Ankerstar Wealth

LEANDER, TXfiles as Ankerstar Wealth, LLC

$119m in 989 US stocks at the end of 30 June 2026. The top 10 are 54.4% of the money. It changed about 18.0% of the portfolio this quarter.

Value

$119m

Stocks

989

Top 10 share

54.4%

Turnover

18.0%

What changed this quarter

New

Bought for the first time this quarter.

Innovator Etfs TrustBALT
7.8% of the fund
Wisdomtree TRWQTM
0.5% of the fund
Janus Detroit STR TRJELM
0.4% of the fund
Hewlett Packard EnterpriseHPE
0.2% of the fund
ETF SER SolutionsJEDI
0.1% of the fund
Tractor SupplyTSCO
0.1% of the fund
Space Exploration TechnologiesSPCX
0.1% of the fund
Spdr Series TrustROKT
0.1% of the fund
Honeywell InternationalHON
0.1% of the fund
Honeywell AerospaceHONA
0.1% of the fund
Ishares TRIGV
<0.1% of the fund
ARK ETF TRARKX
<0.1% of the fund
InfleqtionINFQ
<0.1% of the fund
Tidal Trust IIAIPO
<0.1% of the fund
Janus Detroit STR TRJELH
<0.1% of the fund
Thomson Reuters Corp /canTRI
<0.1% of the fund
Invesco Exch Traded FD TR IIQQQJ
<0.1% of the fund
Devon EnergyDVN
<0.1% of the fund
CarnivalCCL
<0.1% of the fund
Kratos Defense & Security SolutionsKTOS
<0.1% of the fund
Vaneck ETF TrustSMH
<0.1% of the fund
Kraneshares TrustKSTR
<0.1% of the fund
Northern Dynasty MineralsNAK
<0.1% of the fund
ETF SER SolutionsUFOX
<0.1% of the fund
Vishay Precision GroupVPG
<0.1% of the fund

Added

Bought more of a stock they already held.

Wisdomtree TRUSFR
14.1% of the fund
+90%
First TR Exchng Traded FD VIBUFR
4.3% of the fund
+10%
Kraneshares TrustKOID
1.8% of the fund
+16%
Schwab Strategic TRSCHD
1.8% of the fund
+2%
Vanguard Whitehall FDSVYMI
1.8% of the fund
+14%
State STR Spdr S&P 500 ETF TSPY
1.6% of the fund
+6%
MicrosoftMSFT
1.5% of the fund
+10%
Tidal Trust IIIPOW
1.4% of the fund
+36%
Invesco Exch Traded FD TR IIQQQM
1.1% of the fund
+83%
Invesco Exchange Traded FD TRSP
0.9% of the fund
+16%
TeslaTSLA
0.6% of the fund
+183%
J P Morgan Exchange Traded FHELO
0.5% of the fund
+49%
Schwab Strategic TRSCHG
0.4% of the fund
+8%
Costco WholesaleCOST
0.4% of the fund
+5%
Home DepotHD
0.4% of the fund
+7%
NextEra EnergyNEE
0.3% of the fund
+16%
ETF SER SolutionsQTUM
0.3% of the fund
+8%
RubrikRBRK
0.3% of the fund
+5%
Ishares TRIVV
0.2% of the fund
+3%
Calamos ETF TRCAIE
0.2% of the fund
+126%
J P Morgan Exchange Traded FJEPQ
0.2% of the fund
+3%
First TR Exchange-Traded FDCIBR
0.2% of the fund
+356%
Vanguard Index FDSVTI
0.2% of the fund
+21%
CME GroupCME
0.2% of the fund
+793%
Lockheed MartinLMT
0.2% of the fund
+106%

Cut

Sold some of their stake.

