ANKERSTAR WEALTH, LLC

Filed: 8/13/2026ACC: 0002053917-26-000007

📋 What this filing means

ANKERSTAR WEALTH, LLC filed this quarterly 13F‑HR report disclosing 989 equity positions with a total reported market value of $119.25M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

989

Positions

$119.25M

Total AUM (reported)

1.92M

Total Shares

Allocation by class

COM$25.60M21.5%

FLOATNG RAT TREA$16.76M14.1%

DEFINED WLT SHLD$9.34M7.8%

CAP STK CL C$6.96M5.8%

SHS BEN INT$5.25M4.4%

FT LADD BUFF ETF$5.15M4.3%

SHRT TRM CORP BD$3.82M3.2%

Portfolio Concentration

Top 3$33.06M27.7%

4–10$31.79M26.7%

11–25$24.44M20.5%

Rest$29.96M25.1%

Top 3 weight

27.7%

Top 10 weight

54.4%

Voting Authority Distribution

Total shares with voting rights: 1.92M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.92M

% of voting shares100.0%

Investment Discretion (by position count)

Sole455

Shared0

Other534

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings989

Rows:

WISDOMTREE TR

SOLE

FLOATNG RAT TREA

Shares332.81K

TypeSH

Market value$16.76M

14.05%

Sole

0.00

Shared

0.00

None

332.81K

INNOVATOR ETFS TRUST

SOLE

DEFINED WLT SHLD

Shares272.57K

TypeSH

Market value$9.34M

7.83%

Sole

0.00

Shared

0.00

None

272.57K

ALPHABET INC

SOLE

CAP STK CL C

Shares19.71K

TypeSH

Market value$6.96M

5.84%

Sole

0.00

Shared

0.00

None

19.71K

AMAZON COM INC

SOLE

COM

Shares24.21K

TypeSH

Market value$5.77M

4.84%

Sole

0.00

Shared

0.00

None

24.21K

APPLE INC

SOLE

COM

Shares19.76K

TypeSH

Market value$5.72M

4.79%

Sole

0.00

Shared

0.00

None

19.76K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT LADD BUFF ETF

Shares141.02K

TypeSH

Market value$5.15M

4.32%

Sole

0.00

Shared

0.00

None

141.02K

BITWISE BITCOIN ETF TR

SOLE

SHS BEN INT

Shares153.81K

TypeSH

Market value$4.90M

4.11%

Sole

0.00

Shared

0.00

None

153.81K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares48.35K

TypeSH

Market value$3.82M

3.20%

Sole

0.00

Shared

0.00

None

48.35K

J P MORGAN EXCHANGE TRADED F

SOLE

EQUITY PREMIUM

Shares59.26K

TypeSH

Market value$3.35M

2.81%

Sole

0.00

Shared

0.00

None

59.26K

PACER FDS TR

SOLE

US CASH COWS 100

Shares49.53K

TypeSH

Market value$3.08M

2.58%

Sole

0.00

Shared

0.00

None

49.53K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares4.59K

TypeSH

Market value$2.30M

1.93%

Sole

0.00

Shared

0.00

None

4.59K

KRANESHARES TRUST

SOLE

GBL HUMANOID ROB

Shares53.42K

TypeSH

Market value$2.20M

1.85%

Sole

0.00

Shared

0.00

None

53.42K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares68.66K

TypeSH

Market value$2.18M

1.83%

Sole

0.00

Shared

0.00

None

68.66K

VANGUARD WHITEHALL FDS

SOLE

INTL HIGH ETF

Shares21.74K

TypeSH

Market value$2.13M

1.79%

Sole

0.00

Shared

0.00

None

21.74K

SERIES PORTFOLIOS TR

SOLE

ADAPTIV SELECT

Shares41.51K

TypeSH

Market value$2.01M

1.68%

Sole

0.00

Shared

0.00

None

41.51K

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares2.60K

TypeSH

Market value$1.95M

1.63%

Sole

0.00

Shared

