Anderson Financial Strategies

Anderson Financial Strategies as of June 30, 2026

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