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CIK: 0002018166
Total reported value
$192.4M
$192.4M
39 檔
38.1%
According to the latest 13F quarterly dataset, Anderson Financial Strategies, LLC managed an equity portfolio of $192.4M at the end of Q3 2025, spanning 39 distinct U.S. exchange-listed positions.
In Q3 2025, Anderson Financial Strategies, LLC adopted a defensive or profit-taking posture, trimming 10 positions and completely liquidating 161 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 11.93% | +0.52% | -1.07% | |
| 2 | QGRO | American Century US Quality | ETF-Other | 9.52% | -9.54% | -1.18% | |
| 3 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 8.66% | +0.15% | -3.04% | |
| 4 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 7.02% | -0.19% | +11.72% | |
| 5 | SKOR | Flexshares Credit-scored US | ETF-Other | 6.26% | +0.13% | +9.30% | |
| 6 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 5.25% | -0.58% | -0.87% | |
| 7 | HYFI | AB High Yield ETF | ETF-High Yield | 5.19% | +0.07% | +9.17% | |
| 8 | USVM | Victoryshares US Small Mid C | ETF-Other | 4.55% | -0.05% | -1.24% | |
| 9 | PFFA | Virtus Infracap US Pref Stck | ETF-Other | 4.34% | -0.13% | +5.62% | |
| 10 | JPRE | Jpmorgan Realty Income ETF | ETF-Other | 4.29% | -0.10% | +12.63% | |
| 11 | LGOV | First Tr Long Duration O-etf | ETF-Other | 4.17% | +0.03% | +10.28% | |
| 12 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 3.61% | -0.51% | -3.17% | |
| 13 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 2.90% | +0.03% | +4.09% | |
| 14 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 2.86% | +0.06% | — | |
| 15 | EMCB | Wisdomtree Em CORP Bond | ETF-Corp Bonds | 2.20% | +0.04% | +5.72% | |
| 16 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.01% | — | -0.78% | |
| 17 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.36% | — | +3.41% | |
| 18 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.35% | -0.21% | +5.06% | |
| 19 | APP | Applovin Corp-class A | Stock-Tech | 1.06% | -0.99% | EXIT | |
| 20 | DTCR | Global X Data Center & Digit | ETF-Other | 1.06% | -0.34% | -4.71% | |
| 21 | REZ | Ishars Res And Multi Reales | ETF-Other | 1.00% | — | +9.94% | |
| 22 | EBC | Eastern Bankshares Inc | Stock-Other | 0.96% | +0.13% | +42.61% | |
| 23 | LYTS | Lsi Industries Inc | Stock-Other | 0.95% | -0.23% | -15.92% | |
| 24 | RNR | RenaissanceRe Holdings Ltd. | Stock-Financials | 0.91% | -0.88% | EXIT | |
| 25 | GTLS | Chart Industries Inc | Stock-Industrials | 0.90% | -0.86% | EXIT | |
| 26 | DBD | Diebold Nixdorf Inc | Stock-Other | 0.86% | -0.12% | — | |
| 27 | LYV | Live Nation Entertainment In | Stock-Comm Services | 0.85% | -0.88% | EXIT | |
| 28 | GT | Goodyear Tire & Rubber Co | Stock-Consumer Disc | 0.78% | -0.92% | EXIT | |
| 29 | BVS | Bioventus Inc - A | Stock-Other | 0.53% | +0.47% | — | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.44% | — | — | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.40% | +0.03% | — | |
| 32 | ETN | Eaton Corporation plc | Stock-Industrials | 0.30% | — | — | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.28% | +0.82% | NEW | |
| 34 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.25% | — | — | |
| 35 | NOW | Servicenow Inc | Stock-Tech | 0.24% | — | — | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.22% | — | — | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.19% | — | — | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.19% | — | — | |
| 39 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.16% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FENI | Fidelity Enhanced Intl ETF | +1% | -3.04% | Trim |
| 2 | WTV | Wisdomtree U.s. Value Fund | +0.8% | -1.07% | Trim |
