Ankerstar Wealth, LLC holds a focused book of 989 stocks worth $119.3M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Inn Defined Wealth Shield and trimmed Alphabet Inc-CL C. Their largest long position is Wisdomtree Floating Rate Tre at 14% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
37% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Ankerstar Wealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| IFP Advisors, Inc | 74 / 80 | $1.2B |
| MORGAN STANLEY | 73 / 80 | $531.1B |
| Steward Partners Investment Advisory, LLC | 73 / 80 | $6.0B |
| Kestra Advisory Services, LLC | 72 / 80 | $8.2B |
| HARBOUR INVESTMENTS, INC. | 72 / 80 | $1.3B |
| Cetera Investment Advisers | 71 / 80 | $24.6B |
| CWM, LLC | 71 / 80 | $7.3B |
| WELLS FARGO & COMPANY/MN | 70 / 80 | $145.3B |
Ranked by how many of Ankerstar Wealth, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Wisdomtree TR FLOATNG RAT TREA | $16.8M | 332.8K | 14.1% | ▲+86% Added · +154K sh | |
| 2 | Innovator Etfs Trust DEFINED WLT SHLD | $9.3M | 272.6K | 7.8% | ▲New New position | |
| 3 | Alphabet Inc CAP STK CL C | $7.0M | 19.7K | 5.8% | ▼−7.2% Reduced · −2K sh | |
| 4 | Amazon Com Inc COM | $5.8M | 24.2K | 4.8% | ▲+0.2% Added · +44 sh | |
| 5 | Apple Inc COM | $5.7M | 19.8K | 4.8% | ▼−5.8% Reduced · −1K sh | |
| 6 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $5.2M | 141.0K | 4.3% | ▲+7.9% Added · +10K sh | |
| 7 | Bitwise Bitcoin ETF TR SHS BEN INT | $4.9M | 153.8K | 4.1% | ▼−29% Reduced · −62K sh | |
| 8 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $3.8M | 48.3K | 3.2% | ▼−19% Reduced · −12K sh | |
| 9 | J P Morgan Exchange Traded F EQUITY PREMIUM | $3.3M | 59.3K | 2.8% | ▼−22% Reduced · −16K sh | |
| 10 | Pacer FDS TR US CASH COWS 100 | $3.1M | 49.5K | 2.6% | ▲+16% Added · +7K sh | |
| 11 | Berkshire Hathaway Inc Del CL B NEW | $2.3M | 4.6K | 1.9% | ▲+19% Added · +732 sh | |
| 12 | Kraneshares Trust GBL HUMANOID ROB | $2.2M | 53.4K | 1.8% | ▲+82% Added · +24K sh | |
| 13 | Schwab Strategic TR US DIVIDEND EQ | $2.2M | 68.7K | 1.8% | ▲+40% Added · +20K sh | |
| 14 | Vanguard Whitehall FDS INTL HIGH ETF | $2.1M | 21.7K | 1.8% | ▲+73% Added · +9K sh | |
| 15 | Series Portfolios TR ADAPTIV SELECT | $2.0M | 41.5K | 1.7% | ▲+2.6% Added · +1K sh | |
| 16 | State STR SPDR S&P 500 ETF T TR UNIT | $1.9M | 2.6K | 1.6% | ▲+38% Added · +715 sh | |
| 17 | Microsoft Corp COM | $1.8M | 4.9K | 1.5% | ▲+29% Added · +1K sh | |
| 18 | Tidal Trust III VIST ELEC SU ETF | $1.6M | 52.4K | 1.4% | ▲New New position | |
| 19 | Nvidia Corporation COM | $1.4M | 7.0K | 1.2% | ▼−24% Reduced · −2K sh | |
| 20 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $1.4M | 4.5K | 1.1% | ▲New New position | |
| 21 | J P Morgan Exchange Traded F U S TEC LEA ETF | $1.3M | 12.0K | 1.1% | ▼−17% Reduced · −3K sh | |
