§ 13F · FUND PROFILE
Anderson Financial Strategies, LLC.
AUM · $192M (13F)Positions · 36Turnover · n/a · Q2Filed · Aug 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$29M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | WTV | WISDOMTREE TR | 224K | $24M | 12.6% | +1% |
| 2 | PWB | INVESCO EXCHANGE TRADED FD T | 111K | $17M | 9.0% | NEW |
| 3 | FENI | FIDELITY COVINGTON TRUST | 408K | $17M | 8.8% | +1% |
| 4 | IAGG | ISHARES TR | 249K | $12M | 6.4% | +3% |
| 5 | SKOR | FLEXSHARES TR | 245K | $12M | 6.1% | +9% |
| 6 | HYFI | AB ACTIVE ETFS INC | 262K | $10M | 5.1% | +8% |
| 7 | CWB | SPDR SERIES TRUST | 91K | $9M | 4.9% | −5% |
| 8 | USVM | VICTORY PORTFOLIOS II | 82K | $9M | 4.7% | −2% |
| 9 | JPRE | J P MORGAN EXCHANGE TRADED F | 158K | $8M | 4.4% | ±0% |
| 10 | PFFA | ETFIS SER TR I | 398K | $8M | 4.4% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ANDERSON SIGNAL
AC read
Anderson Financial Strategies, LLC is a Other fund managing $192 million in assets. The fund runs a portfolio of 36 positions.
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