Ankerstar Wealth, LLC

Q2 2026 13F-HR Holdings

Location
Leander, TX
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
989
Total value ($000)
$119,252
Net value change ($000)
+24,527 (25.9%)
New positions
118
Sold out positions
84
Turnover %
10.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
BALT 9,341 NEW
USFR 7,946 90.2%
GOOGL 1,241 21.7%
BUFR 814 18.8%
QQQM 781 133.5%
KOID 760 52.7%
AMZN 715 14.1%
POW 688 73.5%
AAPL 674 13.4%
WQTM 582 NEW
Top Reduces (Value $000, Stocks/ETFs)
VCSH -1,477 -27.9%
BITB -1,294 -20.9%
CDX -529 -89.2%
JEPI -522 -13.5%
MSTR -360 -92.3%
CBTO -309 -64.6%
IWF -281 -100.0%
HON -270 -100.0%
CBXO -141 -44.8%
META -120 -16.9%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type