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Steven E Ankerstar

Ankerstar Wealth, Llc

Assets Managed
$94.725M
Holdings
955
Last Quarter
2026 - Q1
Filed Date
8d ago
Growth Rate
-5.68%(2Q avg: -2.84%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ankerstar Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 955 positions.

Assets under management

The assets under management (AUM) of Ankerstar Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 94.725M in assets, with a quarterly growth rate of -5.68% and a 2-quarter average growth rate of -2.84%. The portfolio is managed by Steven E Ankerstar, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Decreased -2.19%
9.31%
$8.811M
175,039 shares@ $50.35 avg price
BITB
Bitwise Bitcoin Etf
Recent Activity
Decreased -22.12%
6.54%
$6.194M
168,268 shares@ $36.81 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -6.03%
6.05%
$5.723M
19,950 shares@ $286.87 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 11.51%
5.6%
$5.298M
66,838 shares@ $79.27 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.45%
5.34%
$5.056M
24,275 shares@ $208.27 avg price
AAPL
Apple Inc
Recent Activity
Decreased -5.28%
5.33%
$5.043M
19,872 shares@ $253.8 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Decreased -1.73%
4.58%
$4.337M
128,432 shares@ $33.78 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Decreased -9.64%
4.09%
$3.869M
68,252 shares@ $56.69 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Increased 17.1%
3.31%
$3.135M
50,112 shares@ $62.57 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 22.67%
2.4%
$2.267M
4,731 shares@ $479.2 avg price

1-10 of 955