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Disclosery

13F-HR filed by Anderson Financial Strategies, LLC

Anderson Financial Strategies, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-05, with 39 holding rows worth $168,845,789.

Accession
0002018166-25-000007
Filer
CIK 2018166
Filed
2025-11-05
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 39 entries on the cover page, a total value of $168,845,789 stated on the cover page (in dollars after the unit check, H1), rows summing to $168,845,789 with VALUE read as dollars as filed, 13F file number 028-25315. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
WISDOMTREE U S VALUE ETF97717W547COM221,283$20,138,939dollars as filed
AMERICAN CENTY ETF TR025072307US QUALITY GROW140,572$16,081,437dollars as filed
Fidelity Enhanced International ETF31609A404SHS414,281$14,615,834dollars as filed
ISHARES TR46435G672CORE INTL AGGR231,356$11,852,368dollars as filed
FLEXSHARES TR33939L761CR SCD US BD214,596$10,568,847dollars as filed
SPDR SER TR78464A359BBG CONV SEC ETF97,912$8,861,036dollars as filed
AB ACTIVE ETFS INC00039J608HIGH YIELD ETF230,946$8,765,440dollars as filed
VICTORY PORTFOLIOS II92647N568USAA MSCI USA SM84,798$7,679,061dollars as filed
ETFIS SER TR I26923G822VIRTUS INFRCAP337,848$7,334,680dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q126RLTY INCOME ETF151,272$7,250,467dollars as filed
FIRST TR EXCHANGE-TRADED FD33738D606LNG DUR OPRTUN324,095$7,049,066dollars as filed
INVESCO EXCHANGE TRADED FD T46137V498S&P SMLCP MOMENT82,890$6,098,217dollars as filed
SPDR INDEX SHS FDS78463X533ST MAR DIVID ETF126,024$4,896,032dollars as filed
Hartford Municipal Opportnits ETF41653L503ETF123,948$4,830,254dollars as filed
WISDOMTREE TR97717X784WSDM EMKTBD FD55,434$3,711,622dollars as filed
FIRST TR EXCHANGE-TRADED FD33741X102SMID RISNG ETF89,439$3,400,426dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q203NASDAQ EQT PREM39,985$2,299,937dollars as filed
iShares MSCI USA Momentum Factor ETF46432F396SHS8,894$2,280,866dollars as filed
APPLOVIN CORP COM CL A03831W108Stock2,502$1,797,787dollars as filed
GLOBAL X FDS37954Y236DATA CTR & DIGIT87,121$1,784,238dollars as filed
ISHARES TR464288562RESIDENTIAL MULT19,812$1,683,426dollars as filed
EASTERN BANKSHARES INC COM27627N105Stock88,853$1,612,682dollars as filed
LSI INDUSTRIES INC50216C108COMMON STOCK67,835$1,601,584dollars as filed
RENAISSANCERE HLDGS LTD COMG7496G103Stock6,067$1,540,593dollars as filed
CHART INDS INC16115Q308COM7,552$1,511,533dollars as filed
DIEBOLD NIXDORF INC253651202COM SHS25,354$1,445,939dollars as filed
LIVE NATION ENTERTAINMENT INC COM538034109Stock8,747$1,429,260dollars as filed
GOODYEAR TIRE & RUBBER CO382550101COM176,156$1,317,647dollars as filed
BIOVENTUS INC09075A108COM CL A134,720$901,277dollars as filed
Apple Inc037833100COM2,906$739,955dollars as filed
JPMorgan Chase & Co46625H100COM2,162$681,960dollars as filed
Eaton Corp. PlcG29183103COM1,361$509,354dollars as filed
Netflix, Inc64110L106COM401$480,767dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS2,798$415,811dollars as filed
ServiceNow,Inc.81762P102COM441$405,610dollars as filed
Amazon.com, Inc023135106COM1,660$364,486dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,300$316,615dollars as filed
MasterCard, Inc57636Q104COM555$315,690dollars as filed
Intuitive Surgical,Inc.46120E602COM615$275,046dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002018166-25-000007this filing2025-11-05acceptance time not in the bulk data set