Anderson Financial Strategies, Llc Portfolio Stock Holdings
Anderson Financial Strategies, Llc disclosed 32 stock positions valued at approximately $181.9 million in its latest SEC 13F filing. The largest holdings include WISDOMTREE TR, AMERICAN CENTY ETF TR, and FIDELITY COVINGTON TRUST. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 32
- Portfolio Value
- $181.9M
Holdings by Sector
Anderson Financial Strategies, Llc Portfolio Holdings in Q1 2026
30 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | WTV | Other | 12.05% | 221,408 | -1,102 | -0.50% | $21,914,954 |
| AMERICAN CENTY ETF TR | QGRO | Other | 9.74% | 157,237 | +13,751 | +9.58% | $17,722,182 |
| FIDELITY COVINGTON TRUST | FENI | Other | 8.65% | 401,971 | -14,011 | -3.37% | $15,729,125 |
| ISHARES TR | IAGG | Other | 6.63% | 241,993 | +15,479 | +6.83% | $12,068,191 |
| FLEXSHARES TR | SKOR | Other | 6.00% | 225,020 | +7,261 | +3.33% | $10,906,705 |
| SPDR SERIES TRUST | CWB | Other | 5.51% | 96,476 | -3,466 | -3.47% | $10,023,856 |
| AB ACTIVE ETFS INC | HYFI | Other | 5.00% | 243,655 | +8,712 | +3.71% | $9,095,641 |
| VICTORY PORTFOLIOS II | USVM | Other | 4.75% | 83,430 | -2,647 | -3.08% | $8,646,961 |
| ETFIS SER TR I | PFFA | Other | 4.49% | 377,150 | +25,230 | +7.17% | $8,161,526 |
| J P MORGAN EXCHANGE TRADED F | JPRE | Other | 4.48% | 158,241 | +2,197 | +1.41% | $8,152,576 |
| INVESCO EXCHANGE TRADED FD T | XSMO | Other | 4.01% | 82,617 | -2,837 | -3.32% | $7,297,560 |
| FIRST TR EXCHANGE-TRADED FD | LGOV | Other | 4.00% | 339,240 | +3,443 | +1.03% | $7,283,483 |
| SPDR INDEX SHS FDS | EDIV | Other | 2.99% | 132,401 | +1,416 | +1.08% | $5,440,357 |
| HARTFORD FDS EXCHANGE TRADED | HMOP | Other | 2.79% | 129,988 | +5,034 | +4.03% | $5,071,105 |
| WISDOMTREE TR | EMCB | Other | 2.22% | 60,680 | +2,594 | +4.47% | $4,029,759 |
| FIRST TR EXCHANGE-TRADED ALP | FNY | Other | 1.80% | 31,929 | +31,929 | +100.00% | $3,278,495 |
| GLOBAL X FDS | DTCR | Other | 1.58% | 98,007 | -15,476 | -13.64% | $2,882,386 |
| ISHARES TR | MTUM | Other | 1.53% | 9,543 | +268 | +2.89% | $2,777,967 |
| LSI INDS INC OHIO | LYTS | Technology | 1.11% | 84,696 | +2,309 | +2.80% | $2,025,081 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 1.04% | 44,703 | -30,599 | -40.64% | $1,891,831 |
| BIOVENTUS INC | BVS | Healthcare | 1.02% | 172,900 | -40,308 | -18.91% | $1,846,572 |
| APPLOVIN CORP | APP | Technology | 0.99% | 3,783 | +1,044 | +38.12% | $1,808,690 |
| GOODYEAR TIRE & RUBR CO | GT | Consumer Cyclical | 0.92% | 236,867 | +51,687 | +27.91% | $1,677,018 |
| EASTERN BANKSHARES INC | EBC | Financial Services | 0.90% | 80,880 | -2,107 | -2.54% | $1,638,629 |
| LIVE NATION ENTERTAINMENT IN | LYV | Communication Services | 0.88% | 10,223 | -1,104 | -9.75% | $1,607,669 |
| DIEBOLD NIXDORF INC | DBD | Technology | 0.88% | 20,578 | -3,490 | -14.50% | $1,595,412 |
| CHART INDS INC | GTLS | Industrials | 0.86% | 7,534 | +175 | +2.38% | $1,565,189 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.32% | 1,862 | -200 | -9.70% | $576,103 |
| EATON CORP PLC | ETN | Other | 0.29% | 1,296 | -72 | -5.26% | $532,475 |
| VANGUARD INDEX FDS | VOO | Other | 0.15% | 416 | +416 | +100.00% | $276,765 |