Ankerstar Wealth, LLC
All 13F Filings
- Location
- Leander, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 119,252
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 989 | 119,252 | 13F-HR | Ankerstar Wealth, LLC |
| Q1 2026 | 5/13/2026 | 955 | 94,725 | 13F-HR | Ankerstar Wealth, LLC |
| 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 | 75.25 K | 63.1% | 16.57 K | 0 | 16.57 K |
| ETFs | 43.91 K | 36.8% | 7.965 K | 0 | 7.965 K |
| Debt | 47 | 0.0% | 0 | 5 | -5 |
| Other | 1 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
119,252
Holdings
989
QoQ value change ($000)
24,527
(25.9%)
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.