Bitwise Bitcoin ETF TRBITB
4.1% of the fund
-9%
Vanguard Scottsdale FDSVCSH
3.2% of the fund
-28%
J P Morgan Exchange Traded FJEPI
2.8% of the fund
-13%
Berkshire HathawayBRK-B
1.9% of the fund
-3%
Series Portfolios TRADPV
1.7% of the fund
-17%
NvidiaNVDA
1.2% of the fund
-7%
J P Morgan Exchange Traded FJTEK
1.1% of the fund
-6%
Texas Capital Funds TrustTXS
0.7% of the fund
-11%
Meta PlatformsMETA
0.5% of the fund
-16%
Vanguard Index FDSVTV
0.5% of the fund
-2%
J P Morgan Exchange Traded FJCPB
0.4% of the fund
-15%
Dell TechnologiesDELL
0.3% of the fund
-19%
Pacer FDS TRPTLC
0.2% of the fund
-3%
ChevronCVX
0.2% of the fund
-7%
Goldman Sachs ETF TRGPIX
0.2% of the fund
-21%
Ishares TRHYDB
0.2% of the fund
-11%
Vanguard BD Index FDSBND
0.2% of the fund
-27%
Invesco Exchange Traded FD TEQWL
0.2% of the fund
-30%
BlackstoneBX
0.1% of the fund
-21%
Calamos ETF TRCBXO
0.1% of the fund
-44%
Calamos ETF TRCBTO
0.1% of the fund
-64%
Invesco Exchange Traded FD TPRF
0.1% of the fund
-14%
Calamos ETF TRCBOO
0.1% of the fund
-7%
First TR Exchange-Traded FDHYLS
0.1% of the fund
-23%
Proshares TRISPY
0.1% of the fund
-2%

Sold out

Sold their entire stake.

Ishares TRIWF
-100%
Honeywell InternationalHON
-100%
Bitwise Funds Trust
-100%
Thomson Reuters
-100%
Coterra EnergyCTRA
-100%
Vanguard Scottsdale FDSVGIT
-100%
Carnival
-100%
Bitwise Funds TrustBITC
-100%
Goldman Sachs ETF TRGSLC
-100%
Calamos ETF TRCBTA
-100%
Calamos ETF TRCBXA
-100%
Walt DisneyDIS
-100%
Jd.comJD
-100%
First TR Exchange Traded FDSDVY
-100%
Intuitive SurgicalISRG
-100%
SentinelOneS
-100%
DatadogDDOG
-100%
Calamos ETF TRCBTJ
-100%
Edwards LifesciencesEW
-100%
Dollar TreeDLTR
-100%
Chipotle Mexican GrillCMG
-100%
Air Lease
-100%
Essential UtilitiesWTRG
-100%
KKRKKR
-100%
DoorDashDASH
-100%