| 3 | CWB | Ss Spdr Bb Conv Sec ETF | +0.4% | -0.87% | Trim |
| 4 | USVM | Victoryshares US Small Mid C | +0.4% | -1.24% | Trim |
| 5 | IAGG | Ishares Intl Aggregate Bond | +0.3% | +11.72% | Add |
| 6 | HYFI | AB High Yield ETF | +0.3% | +9.17% | Add |
| 7 | EDIV | State Street Spdr S&p Emergi | +0.3% | +4.09% | Add |
| 8 | PFFA | Virtus Infracap US Pref Stck | +0.3% | +5.62% | Add |
| 9 | XSMO | Invesco S&p Smallcap Momentu | +0.3% | -3.17% | Trim |
| 10 | DTCR | Global X Data Center & Digit | +0.2% | -4.71% | Add |
| 11 | SKOR | Flexshares Credit-scored US | +0.2% | +9.30% | Add |
| 12 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +3.41% | Add |
| 13 | SDVY | First Trust Smid Cap Rising | +0.1% | -0.78% | Trim |
| 14 | LYTS | Lsi Industries Inc | +0.1% | -15.92% | Trim |
| 15 | RNR | RenaissanceRe Holdings Ltd. | +0.1% | +9.77% | Add |
| 16 | SHOP | Shopify Inc - Class A | +0.1% | — | Unchanged |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | — | Unchanged |
| 18 | EMCB | Wisdomtree Em CORP Bond | +0.1% | +5.72% | Add |
| 19 | ETN | Eaton Corporation plc | +0.1% | — | Unchanged |
| 20 | LGOV | First Tr Long Duration O-etf | +0.1% | +10.28% | Add |
| 21 | NFLX | Netflix Inc | +0.1% | — | Unchanged |
| 22 | AAPL | Apple Inc | +0.1% | — | Unchanged |
| 23 | REZ | Ishars Res And Multi Reales | 0% | +9.94% | Add |
| 24 | NOW | Servicenow Inc | 0% | — | Unchanged |
| 25 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 26 | MA | Mastercard Inc - A | — | — | Unchanged |
| 27 | GOOG | Alphabet Inc-cl C | -0.1% | — | Trim |
| 28 | ISRG | Intuitive Surgical Inc | -0.2% | — | Trim |
| 29 | LYV | Live Nation Entertainment In | -0.2% | -16.40% | Trim |
| 30 | QGRO | American Century US Quality | — | NEW | New buy |
| 31 | IWY | Ishares Russell Top 200 Grow | — | EXIT | Sold out |
| 32 | JPRE | Jpmorgan Realty Income ETF | — | NEW | New buy |
| 33 | NURE | Nuveen Shortterm Reit ETF | — | EXIT | Sold out |
| 34 | HMOP | Hartford Municipal Opp ETF | — | NEW | New buy |
| 35 | MFM | Aberdeen Municipal Income | — | EXIT | Sold out |
| 36 | MTUM | Ishares Msci USA Momentum Fa | — | NEW | New buy |
| 37 | JEPI | Jpmorgan Equity Premium Inco | — | EXIT | Sold out |
| 38 | APP | Applovin Corp-class A | — | NEW | New buy |
| 39 | EBC | Eastern Bankshares Inc | — | NEW | New buy |
| 40 | GTLS | Chart Industries Inc | — | NEW | New buy |
| 41 | DBD | Diebold Nixdorf Inc | — | NEW | New buy |
| 42 | F | Ford Motor Co | — | EXIT | Sold out |
| 43 | EXPE | Expedia Group Inc | — | EXIT | Sold out |
| 44 | BFH | Bread Financial Holdings Inc | — | EXIT | Sold out |
| 45 | XPO | Xpo Inc | — | EXIT | Sold out |
| 46 | GT | Goodyear Tire & Rubber Co | — | NEW | New buy |
| 47 | BVS | Bioventus Inc - A | — | NEW | New buy |
| 48 | MELI | Mercadolibre Inc | — | EXIT | Sold out |
| 49 | SPOT | Spotify Technology S.A. | — | EXIT | Sold out |
| 50 | AXON | Axon Enterprise Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Anderson Financial Strategies, LLC reported a total U.S. public equity portfolio value of $192.4M across 39 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including WTV, QGRO, FENI) accounted for 38.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
QGRO
市值: $16.1M
Top Position Liquidated / Trimmed
IWY
前期市值: $14.3M
During Q3 2025, Anderson Financial Strategies, LLC's top holdings by market value included WTV (11.9%)、QGRO (9.5%)、FENI (8.7%). The largest single position, WTV, represented 11.9% of total portfolio value.
In Q3 2025, Anderson Financial Strategies, LLC made 192 total portfolio adjustments, initiating 10 new buys, adding to 11 positions, trimming 10 holdings, and fully liquidating 161 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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