Long-term investor
Ankerstar Wealth, LLC @ankerstarwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002053917).
Record
- Tracked since 2025-12-31 (257 days), 57 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +0.4%
- Max drawdown n/a · win rate 9% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- USFR · 14.1% · long · since 2025-12-31
- BALT · 7.8% · long · since 2026-06-30
- GOOG · 5.8% · long · since 2025-12-31
- AMZN · 4.8% · long · since 2025-12-31
- AAPL · 4.8% · long · since 2025-12-31
- BUFR · 4.3% · long · since 2025-12-31
- BITB · 4.1% · long · since 2025-12-31
- VCSH · 3.2% · long · since 2025-12-31
- JEPI · 2.8% · long · since 2025-12-31
- COWZ · 2.6% · long · since 2025-12-31
- BRK-B · 1.9% · long · since 2025-12-31
- KOID · 1.8% · long · since 2025-12-31