0.00

None

2.60K

MICROSOFT CORP

SOLE

COM

Shares4.85K

TypeSH

Market value$1.81M

1.52%

Sole

0.00

Shared

0.00

None

4.85K

TIDAL TRUST III

SOLE

VIST ELEC SU ETF

Shares52.39K

TypeSH

Market value$1.62M

1.36%

Sole

0.00

Shared

0.00

None

52.39K

NVIDIA CORPORATION

SOLE

COM

Shares6.96K

TypeSH

Market value$1.39M

1.17%

Sole

0.00

Shared

0.00

None

6.96K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares4.51K

TypeSH

Market value$1.37M

1.15%

Sole

0.00

Shared

0.00

None

4.51K

J P MORGAN EXCHANGE TRADED F

SOLE

U S TEC LEA ETF

Shares12.04K

TypeSH

Market value$1.34M

1.13%

Sole

0.00

Shared

0.00

None

12.04K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares1.66K

TypeSH

Market value$1.22M

1.03%

Sole

0.00

Shared

0.00

None

1.66K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares4.81K

TypeSH

Market value$1.02M

0.86%

Sole

0.00

Shared

0.00

None

4.81K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares11.29K

TypeSH

Market value$965.5K

0.81%

Sole

0.00

Shared

0.00

None

11.29K

RUSSELL INVTS EXCHANGE TRADE

SOLE

US SM CA EQ ETF

Shares23.80K

TypeSH

Market value$929.1K

0.78%

Sole

0.00

Shared

0.00

None

23.80K

Issuer	Class	Shares	Type	Value / Portfolio %	None
WISDOMTREE TRSOLE	FLOATNG RAT TREA	332.81K	SH	$16.76M 14.05%	332.81K
INNOVATOR ETFS TRUSTSOLE	DEFINED WLT SHLD	272.57K	SH	$9.34M 7.83%	272.57K
ALPHABET INCSOLE	CAP STK CL C	19.71K	SH	$6.96M 5.84%	19.71K
AMAZON COM INCSOLE	COM	24.21K	SH	$5.77M 4.84%	24.21K
APPLE INCSOLE	COM	19.76K	SH	$5.72M 4.79%	19.76K
FIRST TR EXCHNG TRADED FD VISOLE	FT LADD BUFF ETF	141.02K	SH	$5.15M 4.32%	141.02K
BITWISE BITCOIN ETF TRSOLE	SHS BEN INT	153.81K	SH	$4.90M 4.11%	153.81K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	48.35K	SH	$3.82M 3.20%	48.35K
J P MORGAN EXCHANGE TRADED FSOLE	EQUITY PREMIUM	59.26K	SH	$3.35M 2.81%	59.26K
PACER FDS TRSOLE	US CASH COWS 100	49.53K	SH	$3.08M 2.58%	49.53K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	4.59K	SH	$2.30M 1.93%	4.59K
KRANESHARES TRUSTSOLE	GBL HUMANOID ROB	53.42K	SH	$2.20M 1.85%	53.42K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	68.66K	SH	$2.18M 1.83%	68.66K
VANGUARD WHITEHALL FDSSOLE	INTL HIGH ETF	21.74K	SH	$2.13M 1.79%	21.74K
SERIES PORTFOLIOS TRSOLE	ADAPTIV SELECT	41.51K	SH	$2.01M 1.68%	41.51K
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	2.60K	SH	$1.95M 1.63%	2.60K
MICROSOFT CORPSOLE	COM	4.85K	SH	$1.81M 1.52%	4.85K
TIDAL TRUST IIISOLE	VIST ELEC SU ETF	52.39K	SH	$1.62M 1.36%	52.39K
NVIDIA CORPORATIONSOLE	COM	6.96K	SH	$1.39M 1.17%	6.96K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	4.51K	SH	$1.37M 1.15%	4.51K
J P MORGAN EXCHANGE TRADED FSOLE	U S TEC LEA ETF	12.04K	SH	$1.34M 1.13%	12.04K
INVESCO QQQ TRSOLE	UNIT SER 1	1.66K	SH	$1.22M 1.03%	1.66K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	4.81K	SH	$1.02M 0.86%	4.81K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	11.29K	SH	$965.5K 0.81%	11.29K
RUSSELL INVTS EXCHANGE TRADESOLE	US SM CA EQ ETF	23.80K	SH	$929.1K 0.78%	23.80K

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