Anderson Financial Strategies

Anderson Financial Strategies as of Dec. 31, 2025

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