Holdings

Wisdomtree TRUSFR
Share
14.1%
Value
$17m
Shares
332,805
+90%
Innovator Etfs TrustBALT
Share
7.8%
Value
$9m
Shares
272,566
New
AlphabetGOOG
Share
5.8%
Value
$7m
Shares
19,710
Held
Amazon.comAMZN
Share
4.8%
Value
$6m
Shares
24,212
Held
AppleAAPL
Share
4.8%
Value
$6m
Shares
19,756
Held
First TR Exchng Traded FD VIBUFR
Share
4.3%
Value
$5m
Shares
141,016
+10%
Bitwise Bitcoin ETF TRBITB
Share
4.1%
Value
$5m
Shares
153,810
-9%
Vanguard Scottsdale FDSVCSH
Share
3.2%
Value
$4m
Shares
48,347
-28%
J P Morgan Exchange Traded FJEPI
Share
2.8%
Value
$3m
Shares
59,262
-13%
Pacer FDS TRCOWZ
Share
2.6%
Value
$3m
Shares
49,534
Held
Berkshire HathawayBRK-B
Share
1.9%
Value
$2m
Shares
4,589
-3%
Kraneshares TrustKOID
Share
1.8%
Value
$2m
Shares
53,421
+16%
Schwab Strategic TRSCHD
Share
1.8%
Value
$2m
Shares
68,662
+2%
Vanguard Whitehall FDSVYMI
Share
1.8%
Value
$2m
Shares
21,736
+14%
Series Portfolios TRADPV
Share
1.7%
Value
$2m
Shares
41,505
-17%
State STR Spdr S&P 500 ETF TSPY
Share
1.6%
Value
$2m
Shares
2,601
+6%
MicrosoftMSFT
Share
1.5%
Value
$2m
Shares
4,854
+10%
Tidal Trust IIIPOW
Share
1.4%
Value
$2m
Shares
52,390
+36%
NvidiaNVDA
Share
1.2%
Value
$1m
Shares
6,965
-7%
Invesco Exch Traded FD TR IIQQQM
Share
1.1%
Value
$1m
Shares
4,510
+83%
J P Morgan Exchange Traded FJTEK
Share
1.1%
Value
$1m
Shares
12,038
-6%
Invesco QQQ TRQQQ
Share
1.0%
Value
$1m
Shares
1,661
Held
Invesco Exchange Traded FD TRSP
Share
0.9%
Value
$1m
Shares
4,811
+16%
Vanguard Star FDSVXUS
Share
0.8%
Value
$965,511
Shares
11,293
Held
Russell Invts Exchange TradeRUSC
Share
0.8%
Value
$929,084
Shares
23,796
Held
Texas Capital Funds TrustTXS
Share
0.7%
Value
$870,082
Shares
21,687
-11%
TeslaTSLA
Share
0.6%
Value
$761,286
Shares
1,810
+183%
AlphabetGOOGL
Share
0.6%
Value
$744,736
Shares
2,083
Held
Meta PlatformsMETA
Share
0.5%
Value
$588,075
Shares
1,044
-16%
Wisdomtree TRWQTM
Share
0.5%
Value
$581,593
Shares
15,382
New
J P Morgan Exchange Traded FHELO
Share
0.5%
Value
$564,428
Shares
8,352
+49%
Vanguard Index FDSVTV
Share
0.5%
Value
$541,116
Shares
2,482
-2%
Schwab Strategic TRSCHG
Share
0.4%
Value
$499,038
Shares
14,747
+8%
Costco WholesaleCOST
Share
0.4%
Value
$495,908
Shares
530
+5%
J P Morgan Exchange Traded FJCPB
Share
0.4%
Value
$485,866
Shares
10,350
-15%
Home DepotHD
Share
0.4%
Value
$465,464
Shares
1,319
+7%
Janus Detroit STR TRJELM
Share
0.4%
Value
$441,261
Shares
17,390
New
Johnson & JohnsonJNJ
Share
0.4%
Value
$437,050
Shares
1,720
Held
NextEra EnergyNEE
Share
0.3%
Value
$378,027
Shares
4,307
+16%
Dell TechnologiesDELL
Share
0.3%
Value
$363,289
Shares
842
-19%
ETF SER SolutionsQTUM
Share
0.3%
Value
$359,205
Shares
2,172
+8%
RubrikRBRK
Share
0.3%
Value
$357,969
Shares
4,459
+5%
Ishares Bitcoin Trust ETFIBIT
Share
0.3%
Value
$350,976
Shares
10,543
Held
JPMorgan ChaseJPM
Share
0.3%
Value
$320,791
Shares
980
Held
J P Morgan Exchange Traded FJPST
Share
0.3%
Value
$319,855
Shares
6,325
Held
NikeNKE
Share
0.3%
Value
$301,429
Shares
7,270
Held
Realty IncomeO
Share
0.2%
Value
$297,015
Shares
4,772
Held
PepsiCoPEP
Share
0.2%
Value
$295,988
Shares
2,186
Held
Ishares TRIVV
Share
0.2%
Value
$286,076
Shares
382
+3%
Calamos ETF TRCAIE
Share
0.2%
Value
$273,624
Shares
10,056
+126%
