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CIK: 0002018166
Total reported value
$192.4M
$192.4M
37 檔
38.7%
During the Q4 2025 filing period, Anderson Financial Strategies, LLC (CIK: 0002018166) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $192.4M across 37 reported positions.
In Q4 2025, Anderson Financial Strategies, LLC displayed an active expansion posture, initiating 1 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 12.05% | +0.52% | +0.55% | |
| 2 | QGRO | American Century US Quality | ETF-Other | 9.54% | -9.54% | +2.07% | |
| 3 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 8.83% | +0.15% | +0.41% | |
| 4 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 6.58% | -0.19% | -2.09% | |
| 5 | SKOR | Flexshares Credit-scored US | ETF-Other | 6.21% | +0.13% | +1.47% | |
| 6 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 5.17% | -0.58% | +2.07% | |
| 7 | HYFI | AB High Yield ETF | ETF-High Yield | 5.13% | +0.07% | +1.73% | |
| 8 | USVM | Victoryshares US Small Mid C | ETF-Other | 4.56% | -0.05% | +1.51% | |
| 9 | PFFA | Virtus Infracap US Pref Stck | ETF-Other | 4.40% | -0.13% | +4.17% | |
| 10 | LGOV | First Tr Long Duration O-etf | ETF-Other | 4.26% | +0.03% | +3.61% | |
| 11 | JPRE | Jpmorgan Realty Income ETF | ETF-Other | 4.23% | -0.10% | +3.15% | |
| 12 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 3.57% | -0.51% | +3.09% | |
| 13 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 2.98% | +0.03% | +3.94% | |
| 14 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 2.84% | +0.06% | +0.81% | |
| 15 | EMCB | Wisdomtree Em CORP Bond | ETF-Corp Bonds | 2.26% | +0.04% | +4.78% | |
| 16 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.68% | — | -15.81% | |
| 17 | DTCR | Global X Data Center & Digit | ETF-Other | 1.39% | -0.34% | +30.26% | |
| 18 | FWD | AB Disruptors ETF | ETF-Other | 1.36% | -0.28% | — | |
| 19 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.35% | -0.21% | +4.28% | |
| 20 | APP | Applovin Corp-class A | Stock-Tech | 1.07% | -0.99% | EXIT | |
| 21 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.01% | — | -25.43% | |
| 22 | DBD | Diebold Nixdorf Inc | Stock-Other | 0.95% | -0.12% | -5.07% | |
| 23 | GT | Goodyear Tire & Rubber Co | Stock-Consumer Disc | 0.94% | -0.92% | EXIT | |
| 24 | LYV | Live Nation Entertainment In | Stock-Comm Services | 0.94% | -0.88% | EXIT | |
| 25 | RNR | RenaissanceRe Holdings Ltd. | Stock-Financials | 0.94% | -0.88% | EXIT | |
| 26 | BVS | Bioventus Inc - A | Stock-Other | 0.92% | +0.47% | +58.26% | |
| 27 | EBC | Eastern Bankshares Inc | Stock-Other | 0.89% | +0.13% | -6.60% | |
| 28 | GTLS | Chart Industries Inc | Stock-Industrials | 0.88% | -0.86% | EXIT | |
| 29 | LYTS | Lsi Industries Inc | Stock-Other | 0.88% | -0.23% | +21.45% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.46% | — | — | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | +0.03% | -4.63% | |
| 32 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.26% | — | — | |
| 33 | ETN | Eaton Corporation plc | Stock-Industrials | 0.25% | — | +0.51% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.25% | — | +4.85% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.22% | — | — | |
