§ 13F · FUND PROFILE
Anderson Financial Strategies, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $169M (13F)Positions · 39Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | WTV | WISDOMTREE TR | 221K | $22M | 12.0% | ±0% |
| 2 | QGRO | AMERICAN CENTY ETF TR | 157K | $18M | 9.7% | +10% |
| 3 | FENI | FIDELITY COVINGTON TRUST | 402K | $16M | 8.6% | −3% |
| 4 | IAGG | ISHARES TR | 242K | $12M | 6.6% | +7% |
| 5 | SKOR | FLEXSHARES TR | 225K | $11M | 6.0% | +3% |
| 6 | CWB | SPDR SERIES TRUST | 96K | $10M | 5.5% | −3% |
| 7 | HYFI | AB ACTIVE ETFS INC | 244K | $9M | 5.0% | +4% |
| 8 | USVM | VICTORY PORTFOLIOS II | 83K | $9M | 4.8% | −3% |
| 9 | PFFA | ETFIS SER TR I | 377K | $8M | 4.5% | +7% |
| 10 | JPRE | J P MORGAN EXCHANGE TRADED F | 158K | $8M | 4.5% | +1% |
§ 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 $169 million in assets. The fund runs a portfolio of 39 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed