Ankerstar Wealth, LLC reported 796 positions worth $44.89M for the quarter ended Jun 30, 2026, up 8.3% on the prior quarter. It opened 95 new positions, added to 103, trimmed 136 and exited 50. Its largest holding is Alphabet Inc. at 15.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TSLA Tesla, Inc. | +1,170 | +182.8% | $492.10K | 1.7% |
| HPE Hewlett Packard Enterprise Co | +5,389 | – | $243.62K | 0.543% |
| CME Cme Group Inc. | +817 | +793.2% | $180.59K | 0.453% |
| MSFT Microsoft Corp | +430 | +9.7% | $160.41K | 4.03% |
| TSCO Tractor Supply Co | +4,879 | – | $154.24K | 0.344% |
| SPCX Space Exploration Technologies Corp | +880 | – | $150.36K | 0.335% |
| HONA Honeywell Aerospace Inc. | +621 | – | $137.29K | 0.306% |
| ACN Accenture plc | +963 | +2,751.4% | $119.84K | 0.277% |
| LMT Lockheed Martin Corp | +200 | +105.8% | $101.89K | 0.441% |
| NEE Nextera Energy Inc | +591 | +15.9% | $51.87K | 0.842% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BITB Bitwise Bitcoin ETF | -14.5K | -8.6% | $460.63K | 10.92% |
| MSTR Strategy Inc | -2,779 | -88.9% | $241.58K | 0.067% |
| MRVL Marvell Technology, Inc. | -433 | -83.8% | $128.99K | 0.056% |
| META Meta Platforms, Inc. | -193 | -15.6% | $108.72K | 1.31% |
| NVDA Nvidia Corp | -486 | -6.5% | $97.24K | 3.1% |
| DELL Dell Technologies Inc. | -200 | -19.2% | $86.29K | 0.809% |
| GOOG Alphabet Inc. | -240 | -1.2% | $84.80K | 15.51% |
| BRK-B Berkshire Hathaway Inc | -142 | -3.0% | $71.06K | 5.12% |
| Z Zillow Group, Inc. | -2,073 | -39.4% | $65.34K | 0.224% |
| NOW ServiceNow, Inc. | -470 | -26.9% | $46.66K | 0.283% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| HPE Hewlett Packard Enterprise Co | +5,389 | $243.62K | 0.543% |
| TSCO Tractor Supply Co | +4,879 | $154.24K | 0.344% |
| SPCX Space Exploration Technologies Corp | +880 | $150.36K | 0.335% |
| HONA Honeywell Aerospace Inc. | +621 | $137.29K | 0.306% |
| INFQ Infleqtion, Inc. | +3,281 | $43.70K | 0.097% |
| DVN Devon Energy Corp | +364 | $15.04K | 0.034% |
| KTOS Kratos Defense & Security Solutions, Inc. | +300 | $14.96K | 0.033% |
| NAK Northern Dynasty Minerals Ltd | +5,000 | $9.60K | 0.021% |
| VPG Vishay Precision Group, Inc. | +60 | $9.00K | 0.02% |
| ABAT AMERICAN BATTERY TECHNOLOGY Co | +2,500 | $7.08K | 0.016% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| DIS Walt Disney Co | -63 | $6.07K | 0.015% |
| JD JD.com, Inc. | -200 | $5.91K | 0.014% |
| ISRG Intuitive Surgical Inc | -9 | $4.15K | 0.01% |
| S SentinelOne, Inc. | -200 | $2.58K | <0.01% |
| DDOG Datadog, Inc. | -20 | $2.36K | <0.01% |
| EW Edwards Lifesciences Corp | -27 | $2.16K | <0.01% |
| DLTR Dollar Tree, Inc. | -16 | $1.75K | <0.01% |
| CMG Chipotle Mexican Grill Inc | -50 | $1.60K | <0.01% |
| WTRG Essential Utilities, Inc. | -36 | $1.45K | <0.01% |
| KKR KKR & Co. Inc. | -15 | $1.39K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOG Alphabet Inc. | Technology | 19.7K | $6.96M | 15.51% | -240 | -1.2% | Reduced | 0% |
| 2 | AMZN Amazon Com Inc | Consumer Discretionary | 24.2K | $5.77M | 12.86% | -63 | -0.3% | Reduced | 0% |
| 3 | AAPL Apple Inc. | Technology | 19.8K | $5.72M | 12.73% | -116 | -0.6% | Reduced | 0% |
| 4 | BITB Bitwise Bitcoin ETF | Others | 153.8K | $4.90M | 10.92% | -14.5K | -8.6% | Reduced | 0.23% |
| 5 | BRK-B Berkshire Hathaway Inc | Financial Services | 4,589 | $2.30M | 5.12% | -142 | -3.0% | Reduced | 0% |
| 6 | MSFT Microsoft Corp | Technology | 4,854 | $1.81M | 4.03% | +430 | +9.7% | Added | 0% |
| 7 | NVDA Nvidia Corp | Technology | 6,965 | $1.39M | 3.1% | -486 | -6.5% | Reduced | 0% |
| 8 | TSLA Tesla, Inc. | Consumer Discretionary | 1,810 | $761.29K | 1.7% | +1,170 | +182.8% | Added | 0% |
| 9 | GOOGL Alphabet Inc. | Technology | 2,083 | $744.74K | 1.66% | +29 | +1.4% | Added | 0% |
| 10 | META Meta Platforms, Inc. | Technology | 1,044 | $588.08K | 1.31% | -193 | -15.6% | Reduced | 0% |
| 11 | COST Costco Wholesale Corp | Consumer Staples | 530 | $495.91K | 1.1% | +23 | +4.5% | Added | 0% |
| 12 | HD Home Depot, Inc. | Consumer Discretionary | 1,319 | $465.46K | 1.04% | +82 | +6.6% | Added | 0% |
| 13 | JNJ Johnson & Johnson | Healthcare | 1,720 | $437.05K | 0.974% | +7 | +0.4% | Added | 0% |
| 14 | NEE Nextera Energy Inc | Utilities | 4,307 | $378.03K | 0.842% | +591 | +15.9% | Added | 0% |
| 15 | DELL Dell Technologies Inc. | Technology | 842 | $363.29K | 0.809% | -200 | -19.2% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Ankerstar Wealth.
As of its Q2 2026 13F filing, Ankerstar Wealth, LLC’s five largest positions were Alphabet Inc. (GOOG) at 15.5%, Amazon Com Inc (AMZN) at 12.9%, Apple Inc. (AAPL) at 12.7%, Bitwise Bitcoin ETF (BITB) at 10.9%, Berkshire Hathaway Inc (BRK-B) at 5.1% of the reported portfolio.
Ankerstar Wealth, LLC reported a 13F portfolio worth $44.89M across 796 positions for Q2 2026. That is up 8.3% from the previous quarter.
Its largest purchases by value were Tesla, Inc. ($492.10K), Hewlett Packard Enterprise Co ($243.62K), Cme Group Inc. ($180.59K). It opened 95 new positions.
Its largest sales by value were Bitwise Bitcoin ETF ($460.63K), Strategy Inc ($241.58K), Marvell Technology, Inc. ($128.99K). It exited 50 positions entirely.
From the Form 13F-HR reports Ankerstar Wealth, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.