Ankerstar Wealth, LLC
CIK 2053917 · Holdings on Mar 31, 2026 · First reported May 14, 2026
Top ten holdings
Q1 2026- USFR9.30%
- BITB6.54%
- GOOG6.04%
- VCSH5.59%
- AMZN5.34%
- AAPL5.32%
- BUFR4.58%
- JEPI4.08%
- COWZ3.31%
- BRK.B2.39%
Share classes counted separately52.49%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BITBWeight decreased · -3.69 pp10.23% → 6.54%Shares -47.81K (-22.13%)
- CDXWeight decreased · -1.93 pp2.56% → 0.63%Shares -87.56K (-75.92%)
- VCSHWeight increased · +0.83 pp4.76% → 5.59%Shares +6.90K (+11.51%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | USFRWISDOMTREE FLOATING RATE TREFLOATNG RAT TREA View history and evidence | $8.81M | 9.30% | 175.04K shares | 8.97% → 9.30%+0.33 pp -3.93K (-2.20%) | Reduced | ↗▾ |
| 02 | BITBBITWISE BITCOIN ETFSHS BEN INT View history and evidence | $6.19M | 6.54% | 168.27K shares | 10.23% → 6.54%-3.69 pp -47.81K (-22.13%) | Reduced | ↗▾ |
| 03 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $5.72M | 6.04% | 19.95K shares | 6.63% → 6.04%-0.59 pp -1.28K (-6.03%) | Reduced | ↗▾ |
| 04 | VCSHVANGUARD S/T CORP BOND ETFSHRT TRM CORP BD View history and evidence | $5.30M | 5.59% | 66.84K shares | 4.76% → 5.59%+0.83 pp +6.90K (+11.51%) | Added | ↗▾ |
| 05 | AMZNAMAZON.COM INC View history and evidence | $5.06M | 5.34% | 24.27K shares | 5.55% → 5.34%-0.21 pp +107 (+0.44%) | Added | ↗▾ |
| 06 | AAPLAPPLE INC View history and evidence | $5.04M | 5.32% | 19.87K shares | 5.68% → 5.32%-0.36 pp -1.11K (-5.29%) | Reduced | ↗▾ |
| 07 | BUFRFT VEST LAD BUFFERVETF-USD IFT VEST LADDERED View history and evidence | $4.34M | 4.58% | 128.43K shares | 4.46% → 4.58%+0.12 pp -2.26K (-1.73%) | Reduced | ↗▾ |
| 08 | JEPIJPMORGAN EQUITY PREMIUM INCOEQUITY PREMIUM View history and evidence | $3.87M | 4.08% | 68.25K shares | 4.34% → 4.08%-0.26 pp -7.29K (-9.64%) | Reduced | ↗▾ |
| 09 | COWZPACER US CASH COWS 100 ETFUS CASH COWS 100 View history and evidence | $3.14M | 3.31% | 50.11K shares | 2.59% → 3.31%+0.72 pp +7.32K (+17.10%) | Added | ↗▾ |
| 10 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $2.27M | 2.39% | 4.73K shares | 1.93% → 2.39%+0.46 pp +874 (+22.66%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 160
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| INTC INTEL CORP | Non-derivative | -5,000 | -$184.50K | SEC filing ↗ | SEC filing ↗ |
| VXF VANGUARD EXTENDED MARKET ETF | Non-derivative | -618 | -$129.24K | SEC filing ↗ | SEC filing ↗ |
| KODK EASTMAN KODAK CO | Non-derivative | -15,000 | -$126.90K | SEC filing ↗ | SEC filing ↗ |
3 / 160 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2053917 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 94724764
}Research all 955 reported holdings.
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