Ankerstar Wealth, LLC
Holdings as of 2026-06-30, filed 2026-08-13
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 44 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
1,001
Value reported by manager
$119.3M
Sum of our stored positions
$119.3M
should match the line above
Disclosure lag
44 d
quarter end to filing
Top 5 concentration
38.1%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
200 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| WISDOMTREE TR | FLOATNG RAT TREA | $16.8M | 332,805 | — | 97717Y527 |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | $9.3M | 272,566 | — | 45783Y855 |
| ALPHABET INC | CAP STK CL C | $7M | 19,710 | — | 02079K107 |
| AMAZON COM INC | COM | $5.8M | 24,212 | — | 023135106 |
| APPLE INC | COM | $5.7M | 19,756 | — | 037833100 |
| FIRST TR EXCHNG TRADED FD VI | FT LADD BUFF ETF | $5.2M | 141,016 | — | 33740F755 |
| BITWISE BITCOIN ETF TR | SHS BEN INT | $4.9M | 153,810 | — | 09174C104 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $3.8M | 48,347 | — | 92206C409 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $3.3M | 59,262 | — | 46641Q332 |
| PACER FDS TR | US CASH COWS 100 | $3.1M | 49,534 | — | 69374H881 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.3M | 4,589 | — | 084670702 |
| KRANESHARES TRUST | GBL HUMANOID ROB | $2.2M | 53,421 | — | 500767751 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $2.2M | 68,662 | — | 808524797 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $2.1M | 21,736 | — | 921946794 |
| SERIES PORTFOLIOS TR | ADAPTIV SELECT | $2M | 41,505 | — | 81752T536 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.9M | 2,601 | — | 78462F103 |
| MICROSOFT CORP | COM | $1.8M | 4,854 | — | 594918104 |
| TIDAL TRUST III | VIST ELEC SU ETF | $1.6M | 52,390 | — | 45259A837 |
| NVIDIA CORPORATION | COM | $1.4M | 6,965 | — | 67066G104 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $1.4M | 4,510 | — | 46138G649 |
| J P MORGAN EXCHANGE TRADED F | U S TEC LEA ETF | $1.3M | 12,038 | — | 46654Q732 |
| INVESCO QQQ TR | UNIT SER 1 | $1.2M | 1,661 | — | 46090E103 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1M | 4,811 | — | 46137V357 |
| VANGUARD STAR FDS | VG TL INTL STK F | $965.5K | 11,293 | — | 921909768 |
| RUSSELL INVTS EXCHANGE TRADE | US SM CA EQ ETF | $929.1K | 23,796 | — | 78249U100 |
| TEXAS CAPITAL FUNDS TRUST | CAP TE EQ IN ETF | $870.1K | 21,687 | — | 88224A102 |
| TESLA INC | COM | $761.3K | 1,810 | — | 88160R101 |
| ALPHABET INC | CAP STK CL A | $744.7K | 2,083 | — | 02079K305 |
| META PLATFORMS INC | CL A | $588.1K | 1,044 | — | 30303M102 |
| WISDOMTREE TR | QUANT COMPU FD | $581.6K | 15,382 | — | 97717Y295 |
| J P MORGAN EXCHANGE TRADED F | HEDG EQU LAD ETF | $564.4K | 8,352 | — | 46654Q724 |
| VANGUARD INDEX FDS | VALUE ETF | $541.1K | 2,482 | — | 922908744 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $499K | 14,747 | — | 808524300 |
| COSTCO WHOLESALE CORPORATION | COM | $495.9K | 530 | — | 22160K105 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $485.9K | 10,350 | — | 46641Q670 |
| HOME DEPOT INC | COM | $465.5K | 1,319 | — | 437076102 |
| JANUS DETROIT STR TR | HEND EQ LI MODE *A* | $441.3K | 17,390 | — | 47103U647 |
| JOHNSON & JOHNSON | COM | $437.1K | 1,720 | — | 478160104 |
| NEXTERA ENERGY INC | COM | $378K | 4,307 | — | 65339F101 |
| DELL TECHNOLOGIES INC | CL C | $363.3K | 842 | — | 24703L202 |
| ETF SER SOLUTIONS | DEFIA QUANT ETF | $359.2K | 2,172 | — | 26922A420 |
| RUBRIK INC. | CL A | $358K | 4,459 | — | 781154109 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $351K | 10,543 | — | 46438F101 |
