Anderson Financial Strategies Q2 2026: Major ETF Buys and Strategic Sales

As reported by InsiderSet for the period ending June 30, 2026, Anderson Financial Strategies, Llc demonstrated active portfolio management with notable changes to its holdings. The total portfolio value stood at $189,968,653 during this quarter.

Strategic Acquisitions

The firm focused heavily on acquiring positions in exchange-traded funds (ETFs) known for their exposure to specific sectors or themes. This quarter saw significant purchases including:

• PWB, the Invesco Exchange Traded Fund, which experienced a remarkable increase of 100% in shares held compared to the previous period.
• CARS, Cars Com Inc ETF, representing a new position added by Anderson Financial Strategies.
• CHWY, Chewy Inc ETF, another instance of a newly acquired holding.
• DFIN, Donnelley Financial Solutions ETF, which was also added to the portfolio this quarter.
• OMC, Omnicom Group Inc ETF, acquired as a new holding by Anderson Financial Strategies.
• PFFA (ETFIS Serv TR I), which saw its share count increase significantly but was already held previously according to the top holdings data.
• SKOR, FlexShares ETF, experienced a substantial increase in shares held and is highlighted as one of the significant buys.

These acquisitions suggest a strategic approach towards diversifying into specific sectors or themes through established ETF vehicles. The firm appears to favor instruments like PWB (Invesco Exchange Traded Fund) that offer broad exposure, and has actively built positions in companies like CARS, CHWY, DFIN, and OMC.

Notable Disposals and Exits

In contrast to the buying activity, Anderson Financial Strategies also disposed of a significant position during this quarter:

• QGRO, American Century ETF Trust, saw its share count decrease by an astonishing -97.99%, effectively exiting almost all holdings in this fund.

This sharp reduction indicates a decisive sell-off or complete unwinding of exposure related to QGRO. The firm also noted smaller decreases across other funds like LGOV (-8.69%) and DTCR (-14.02%), suggesting a more nuanced approach to selling than just one large exit.

The observed changes occurred within Anderson Financial Strategies' broader portfolio, which held 35 distinct holdings as of June 30th. The top five positions by value accounted for approximately 42.97% of the total assets, dominated primarily by large ETF holdings such as PWB, CARS, and CHWY. The firm's portfolio allocation shows a heavy concentration in the 'Unknown' sector (89.32%) but also includes allocations to Technology, Consumer Cyclical, Communication Services, Healthcare, and Financial Services sectors.

The decision to exit QGRO while simultaneously increasing positions in other ETFs points towards a potential rebalancing or strategic shift away from certain themes prevalent in that fund. The overall pattern of buying new positions (CARS, CHWY, DFIN, OMC) alongside substantial increases and one large sale suggests an active investment strategy focused on capitalizing on perceived opportunities within specific sectors.

Conclusion

In summary, Anderson Financial Strategies' portfolio activity in Q2 2026 was characterized by targeted buying through ETFs. The firm significantly boosted its holdings in PWB, acquired new positions via CARS, CHWY, DFIN, and OMC, and notably sold out of QGRO (-97.99%). These actions reflect a dynamic approach to managing their investments during the quarter.