Anderson Financial Strategies, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 24, 2026, for the 2025 Q4 period, Anderson Financial Strategies, LLC held in its portfolio 37 assets valued at $172,268,629 (i.e. $172.27M).
The most valuable assets in the portfolio included: WISDOMTREE TR ($20.76M), AMERICAN CENTY ETF TR ($16.43M), and FIDELITY COVINGTON TRUST ($15.22M).
The chart below shows the top 10 valuable assets, and the table below shows the top 37 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Anderson Financial Strategies, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| WISDOMTREE TR | 222510 | 20760206 | WISDOMTREE US VA |
| AMERICAN CENTY ETF TR | 143486 | 16432017 | US QUALITY GROW |
| FIDELITY COVINGTON TRUST | 415982 | 15216622 | ENHANCED INTL |
| ISHARES TR | 226514 | 11327965 | CORE INTL AGGR |
| FLEXSHARES TR | 217759 | 10697434 | CR SCD US BD |
| SPDR SERIES TRUST | 99942 | 8914826 | STATE STREET SPD |
| AB ACTIVE ETFS INC | 234943 | 8829158 | HIGH YIELD ETF |
| VICTORY PORTFOLIOS II | 86077 | 7859398 | USAA MSCI USA SM |
| ETFIS SER TR I | 351920 | 7583876 | VIRTUS INFRCAP |
| FIRST TR EXCHANGE-TRADED FD | 335797 | 7330449 | LNG DUR OPRTUN |
| J P MORGAN EXCHANGE TRADED F | 156044 | 7288815 | REALTY INCOME ET |
| INVESCO EXCHANGE TRADED FD T | 85454 | 6153543 | S&P SMLCP MOMENT |
| SPDR INDEX SHS FDS | 130985 | 5128063 | S&P EM MKT DIV |
| HARTFORD FDS EXCHANGE TRADED | 124954 | 4886951 | MUN OPORTUNITE |
| WISDOMTREE TR | 58086 | 3889148 | WSDM EMKTBD FD |
| FIRST TR EXCHANGE-TRADED FD | 75302 | 2885573 | SMID RISNG ETF |
| GLOBAL X FDS | 113483 | 2394491 | DATA CTR & DIGIT |
| AB ACTIVE ETFS INC | 22453 | 2344318 | DISRUPTORS ETF |
| ISHARES TR | 9275 | 2321625 | MSCI USA MMENTM |
| APPLOVIN CORP | 2739 | 1845593 | COM CL A |
| J P MORGAN EXCHANGE TRADED F | 29815 | 1732848 | NASDAQ EQT PREM |
| DIEBOLD NIXDORF INC | 24068 | 1633977 | COM SHS |
| GOODYEAR TIRE & RUBR CO | 185180 | 1622177 | COM |
| LIVE NATION ENTERTAINMENT IN | 11327 | 1614098 | COM |
| RENAISSANCERE HLDGS LTD | 5730 | 1611047 | COM |
| BIOVENTUS INC | 213208 | 1586268 | COM CL A |
| EASTERN BANKSHARES INC | 82987 | 1529450 | COM |
| CHART INDS INC | 7359 | 1517647 | COM |
| LSI INDS INC OHIO | 82387 | 1509330 | COM |
| APPLE INC | 2906 | 790025 | COM |
| JPMORGAN CHASE & CO. | 2062 | 664418 | COM |
| SHOPIFY INC | 2798 | 450394 | CL A SUB VTG SHS |
| EATON CORP PLC | 1368 | 435722 | SHS |
| ALPHABET INC | 1363 | 427709 | CAP STK CL C |
| AMAZON COM INC | 1660 | 383161 | COM |
| INTUITIVE SURGICAL INC | 615 | 348311 | COM NEW |
| MASTERCARD INCORPORATED | 564 | 321976 | CL A |
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