| JPMORGAN CHASE & CO | COM | $320.8K | 980 | — | 46625H100 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $319.9K | 6,325 | — | 46641Q837 |
| NIKE INC | CL B | $301.4K | 7,270 | — | 654106103 |
| REALTY INCOME CORP | COM | $297K | 4,772 | — | 756109104 |
| PEPSICO INC | COM | $296K | 2,186 | — | 713448108 |
| ISHARES TR | CORE S&P500 ETF | $286.1K | 382 | — | 464287200 |
| CALAMOS ETF TR | AUTOC INCOM ETF | $273.6K | 10,056 | — | 12811T571 |
| PACER FDS TR | TRENDP US LAR CP | $265K | 4,549 | — | 69374H105 |
| BROADCOM INC | COM | $261K | 691 | — | 11135F101 |
| EXXON MOBIL CORP | COM | $249.9K | 1,828 | — | 30231G102 |
| CHEVRON CORPORATION | COM | $248.1K | 1,496 | — | 166764100 |
| GOLDMAN SACHS ETF TR | S&P 500 PREMIUM | $248.1K | 4,464 | — | 38149W622 |
| ISHARES TR | HIGH YLD SYSTM B | $247K | 5,282 | — | 46435G250 |
| HEWLETT PACKARD ENTERPRISE C | COM | $243.6K | 5,389 | — | 42824C109 |
| ELEVANCE HEALTH INC FORMERLY | COM | $226.9K | 586 | — | 036752103 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $225.3K | 1,182 | — | 81369Y803 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $223.5K | 3,044 | — | 921937835 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $222.7K | 3,623 | — | 46654Q203 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | $219.7K | 2,445 | — | 33734X846 |
| VANGUARD WORLD FD | UTILITIES ETF | $214.7K | 1,096 | — | 92204A876 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $209.8K | 567 | — | 922908769 |
| HERSHEY CO | COM | $209.4K | 1,193 | — | 427866108 |
| CME GROUP INC | COM | $203.4K | 920 | — | 12572Q105 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $201.5K | 851 | — | 921908844 |
| LOCKHEED MARTIN CORP | COM | $198.2K | 389 | — | 539830109 |
| CALAMOS ETF TR | CALLMOS BIT STRU | $190.5K | 8,096 | — | 12811T688 |
| INVESCO EXCHANGE TRADED FD T | S&P 100 EQL WIGH | $188K | 1,457 | — | 46137V449 |
| FIRST TR EXCHANGE-TRADED FD | CLOUD COMPUTING | $177.6K | 1,320 | — | 33734X192 |
| BLACKSTONE INC | COM | $177.4K | 1,507 | — | 09260D107 |
| VICI PPTYS INC | COM | $175.6K | 6,504 | — | 925652109 |
| CALAMOS ETF TR | BITCOIN 90 SER | $174.5K | 7,917 | — | 12811T597 |
| FIRST TR EXCHNG TRADED FD VI | SMITH OPPORT FXD | $174.4K | 4,000 | — | 33740F805 |
| ETF SER SOLUTIONS | DEFI DRON MO ETF | $171.8K | 5,915 | — | 26922B394 |
| PGIM ROCK ETF TR | LADDE S&P 12 ETF | $171.8K | 5,361 | — | 69420N718 |
| CALAMOS ETF TR | BITCOIN 80 SERIE | $169.3K | 8,596 | — | 12811T589 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $165.9K | 3,070 | — | 46137V613 |
| CSX CORP | COM | $163.2K | 3,432 | — | 126408103 |
| ISHARES TR | CORE S&P SCP ETF | $163K | 1,098 | — | 464287804 |
| PFIZER INC | COM | $156.7K | 6,506 | — | 717081103 |
| TRACTOR SUPPLY CO | COM | $154.2K | 4,879 | — | 892356106 |
| CALAMOS ETF TR | BITCN STRCT ALT | $151.7K | 6,195 | — | 12811T613 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK *A* | $150.4K | 880 | — | 84615Q103 |
| SPDR SERIES TRUST | SP KENSHO FINAL | $149.2K | 1,249 | — | 78468R630 |
| UNITEDHEALTH GROUP INC | COM | $148K | 356 | — | 91324P102 |
| DOMINION ENERGY INC | COM | $144.2K | 2,110 | — | 25746U109 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR TA HIYL | $143.3K | 3,524 | — | 33738D408 |
| PALANTIR TECHNOLOGIES INC | CL A | $142K | 1,217 | — | 69608A108 |
| STARBUCKS CORP | COM | $140.6K | 1,376 | — | 855244109 |
| PROSHARES TR | S&P 500 HIGH ETF | $140.5K | 2,915 | — | 74347G242 |
| ISHARES TR | S&P 500 VAL ETF | $140.1K | 617 | — | 464287408 |
| HONEYWELL INTL INC | COM *A* | $139K | 621 | — | 438516205 |
