Ankerstar Wealth, LLC

Q1 2026 13F-HR Detailed Holdings

Location
Leander, TX
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
961
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 broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 2/12/2026 Next filing: — SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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 Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 028-03128
2 Legacy Investment Solutions, LLC 028-24502