Filed: 5/14/2026ACC: 0002053917-26-000004
📋 What this filing means
ANKERSTAR WEALTH, LLC filed this quarterly 13F‑HR report disclosing 955 equity positions with a total reported market value of $94.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
955
Positions
$94.72M
Total AUM (reported)
1.49M
Total Shares
Allocation by class
COM$22.56M23.8%
FLOATNG RAT TREA$8.81M9.3%
SHS BEN INT$6.60M7.0%
CAP STK CL C$5.72M6.0%
SHRT TRM CORP BD$5.30M5.6%
FT VEST LADDERED$4.34M4.6%
EQUITY PREMIUM$3.87M4.1%
Portfolio Concentration
Top 3$20.73M21.9%
4–10$29.01M30.6%
11–25$18.89M19.9%
Rest$26.10M27.6%
Top 3 weight
21.9%
Top 10 weight
52.5%
Voting Authority Distribution
Total shares with voting rights: 1.49M
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
1.49M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole454
Shared0
Other501
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings955
Rows:
WISDOMTREE TR
SOLEShares175.04K
TypeSH
Market value$8.81M
9.30%
Sole
0.00
Shared
0.00
None
175.04K
BITWISE BITCOIN ETF TR
SOLEShares168.27K
TypeSH
Market value$6.19M
6.54%
Sole
0.00
Shared
0.00
None
168.27K
ALPHABET INC
SOLEShares19.95K
TypeSH
Market value$5.72M
6.04%
Sole
0.00
Shared
0.00
None
19.95K
VANGUARD SCOTTSDALE FDS
SOLEShares66.84K
TypeSH
Market value$5.30M
5.59%
Sole
0.00
Shared
0.00
None
66.84K
AMAZON COM INC
SOLEShares24.27K
TypeSH
Market value$5.06M
5.34%
Sole
0.00
Shared
0.00
None
24.27K
APPLE INC
SOLEShares19.87K
TypeSH
Market value$5.04M
5.32%
Sole
0.00
Shared
0.00
None
19.87K
FIRST TR EXCHNG TRADED FD VI
SOLEShares128.43K
TypeSH
Market value$4.34M
4.58%
Sole
0.00
Shared
0.00
None
128.43K
J P MORGAN EXCHANGE TRADED F
SOLEShares68.25K
TypeSH
Market value$3.87M
4.08%
Sole
0.00
Shared
0.00
None
68.25K
PACER FDS TR
SOLEShares50.11K
TypeSH
Market value$3.14M
3.31%
Sole
0.00
Shared
0.00
None
50.11K
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.73K
TypeSH
Market value$2.27M
2.39%
Sole
0.00
Shared
0.00
None
4.73K
SERIES PORTFOLIOS TR
SOLEShares49.90K
TypeSH
Market value$2.10M
2.22%
Sole
0.00
Shared
0.00
None
49.90K
SCHWAB STRATEGIC TR
SOLEShares67.03K
TypeSH
Market value$2.06M
2.17%
Sole
0.00
Shared
0.00
None
67.03K
VANGUARD WHITEHALL FDS
SOLEShares19.05K
TypeSH
Market value$1.79M
1.89%
Sole
0.00
Shared
0.00
None
19.05K
MICROSOFT CORP
SOLEShares4.42K
TypeSH
Market value$1.64M
1.73%
Sole
0.00
Shared
0.00
None
4.42K
STATE STR SPDR S&P 500 ETF T
SOLEShares2.46K
TypeSH
Market value$1.60M
1.69%
Sole
0.00
Shared
0.00
None
2.46K
KRANESHARES TRUST
SOLEShares46.20K
TypeSH
Market value$1.44M
1.52%
Sole
0.00
Shared
0.00
None
46.20K
NVIDIA CORPORATION
SOLEShares7.45K
TypeSH
Market value$1.30M
1.37%
Sole
0.00
Shared
0.00
None
7.45K
J P MORGAN EXCHANGE TRADED F
SOLEShares12.74K
TypeSH
Market value$1.01M
1.07%
Sole
0.00
Shared
0.00
None
12.74K
INVESCO QQQ TR
SOLEShares1.65K
TypeSH
Market value$949.7K
1.00%
Sole
0.00
Shared
0.00
None
1.65K
TIDAL TRUST III
SOLEShares38.61K
TypeSH
Market value$936.0K
0.99%
Sole
0.00
Shared
0.00
None
38.61K
