00 | 0.00 | 20.98K |
AMAZON COM INCSOLE | COM | 24.17K | SH | $5.58M 5.55% | 0.00 | 0.00 | 24.17K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 59.94K | SH | $4.78M 4.76% | 0.00 | 0.00 | 59.94K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 130.69K | SH | $4.48M 4.46% | 0.00 | 0.00 | 130.69K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 75.54K | SH | $4.36M 4.34% | 0.00 | 0.00 | 75.54K |
PACER FDS TRSOLE | US CASH COWS 100 | 42.80K | SH | $2.60M 2.59% | 0.00 | 0.00 | 42.80K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | HIGH YIELD ETF | 115.33K | SH | $2.57M 2.56% | 0.00 | 0.00 | 115.33K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.86K | SH | $1.94M 1.93% | 0.00 | 0.00 | 3.86K |
MICROSOFT CORPSOLE | COM | 3.76K | SH | $1.82M 1.81% | 0.00 | 0.00 | 3.76K |
SERIES PORTFOLIOS TRSOLE | ADAPTIV SELECT | 40.45K | SH | $1.73M 1.73% | 0.00 | 0.00 | 40.45K |
NVIDIA CORPORATIONSOLE | COM | 9.22K | SH | $1.72M 1.71% | 0.00 | 0.00 | 9.22K |
TEXAS CAPITAL FUNDS TRUSTSOLE | TEXAS CAP TEX EQ | 38.43K | SH | $1.37M 1.36% | 0.00 | 0.00 | 38.43K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 48.97K | SH | $1.34M 1.34% | 0.00 | 0.00 | 48.97K |
J P MORGAN EXCHANGE TRADED FSOLE | U S TECH LEADERS | 14.55K | SH | $1.31M 1.30% | 0.00 | 0.00 | 14.55K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 1.89K | SH | $1.29M 1.28% | 0.00 | 0.00 | 1.89K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 12.57K | SH | $1.13M 1.13% | 0.00 | 0.00 | 12.57K |
META PLATFORMS INCSOLE | CL A | 1.67K | SH | $1.10M 1.10% | 0.00 | 0.00 | 1.67K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 13.70K | SH | $1.03M 1.03% | 0.00 | 0.00 | 13.70K |
KRANESHARES TRUSTSOLE | GLOBAL HUMANOID | 29.37K | SH | $935.4K 0.93% | 0.00 | 0.00 | 29.37K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 3.91K | SH | $747.0K 0.74% | 0.00 | 0.00 | 3.91K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 15.28K | SH | $726.4K 0.72% | 0.00 | 0.00 | 15.28K |
GOLDMAN SACHS ETF TRSOLE | S&P 500 PREMIUM | 11.27K | SH | $595.3K 0.59% | 0.00 | 0.00 | 11.27K |
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