Ankerstar Wealth, LLC

Q3 2026 13F-HR Holdings

Location
Leander, TX
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
1,060
Total value ($000)
$129,196
Net value change ($000)
+9,944 (8.3%)
New positions
141
Sold out positions
71
Turnover %
5.2%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SPYM 3,438 NEW
JPST 2,269 709.1%
GSST 1,211 NEW
QQQM 1,095 80.2%
BALT 1,065 11.4%
BITB 834 17.0%
BTC 817 NEW
AAPL 805 14.1%
MSFT 687 37.9%
BUFR 633 12.3%
Top Reduces (Value $000, Stocks/ETFs)
USFR -5,584 -33.3%
ADPV -494 -24.6%
KOID -323 -14.7%
GOOG -311 -4.5%
XOM -250 -100.0%
POW -195 -12.0%
BRK-B -166 -7.2%
CBTO -148 -87.6%
IBIT -148 -42.2%
CBXO -131 -75.3%
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