Anderson Financial Strategies, LLC
CIK 0002018166 · DAYTON, OH · Quarter end: 2026-06-30 · Filed on: 2026-08-20 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$192.4M
2026 Q2
Positions
36
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
66.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
WTV
WISDOMTREE TR
12.6%
PWB
INVESCO EXCHANGE TRADED FD T
9.0%
FENI
FIDELITY COVINGTON TRUST
8.8%
IAGG
ISHARES TR
6.4%
SKOR
FLEXSHARES TR
6.1%
HYFI
AB ACTIVE ETFS INC
5.1%
CWB
SPDR SERIES TRUST
4.9%
USVM
VICTORY PORTFOLIOS II
4.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.