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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 2025-12-31, filed 2026-02-24, with 37 holding rows worth $172,268,629.

Accession
0002018166-26-000001
Filer
CIK 2018166
Filed
2026-02-24
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 37 entries on the cover page, a total value of $172,268,629 stated on the cover page (in dollars after the unit check, H1), rows summing to $172,268,629 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 ETF97717W547COM222,510$20,760,206dollars as filed
AMERICAN CENTY ETF TR025072307US QUALITY GROW143,486$16,432,017dollars as filed
Fidelity Enhanced International ETF31609A404SHS415,982$15,216,622dollars as filed
ISHARES TR46435G672CORE INTL AGGR226,514$11,327,965dollars as filed
FLEXSHARES TR33939L761CR SCD US BD217,759$10,697,434dollars as filed
SPDR SER TR78464A359BBG CONV SEC ETF99,942$8,914,826dollars as filed
AB ACTIVE ETFS INC00039J608HIGH YIELD ETF234,943$8,829,158dollars as filed
VICTORY PORTFOLIOS II92647N568USAA MSCI USA SM86,077$7,859,398dollars as filed
ETFIS SER TR I26923G822VIRTUS INFRCAP351,920$7,583,876dollars as filed
FIRST TR EXCHANGE-TRADED FD33738D606LNG DUR OPRTUN335,797$7,330,449dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q126RLTY INCOME ETF156,044$7,288,815dollars as filed
INVESCO EXCHANGE TRADED FD T46137V498S&P SMLCP MOMENT85,454$6,153,543dollars as filed
SPDR INDEX SHS FDS78463X533ST MAR DIVID ETF130,985$5,128,063dollars as filed
Hartford Municipal Opportnits ETF41653L503ETF124,954$4,886,951dollars as filed
WISDOMTREE TR97717X784WSDM EMKTBD FD58,086$3,889,148dollars as filed
FIRST TR EXCHANGE-TRADED FD33741X102SMID RISNG ETF75,302$2,885,573dollars as filed
GLOBAL X FDS37954Y236DATA CTR & DIGIT113,483$2,394,491dollars as filed
AB ACTIVE ETFS INC00039J509DISRUPTORS ETF22,453$2,344,318dollars as filed
iShares MSCI USA Momentum Factor ETF46432F396SHS9,275$2,321,625dollars as filed
APPLOVIN CORP COM CL A03831W108Stock2,739$1,845,593dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q203NASDAQ EQT PREM29,815$1,732,848dollars as filed
DIEBOLD NIXDORF INC253651202COM SHS24,068$1,633,977dollars as filed
GOODYEAR TIRE & RUBBER CO382550101COM185,180$1,622,177dollars as filed
LIVE NATION ENTERTAINMENT INC COM538034109Stock11,327$1,614,098dollars as filed
RENAISSANCERE HLDGS LTD COMG7496G103Stock5,730$1,611,047dollars as filed
BIOVENTUS INC09075A108COM CL A213,208$1,586,268dollars as filed
EASTERN BANKSHARES INC COM27627N105Stock82,987$1,529,450dollars as filed
CHART INDS INC16115Q308COM7,359$1,517,647dollars as filed
LSI INDUSTRIES INC50216C108COMMON STOCK82,387$1,509,330dollars as filed
Apple Inc037833100COM2,906$790,025dollars as filed
JPMorgan Chase & Co46625H100COM2,062$664,418dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS2,798$450,394dollars as filed
Eaton Corp. PlcG29183103COM1,368$435,722dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,363$427,709dollars as filed
Amazon.com, Inc023135106COM1,660$383,161dollars as filed
Intuitive Surgical,Inc.46120E602COM615$348,311dollars as filed
MasterCard, Inc57636Q104COM564$321,976dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002018166-26-000001this filing2026-02-24acceptance time not in the bulk data set