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 43.21% of Anderson Financial Strategies's stock portfolio.
  • Added to shares of these 10 stocks: FWD, BVS, DTCR, LYV, QGRO, PFFA, LYTS, LGOV, JPRE, EDIV.
  • Started 1 new stock position in FWD.
  • Reduced shares in these 10 stocks: REZ, JEPQ, SDVY, NFLX, , IAGG, EBC, RNR, DBD, GTLS.
  • Sold out of its positions in REZ, NFLX, NOW.
  • Anderson Financial Strategies was a net buyer of stock by $2.7M.
  • Anderson Financial Strategies has $172M in assets under management (AUM), dropping by 2.03%.
  • Central Index Key (CIK): 0002018166

Tip: Access up to 7 years of quarterly data

Positions held by Anderson Financial Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Anderson Financial Strategies

Anderson Financial Strategies holds 37 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Wisdomtree Us Va (WTV) 12.1 $21M 223k 93.30
 View chart
American Centy Etf Tr Us Quality Grow (QGRO) 9.5 $16M +2% 144k 114.52
 View chart
Fidelity Covington Trust Enhanced Intl (FENI) 8.8 $15M 416k 36.58
 View chart
Ishares Tr Core Intl Aggr (IAGG) 6.6 $11M -2% 227k 50.01
 View chart
Flexshares Tr Cr Scd Us Bd (SKOR) 6.2 $11M 218k 49.13
 View chart
Spdr Series Trust State Street Spd (CWB) 5.2 $8.9M +2% 100k 89.20
 View chart
Ab Active Etfs High Yield Etf (HYFI) 5.1 $8.8M 235k 37.58
 View chart
Victory Portfolios Ii Usaa Msci Usa Sm (USVM) 4.6 $7.9M 86k 91.31
 View chart
Etfis Ser Tr I Virtus Infrcap (PFFA) 4.4 $7.6M +4% 352k 21.55
 View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV) 4.3 $7.3M +3% 336k 21.83
 View chart
J P Morgan Exchange Traded F Realty Income Et (JPRE) 4.2 $7.3M +3% 156k 46.71
 View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 3.6 $6.2M +3% 86k 72.01
 View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 3.0 $5.1M +3% 131k 39.15
 View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 2.8 $4.9M 125k 39.11
 View chart
Wisdomtree Tr Wsdm Emktbd Fd (EMCB) 2.3 $3.9M +4% 58k 66.95
 View chart
First Tr Exchange-traded Smid Risng Etf (SDVY) 1.7 $2.9M -15% 75k 38.32
 View chart
Global X Fds Data Ctr & Digit (DTCR) 1.4 $2.4M +30% 114k 21.10
 View chart
Ab Active Etfs Disruptors Etf (FWD) 1.4 $2.3M NEW 23k 104.41
 View chart
Ishares Tr Msci Usa Mmentm (MTUM) 1.3 $2.3M +4% 9.3k 250.31
 View chart
Applovin Corp Com Cl A (APP) 1.1 $1.8M +9% 2.7k 673.82
 View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 1.0 $1.7M -25% 30k 58.12
 View chart
Diebold Nixdorf Com Shs (DBD) 0.9 $1.6M -5% 24k 67.89
 View chart
Goodyear Tire & Rubber Company (GT) 0.9 $1.6M +5% 185k 8.76
 View chart
Live Nation Entertainment (LYV) 0.9 $1.6M +29% 11k 142.50
 View chart
Renaissance Re Holdings Ltd Cmn (RNR) 0.9 $1.6M -5% 5.7k 281.16
 View chart
Bioventus Com Cl A (BVS) 0.9 $1.6M +58% 213k 7.44
 View chart
Eastern Bankshares (EBC) 0.9 $1.5M -6% 83k 18.43
 View chart
Chart Industries (GTLS) 0.9 $1.5M -2% 7.4k 206.23
 View chart
LSI Industries (LYTS) 0.9 $1.5M +21% 82k 18.32
 View chart
Apple (AAPL) 0.5 $790k 2.9k 271.86
 View chart
JPMorgan Chase & Co. (JPM) 0.4 $664k -4% 2.1k 322.22
 View chart
Shopify Cl A Sub Vtg Shs (SHOP) 0.3 $450k 2.8k 160.97
 View chart
Eaton Corp SHS (ETN) 0.3 $436k 1.4k 318.51
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.2 $428k +4% 1.4k 313.80
 View chart
Amazon (AMZN) 0.2 $383k 1.7k 230.82
 View chart
Intuitive Surgical Com New (ISRG) 0.2 $348k 615.00 566.36
 View chart
Mastercard Incorporated Cl A (MA) 0.2 $322k 564.00 570.88
 View chart

Past Filings by Anderson Financial Strategies

SEC 13F filings are viewable for Anderson Financial Strategies going back to 2024