AI Portfolio Summary
In 2025 Q4, Ankerstar Wealth, LLC maintained a portfolio of 1030 distinct positions. The most significant new addition to the portfolio was BITWISE BITCOIN ETF , which now represents 10.23% of the total fund value.
Total Positions
1030
Quarter
2025 Q4
Top Holding
BITB (10.2%)
Top 10 Concentration
55.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 1030
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BITB
BITWISE BITCOIN...
|
Bond/Debt | 10.23% | — |
#1
Prev: #—
|
6.1 | 216,080 | no change |
NEW
|
216,080 | $10,276,602 |
$47.56
+7.7%
|
2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
USFR
WISDOMTREE TR
|
ETF | 8.97% | — |
#2
Prev: #—
|
5.6 | 178,970 | no change |
NEW
|
178,970 | $9,005,820 |
$49.87
+0.0%
|
2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
GOOG
ALPHABET INC
|
Unknown | 6.63% | — |
#3
Prev: #—
|
4.7 | 21,231 | no change |
NEW
|
21,231 | $6,662,320 |
$313.58
+1.1%
|
2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
AAPL
APPLE INC
|
Unknown | 5.68% | — |
#4
Prev: #—
|
4.3 | 20,981 | no change |
NEW
|
20,981 | $5,704,061 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Unknown | 5.55% | — |
#5
Prev: #—
|
4.2 | 24,168 | no change |
NEW
|
24,168 | $5,578,473 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 4.76% | — |
#6
Prev: #—
|
3.9 | 59,941 | no change |
NEW
|
59,941 | $4,779,096 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BUFR
FIRST TR EXCHNG...
|
ETF | 4.46% | — |
#7
Prev: #—
|
3.8 | 130,695 | no change |
NEW
|
130,695 | $4,477,611 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JEPI
J P MORGAN EXCH...
|
ETF | 4.34% | — |
#8
Prev: #—
|
3.7 | 75,537 | no change |
NEW
|
75,537 | $4,355,759 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COWZ
PACER FDS TR
|
ETF | 2.59% | — |
#9
Prev: #—
|
3.0 | 42,796 | no change |
NEW
|
42,796 | $2,601,382 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CDX
SIMPLIFY EXCHAN...
|
ETF | 2.56% | — |
#10
Prev: #—
|
3.0 | 115,326 | no change |
NEW
|
115,326 | $2,568,310 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Unknown | 1.93% | — |
#11
Prev: #—
|
2.8 | 3,857 | no change |
NEW
|
3,857 | $1,938,721 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Unknown | 1.81% | — |
#12
Prev: #—
|
2.7 | 3,763 | no change |
NEW
|
3,763 | $1,820,130 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ADPV
SERIES PORTFOLI...
|
Unknown | 1.73% | — |
#13
Prev: #—
|
2.7 | 40,448 | no change |
NEW
|
40,448 | $1,732,792 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Unknown | 1.71% | — |
#14
Prev: #—
|
2.7 | 9,217 | no change |
NEW
|
9,217 | $1,718,972 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TXS
TEXAS CAPITAL F...
|
Unknown | 1.36% | — |
#15
Prev: #—
|
2.5 | 38,431 | no change |
NEW
|
38,431 | $1,366,222 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 1.34% | — |
#16
Prev: #—
|
2.5 | 48,973 | no change |
NEW
|
48,973 | $1,343,355 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JTEK
J P MORGAN EXCH...
|
Unknown | 1.30% | — |
#17
Prev: #—
|
2.5 | 14,546 | no change |
NEW
|
14,546 | $1,310,198 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 1.28% | — |
#18
Prev: #—
|
2.5 | 1,886 | no change |
NEW
|
1,886 | $1,289,857 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VYMI
VANGUARD WHITEH...
|
Bond/Debt | 1.13% | — |
#19
Prev: #—
|
2.5 | 12,572 | no change |
NEW
|
12,572 | $1,131,480 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Unknown | 1.10% | — |
#20
Prev: #—
|
2.4 | 1,668 | no change |
NEW
|
1,668 | $1,101,030 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 1.03% | — |
#21
Prev: #—
|
2.4 | 13,703 | no change |
NEW
|
13,703 | $1,033,796 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KOID
KRANESHARES TRU...
|
Unknown | 0.93% | — |
#22
Prev: #—
|
2.4 | 29,370 | no change |
NEW
|
29,370 | $935,355 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.74% | — |
#23
Prev: #—
|
2.3 | 3,911 | no change |
NEW
|
3,911 | $747,009 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JCPB
J P MORGAN EXCH...
|
ETF | 0.72% | — |
#24
Prev: #—
|
2.3 | 15,279 | no change |
NEW
|
15,279 | $726,403 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GPIX
GOLDMAN SACHS E...
|
ETF | 0.59% | — |
#25
Prev: #—
|
2.2 | 11,274 | no change |
NEW
|
11,274 | $595,267 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 1030 holdings