Filed: 2/24/2026ACC: 0002018166-26-000001
📋 What this filing means
ANDERSON FINANCIAL STRATEGIES, LLC filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $172.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$172.27M
Total AUM (reported)
3.77M
Total Shares
Allocation by class
WISDOMTREE US VA$20.76M12.1%
US QUALITY GROW$16.43M9.5%
ENHANCED INTL$15.22M8.8%
CORE INTL AGGR$11.33M6.6%
COM$11.24M6.5%
CR SCD US BD$10.70M6.2%
STATE STREET SPD$8.91M5.2%
Portfolio Concentration
Top 3$52.41M30.4%
4–10$62.54M36.3%
11–25$47.35M27.5%
Rest$9.96M5.8%
Top 3 weight
30.4%
Top 10 weight
66.7%
Voting Authority Distribution
Total shares with voting rights: 3.77M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.77M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole37
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings37
Rows:
WISDOMTREE TR
SOLEShares222.51K
TypeSH
Market value$20.76M
12.05%
Sole
0.00
Shared
0.00
None
222.51K
AMERICAN CENTY ETF TR
SOLEShares143.49K
TypeSH
Market value$16.43M
9.54%
Sole
0.00
Shared
0.00
None
143.49K
FIDELITY COVINGTON TRUST
SOLEShares415.98K
TypeSH
Market value$15.22M
8.83%
Sole
0.00
Shared
0.00
None
415.98K
ISHARES TR
SOLEShares226.51K
TypeSH
Market value$11.33M
6.58%
Sole
0.00
Shared
0.00
None
226.51K
FLEXSHARES TR
SOLEShares217.76K
TypeSH
Market value$10.70M
6.21%
Sole
0.00
Shared
0.00
None
217.76K
SPDR SERIES TRUST
SOLEShares99.94K
TypeSH
Market value$8.91M
5.17%
Sole
0.00
Shared
0.00
None
99.94K
AB ACTIVE ETFS INC
SOLEShares234.94K
TypeSH
Market value$8.83M
5.13%
Sole
0.00
Shared
0.00
None
234.94K
VICTORY PORTFOLIOS II
SOLEShares86.08K
TypeSH
Market value$7.86M
4.56%
Sole
0.00
Shared
0.00
None
86.08K
ETFIS SER TR I
SOLEShares351.92K
TypeSH
Market value$7.58M
4.40%
Sole
0.00
Shared
0.00
None
351.92K
FIRST TR EXCHANGE-TRADED FD
SOLEShares335.80K
TypeSH
Market value$7.33M
4.26%
Sole
0.00
Shared
0.00
None
335.80K
J P MORGAN EXCHANGE TRADED F
SOLEShares156.04K
TypeSH
Market value$7.29M
4.23%
Sole
0.00
Shared
0.00
None
156.04K
INVESCO EXCHANGE TRADED FD T
SOLEShares85.45K
TypeSH
Market value$6.15M
3.57%
Sole
0.00
Shared
0.00
None
85.45K
SPDR INDEX SHS FDS
SOLEShares130.99K
TypeSH
Market value$5.13M
2.98%
Sole
0.00
Shared
0.00
None
130.99K
HARTFORD FDS EXCHANGE TRADED
SOLEShares124.95K
TypeSH
Market value$4.89M
2.84%
Sole
0.00
Shared
0.00
None
124.95K
WISDOMTREE TR
SOLEShares58.09K
TypeSH
Market value$3.89M
2.26%
Sole
0.00
Shared
0.00
None
58.09K
FIRST TR EXCHANGE-TRADED FD
SOLEShares75.30K
TypeSH
Market value$2.89M
1.68%
Sole
0.00
Shared
0.00
None
75.30K
GLOBAL X FDS
SOLEShares113.48K
TypeSH
Market value$2.39M
1.39%
Sole
0.00
Shared
0.00
None
113.48K
AB ACTIVE ETFS INC
SOLEShares22.45K
TypeSH
Market value$2.34M
1.36%
Sole
0.00
Shared
0.00
None
22.45K
ISHARES TR
SOLEShares9.28K
TypeSH
Market value$2.32M
1.35%
Sole
0.00
Shared
0.00
None
9.28K
APPLOVIN CORP
SOLEShares2.74K
TypeSH
Market value$1.85M
1.07%
Sole
0.00
Shared
0.00
None
2.74K
J P MORGAN EXCHANGE TRADED F
SOLEShares29.82K
TypeSH
Market value$1.73M