Pacer FDS TRPTLC
Share
0.2%
Value
$265,025
Shares
4,549
-3%
BroadcomAVGO
Share
0.2%
Value
$261,025
Shares
691
Held
ExxonMobil HoldingsXOM
Share
0.2%
Value
$249,929
Shares
1,828
Held
ChevronCVX
Share
0.2%
Value
$248,142
Shares
1,496
-7%
Goldman Sachs ETF TRGPIX
Share
0.2%
Value
$248,064
Shares
4,464
-21%
Ishares TRHYDB
Share
0.2%
Value
$247,039
Shares
5,282
-11%
Hewlett Packard EnterpriseHPE
Share
0.2%
Value
$243,624
Shares
5,389
New
Elevance HealthELV
Share
0.2%
Value
$226,897
Shares
586
Held
Select Sector Spdr TRXLK
Share
0.2%
Value
$225,266
Shares
1,182
Held
Vanguard BD Index FDSBND
Share
0.2%
Value
$223,469
Shares
3,044
-27%
J P Morgan Exchange Traded FJEPQ
Share
0.2%
Value
$222,693
Shares
3,623
+3%
First TR Exchange-Traded FDCIBR
Share
0.2%
Value
$219,683
Shares
2,445
+356%
Vanguard World FDVPU
Share
0.2%
Value
$214,689
Shares
1,096
Held
Vanguard Index FDSVTI
Share
0.2%
Value
$209,813
Shares
567
+21%
HersheyHSY
Share
0.2%
Value
$209,432
Shares
1,193
Held
CME GroupCME
Share
0.2%
Value
$203,356
Shares
920
+793%
Vanguard Specialized FundsVIG
Share
0.2%
Value
$201,514
Shares
851
Held
Lockheed MartinLMT
Share
0.2%
Value
$198,180
Shares
389
+106%
Calamos ETF TRCBOJ
Share
0.2%
Value
$190,505
Shares
8,096
Held
Invesco Exchange Traded FD TEQWL
Share
0.2%
Value
$187,982
Shares
1,457
-30%
First TR Exchange-Traded FDSKYY
Share
0.1%
Value
$177,619
Shares
1,320
Held
BlackstoneBX
Share
0.1%
Value
$177,399
Shares
1,507
-21%
Vici PropertiesVICI
Share
0.1%
Value
$175,805
Shares
6,511
Held
Calamos ETF TRCBXO
Share
0.1%
Value
$174,451
Shares
7,917
-44%
First TR Exchng Traded FD VIFIXD
Share
0.1%
Value
$174,440
Shares
4,000
Held
ETF SER SolutionsJEDI
Share
0.1%
Value
$171,831
Shares
5,915
New
Pgim Rock ETF TRBUFP
Share
0.1%
Value
$171,820
Shares
5,361
+50%
Calamos ETF TRCBTO
Share
0.1%
Value
$169,298
Shares
8,596
-64%
Invesco Exchange Traded FD TPRF
Share
0.1%
Value
$165,872
Shares
3,070
-14%
CSXCSX
Share
0.1%
Value
$163,160
Shares
3,432
Held
Ishares TRIJR
Share
0.1%
Value
$162,953
Shares
1,098
Held
PfizerPFE
Share
0.1%
Value
$156,688
Shares
6,506
Held
Tractor SupplyTSCO
Share
0.1%
Value
$154,238
Shares
4,879
New
Calamos ETF TRCBOO
Share
0.1%
Value
$151,716
Shares
6,195
-7%
Space Exploration TechnologiesSPCX
Share
0.1%
Value
$150,357
Shares
880
New
Spdr Series TrustROKT
Share
0.1%
Value
$149,231
Shares
1,249
New
UnitedHealth GroupUNH
Share
0.1%
Value
$147,964
Shares
356
Held
Dominion EnergyD
Share
0.1%
Value
$144,150
Shares
2,110
Held
First TR Exchange-Traded FDHYLS
Share
0.1%
Value
$143,251
Shares
3,524
-23%
Palantir TechnologiesPLTR
Share
0.1%
Value
$141,987
Shares
1,217
Held
StarbucksSBUX
Share
0.1%
Value
$140,635
Shares
1,376
Held
Proshares TRISPY
Share
0.1%
Value
$140,474
Shares
2,915
-2%
Ishares TRIVE
Share
0.1%
Value
$140,096
Shares
617
+201%
Honeywell InternationalHON
Share
0.1%
Value
$139,042
Shares
621
New
Ishares TRUSHY
Share
0.1%
Value
$138,672
Shares
3,745
-2%
Kimberly-ClarkKMB
Share
0.1%
Value
$138,180
Shares
1,244
Held
RTXRTX
Share
0.1%
Value
$137,707
Shares
725
-2%
Honeywell AerospaceHONA
Share
0.1%
Value
$137,291
Shares
621
New
Alibaba Group HldgBABA
Share
0.1%
Value
$135,916
Shares
1,398
-16%
CaterpillarCAT
Share
0.1%
Value
$135,809
Shares
127
Held

