Ankerstar Wealth, LLC - Portfolio overview

Ankerstar Wealth, LLC has 953 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

  1. USFR - WISDOMTREE TR, 9.30%
  2. BITB - BITWISE BITCOIN ETF TR, 6.54%
  3. GOOG - ALPHABET INC, 6.04%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.