Ankerstar Wealth, LLC
All 13F Filings
- Location
- Leander, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 100,434
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/12/2026 | 1,030 | 100,434 | 13F-HR | Ankerstar Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 90.5 K | 90.2% | 90.5 K | 0 | 90.5 K |
| ETFs | 9.696 K | 9.7% | 9.696 K | 0 | 9.696 K |
| Debt | 53 | 0.1% | 53 | 0 | 53 |
| Other | 130 | 0.1% | 130 | 0 | 130 |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
100,434
Holdings
1030
QoQ value change ($000)
—
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.