Company	Share of fund	Value	Shares	Change
Wisdomtree TRUSFR	14.1%	$17m	332,805	+90%
Innovator Etfs TrustBALT	7.8%	$9m	272,566	New
AlphabetGOOG	5.8%	$7m	19,710	Held
Amazon.comAMZN	4.8%	$6m	24,212	Held
AppleAAPL	4.8%	$6m	19,756	Held
First TR Exchng Traded FD VIBUFR	4.3%	$5m	141,016	+10%
Bitwise Bitcoin ETF TRBITB	4.1%	$5m	153,810	-9%
Vanguard Scottsdale FDSVCSH	3.2%	$4m	48,347	-28%
J P Morgan Exchange Traded FJEPI	2.8%	$3m	59,262	-13%
Pacer FDS TRCOWZ	2.6%	$3m	49,534	Held
Berkshire HathawayBRK-B	1.9%	$2m	4,589	-3%
Kraneshares TrustKOID	1.8%	$2m	53,421	+16%
Schwab Strategic TRSCHD	1.8%	$2m	68,662	+2%
Vanguard Whitehall FDSVYMI	1.8%	$2m	21,736	+14%
Series Portfolios TRADPV	1.7%	$2m	41,505	-17%
State STR Spdr S&P 500 ETF TSPY	1.6%	$2m	2,601	+6%
MicrosoftMSFT	1.5%	$2m	4,854	+10%
Tidal Trust IIIPOW	1.4%	$2m	52,390	+36%
NvidiaNVDA	1.2%	$1m	6,965	-7%
Invesco Exch Traded FD TR IIQQQM	1.1%	$1m	4,510	+83%
J P Morgan Exchange Traded FJTEK	1.1%	$1m	12,038	-6%
Invesco QQQ TRQQQ	1.0%	$1m	1,661	Held
Invesco Exchange Traded FD TRSP	0.9%	$1m	4,811	+16%
Vanguard Star FDSVXUS	0.8%	$965,511	11,293	Held
Russell Invts Exchange TradeRUSC	0.8%	$929,084	23,796	Held
Texas Capital Funds TrustTXS	0.7%	$870,082	21,687	-11%
TeslaTSLA	0.6%	$761,286	1,810	+183%
AlphabetGOOGL	0.6%	$744,736	2,083	Held
Meta PlatformsMETA	0.5%	$588,075	1,044	-16%
Wisdomtree TRWQTM	0.5%	$581,593	15,382	New
J P Morgan Exchange Traded FHELO	0.5%	$564,428	8,352	+49%
Vanguard Index FDSVTV	0.5%	$541,116	2,482	-2%
Schwab Strategic TRSCHG	0.4%	$499,038	14,747	+8%
Costco WholesaleCOST	0.4%	$495,908	530	+5%
J P Morgan Exchange Traded FJCPB	0.4%	$485,866	10,350	-15%
Home DepotHD	0.4%	$465,464	1,319	+7%
Janus Detroit STR TRJELM	0.4%	$441,261	17,390	New
Johnson & JohnsonJNJ	0.4%	$437,050	1,720	Held
NextEra EnergyNEE	0.3%	$378,027	4,307	+16%
Dell TechnologiesDELL	0.3%	$363,289	842	-19%
ETF SER SolutionsQTUM	0.3%	$359,205	2,172	+8%
RubrikRBRK	0.3%	$357,969	4,459	+5%
Ishares Bitcoin Trust ETFIBIT	0.3%	$350,976	10,543	Held
JPMorgan ChaseJPM	0.3%	$320,791	980	Held
J P Morgan Exchange Traded FJPST	0.3%	$319,855	6,325	Held
NikeNKE	0.3%	$301,429	7,270	Held
Realty IncomeO	0.2%	$297,015	4,772	Held
PepsiCoPEP	0.2%	$295,988	2,186	Held
Ishares TRIVV	0.2%	$286,076	382	+3%
Calamos ETF TRCAIE	0.2%	$273,624	10,056	+126%
Pacer FDS TRPTLC	0.2%	$265,025	4,549	-3%
BroadcomAVGO	0.2%	$261,025	691	Held
ExxonMobil HoldingsXOM	0.2%	$249,929	1,828	Held
ChevronCVX	0.2%	$248,142	1,496	-7%
Goldman Sachs ETF TRGPIX	0.2%	$248,064	4,464	-21%
