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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 2026-06-30, filed 2026-08-20, with 36 holding rows worth $192,400,132.

Accession
0002018166-26-000003
Filer
CIK 2018166
Filed
2026-08-20
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 36 entries on the cover page, a total value of $192,400,132 stated on the cover page (in dollars after the unit check, H1), rows summing to $192,400,132 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 ETF97717W547COM223,678$24,192,964dollars as filed
INVESCO EXCHANGE TRADED FD T46137V746LARGE CAP GROWTH111,298$17,355,810dollars as filed
Fidelity Enhanced International ETF31609A404SHS407,710$16,940,351dollars as filed
ISHARES TR46435G672CORE INTL AGGR248,599$12,390,174dollars as filed
FLEXSHARES TR33939L761CR SCD US BD245,169$11,786,478dollars as filed
AB ACTIVE ETFS INC00039J608HIGH YIELD ETF262,229$9,757,384dollars as filed
SPDR SER TR78464A359BBG CONV SEC ETF91,417$9,482,685dollars as filed
VICTORY PORTFOLIOS II92647N568USAA MSCI USA SM81,804$9,033,616dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q126RLTY INCOME ETF158,021$8,422,519dollars as filed
ETFIS SER TR I26923G822VIRTUS INFRCAP397,868$8,387,057dollars as filed
FIRST TR EXCHANGE-TRADED FD33738D606LNG DUR OPRTUN368,715$7,761,451dollars as filed
INVESCO EXCHANGE TRADED FD T46137V498S&P SMLCP MOMENT77,279$6,742,593dollars as filed
SPDR INDEX SHS FDS78463X533ST MAR DIVID ETF138,195$5,816,628dollars as filed
Hartford Municipal Opportnits ETF41653L503ETF141,826$5,491,503dollars as filed
WISDOMTREE TR97717X784WSDM EMKTBD FD65,617$4,338,596dollars as filed
FIRST TR EXCHANGE-TRADED ALP33737M102MID CP GR ALPH30,550$3,226,621dollars as filed
BIOVENTUS INC09075A108COM CL A194,313$2,852,515dollars as filed
iShares MSCI USA Momentum Factor ETF46432F396SHS8,296$2,537,580dollars as filed
AB ACTIVE ETFS INC00039J509DISRUPTORS ETF18,685$2,431,479dollars as filed
GLOBAL X FDS37954Y236DATA CTR & DIGIT84,267$2,388,127dollars as filed
CARS COM INC14575E105COM169,632$2,110,222dollars as filed
DONNELLEY FINL SOLUTIONS INC25787G100COM42,965$2,094,544dollars as filed
FIRST TR EXCHANGE-TRADED FD33741X102SMID RISNG ETF45,386$1,998,799dollars as filed
EASTERN BANKSHARES INC COM27627N105Stock85,888$1,976,283dollars as filed
OMNICOM GROUP INC COM681919106Stock22,375$1,956,246dollars as filed
CHEWYINCCLASSCLASSA16679L109STOK79,853$1,915,673dollars as filed
NVIDIA Corp67066G104COM8,126$1,767,893dollars as filed
LSI INDUSTRIES INC50216C108COMMON STOCK70,459$1,695,244dollars as filed
Netflix, Inc64110L106COM19,652$1,576,483dollars as filed
DIEBOLD NIXDORF INC253651202COM SHS21,808$1,470,295dollars as filed
JPMorgan Chase & Co46625H100COM1,862$665,218dollars as filed
Eaton Corp. PlcG29183103COM1,296$550,372dollars as filed
SPY78462F103SHS648$498,169dollars as filed
AMERICAN CENTY ETF TR025072307US QUALITY GROW3,167$375,670dollars as filed
Vanguard S&P 500 ETF922908363COM294$207,832dollars as filed
Johnson & Johnson478160104COM750$205,058dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002018166-26-000003this filing2026-08-20acceptance time not in the bulk data set