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13F-HR filed by Anderson Financial Strategies, LLC

Anderson Financial Strategies, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 32 holding rows worth $181,923,666.

Accession
0002018166-26-000002
Filed
2026-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 32 entries on the cover page, a total value of $181,923,666 stated on the cover page (in dollars after the unit check, H1), rows summing to $181,923,666 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 ETF97717W547COM221,408$21,914,954dollars as filed
AMERICAN CENTY ETF TR025072307US QUALITY GROW157,237$17,722,182dollars as filed
Fidelity Enhanced International ETF31609A404SHS401,971$15,729,125dollars as filed
ISHARES TR46435G672CORE INTL AGGR241,993$12,068,191dollars as filed
FLEXSHARES TR33939L761CR SCD US BD225,020$10,906,705dollars as filed
SPDR SER TR78464A359BBG CONV SEC ETF96,476$10,023,856dollars as filed
AB ACTIVE ETFS INC00039J608HIGH YIELD ETF243,655$9,095,641dollars as filed
VICTORY PORTFOLIOS II92647N568USAA MSCI USA SM83,430$8,646,961dollars as filed
ETFIS SER TR I26923G822VIRTUS INFRCAP377,150$8,161,526dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q126RLTY INCOME ETF158,241$8,152,576dollars as filed
INVESCO EXCHANGE TRADED FD T46137V498S&P SMLCP MOMENT82,617$7,297,560dollars as filed
FIRST TR EXCHANGE-TRADED FD33738D606LNG DUR OPRTUN339,240$7,283,483dollars as filed
SPDR INDEX SHS FDS78463X533ST MAR DIVID ETF132,401$5,440,357dollars as filed
Hartford Municipal Opportnits ETF41653L503ETF129,988$5,071,105dollars as filed
WISDOMTREE TR97717X784WSDM EMKTBD FD60,680$4,029,759dollars as filed
FIRST TR EXCHANGE-TRADED ALP33737M102MID CP GR ALPH31,929$3,278,495dollars as filed
GLOBAL X FDS37954Y236DATA CTR & DIGIT98,007$2,882,386dollars as filed
AB ACTIVE ETFS INC00039J509DISRUPTORS ETF21,460$2,800,101dollars as filed
iShares MSCI USA Momentum Factor ETF46432F396SHS9,543$2,777,967dollars as filed
LSI INDUSTRIES INC50216C108COMMON STOCK84,696$2,025,081dollars as filed
FIRST TR EXCHANGE-TRADED FD33741X102SMID RISNG ETF44,703$1,891,831dollars as filed
BIOVENTUS INC09075A108COM CL A172,900$1,846,572dollars as filed
APPLOVIN CORP COM CL A03831W108Stock3,783$1,808,690dollars as filed
GOODYEAR TIRE & RUBBER CO382550101COM236,867$1,677,018dollars as filed
EASTERN BANKSHARES INC COM27627N105Stock80,880$1,638,629dollars as filed
LIVE NATION ENTERTAINMENT INC COM538034109Stock10,223$1,607,669dollars as filed
RENAISSANCERE HLDGS LTD COMG7496G103Stock5,295$1,599,302dollars as filed
DIEBOLD NIXDORF INC253651202COM SHS20,578$1,595,412dollars as filed
CHART INDS INC16115Q308COM7,534$1,565,189dollars as filed
JPMorgan Chase & Co46625H100COM1,862$576,103dollars as filed
Eaton Corp. PlcG29183103COM1,296$532,475dollars as filed
Vanguard S&P 500 ETF922908363COM416$276,765dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002018166-26-000002this filing2026-05-15acceptance time not in the bulk data set