Ishares TRHYDB	0.2%	$247,039	5,282	-11%
Hewlett Packard EnterpriseHPE	0.2%	$243,624	5,389	New
Elevance HealthELV	0.2%	$226,897	586	Held
Select Sector Spdr TRXLK	0.2%	$225,266	1,182	Held
Vanguard BD Index FDSBND	0.2%	$223,469	3,044	-27%
J P Morgan Exchange Traded FJEPQ	0.2%	$222,693	3,623	+3%
First TR Exchange-Traded FDCIBR	0.2%	$219,683	2,445	+356%
Vanguard World FDVPU	0.2%	$214,689	1,096	Held
Vanguard Index FDSVTI	0.2%	$209,813	567	+21%
HersheyHSY	0.2%	$209,432	1,193	Held
CME GroupCME	0.2%	$203,356	920	+793%
Vanguard Specialized FundsVIG	0.2%	$201,514	851	Held
Lockheed MartinLMT	0.2%	$198,180	389	+106%
Calamos ETF TRCBOJ	0.2%	$190,505	8,096	Held
Invesco Exchange Traded FD TEQWL	0.2%	$187,982	1,457	-30%
First TR Exchange-Traded FDSKYY	0.1%	$177,619	1,320	Held
BlackstoneBX	0.1%	$177,399	1,507	-21%
Vici PropertiesVICI	0.1%	$175,805	6,511	Held
Calamos ETF TRCBXO	0.1%	$174,451	7,917	-44%
First TR Exchng Traded FD VIFIXD	0.1%	$174,440	4,000	Held
ETF SER SolutionsJEDI	0.1%	$171,831	5,915	New
Pgim Rock ETF TRBUFP	0.1%	$171,820	5,361	+50%
Calamos ETF TRCBTO	0.1%	$169,298	8,596	-64%
Invesco Exchange Traded FD TPRF	0.1%	$165,872	3,070	-14%
CSXCSX	0.1%	$163,160	3,432	Held
Ishares TRIJR	0.1%	$162,953	1,098	Held
PfizerPFE	0.1%	$156,688	6,506	Held
Tractor SupplyTSCO	0.1%	$154,238	4,879	New
Calamos ETF TRCBOO	0.1%	$151,716	6,195	-7%
Space Exploration TechnologiesSPCX	0.1%	$150,357	880	New
Spdr Series TrustROKT	0.1%	$149,231	1,249	New
UnitedHealth GroupUNH	0.1%	$147,964	356	Held
Dominion EnergyD	0.1%	$144,150	2,110	Held
First TR Exchange-Traded FDHYLS	0.1%	$143,251	3,524	-23%
Palantir TechnologiesPLTR	0.1%	$141,987	1,217	Held
StarbucksSBUX	0.1%	$140,635	1,376	Held
Proshares TRISPY	0.1%	$140,474	2,915	-2%
Ishares TRIVE	0.1%	$140,096	617	+201%
Honeywell InternationalHON	0.1%	$139,042	621	New
Ishares TRUSHY	0.1%	$138,672	3,745	-2%
Kimberly-ClarkKMB	0.1%	$138,180	1,244	Held
RTXRTX	0.1%	$137,707	725	-2%
Honeywell AerospaceHONA	0.1%	$137,291	621	New
Alibaba Group HldgBABA	0.1%	$135,916	1,398	-16%
CaterpillarCAT	0.1%	$135,809	127	Held

Showing the largest 100 of 989.

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 18.7% since 31 December 2025.

Where the money is

Technology9.8%

Media & telecom7.0%

Retail & consumer6.7%

Financial services3.2%

Industrials1.9%

Everyday goods1.7%

Health care1.0%

Utilities0.6%

Energy0.5%

Real estate0.4%

Materials0.2%

Other67.0%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.