1.01%
Sole
0.00
Shared
0.00
None
29.82K
DIEBOLD NIXDORF INC
SOLEShares24.07K
TypeSH
Market value$1.63M
0.95%
Sole
0.00
Shared
0.00
None
24.07K
GOODYEAR TIRE & RUBR CO
SOLEShares185.18K
TypeSH
Market value$1.62M
0.94%
Sole
0.00
Shared
0.00
None
185.18K
LIVE NATION ENTERTAINMENT IN
SOLEShares11.33K
TypeSH
Market value$1.61M
0.94%
Sole
0.00
Shared
0.00
None
11.33K
RENAISSANCERE HLDGS LTD
SOLEShares5.73K
TypeSH
Market value$1.61M
0.94%
Sole
0.00
Shared
0.00
None
5.73K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WISDOMTREE TRSOLE | WISDOMTREE US VA | 222.51K | SH | $20.76M 12.05% | 0.00 | 0.00 | 222.51K |
AMERICAN CENTY ETF TRSOLE | US QUALITY GROW | 143.49K | SH | $16.43M 9.54% | 0.00 | 0.00 | 143.49K |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED INTL | 415.98K | SH | $15.22M 8.83% | 0.00 | 0.00 | 415.98K |
ISHARES TRSOLE | CORE INTL AGGR | 226.51K | SH | $11.33M 6.58% | 0.00 | 0.00 | 226.51K |
FLEXSHARES TRSOLE | CR SCD US BD | 217.76K | SH | $10.70M 6.21% | 0.00 | 0.00 | 217.76K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 99.94K | SH | $8.91M 5.17% | 0.00 | 0.00 | 99.94K |
AB ACTIVE ETFS INCSOLE | HIGH YIELD ETF | 234.94K | SH | $8.83M 5.13% | 0.00 | 0.00 | 234.94K |
VICTORY PORTFOLIOS IISOLE | USAA MSCI USA SM | 86.08K | SH | $7.86M 4.56% | 0.00 | 0.00 | 86.08K |
ETFIS SER TR ISOLE | VIRTUS INFRCAP | 351.92K | SH | $7.58M 4.40% | 0.00 | 0.00 | 351.92K |
FIRST TR EXCHANGE-TRADED FDSOLE | LNG DUR OPRTUN | 335.80K | SH | $7.33M 4.26% | 0.00 | 0.00 | 335.80K |
J P MORGAN EXCHANGE TRADED FSOLE | REALTY INCOME ET | 156.04K | SH | $7.29M 4.23% | 0.00 | 0.00 | 156.04K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P SMLCP MOMENT | 85.45K | SH | $6.15M 3.57% | 0.00 | 0.00 | 85.45K |
SPDR INDEX SHS FDSSOLE | S&P EM MKT DIV | 130.99K | SH | $5.13M 2.98% | 0.00 | 0.00 | 130.99K |
HARTFORD FDS EXCHANGE TRADEDSOLE | MUN OPORTUNITE | 124.95K | SH | $4.89M 2.84% | 0.00 | 0.00 | 124.95K |
WISDOMTREE TRSOLE | WSDM EMKTBD FD | 58.09K | SH | $3.89M 2.26% | 0.00 | 0.00 | 58.09K |
FIRST TR EXCHANGE-TRADED FDSOLE | SMID RISNG ETF | 75.30K | SH | $2.89M 1.68% | 0.00 | 0.00 | 75.30K |
GLOBAL X FDSSOLE | DATA CTR & DIGIT | 113.48K | SH | $2.39M 1.39% | 0.00 | 0.00 | 113.48K |
AB ACTIVE ETFS INCSOLE | DISRUPTORS ETF | 22.45K | SH | $2.34M 1.36% | 0.00 | 0.00 | 22.45K |
ISHARES TRSOLE | MSCI USA MMENTM | 9.28K | SH | $2.32M 1.35% | 0.00 | 0.00 | 9.28K |
APPLOVIN CORPSOLE | COM CL A | 2.74K | SH | $1.85M 1.07% | 0.00 | 0.00 | 2.74K |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 29.82K | SH | $1.73M 1.01% | 0.00 | 0.00 | 29.82K |
DIEBOLD NIXDORF INCSOLE | COM SHS | 24.07K | SH | $1.63M 0.95% | 0.00 | 0.00 | 24.07K |
GOODYEAR TIRE & RUBR COSOLE | COM | 185.18K | SH | $1.62M 0.94% | 0.00 | 0.00 | 185.18K |
LIVE NATION ENTERTAINMENT INSOLE | COM | 11.33K | SH | $1.61M 0.94% | 0.00 | 0.00 | 11.33K |
RENAISSANCERE HLDGS LTDSOLE | COM | 5.73K | SH | $1.61M 0.94% | 0.00 | 0.00 | 5.73K |
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