| 22 | Invesco QQQ TR UNIT SER 1 | $1.2M | 1.7K | 1.0% | ▲+118% Added · +899 sh | |
| 23 | Invesco Exchange Traded FD T S&P500 EQL WGT | $1.0M | 4.8K | 0.9% | ▲+249% Added · +3K sh | |
| 24 | Vanguard Star FDS VG TL INTL STK F | $966K | 11.3K | 0.8% | ▼−18% Reduced · −2K sh | |
| 25 | Russell Invts Exchange Trade US SM CA EQ ETF | $929K | 23.8K | 0.8% | ▲+70% Added · +10K sh | |
| 26 | Texas Capital Funds Trust CAP TE EQ IN ETF | $870K | 21.7K | 0.7% | ▼−44% Reduced · −17K sh | |
| 27 | Tesla Inc COM | $761K | 1.8K | 0.6% | ▲+290% Added · +1K sh | |
| 28 | Alphabet Inc CAP STK CL A | $745K | 2.1K | 0.6% | ▲+13% Added · +232 sh | |
| 29 | Meta Platforms Inc CL A | $588K | 1.0K | 0.5% | ▼−37% Reduced · −624 sh | |
| 30 | Wisdomtree TR QUANT COMPU FD | $582K | 15.4K | 0.5% | ▲New New position | |
| 31 | J P Morgan Exchange Traded F HEDG EQU LAD ETF | $564K | 8.4K | 0.5% | ▲+8.8% Added · +676 sh | |
| 32 | Vanguard Index FDS VALUE ETF | $541K | 2.5K | 0.5% | ▼−37% Reduced · −1K sh | |
| 33 | Schwab Strategic TR US LCAP GR ETF | $499K | 14.7K | 0.4% | ▼−19% Reduced · −3K sh | |
| 34 | Costco Wholesale Corporation COM | $496K | 530 | 0.4% | ▲+4.5% Added · +23 sh | |
| 35 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $486K | 10.3K | 0.4% | ▼−32% Reduced · −5K sh | |
| 36 | Home Depot Inc COM | $465K | 1.3K | 0.4% | ▲+52% Added · +449 sh | |
| 37 | Janus Detroit STR TR HEND EQ LI MODE *A* | $441K | 17.4K | 0.4% | ▲New New position | |
| 38 | Johnson & Johnson COM | $437K | 1.7K | 0.4% | ▲+49% Added · +563 sh | |
| 39 | NextEra Energy Inc COM | $378K | 4.3K | 0.3% | ▲+71% Added · +2K sh | |
| 40 | Dell Technologies Inc CL C | $363K | 842 | 0.3% | ▼−29% Reduced · −350 sh | |
| 41 | ETF Ser Solutions DEFIA QUANT ETF | $359K | 2.2K | 0.3% | ▲+37% Added · +590 sh | |
| 42 | Rubrik Inc. CL A | $358K | 4.5K | 0.3% | ▲+202% Added · +3K sh | |
| 43 | Ishares Bitcoin Trust ETF SHS BEN INT | $351K | 10.5K | 0.3% | ▲+835% Added · +9K sh | |
| 44 | JPMorgan Chase & Co COM | $321K | 980 | 0.3% | ▲+97% Added · +482 sh | |
| 45 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $320K | 6.3K | 0.3% | ▼−12% Reduced · −865 sh | |
| 46 | Nike Inc CL B | $301K | 7.3K | 0.3% | ▲+58% Added · +3K sh | |
| 47 | Realty Income Corp COM | $297K | 4.8K | 0.2% | ▲+30% Added · +1K sh | |
| 48 | Pepsico Inc COM | $296K | 2.2K | 0.2% | ▲+86% Added · +1K sh | |
| 49 | Ishares TR CORE S&P500 ETF | $286K | 382 | 0.2% | ▼−6.6% Reduced · −27 sh | |
| 50 | Calamos ETF TR AUTOC INCOM ETF | $274K | 10.1K | 0.2% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2053917/holdings"
Use Arkolith to show Ankerstar Wealth, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 1,001 | $119.3M | 13F-HR |
| Q1 2026 | Feb 12, 2026 | Feb 12, 2026 | 1,037 | $100.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.