TEXAS CAPITAL FUNDS TRUST
SOLEShares24.50K
TypeSH
Market value$918.1K
0.97%
Sole
0.00
Shared
0.00
None
24.50K
VANGUARD STAR FDS
SOLEShares11.33K
TypeSH
Market value$873.4K
0.92%
Sole
0.00
Shared
0.00
None
11.33K
INVESCO EXCHANGE TRADED FD T
SOLEShares4.13K
TypeSH
Market value$793.5K
0.84%
Sole
0.00
Shared
0.00
None
4.13K
RUSSELL INVTS EXCHANGE TRADE
SOLEShares23.94K
TypeSH
Market value$765.7K
0.81%
Sole
0.00
Shared
0.00
None
23.94K
META PLATFORMS INC
SOLEShares1.24K
TypeSH
Market value$707.7K
0.75%
Sole
0.00
Shared
0.00
None
1.24K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 175.04K | SH | $8.81M 9.30% | 0.00 | 0.00 | 175.04K |
BITWISE BITCOIN ETF TRSOLE | SHS BEN INT | 168.27K | SH | $6.19M 6.54% | 0.00 | 0.00 | 168.27K |
ALPHABET INCSOLE | CAP STK CL C | 19.95K | SH | $5.72M 6.04% | 0.00 | 0.00 | 19.95K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 66.84K | SH | $5.30M 5.59% | 0.00 | 0.00 | 66.84K |
AMAZON COM INCSOLE | COM | 24.27K | SH | $5.06M 5.34% | 0.00 | 0.00 | 24.27K |
APPLE INCSOLE | COM | 19.87K | SH | $5.04M 5.32% | 0.00 | 0.00 | 19.87K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 128.43K | SH | $4.34M 4.58% | 0.00 | 0.00 | 128.43K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 68.25K | SH | $3.87M 4.08% | 0.00 | 0.00 | 68.25K |
PACER FDS TRSOLE | US CASH COWS 100 | 50.11K | SH | $3.14M 3.31% | 0.00 | 0.00 | 50.11K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.73K | SH | $2.27M 2.39% | 0.00 | 0.00 | 4.73K |
SERIES PORTFOLIOS TRSOLE | ADAPTIV SELECT | 49.90K | SH | $2.10M 2.22% | 0.00 | 0.00 | 49.90K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 67.03K | SH | $2.06M 2.17% | 0.00 | 0.00 | 67.03K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 19.05K | SH | $1.79M 1.89% | 0.00 | 0.00 | 19.05K |
MICROSOFT CORPSOLE | COM | 4.42K | SH | $1.64M 1.73% | 0.00 | 0.00 | 4.42K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.46K | SH | $1.60M 1.69% | 0.00 | 0.00 | 2.46K |
KRANESHARES TRUSTSOLE | GLOBAL HUMANOID | 46.20K | SH | $1.44M 1.52% | 0.00 | 0.00 | 46.20K |
NVIDIA CORPORATIONSOLE | COM | 7.45K | SH | $1.30M 1.37% | 0.00 | 0.00 | 7.45K |
J P MORGAN EXCHANGE TRADED FSOLE | U S TECH LEADERS | 12.74K | SH | $1.01M 1.07% | 0.00 | 0.00 | 12.74K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 1.65K | SH | $949.7K 1.00% | 0.00 | 0.00 | 1.65K |
TIDAL TRUST IIISOLE | VISTASHARES ELEC | 38.61K | SH | $936.0K 0.99% | 0.00 | 0.00 | 38.61K |
TEXAS CAPITAL FUNDS TRUSTSOLE | TEXAS CAP TEX EQ | 24.50K | SH | $918.1K 0.97% | 0.00 | 0.00 | 24.50K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 11.33K | SH | $873.4K 0.92% | 0.00 | 0.00 | 11.33K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 4.13K | SH | $793.5K 0.84% | 0.00 | 0.00 | 4.13K |
RUSSELL INVTS EXCHANGE TRADESOLE | US SMALL CAP EQU | 23.94K | SH | $765.7K 0.81% | 0.00 | 0.00 | 23.94K |
META PLATFORMS INCSOLE | CL A | 1.24K | SH | $707.7K 0.75% | 0.00 | 0.00 | 1.24K |
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