| ISHARES TR | BROAD USD HIGH | $138.7K | 3,745 | — | 46435U853 |
| KIMBERLY-CLARK CORP | COM | $138.2K | 1,244 | — | 494368103 |
| RTX CORPORATION | COM | $137.7K | 725 | — | 75513E101 |
| HONEYWELL AEROSPACE INC | COM *A* | $137.3K | 621 | — | 43849R105 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $135.9K | 1,398 | — | 01609W102 |
| CATERPILLAR INC | COM | $135.8K | 127 | — | 149123101 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $134.9K | 282 | — | 874039100 |
| GENERAL MILLS INC | COM | $133.9K | 3,846 | — | 370334104 |
| AUTOMATIC DATA PROCESSING IN | COM | $131.8K | 583 | — | 053015103 |
| 3M CO | COM | $130.7K | 807 | — | 88579Y101 |
| VANGUARD INDEX FDS | GROWTH ETF | $130.2K | 1,512 | — | 922908736 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQT | $128.7K | 3,611 | — | 00888H794 |
| SERVICENOW INC | COM | $127.1K | 1,280 | — | 81762P102 |
| HORMEL FOODS CORP | COM | $127K | 5,115 | — | 440452100 |
| ACCENTURE PLC IRELAND | SHS CLASS A | $124.2K | 998 | — | G1151C101 |
| MCDONALDS CORP | COM | $123.5K | 456 | — | 580135101 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $120.7K | 2,022 | — | 922042858 |
| ADVANCED MICRO DEVICES INC | COM | $119.7K | 206 | — | 007903107 |
| FIRST TR EXCH TRADED FD III | INSTL PFD SECS | $116.6K | 6,043 | — | 33739P855 |
| FORD MTR CO | COM | $115.3K | 8,294 | — | 345370860 |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | $114.7K | 861 | — | 33738R704 |
| VANGUARD WORLD FD | ENERGY ETF | $112.3K | 748 | — | 92204A306 |
| CELSIUS HLDGS INC | COM NEW | $111.7K | 3,815 | — | 15118V207 |
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | $108.3K | 4,685 | — | 035710839 |
| ISHARES TR | EXPANDED TECH | $106.5K | 1,175 | — | 464287515 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $102.1K | 1,218 | — | 922042775 |
| AFLAC INC | COM | $100.9K | 860 | — | 001055102 |
| PROCTER & GAMBLE CO | COM | $99.5K | 678 | — | 742718109 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $97.9K | 619 | — | 921946406 |
| ARK ETF TR | SPACE & DEFENSE | $97.1K | 2,847 | — | 00214Q807 |
| ASML HLDG NV | N Y REGISTRY SHS | $95.5K | 48 | — | N07059210 |
| INTERNATIONAL BUSINESS MACHS | COM | $92K | 327 | — | 459200101 |
| TARGET CORP | COM | $91.6K | 701 | — | 87612E106 |
| QUALCOMM INC | COM | $91.3K | 494 | — | 747525103 |
| TFI INTERNATIONAL INC | COM | $91.2K | 633 | — | 87241L109 |
| PAYPAL HLDGS INC | COM | $87.3K | 2,020 | — | 70450Y103 |
| KRANESHARES TRUST | PUBLIC-PRIVATE A | $87K | 1,855 | — | 500767363 |
| ISHARES TR | CORE S&P US VLU | $86K | 781 | — | 464287663 |
| UNION PAC CORP | COM | $86K | 316 | — | 907818108 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $85.4K | 1,963 | — | 33740U661 |
| UNITED PARCEL SVCS INC | CL B | $84.7K | 787 | — | 911312106 |
| BOEING CO | COM | $82K | 379 | — | 097023105 |
| CYBER HORNET TR | S&P 500 BITC ETF | $81.6K | 2,823 | — | 45407J409 |
| CARRIER GLOBAL CORPORATION | COM | $81.1K | 1,106 | — | 14448C104 |
| ABBVIE INC | COM | $77.7K | 308 | — | 00287Y109 |
| VISA INC | COM CL A | $76.9K | 224 | — | 92826C839 |
| THE CAMPBELLS COMPANY | COM | $76.9K | 3,453 | — | 134429109 |
| SIMPLIFY EXCHANGE TRADED FUN | MANAGED FUTURES | $76.1K | 2,932 | — | 82889N699 |
| WALMART INC | COM | $75.1K | 663 | — | 931142103 |
| ISHARES TR | RUSSELL 2000 ETF | $74.5K | 248 | — | 464287655 |
| DELTA AIR LINES INC | COM NEW | $74.4K | 794 | — | 247361702 |
| GLOBAL X FDS | CYBRSCURTY ETF | $73.1K | 1,915 | — | 37954Y384 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $71K | 2,564 | — | 808524805 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S&P 500 | $70.1K | 1,389 | — | 33739Q705 |