| 36 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.20% | — | — | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.19% | — | +1.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BVS | Bioventus Inc - A | +0.4% | +58.26% | Add |
| 2 | DTCR | Global X Data Center & Digit | +0.3% | +30.26% | Add |
| 3 | FENI | Fidelity Enhanced Intl ETF | +0.2% | +0.41% | Add |
| 4 | GT | Goodyear Tire & Rubber Co | +0.2% | +5.12% | Add |
| 5 | WTV | Wisdomtree U.s. Value Fund | +0.1% | +0.55% | Add |
| 6 | LGOV | First Tr Long Duration O-etf | +0.1% | +3.61% | Add |
| 7 | DBD | Diebold Nixdorf Inc | +0.1% | -5.07% | Trim |
| 8 | LYV | Live Nation Entertainment In | +0.1% | +29.50% | Add |
| 9 | EDIV | State Street Spdr S&p Emergi | +0.1% | +3.94% | Add |
| 10 | PFFA | Virtus Infracap US Pref Stck | +0.1% | +4.17% | Add |
| 11 | EMCB | Wisdomtree Em CORP Bond | +0.1% | +4.78% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +4.85% | Add |
| 13 | ISRG | Intuitive Surgical Inc | 0% | — | Unchanged |
| 14 | RNR | RenaissanceRe Holdings Ltd. | 0% | -5.55% | Trim |
| 15 | QGRO | American Century US Quality | 0% | +2.07% | Add |
| 16 | AAPL | Apple Inc | 0% | — | Unchanged |
| 17 | USVM | Victoryshares US Small Mid C | 0% | +1.51% | Add |
| 18 | APP | Applovin Corp-class A | 0% | +9.47% | Add |
| 19 | SHOP | Shopify Inc - Class A | 0% | — | Unchanged |
| 20 | MTUM | Ishares Msci USA Momentum Fa | — | +4.28% | Add |
| 21 | AMZN | Amazon.com Inc | — | — | Unchanged |
| 22 | MA | Mastercard Inc - A | — | +1.62% | Add |
| 23 | JPM | Jpmorgan Chase & Co | 0% | -4.63% | Trim |
| 24 | HMOP | Hartford Municipal Opp ETF | 0% | +0.81% | Add |
| 25 | GTLS | Chart Industries Inc | 0% | -2.56% | Trim |
| 26 | XSMO | Invesco S&p Smallcap Momentu | 0% | +3.09% | Add |
| 27 | SKOR | Flexshares Credit-scored US | -0.1% | +1.47% | Add |
| 28 | ETN | Eaton Corporation plc | -0.1% | +0.51% | Add |
| 29 | HYFI | AB High Yield ETF | -0.1% | +1.73% | Add |
| 30 | JPRE | Jpmorgan Realty Income ETF | -0.1% | +3.15% | Add |
| 31 | LYTS | Lsi Industries Inc | -0.1% | +21.45% | Add |
| 32 | EBC | Eastern Bankshares Inc | -0.1% | -6.60% | Trim |
| 33 | CWB | Ss Spdr Bb Conv Sec ETF | -0.1% | +2.07% | Add |
| 34 | SDVY | First Trust Smid Cap Rising | -0.3% | -15.81% | Trim |
| 35 | JEPQ | JPM Nasdaq Equity Premium | -0.4% | -25.43% | Trim |
| 36 | IAGG | Ishares Intl Aggregate Bond | -0.4% | -2.09% | Trim |
| 37 | FWD | AB Disruptors ETF | — | NEW | New buy |
| 38 | REZ | Ishars Res And Multi Reales | — | EXIT | Sold out |
| 39 | NFLX | Netflix Inc | — | EXIT | Sold out |
| 40 | NOW | Servicenow 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 37 disclosed positions in Q4 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 38.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
FWD
市值: $2.3M
Top Position Liquidated / Trimmed
REZ
前期市值: $1.7M
During Q4 2025, Anderson Financial Strategies, LLC's top holdings by market value included WTV (12.1%)、QGRO (9.5%)、FENI (8.8%). The largest single position, WTV, represented 12.1% of total portfolio value.
In Q4 2025, Anderson Financial Strategies, LLC made 36 total portfolio adjustments, initiating 1 new buys, adding to 24 positions, trimming 8 holdings, and fully liquidating 3 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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