Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| USFRWisdomtree Tr | $16.8M | 14.1% | +90.1% |
| BALTInnovator Etfs Trust | $9.3M | 7.8% | New |
| GOOGAlphabet Inc | $7.0M | 5.8% | −1.2% |
| AMZNAmazon Com Inc | $5.8M | 4.8% | |
| AAPLApple Inc | $5.7M | 4.8% | |
| BUFRFirst Tr Exchng Traded Fd Vi | $5.2M | 4.3% | +9.8% |
| BITBBitwise Bitcoin Etf Tr | $4.9M | 4.1% | −8.6% |
| VCSHVanguard Scottsdale Fds | $3.8M | 3.2% | −27.7% |
| JEPIJ P Morgan Exchange Traded F | $3.3M | 2.8% | −13.2% |
| COWZPacer Fds Tr | $3.1M | 2.6% | −1.2% |
| BRK/BBerkshire Hathaway Inc Del | $2.3M | 1.9% | −3.0% |
| KOIDKraneshares Trust | $2.2M | 1.8% | +15.6% |
| SCHDSchwab Strategic Tr | $2.2M | 1.8% | +2.4% |
| VYMIVanguard Whitehall Fds | $2.1M | 1.8% | +14.1% |
| ADPVSeries Portfolios Tr | $2.0M | 1.7% | −16.8% |
| SPYState Str Spdr S&p 500 Etf T | $1.9M | 1.6% | +5.9% |
| MSFTMicrosoft Corp | $1.8M | 1.5% | +9.7% |
| POWTidal Trust III | $1.6M | 1.4% | +35.7% |
| NVDANvidia Corporation | $1.4M | 1.2% | −6.5% |
| QQQMInvesco Exch Traded Fd Tr II | $1.4M | 1.1% | +83.0% |
| JTEKJ P Morgan Exchange Traded F | $1.3M | 1.1% | −5.5% |
| QQQInvesco Qqq Tr | $1.2M | 1.0% | |
| RSPInvesco Exchange Traded Fd T | $1.0M | 0.9% | +16.4% |
| VXUSVanguard Star Fds | $966K | 0.8% | |
| RUSCRussell Invts Exchange Trade | $929K | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| DELLDell Technologies Inc | December 31, 2025 | +242.8% | $363K |
| KOIDKraneshares Trust | December 31, 2025 | +29.4% | $2.2M |
| POWTidal Trust III | March 31, 2026 | +27.8% | $1.6M |
| QQQMInvesco Exch Traded Fd Tr II | March 31, 2026 | +27.5% | $1.4M |
| RUSCRussell Invts Exchange Trade | December 31, 2025 | +25.5% | $929K |
| JTEKJ P Morgan Exchange Traded F | December 31, 2025 | +23.8% | $1.3M |
| JNJJohnson & Johnson | December 31, 2025 | +22.7% | $437K |
| QQQInvesco Qqq Tr | December 31, 2025 | +19.9% | $1.2M |
| SCHDSchwab Strategic Tr | December 31, 2025 | +15.6% | $2.2M |
| GOOGLAlphabet Inc | December 31, 2025 | +14.2% | $745K |
Sold off last quarter
- IWFIshares Tr was $281K
- Honeywell Intl IncCUSIP 438516106 was $270K
- Bitwise Funds TrustCUSIP 091748103 was $68K
- Thomson Reuters CorpCUSIP 884903808 was $22K
- CTRACoterra Energy Inc was $19K
- VGITVanguard Scottsdale Fds was $14K
- Carnival CorpCUSIP 143658300 was $14K
- BITCBitwise Funds Trust was $11K
- GSLCGoldman Sachs Etf Tr was $7,633
- CBTACalamos Etf Tr was $6,495
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.0% | +14.8% |
| March 31, 2026 | −5.6% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ankerstar Wealth, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2053917&type=13F-HR&dateb=&owner=include&count=40CIK 2053917
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2053917/000205391726000007/Filed August 13, 2026 · accession 0002053917-26-000007