Anderson Financial Strategies, LLC Top Holdings and 13F Report (2026) About Anderson Financial Strategies, LLCInvestment ActivityAnderson Financial Strategies, LLC has $181.92 million in total holdings as of March 31, 2026.Anderson Financial Strategies, LLC owns shares of 32 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 4.81% of the portfolio was purchased this quarter.About 4.96% of the portfolio was sold this quarter.This quarter, Anderson Financial Strategies, LLC has purchased 37 new stocks and bought additional shares in 15 stocks.Anderson Financial Strategies, LLC sold shares of 15 stocks and completely divested from 7 stocks this quarter.Largest Holdings WisdomTree U.S. Value Fund $21,914,954American Century U.S. Quality Growth ETF $17,722,182FIDELITY COVINGTON TRUST $15,729,125iShares Core International Aggregate Bond ETF $12,068,191FlexShares Credit-Scored US Corporate Bond Index Fund $10,906,705 Largest New Holdings this Quarter 33737M102 - First Trust Mid Cap Growth AlphaDEX Fund $3,278,495 Holding922908363 - Vanguard S&P 500 ETF $276,765 Holding Largest Purchases this Quarter First Trust Mid Cap Growth AlphaDEX Fund 31,929 shares (about $3.28M)American Century U.S. Quality Growth ETF 13,751 shares (about $1.55M)iShares Core International Aggregate Bond ETF 15,479 shares (about $771.94K)Virtus InfraCap U.S. Preferred Stock ETF 25,230 shares (about $545.98K)APPLOVIN CORP 1,044 shares (about $499.15K) Largest Sales this Quarter First Trust SMID Cap Rising Dividend Achievers ETF 30,599 shares (about $1.29M)FIDELITY COVINGTON TRUST 14,011 shares (about $548.25K)Global X Data Center & Digital Infrastructure ETF 15,476 shares (about $455.15K)BIOVENTUS INC 40,308 shares (about $430.49K)SPDR Bloomberg Convertible Securities ETF 3,466 shares (about $360.12K) 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$21,914,954$109,076 â–¼-0.5%221,40812.0%FinanceQGROAmerican Century U.S. Quality Growth ETF$17,722,182$1,549,875 â–²9.6%157,2379.7%ETFFIDELITY COVINGTON TRUST$15,729,125$548,250 â–¼-3.4%401,9718.6%ENHANCED INTLIAGGiShares Core International Aggregate Bond ETF$12,068,191$771,938 â–²6.8%241,9936.6%ETFSKORFlexShares Credit-Scored US Corporate Bond Index Fund$10,906,705$351,940 â–²3.3%225,0206.0%ETFCWBSPDR Bloomberg Convertible Securities ETF$10,023,856$360,117 â–¼-3.5%96,4765.5%ETFHYFIAB High Yield ETF$9,095,641$325,219 â–²3.7%243,6555.0%ETFUSVMVictoryShares US Small Mid Cap Value Momentum ETF$8,646,961$274,344 â–¼-3.1%83,4304.8%ETFPFFAVirtus InfraCap U.S. Preferred Stock ETF$8,161,526$545,977 â–²7.2%377,1504.5%ETFJPREJPMorgan Realty Income ETF$8,152,576$113,189 â–²1.4%158,2414.5%ETFXSMOInvesco S&P SmallCap Momentum ETF$7,297,560$250,592 â–¼-3.3%82,6174.0%ETFLGOVFirst Trust Long Duration Opportunities ETF$7,283,483$73,921 â–²1.0%339,2404.0%ETFEDIVSPDR S&P Emerging Markets Dividend ETF$5,440,357$58,183 â–²1.1%132,4013.0%ETFHMOPHartford Municipal Opportunities ETF$5,071,105$196,387 â–²4.0%129,9882.8%ETFEMCBWisdomTree Emerging Markets Corporate Bond Fund$4,029,759$172,268 â–²4.5%60,6802.2%FinanceFNYFirst Trust Mid Cap Growth AlphaDEX Fund$3,278,495$3,278,495 â–²New Holding31,9291.8%ETFVPNGlobal X Data Center & Digital Infrastructure ETF$2,882,386$455,149 â–¼-13.6%98,0071.6%ManufacturingFWDAB Disruptors ETF$2,800,101$129,567 â–¼-4.4%21,4601.5%ETFMTUMiShares MSCI USA Momentum Factor ETF$2,777,967$78,015 â–²2.9%9,5431.5%ETFLYTSLSI Industries$2,025,081$55,208 â–²2.8%84,6961.1%ConstructionSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$1,891,831$1,294,950 â–¼-40.6%44,7031.0%ETFBIOVENTUS INC$1,846,572$430,489 â–¼-18.9%172,9001.0%COM CL AAPPLOVIN CORP$1,808,690$499,147 â–²38.1%3,7831.0%COM CL AGTGoodyear Tire & Rubber$1,677,018$365,944 â–²27.9%236,8670.9%Auto/Tires/TrucksEBCEastern Bankshares$1,638,629$42,688 â–¼-2.5%80,8800.9%FinanceLYVLive Nation Entertainment$1,607,669$173,615 â–¼-9.7%10,2230.9%Consumer DiscretionaryRNRRenaissanceRe$1,599,302$131,387 â–¼-7.6%5,2950.9%FinanceDIEBOLD NIXDORF INC$1,595,412$270,580 â–¼-14.5%20,5780.9%COM SHSGTLSChart Industries$1,565,189$36,356 â–²2.4%7,5340.9%IndustrialsJPMJPMorgan Chase & Co.$576,103$61,880 â–¼-9.7%1,8620.3%FinanceETNEaton$532,475$29,582 â–¼-5.3%1,2960.3%IndustrialsVOOVanguard S&P 500 ETF$276,765$276,765 â–²New Holding4160.2%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$0$1,732,848 â–¼-100.0%00.0%ETFAAPLApple$0$790,025 â–¼-100.0%00.0%Computer and TechnologySHOPIFY INC$0$450,394 â–¼-100.0%00.0%CL A SUB VTG SHSGOOGAlphabet$0$427,709 â–¼-100.0%00.0%Computer and TechnologyAMZNAmazon.com$0$383,161 â–¼-100.0%00.0%Retail/WholesaleISRGIntuitive Surgical$0$348,311 â–¼-100.0%00.0%MedicalMAMastercard$0$321,976 â–¼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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