Anderson Financial Strategies
Latest statistics and disclosures from Anderson Financial Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WTV, QGRO, FENI, IAGG, SKOR, and represent 43.39% of Anderson Financial Strategies's stock portfolio.
- Added to shares of these 10 stocks: HMOP, APP, GTLS, DBD, GT, IAGG, BVS, SKOR, JPRE, HYFI.
- Started 6 new stock positions in HMOP, GTLS, GT, APP, DBD, BVS.
- Reduced shares in these 10 stocks: MFM, XPO, BFH, F, , FENI, CVGI, VTI, LYTS, LYV.
- Sold out of its positions in BFH, CVGI, EXPE, F, MFM, VTI, XPO.
- Anderson Financial Strategies was a net buyer of stock by $5.4M.
- Anderson Financial Strategies has $169M in assets under management (AUM), dropping by 7.98%.
- Central Index Key (CIK): 0002018166
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Portfolio Holdings for Anderson Financial Strategies
Anderson Financial Strategies holds 39 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wisdomtree Tr Isdomtree Us Va (WTV) | 11.9 | $20M | 221k | 91.01 |
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| American Centy Etf Tr S Quality Grow (QGRO) | 9.5 | $16M | 141k | 114.40 |
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| Fidelity Covington Trust Nhanced Intl (FENI) | 8.7 | $15M | -3% | 414k | 35.28 |
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| Ishares Tr Ore Intl Aggr (IAGG) | 7.0 | $12M | +11% | 231k | 51.23 |
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| Flexshares Tr R Scd Us Bd (SKOR) | 6.3 | $11M | +9% | 215k | 49.25 |
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| Spdr Series Trust Bg Conv Sec Etf (CWB) | 5.2 | $8.9M | 98k | 90.50 |
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| Ab Active Etfs High Yield Etf (HYFI) | 5.2 | $8.8M | +9% | 231k | 37.95 |
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| Victory Portfolios Ii Saa Msci Usa Sm (USVM) | 4.5 | $7.7M | 85k | 90.56 |
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| Etfis Ser Tr I Irtus Infrcap (PFFA) | 4.3 | $7.3M | +5% | 338k | 21.71 |
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| J P Morgan Exchange Traded F Ealty Income Et (JPRE) | 4.3 | $7.3M | +12% | 151k | 47.93 |
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| First Tr Exchange-traded Ng Dur Oprtun (LGOV) | 4.2 | $7.0M | +10% | 324k | 21.75 |
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| Invesco Exchange Traded Fd T &p Smlcp Moment (XSMO) | 3.6 | $6.1M | -3% | 83k | 73.57 |
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| Spdr Index Shs Fds &p Em Mkt Div (EDIV) | 2.9 | $4.9M | +4% | 126k | 38.85 |
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| Hartford Fds Exchange Traded Un Oportunite (HMOP) | 2.9 | $4.8M | NEW | 124k | 38.97 |
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| Wisdomtree Tr Sdm Emktbd Fd (EMCB) | 2.2 | $3.7M | +5% | 55k | 66.96 |
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| First Tr Exchange-traded Mid Risng Etf (SDVY) | 2.0 | $3.4M | 89k | 38.02 |
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| J P Morgan Exchange Traded F Asdaq Eqt Prem (JEPQ) | 1.4 | $2.3M | +3% | 40k | 57.52 |
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| Ishares Tr Sci Usa Mmentm (MTUM) | 1.4 | $2.3M | +5% | 8.9k | 256.45 |
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| Applovin Corp Com Cl A (APP) | 1.1 | $1.8M | NEW | 2.5k | 718.54 |
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| Global X Fds Ata Ctr & Digit (DTCR) | 1.1 | $1.8M | -4% | 87k | 20.48 |
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| Ishares Tr Esidential Mult (REZ) | 1.0 | $1.7M | +9% | 20k | 84.97 |
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| Eastern Bankshares (EBC) | 1.0 | $1.6M | +42% | 89k | 18.15 |
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| LSI Industries (LYTS) | 0.9 | $1.6M | -15% | 68k | 23.61 |
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| Renaissance Re Holdings Ltd Cmn (RNR) | 0.9 | $1.5M | +9% | 6.1k | 253.93 |
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| Chart Industries (GTLS) | 0.9 | $1.5M | NEW | 7.6k | 200.15 |
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| Diebold Nixdorf Com Shs (DBD) | 0.9 | $1.4M | NEW | 25k | 57.03 |
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| Live Nation Entertainment (LYV) | 0.8 | $1.4M | -16% | 8.7k | 163.40 |
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| Goodyear Tire & Rubber Company (GT) | 0.8 | $1.3M | NEW | 176k | 7.48 |
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| Bioventus Com Cl A (BVS) | 0.5 | $901k | NEW | 135k | 6.69 |
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| Apple (AAPL) | 0.4 | $740k | 2.9k | 254.63 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $682k | 2.2k | 315.43 |
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| Eaton Corp HS (ETN) | 0.3 | $509k | 1.4k | 374.25 |
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| Netflix (NFLX) | 0.3 | $481k | 401.00 | 1198.92 |
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| Shopify L A Sub Vtg Shs (SHOP) | 0.2 | $416k | 2.8k | 148.61 |
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| Servicenow (NOW) | 0.2 | $406k | 441.00 | 919.75 |
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| Amazon (AMZN) | 0.2 | $365k | 1.7k | 219.57 |
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| Alphabet Ap Stk Cl C (GOOG) | 0.2 | $317k | 1.3k | 243.55 |
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| Mastercard Incorporated L A (MA) | 0.2 | $316k | 555.00 | 568.81 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $275k | 615.00 | 447.23 |
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Past Filings by Anderson Financial Strategies
SEC 13F filings are viewable for Anderson Financial Strategies going back to 2024
- Anderson Financial Strategies 2025 Q3 filed Nov. 5, 2025
- Anderson Financial Strategies 2025 Q2 filed Aug. 11, 2025
- Anderson Financial Strategies 2025 Q1 filed May 28, 2025
- Anderson Financial Strategies 2024 Q4 filed Feb. 14, 2025