| VANGUARD WORLD FD | HEALTH CAR ETF | $67.9K | 227 | — | 92204A504 |
| ZILLOW GROUP INC | CL C CAP STK | $67.6K | 2,144 | — | 98954M200 |
| GENERAL DYNAMICS CORP | COM | $66.2K | 186 | — | 369550108 |
| AIR PRODUCTS AND CHEMICALS I | COM | $66.1K | 225 | — | 009158106 |
| SCHWAB CHARLES CORP | COM | $64.7K | 701 | — | 808513105 |
| SIMPLIFY EXCHANGE TRADED FUN | HIGH YIELD ETF | $64.1K | 3,033 | — | 82889N830 |
| LOWES COS INC | COM | $61.4K | 278 | — | 548661107 |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | $58.5K | 331 | — | 46137V100 |
| CALAMOS ETF TR | CALAMOS BIT 90 S | $58.4K | 2,956 | — | 12811T712 |
| ISHARES TR | CORE S&P MCP ETF | $58.2K | 755 | — | 464287507 |
| SYSCO CORP | COM | $58K | 694 | — | 871829107 |
| ALTRIA GROUP INC | COM | $57.4K | 786 | — | 02209S103 |
| PALO ALTO NETWORKS INC | COM | $54.9K | 161 | — | 697435105 |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $54.6K | 705 | — | 025072364 |
| UNIVERSAL CORP VA MTNS BK EN | COM | $52.7K | 1,009 | — | 913456109 |
| ARM HOLDINGS PLC | SPONSORED ADS | $52.1K | 147 | — | 042068205 |
| VANGUARD MALVERN FDS | CORE BD ETF | $51.4K | 665 | — | 922020748 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $50.9K | 628 | — | 33738R506 |
| GE AEROSPACE | COM NEW | $50.1K | 134 | — | 369604301 |
| ISHARES TR | MSCI EAFE ETF | $49.8K | 479 | — | 464287465 |
| SOUTHERN CO | COM | $49.5K | 517 | — | 842587107 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | $48.2K | 898 | — | 81369Y605 |
| PROGRESSIVE CORP | COM | $47.6K | 218 | — | 743315103 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $46.7K | 599 | — | 921937827 |
| RIVIAN AUTOMOTIVE INC | COM CL A | $45.4K | 2,615 | — | 76954A103 |
| CALAMOS ETF TR | BITC 90 SER JULY | $44.3K | 2,012 | — | 12811T639 |
| NETFLIX INC. | COM | $43.8K | 613 | — | 64110L106 |
| INFLEQTION INC | COM SHS | $43.7K | 3,281 | — | 45676K103 |
| ISHARES TR | PFD AND INCM SEC | $43.5K | 1,427 | — | 464288687 |
| XCEL ENERGY INC | COM | $43.1K | 533 | — | 98389B100 |
| BLOOM ENERGY CORP | COM CL A | $42.1K | 139 | — | 093712107 |
| ETFIS SER TR I | INFRACP REIT PFD | $41.2K | 2,370 | — | 26923G400 |
| WELLS FARGO & CO | COM | $41.2K | 498 | — | 949746101 |
| VANECK ETF TRUST | PREFERRED SECURT | $39.9K | 2,237 | — | 92189F429 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | $37K | 233 | — | 81369Y209 |
| UIPATH INC | CL A | $36.1K | 3,324 | — | 90364P105 |
| SPDR SERIES TRUST | ST STR SP DIV | $36.1K | 237 | — | 78464A763 |
| COCA COLA CO | COM | $36K | 440 | — | 191216100 |
| VANGUARD INDEX FDS | MID CAP ETF | $35.5K | 440 | — | 922908629 |
| REX ETF TR | DRONE ETF | $35.4K | 1,573 | — | 761562503 |
| FIRST TR EXCHANGE TRADED FD | NASDAQ BUYWRITE | $34.2K | 1,548 | — | 33738R407 |
| ZILLOW GROUP INC | CL C CAP STK | $33.1K | 1,050 | — | 98954M200 |
| FIDELITY COVINGTON TRUST | LOW VOLITY ETF | $32.5K | 475 | — | 316092824 |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | $31.5K | 225 | — | 33734K109 |
| ISHARES TR | MSCI USA MIN ETF | $31.4K | 325 | — | 46429B697 |
| ISHARES TR | US AER DEF ETF | $30.3K | 125 | — | 464288760 |
| STRATEGY INC | CL A NEW | $30.3K | 348 | — | 594972408 |
| SELECT SECTOR SPDR TR | ST STR REAL ETF | $30.2K | 686 | — | 81369Y860 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | $29.6K | 160 | — | 81369Y704 |
| E L F BEAUTY INC | COM | $29.3K | 396 | — | 26856L103 |
| IONQ INC | COM | $29.2K | 549 | — | 46222L108 |
| AT&T INC | COM | $28.8K | 1,392 | — | 00206R102 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-13