Ankerstar Wealth, LLC

Q1 2026 13F-HR Holdings

Location
Leander, TX
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
955
Total value ($000)
$94,725
Net value change ($000)
-5,709 (-5.7%)
New positions
86
Sold out positions
160
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
POW 936 NEW
SCHD 714 53.2%
VYMI 664 58.7%
QQQM 585 NEW
COWZ 534 20.5%
RSP 529 200.4%
VCSH 519 10.9%
KOID 507 54.2%
QQQ 481 102.6%
ADPV 371 21.4%
Top Reduces (Value $000, Stocks/ETFs)
BITB -4,083 -39.7%
CDX -1,975 -76.9%
GOOGL -939 -14.1%
AAPL -661 -11.6%
AMZN -522 -9.4%
JEPI -487 -11.2%
TXS -448 -32.8%
NVDA -419 -24.4%
META -393 -35.7%
CBXJ -341 -83.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type