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CIK: 0002018166
Total reported value
$192.4M
$192.4M
32 檔
40.7%
According to the latest 13F quarterly dataset, Anderson Financial Strategies, LLC managed an equity portfolio of $192.4M at the end of Q1 2026, spanning 32 distinct U.S. exchange-listed positions.
In Q1 2026, Anderson Financial Strategies, LLC adopted a defensive or profit-taking posture, trimming 15 positions and completely liquidating 7 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 | 12.05% | +0.52% | -0.50% | |
| 2 | QGRO | American Century US Quality | ETF-Other | 9.74% | -9.54% | +9.58% | |
| 3 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 8.65% | +0.15% | -3.37% | |
| 4 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 6.63% | -0.19% | +6.83% | |
| 5 | SKOR | Flexshares Credit-scored US | ETF-Other | 6.00% | +0.13% | +3.33% | |
| 6 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 5.51% | -0.58% | -3.47% | |
| 7 | HYFI | AB High Yield ETF | ETF-High Yield | 5.00% | +0.07% | +3.71% | |
| 8 | USVM | Victoryshares US Small Mid C | ETF-Other | 4.75% | -0.05% | -3.08% | |
| 9 | PFFA | Virtus Infracap US Pref Stck | ETF-Other | 4.49% | -0.13% | +7.17% | |
| 10 | JPRE | Jpmorgan Realty Income ETF | ETF-Other | 4.48% | -0.10% | +1.41% | |
| 11 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 4.01% | -0.51% | -3.32% | |
| 12 | LGOV | First Tr Long Duration O-etf | ETF-Other | 4.00% | +0.03% | +1.03% | |
| 13 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 2.99% | +0.03% | +1.08% | |
| 14 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 2.79% | +0.06% | +4.03% | |
| 15 | EMCB | Wisdomtree Em CORP Bond | ETF-Corp Bonds | 2.22% | +0.04% | +4.47% | |
| 16 | FNY | First Trust Mid Cap Growth | ETF-Other | 1.80% | -0.12% | — | |
| 17 | DTCR | Global X Data Center & Digit | ETF-Other | 1.58% | -0.34% | -13.64% | |
| 18 | FWD | AB Disruptors ETF | ETF-Other | 1.54% | -0.28% | -4.42% | |
| 19 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.53% | -0.21% | +2.89% | |
| 20 | LYTS | Lsi Industries Inc | Stock-Other | 1.11% | -0.23% | +2.80% | |
| 21 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.04% | — | -40.63% | |
| 22 | BVS | Bioventus Inc - A | Stock-Other | 1.02% | +0.47% | -18.91% | |
| 23 | APP | Applovin Corp-class A | Stock-Tech | 0.99% | -0.99% | EXIT | |
| 24 | GT | Goodyear Tire & Rubber Co | Stock-Consumer Disc | 0.92% | -0.92% | EXIT | |
| 25 | EBC | Eastern Bankshares Inc | Stock-Other | 0.90% | +0.13% | -2.54% | |
| 26 | LYV | Live Nation Entertainment In | Stock-Comm Services | 0.88% | -0.88% | EXIT | |
| 27 | RNR | RenaissanceRe Holdings Ltd. | Stock-Financials | 0.88% | -0.88% | EXIT | |
| 28 | DBD | Diebold Nixdorf Inc | Stock-Other | 0.88% | -0.12% | -14.50% | |
| 29 | GTLS | Chart Industries Inc | Stock-Industrials | 0.86% | -0.86% | EXIT | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.32% | +0.03% | -9.70% | |
| 31 | ETN | Eaton Corporation plc | Stock-Industrials | 0.29% | — | -5.26% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XSMO | Invesco S&p Smallcap Momentu | +0.4% | -3.32% | Trim |
