Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Anderson Financial Strategies, LLC (CIK 2018166) reported $181.9M across 32 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: WTV ($21.9M, 12.05%), QGRO ($17.7M, 9.74%), FENI ($15.7M, 8.65%), IAGG ($12.1M, 6.63%), SKOR ($10.9M, 6.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WTV | WISDOMTREE TR | $21.9M | 12.05% | 221,408 | Trimmed |
| 2 | QGRO | AMERICAN CENTY ETF TR | $17.7M | 9.74% | 157,237 | Added |
| 3 | FENI | FIDELITY COVINGTON TRUST | $15.7M | 8.65% | 401,971 | Trimmed |
| 4 | IAGG | ISHARES TR | $12.1M | 6.63% | 241,993 | Added |
| 5 | SKOR | FLEXSHARES TR | $10.9M | 6.00% | 225,020 | Added |
| 6 | CWB | SPDR SERIES TRUST | $10.0M | 5.51% | 96,476 | Trimmed |
| 7 | HYFI | AB ACTIVE ETFS INC | $9.1M | 5.00% | 243,655 | Added |
| 8 | USVM | VICTORY PORTFOLIOS II | $8.6M | 4.75% | 83,430 | Trimmed |
| 9 | PFFA | ETFIS SER TR I | $8.2M | 4.49% | 377,150 | Added |
| 10 | JPRE | J P MORGAN EXCHANGE TRADED F | $8.2M | 4.48% | 158,241 | Added |
| 11 | XSMO | INVESCO EXCHANGE TRADED FD T | $7.3M | 4.01% | 82,617 | Trimmed |
| 12 | LGOV | FIRST TR EXCHANGE-TRADED FD | $7.3M | 4.00% | 339,240 | Added |
| 13 | EDIV | SPDR INDEX SHS FDS | $5.4M | 2.99% | 132,401 | Added |
| 14 | HMOP | HARTFORD FDS EXCHANGE TRADED | $5.1M | 2.79% | 129,988 | Added |
| 15 | EMCB | WISDOMTREE TR | $4.0M | 2.22% | 60,680 | Added |
| 16 | FNY | FIRST TR EXCHANGE-TRADED ALP | $3.3M | 1.80% | 31,929 | New |
| 17 | VPN | GLOBAL X FDS | $2.9M | 1.58% | 98,007 | Trimmed |
| 18 | FWD | AB ACTIVE ETFS INC | $2.8M | 1.54% | 21,460 | Trimmed |
| 19 | MTUM | ISHARES TR | $2.8M | 1.53% | 9,543 | Added |
| 20 | LYTS | LSI INDS INC OHIO | $2.0M | 1.11% | 84,696 | Added |
| 21 | SDVY | FIRST TR EXCHANGE TRADED FD | $1.9M | 1.04% | 44,703 | Trimmed |
| 22 | BVS | BIOVENTUS INC | $1.8M | 1.02% | 172,900 | Trimmed |
| 23 | APP | APPLOVIN CORP | $1.8M | 0.99% | 3,783 | Added |
| 24 | GT | GOODYEAR TIRE & RUBR CO | $1.7M | 0.92% | 236,867 | Added |
| 25 | EBC | EASTERN BANKSHARES INC | $1.6M | 0.90% | 80,880 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31