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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 43.06% of Anderson Financial Strategies's stock portfolio.
Added to shares of these 10 stocks: FNY, QGRO, IAGG, PFFA, APP, GT, SKOR, HYFI, VOO, HMOP.
Started 2 new stock positions in VOO, FNY.
Reduced shares in these 10 stocks: JEPQ, SDVY, AAPL, FENI, DTCR, SHOP, BVS, GOOG, AMZN, CWB.
Sold out of its positions in GOOG, AMZN, AAPL, ISRG, JEPQ, MA, SHOP.
Anderson Financial Strategies was a net seller of stock by $-268k.
Anderson Financial Strategies has $182M in assets under management (AUM), dropping by 5.60%.
Central Index Key (CIK): 0002018166

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Portfolio Holdings for Anderson Financial Strategies

Anderson Financial Strategies holds 32 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Tr Wisdomtree Us Va (WTV)	12.0	$22M		221k	98.98	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	9.7	$18M	+9%	157k	112.71	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	8.6	$16M	-3%	402k	39.13	View chart
Ishares Tr Core Intl Aggr (IAGG)	6.6	$12M	+6%	242k	49.87	View chart
Flexshares Tr Cr Scd Us Bd (SKOR)	6.0	$11M	+3%	225k	48.47	View chart
Spdr Series Trust State Street Spd (CWB)	5.5	$10M	-3%	97k	103.90	View chart
Ab Active Etfs High Yield Etf (HYFI)	5.0	$9.1M	+3%	244k	37.33	View chart
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)	4.8	$8.6M	-3%	83k	103.64	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	4.5	$8.2M	+7%	377k	21.64	View chart
J P Morgan Exchange Traded F Realty Income Et (JPRE)	4.5	$8.2M		158k	51.52	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	4.0	$7.3M	-3%	83k	88.33	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	4.0	$7.3M		339k	21.47	View chart
Spdr Index Shs Fds State Street Spd (EDIV)	3.0	$5.4M		132k	41.09	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	2.8	$5.1M	+4%	130k	39.01	View chart
Wisdomtree Tr Wsdm Emktbd Fd (EMCB)	2.2	$4.0M	+4%	61k	66.41	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	1.8	$3.3M	NEW	32k	102.68	View chart
Global X Fds Data Ctr & Digit (DTCR)	1.6	$2.9M	-13%	98k	29.41	View chart
Ab Active Etfs Disruptors Etf (FWD)	1.5	$2.8M	-4%	22k	130.48	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.5	$2.8M	+2%	9.5k	291.10	View chart
LSI Industries (LYTS)	1.1	$2.0M	+2%	85k	23.91	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	1.0	$1.9M	-40%	45k	42.32	View chart
Bioventus Com Cl A (BVS)	1.0	$1.8M	-18%	173k	10.68	View chart
Applovin Corp Com Cl A (APP)	1.0	$1.8M	+38%	3.8k	478.11	View chart
Goodyear Tire & Rubber Company (GT)	0.9	$1.7M	+27%	237k	7.08	View chart
Eastern Bankshares (EBC)	0.9	$1.6M	-2%	81k	20.26	View chart
Live Nation Entertainment (LYV)	0.9	$1.6M	-9%	10k	157.26	View chart
Renaissance Re Holdings Ltd Cmn (RNR)	0.9	$1.6M	-7%	5.3k	302.04	View chart
Diebold Nixdorf Com Shs (DBD)	0.9	$1.6M	-14%	21k	77.53	View chart
Chart Industries (GTLS)	0.9	$1.6M	+2%	7.5k	207.75	View chart
JPMorgan Chase & Co. (JPM)	0.3	$576k	-9%	1.9k	309.40	View chart
Eaton Corp SHS (ETN)	0.3	$533k	-5%	1.3k	410.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$277k	NEW	416.00	665.30	View chart

Past Filings by Anderson Financial Strategies

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

Anderson Financial Strategies 2026 Q1 filed May 15, 2026
Anderson Financial Strategies 2025 Q4 filed Feb. 24, 2026
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

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