Anderson Financial Strategies, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$181.9M
Q ending 2026-03-31
Prior quarter
$172.3M
Q ending 2025-12-31
Change
+5.6% QoQ · +11.3% YoY
Positions
32
reported holdings
Largest positions
All 32 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Wisdomtree Tr | WTV | Shares | $21.9M | 221K |
| American Centy Etf Tr | QGRO | Shares | $17.7M | 157K |
| Fidelity Covington Trust | FENI | Shares | $15.7M | 402K |
| Ishares Tr | IAGG | Shares | $12.1M | 242K |
| Flexshares Tr | SKOR | Shares | $10.9M | 225K |
| Spdr Series Trust | CWB | Shares | $10.0M | 96K |
| Ab Active Etfs Inc | HYFI | Shares | $9.1M | 244K |
| Victory Portfolios Ii | USVM | Shares | $8.6M | 83K |
| Etfis Ser Tr I | PFFA | Shares | $8.2M | 377K |
| J P Morgan Exchange Traded F | JPRE | Shares | $8.2M | 158K |
| Invesco Exchange Traded Fd T | XSMO | Shares | $7.3M | 83K |
| First Tr Exchange-Traded Fd | LGOV | Shares | $7.3M | 339K |
| Spdr Index Shs Fds | EDIV | Shares | $5.4M | 132K |
| Hartford Fds Exchange Traded | HMOP | Shares | $5.1M | 130K |
| Wisdomtree Tr | EMCB | Shares | $4.0M | 61K |
| First Tr Exchange-Traded Alp | FNY | Shares | $3.3M | 32K |
| Global X Fds | DTCR | Shares | $2.9M | 98K |
| Ab Active Etfs Inc | FWD | Shares | $2.8M | 21K |
| Ishares Tr | MTUM | Shares | $2.8M | 10K |
| Lsi Inds Inc Ohio | LYTS | Shares | $2.0M | 85K |
| First Tr Exchange Traded Fd | SDVY | Shares | $1.9M | 45K |
| Bioventus Inc | BVS | Shares | $1.8M | 173K |
| Applovin Corp | APP | Shares | $1.8M | 4K |
| Goodyear Tire & Rubr Co | GT | Shares | $1.7M | 237K |
| Eastern Bankshares Inc | EBC | Shares | $1.6M | 81K |
| Live Nation Entertainment In | LYV | Shares | $1.6M | 10K |
| Renaissancere Hldgs Ltd | Shares | $1.6M | 5K | |
| Diebold Nixdorf Inc | DBD | Shares | $1.6M | 21K |
| Chart Inds Inc | I3N | Shares | $1.6M | 8K |
| Jpmorgan Chase & Co | JPM | Shares | $576K | 2K |
| Eaton Corp Plc | Shares | $532K | 1K | |
| Vanguard Index Fds | VOO | Shares | $277K | 416 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.