Anderson Financial Strategies, LLC Top Holdings and 13F Report (2026) About Anderson Financial Strategies, LLCInvestment ActivityAnderson Financial Strategies, LLC has $192.40 million in total holdings as of June 30, 2026.Anderson Financial Strategies, LLC owns shares of 36 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 17.97% of the portfolio was purchased this quarter.About 15.29% of the portfolio was sold this quarter.This quarter, Anderson Financial Strategies, LLC has purchased 32 new stocks and bought additional shares in 14 stocks.Anderson Financial Strategies, LLC sold shares of 11 stocks and completely divested from 5 stocks this quarter.Largest Holdings WisdomTree U.S. Value Fund $24,192,964Invesco Large Cap Growth ETF $17,355,810FIDELITY COVINGTON TRUST $16,940,351iShares Core International Aggregate Bond ETF $12,390,174FlexShares Credit-Scored US Corporate Bond Index Fund $11,786,478 Largest New Holdings this Quarter 46137V746 - Invesco Large Cap Growth ETF $17,355,810 Holding14575E105 - Cars.com $2,110,222 Holding25787G100 - Donnelley Financial Solutions $2,094,544 Holding681919106 - Omnicom Group $1,956,246 Holding16679L109 - Chewy $1,915,673 Holding Largest Purchases this Quarter Invesco Large Cap Growth ETF 111,298 shares (about $17.36M)Cars.com 169,632 shares (about $2.11M)Donnelley Financial Solutions 42,965 shares (about $2.09M)Omnicom Group 22,375 shares (about $1.96M)Chewy 79,853 shares (about $1.92M) Largest Sales this Quarter American Century U.S. Quality Growth ETF 154,070 shares (about $18.28M)SPDR Bloomberg Convertible Securities ETF 5,059 shares (about $524.77K)Invesco S&P SmallCap Momentum ETF 5,338 shares (about $465.74K)Global X Data Center & Digital Infrastructure ETF 13,740 shares (about $389.39K)iShares MSCI USA Momentum Factor ETF 1,247 shares (about $381.43K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAnderson Financial Strategies, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWTVWisdomTree U.S. Value Fund$24,192,964$245,523 â–²1.0%223,67812.6%ETFPWBInvesco Large Cap Growth ETF$17,355,810$17,355,810 â–²New Holding111,2989.0%ETFFIDELITY COVINGTON TRUST$16,940,351$238,455 â–²1.4%407,7108.8%ENHANCED INTLIAGGiShares Core International Aggregate Bond ETF$12,390,174$329,243 â–²2.7%248,5996.4%ETFSKORFlexShares Credit-Scored US Corporate Bond Index Fund$11,786,478$968,661 â–²9.0%245,1696.1%ETFHYFIAB High Yield ETF$9,757,384$691,127 â–²7.6%262,2295.1%ETFCWBSPDR Bloomberg Convertible Securities ETF$9,482,685$524,770 â–¼-5.2%91,4174.9%ETFUSVMVictoryShares US Small Mid Cap Value Momentum ETF$9,033,616$179,559 â–¼-1.9%81,8044.7%ETFJPREJPMorgan Realty Income ETF$8,422,519$11,726 â–¼-0.1%158,0214.4%ETFPFFAVirtus InfraCap U.S. Preferred Stock ETF$8,387,057$436,735 â–²5.5%397,8684.4%ETFLGOVFirst Trust Long Duration Opportunities ETF$7,761,451$620,449 â–²8.7%368,7154.0%ETFXSMOInvesco S&P SmallCap Momentum ETF$6,742,593$465,741 â–¼-6.5%77,2793.5%ETFEDIVSPDR S&P Emerging Markets Dividend ETF$5,816,628$243,869 â–²4.4%138,1953.0%ETFHMOPHartford Municipal Opportunities ETF$5,491,503$458,367 â–²9.1%141,8262.9%ETFEMCBWisdomTree Emerging Markets Corporate Bond Fund$4,338,596$326,434 â–²8.1%65,6172.3%ETFFNYFirst Trust Mid Cap Growth AlphaDEX Fund$3,226,621$145,647 â–¼-4.3%30,5501.7%ETFBIOVENTUS INC$2,852,515$314,343 â–²12.4%194,3131.5%COM CL AMTUMiShares MSCI USA Momentum Factor ETF$2,537,580$381,432 â–¼-13.1%8,2961.3%ETFFWDAB Disruptors ETF$2,431,479$361,111 â–¼-12.9%18,6851.3%ETFVPNGlobal X Data Center & Digital Infrastructure ETF$2,388,127$389,392 â–¼-14.0%84,2671.2%ETFCARSCars.com$2,110,222$2,110,222 â–²New Holding169,6321.1%Communication ServicesDFINDonnelley Financial Solutions$2,094,544$2,094,544 â–²New Holding42,9651.1%FinanceSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$1,998,799$30,079 â–²1.5%45,3861.0%ETFEBCEastern Bankshares$1,976,283$115,234 â–²6.2%85,8881.0%FinanceOMCOmnicom Group$1,956,246$1,956,246 â–²New Holding22,3751.0%Communication ServicesCHWYChewy$1,915,673$1,915,673 â–²New Holding79,8531.0%Consumer DiscretionaryNVDANVIDIA$1,767,893$1,767,893 â–²New Holding8,1260.9%TechnologyLYTSLSI Industries$1,695,244$342,542 â–¼-16.8%70,4590.9%IndustrialsNFLXNetflix$1,576,483$1,576,483 â–²New Holding19,6520.8%Communication ServicesDIEBOLD NIXDORF INC$1,470,295$82,927 â–²6.0%21,8080.8%COM SHSJPMJPMorgan Chase & Co.$665,2180.0%1,8620.3%FinanceETNEaton$550,3720.0%1,2960.3%IndustrialsSPYSPDR S&P 500 ETF Trust$498,169$498,169 â–²New Holding6480.3%ETFQGROAmerican Century U.S. Quality Growth ETF$375,670$18,275,806 â–¼-98.0%3,1670.2%ETFVOOVanguard S&P 500 ETF$207,832$86,243 â–¼-29.3%2940.1%ETFJNJJohnson & Johnson$205,058$205,058 â–²New Holding7500.1%HealthcareAPPLOVIN CORP$0$1,808,690 â–¼-100.0%00.0%COM CL AGTGoodyear Tire & Rubber$0$1,677,018 â–¼-100.0%00.0%Consumer DiscretionaryLYVLive Nation Entertainment$0$1,607,669 â–¼-100.0%00.0%Communication ServicesRNRRenaissanceRe$0$1,599,302 â–¼-100.0%00.0%FinanceGTLSChart Industries$0$1,565,189 â–¼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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