StockDriftsStockDriftsTop 36 Anderson Financial Strategies LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WTV | WISDOMTREE TR | 12.57% | 223.7K | $24.2M | +1.03%(+2.27K) | $82.08(+31.04%) | 2026-06-30 | |
| PWB | INVESCO EXCHANGE TRADED FD T | 9.02% | 111.3K | $17.4M | new | $144.79(+8.35%) | 2026-06-30 | |
| FENI | FIDELITY COVINGTON TRUST | 8.8% | 407.7K | $16.9M | +1.43%(+5.74K) | $28.85(+41.95%) | 2026-06-30 | |
| IAGG | ISHARES TR | 6.44% | 248.6K | $12.4M | +2.73%(+6.61K) | $50.80(-2.73%) | 2026-06-30 | |
| SKOR | FLEXSHARES TR | 6.13% | 245.2K | $11.8M | +8.95%(+20.15K) | $48.46(-2.43%) | 2026-06-30 | |
| HYFI | AB ACTIVE ETFS INC | 5.07% | 262.2K | $9.8M | +7.62%(+18.57K) | $37.28(-1.78%) | 2026-06-30 | |
| CWB | SPDR SERIES TRUST | 4.93% | 91.4K | $9.5M | -5.24%(-5.06K) | $77.50(+32.46%) | 2026-06-30 | |
| USVM | VICTORY PORTFOLIOS II | 4.7% | 81.8K | $9.0M | -1.95%(-1.63K) | $81.62(+31.79%) | 2026-06-30 | |
| JPRE | J P MORGAN EXCHANGE TRADED F | 4.38% | 158.0K | $8.4M | -0.14%(-220) | $47.72(+8.37%) | 2026-06-30 | |
| PFFA | ETFIS SER TR I | 4.36% | 397.9K | $8.4M | +5.49%(+20.72K) | $22.07(-6.56%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +17.74% |
| Top 20 Holdings Unweighted | — | — | — | — | +19.12% |
Anderson Financial Strategies LLC reports $192.40M in US-listed equity holdings across 36 positions in its most recent 13F filing. Its largest disclosed positions are WTV (12.6%), PWB (9.0%) and FENI (8.8%). The top 20 holdings account for 89.03% of reported assets. Its disclosed equity book has returned +17.74% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Anderson Financial Strategies LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Anderson Financial Strategies LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2018166). View Anderson Financial Strategies LLC’s 13F filings on SEC