§ 13F · FUND PROFILE
Anderson Financial Strategies, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $156.4T (13F)Positions · 40Turnover · — · Q4Filed · Feb 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | WTV | WISDOMTREE TR | 223K | $20.8T | 12.1% | +1% |
| 2 | QGRO | AMERICAN CENTY ETF TR | 143K | $16.4T | 9.5% | +2% |
| 3 | FENI | FIDELITY COVINGTON TRUST | 416K | $15.2T | 8.8% | ±0% |
| 4 | IAGG | ISHARES TR | 227K | $11.3T | 6.6% | −2% |
| 5 | SKOR | FLEXSHARES TR | 218K | $10.7T | 6.2% | +1% |
| 6 | CWB | SPDR SERIES TRUST | 100K | $8.9T | 5.2% | +2% |
| 7 | HYFI | AB ACTIVE ETFS INC | 235K | $8.8T | 5.1% | +2% |
| 8 | USVM | VICTORY PORTFOLIOS II | 86K | $7.9T | 4.6% | +2% |
| 9 | PFFA | ETFIS SER TR I | 352K | $7.6T | 4.4% | +4% |
| 10 | LGOV | FIRST TR EXCHANGE-TRADED FD | 336K | $7.3T | 4.3% | +4% |
§ 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 $156372.0 trillion in assets. The fund runs a portfolio of 40 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed