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Portfolio (Quarterly) Guide ↗

Ankerstar Wealth, LLC

· CIK 0002053917
13F Portfolio $119M AUM 1,001 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 118 New 121 Added 186 Reduced 84 Exited
Page 5 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 OFRM ONCE UPON A FARM PBC Consumer Defensive 4 $65.0 SOLD
82 SOC SABLE OFFSHORE CORP Energy 2 $33.0 SOLD
83 XOS INC 11 $18.0 SOLD
84 NUWE NUWELLIS INC Healthcare 1 $1.0 SOLD
Page 5 of 5  ·  84 positions
Sector Allocation
Technology 30.4%
Financial Services 25.8%
Consumer Cyclical 21.3%
Consumer Defensive 5.6%
Industrials 4.6%
Communication Services 4.0%
Healthcare 3.0%
Utilities 2.0%
Energy 1.5%
Real Estate 1.4%