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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, PWB, FENI, IAGG, SKOR, and represent 42.97% of Anderson Financial Strategies's stock portfolio.
Added to shares of these 10 stocks: PWB (+$17M), CARS, DFIN, OMC, CHWY, NVDA, NFLX, SKOR, HYFI, LGOV.
Started 9 new stock positions in SPY, NVDA, PWB, NFLX, CHWY, CARS, DFIN, JNJ, OMC.
Reduced shares in these 10 stocks: QGRO (-$18M), APP, GT, LYV, , , CWB, XSMO, DTCR, MTUM.
Sold out of its positions in APP, GTLS, GT, LYV, RNR.
Anderson Financial Strategies was a net buyer of stock by $5.2M.
Anderson Financial Strategies has $192M in assets under management (AUM), dropping by 5.76%.
Central Index Key (CIK): 0002018166

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Portfolio Holdings for Anderson Financial Strategies

Anderson Financial Strategies holds 36 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Tr Us Value Fd (WTV)	12.6	$24M		224k	108.16	View chart
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)	9.0	$17M	NEW	111k	155.94	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	8.8	$17M		408k	41.55	View chart
Ishares Tr Core Intl Aggr (IAGG)	6.4	$12M	+2%	249k	49.84	View chart
Flexshares Tr Cr Scd Us Bd (SKOR)	6.1	$12M	+8%	245k	48.07	View chart
Ab Active Etfs High Yield Etf (HYFI)	5.1	$9.8M	+7%	262k	37.21	View chart
Spdr Series Trust St Str Conv Etf (CWB)	4.9	$9.5M	-5%	91k	103.73	View chart
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)	4.7	$9.0M		82k	110.43	View chart
J P Morgan Exchange Traded F Rlty Income Etf (JPRE)	4.4	$8.4M		158k	53.30	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	4.4	$8.4M	+5%	398k	21.08	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	4.0	$7.8M	+8%	369k	21.05	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	3.5	$6.7M	-6%	77k	87.25	View chart
Spdr Index Shs Fds St Mar Divid Etf (EDIV)	3.0	$5.8M	+4%	138k	42.09	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	2.9	$5.5M	+9%	142k	38.72	View chart
Wisdomtree Tr Wsdm Emktbd Fd (EMCB)	2.3	$4.3M	+8%	66k	66.12	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	1.7	$3.2M	-4%	31k	105.62	View chart
Bioventus Com Cl A (BVS)	1.5	$2.9M	+12%	194k	14.68	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.3	$2.5M	-13%	8.3k	305.88	View chart
Ab Active Etfs Disruptors Etf (FWD)	1.3	$2.4M	-12%	19k	130.13	View chart
Global X Fds Data Ctr Dig Etf (DTCR)	1.2	$2.4M	-14%	84k	28.34	View chart
Cars (CARS)	1.1	$2.1M	NEW	170k	12.44	View chart
Donnelley Finl Solutions (DFIN)	1.1	$2.1M	NEW	43k	48.75	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	1.0	$2.0M		45k	44.04	View chart
Eastern Bankshares (EBC)	1.0	$2.0M	+6%	86k	23.01	View chart
Omni (OMC)	1.0	$2.0M	NEW	22k	87.43	View chart
Chewy Cl A (CHWY)	1.0	$1.9M	NEW	80k	23.99	View chart
NVIDIA Corporation (NVDA)	0.9	$1.8M	NEW	8.1k	217.56	View chart
LSI Industries (LYTS)	0.9	$1.7M	-16%	71k	24.06	View chart
Netflix (NFLX)	0.8	$1.6M	NEW	20k	80.22	View chart
Diebold Nixdorf Com Shs (DBD)	0.8	$1.5M	+5%	22k	67.42	View chart
JPMorgan Chase & Co. (JPM)	0.3	$665k		1.9k	357.26	View chart
Eaton Corp SHS (ETN)	0.3	$550k		1.3k	424.67	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$498k	NEW	648.00	768.78	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.2	$376k	-97%	3.2k	118.62	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$208k	-29%	294.00	706.91	View chart
Johnson & Johnson (JNJ)	0.1	$205k	NEW	750.00	273.41	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 Q2 filed Aug. 20, 2026
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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