CIK 2018166
Anderson Financial Strategies, LLC
Institutional 13F holdings & portfolio
Holdings
37
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–37 of 37
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WTV | WISDOMTREE TR | 223K | $1M+ | SH |
| QGRO | AMERICAN CENTY ETF TR | 143K | $1M+ | SH |
| FENI | FIDELITY COVINGTON TRUST | 416K | $1M+ | SH |
| IAGG | ISHARES TR | 227K | $1M+ | SH |
| SKOR | FLEXSHARES TR | 218K | $1M+ | SH |
| CWB | SPDR SERIES TRUST | 100K | $1M+ | SH |
| HYFI | AB ACTIVE ETFS INC | 235K | $1M+ | SH |
| USVM | VICTORY PORTFOLIOS II | 86K | $1M+ | SH |
| PFFA | ETFIS SER TR I | 352K | $1M+ | SH |
| LGOV | FIRST TR EXCHANGE-TRADED FD | 336K | $1M+ | SH |
| JPRE | J P MORGAN EXCHANGE TRADED F | 156K | $1M+ | SH |
| XSMO | INVESCO EXCHANGE TRADED FD T | 85K | $1M+ | SH |
| EDIV | SPDR INDEX SHS FDS | 131K | $1M+ | SH |
| HMOP | HARTFORD FDS EXCHANGE TRADED | 125K | $1M+ | SH |
| EMCB | WISDOMTREE TR | 58K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 75K | $1M+ | SH |
| DTCR | GLOBAL X FDS | 113K | $1M+ | SH |
| FWD | AB ACTIVE ETFS INC | 22K | $1M+ | SH |
| MTUM | ISHARES TR | 9K | $1M+ | SH |
| APP | APPLOVIN CORP | 3K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 30K | $1M+ | SH |
| DBD | DIEBOLD NIXDORF INC | 24K | $1M+ | SH |
| GT | GOODYEAR TIRE & RUBR CO | 185K | $1M+ | SH |
| LYV | LIVE NATION ENTERTAINMENT IN | 11K | $1M+ | SH |
| RNR | RENAISSANCERE HLDGS LTD | 6K | $1M+ | SH |
| BVS | BIOVENTUS INC | 213K | $1M+ | SH |
| EBC | EASTERN BANKSHARES INC | 83K | $1M+ | SH |
| GTLS | CHART INDS INC | 7K | $1M+ | SH |
| LYTS | LSI INDS INC OHIO | 82K | $1M+ | SH |
| AAPL | APPLE INC | 3K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $500K+ | SH |
| SHOP | SHOPIFY INC | 3K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 1K | $100K–$500K | SH |
| GOOG | ALPHABET INC | 1K | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 2K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 615 | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 564 | $100K–$500K | SH |