Anderson Financial Strategies, LLC 13F Holdings · Q2 2026
Anderson Financial Strategies, LLC reported 36 securities worth $192.40M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: WTV (12.57%), PWB (9.02%), FENI (8.80%). Among its top 25 positions this quarter: 4 new, 13 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WTV | WISDOMTREE TR | $24.2M | 12.57% | 223,678 | Added |
| 2 | PWB | INVESCO EXCHANGE TRADED FD T | $17.4M | 9.02% | 111,298 | New |
| 3 | FENI | FIDELITY COVINGTON TRUST | $16.9M | 8.80% | 407,710 | Added |
| 4 | IAGG | ISHARES TR | $12.4M | 6.44% | 248,599 | Added |
| 5 | SKOR | FLEXSHARES TR | $11.8M | 6.13% | 245,169 | Added |
| 6 | HYFI | AB ACTIVE ETFS INC | $9.8M | 5.07% | 262,229 | Added |
| 7 | CWB | SPDR SERIES TRUST | $9.5M | 4.93% | 91,417 | Trimmed |
| 8 | USVM | VICTORY PORTFOLIOS II | $9.0M | 4.70% | 81,804 | Trimmed |
| 9 | JPRE | J P MORGAN EXCHANGE TRADED F | $8.4M | 4.38% | 158,021 | Trimmed |
| 10 | PFFA | ETFIS SER TR I | $8.4M | 4.36% | 397,868 | Added |
| 11 | LGOV | FIRST TR EXCHANGE-TRADED FD | $7.8M | 4.03% | 368,715 | Added |
| 12 | XSMO | INVESCO EXCHANGE TRADED FD T | $6.7M | 3.50% | 77,279 | Trimmed |
| 13 | EDIV | SPDR INDEX SHS FDS | $5.8M | 3.02% | 138,195 | Added |
| 14 | HMOP | HARTFORD FDS EXCHANGE TRADED | $5.5M | 2.85% | 141,826 | Added |
| 15 | EMCB | WISDOMTREE TR | $4.3M | 2.25% | 65,617 | Added |
| 16 | FNY | FIRST TR EXCHANGE-TRADED ALP | $3.2M | 1.68% | 30,550 | Trimmed |
| 17 | BVS | BIOVENTUS INC | $2.9M | 1.48% | 194,313 | Added |
| 18 | MTUM | ISHARES TR | $2.5M | 1.32% | 8,296 | Trimmed |
| 19 | FWD | AB ACTIVE ETFS INC | $2.4M | 1.26% | 18,685 | Trimmed |
| 20 | DTCR | GLOBAL X FDS | $2.4M | 1.24% | 84,267 | Trimmed |
| 21 | CARS | CARS COM INC | $2.1M | 1.10% | 169,632 | New |
| 22 | DFIN | DONNELLEY FINL SOLUTIONS INC | $2.1M | 1.09% | 42,965 | New |
| 23 | SDVY | FIRST TR EXCHANGE TRADED FD | $2.0M | 1.04% | 45,386 | Added |
| 24 | EBC | EASTERN BANKSHARES INC | $2.0M | 1.03% | 85,888 | Added |
| 25 | OMC | OMNICOM GROUP INC | $2.0M | 1.02% | 22,375 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR