Institutions / Anderson Financial Strategies, LLC
Anderson Financial Strategies, LLC
CIK 2018166 · Institution · as of Dec 31, 2025
Portfolio value
$172.27M
Positions
37
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 37 →
| Company | Value | % of portfolio |
|---|---|---|
| WisdomTree Tr | $20.76M | 12.1% |
| American Centy ETF Tr | $16.43M | 9.5% |
| Fidelity Covington Trust | $15.22M | 8.8% |
| iShares Tr | $11.33M | 6.6% |
| Flexshares Tr | $10.70M | 6.2% |
| SPDR Series Trust | $8.91M | 5.2% |
| AB Active Etfs Inc | $8.83M | 5.1% |
| Victory Portfolios II | $7.86M | 4.6% |
| Etfis Ser Tr I | $7.58M | 4.4% |
| First Tr Exchange-Traded Fd | $7.33M | 4.3% |
| J P Morgan Exchange Traded F | $7.29M | 4.2% |
| Invesco Exchange Traded Fd T | $6.15M | 3.6% |
| SPDR Index Shs Fds | $5.13M | 3.0% |
| Hartford Fds Exchange Traded | $4.89M | 2.8% |
| WisdomTree Tr | $3.89M | 2.3% |
| First Tr Exchange-Traded Fd | $2.89M | 1.7% |
| Global X Fds | $2.39M | 1.4% |
| AB Active Etfs Inc | $2.34M | 1.4% |
| iShares MSCI UAE ETF | $2.32M | 1.3% |
| AppLovin Corp | $1.85M | 1.1% |
| J P Morgan Exchange Traded F | $1.73M | 1.0% |
| DIEBOLD NIXDORF, Inc | $1.63M | 0.9% |
| Goodyear Tire & Rubber Co /Oh | $1.62M | 0.9% |
| Live Nation Entertainment Inc | $1.61M | 0.9% |
| Renaissancere Holdings Ltd | $1.61M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.