| 2 | CWB | Ss Spdr Bb Conv Sec ETF | +0.3% | -3.47% | Trim |
| 3 | JPRE | Jpmorgan Realty Income ETF | +0.3% | +1.41% | Add |
| 4 | LYTS | Lsi Industries Inc | +0.2% | +2.80% | Add |
| 5 | QGRO | American Century US Quality | +0.2% | +9.58% | Add |
| 6 | USVM | Victoryshares US Small Mid C | +0.2% | -3.08% | Trim |
| 7 | DTCR | Global X Data Center & Digit | +0.2% | -13.64% | Trim |
| 8 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | +2.89% | Add |
| 9 | FWD | AB Disruptors ETF | +0.2% | -4.42% | Trim |
| 10 | PFFA | Virtus Infracap US Pref Stck | +0.1% | +7.17% | Add |
| 11 | BVS | Bioventus Inc - A | +0.1% | -18.91% | Trim |
| 12 | IAGG | Ishares Intl Aggregate Bond | +0.1% | +6.83% | Add |
| 13 | ETN | Eaton Corporation plc | 0% | -5.26% | Trim |
| 14 | EDIV | State Street Spdr S&p Emergi | 0% | +1.08% | Add |
| 15 | EBC | Eastern Bankshares Inc | 0% | -2.54% | Trim |
| 16 | WTV | Wisdomtree U.s. Value Fund | — | -0.50% | Trim |
| 17 | GT | Goodyear Tire & Rubber Co | 0% | +27.91% | Add |
| 18 | GTLS | Chart Industries Inc | 0% | +2.38% | Add |
| 19 | EMCB | Wisdomtree Em CORP Bond | 0% | +4.47% | Add |
| 20 | HMOP | Hartford Municipal Opp ETF | -0.1% | +4.03% | Add |
| 21 | RNR | RenaissanceRe Holdings Ltd. | -0.1% | -7.59% | Trim |
| 22 | LYV | Live Nation Entertainment In | -0.1% | -9.75% | Trim |
| 23 | JPM | Jpmorgan Chase & Co | -0.1% | -9.70% | Trim |
| 24 | DBD | Diebold Nixdorf Inc | -0.1% | -14.50% | Trim |
| 25 | APP | Applovin Corp-class A | -0.1% | +38.12% | Add |
| 26 | HYFI | AB High Yield ETF | -0.1% | +3.71% | Add |
| 27 | FENI | Fidelity Enhanced Intl ETF | -0.2% | -3.37% | Trim |
| 28 | SKOR | Flexshares Credit-scored US | -0.2% | +3.33% | Add |
| 29 | LGOV | First Tr Long Duration O-etf | -0.3% | +1.03% | Add |
| 30 | SDVY | First Trust Smid Cap Rising | -0.6% | -40.63% | Trim |
| 31 | FNY | First Trust Mid Cap Growth | — | NEW | New buy |
| 32 | JEPQ | JPM Nasdaq Equity Premium | — | EXIT | Sold out |
| 33 | AAPL | Apple Inc | — | EXIT | Sold out |
| 34 | SHOP | Shopify Inc - Class A | — | EXIT | Sold out |
| 35 | GOOG | Alphabet Inc-cl C | — | EXIT | Sold out |
| 36 | AMZN | Amazon.com Inc | — | EXIT | Sold out |
| 37 | ISRG | Intuitive Surgical Inc | — | EXIT | Sold out |
| 38 | MA | Mastercard Inc - A | — | EXIT | Sold out |
| 39 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Anderson Financial Strategies, LLC reported a total U.S. public equity portfolio value of $192.4M across 32 disclosed positions in Q1 2026.
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 40.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
FNY
市值: $3.3M
Top Position Liquidated / Trimmed
JEPQ
前期市值: $1.7M
During Q1 2026, Anderson Financial Strategies, LLC's top holdings by market value included WTV (12.1%)、QGRO (9.7%)、FENI (8.7%). The largest single position, WTV, represented 12.1% of total portfolio value.
In Q1 2026, Anderson Financial Strategies, LLC made 39 total portfolio adjustments, initiating 2 new buys, adding to 15 positions, trimming 15 holdings, and fully liquidating 7 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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