account_balance
Investment manager · 13F filer · SEC CIK 2018166
Anderson Financial Strategies, LLC
Reported value$192Mas of Jun 30, 2026
Positions36 9 new, 5 sold out
Top 10 weight66.4%WTV alone is 13%
FiledAug 2051 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
WTVWisdomtree Tr
12.6%
PWBInvesco Exchange Traded Fd T
9.0%New
FENIFidelity Covington Trust
8.8%
IAGGiShares Tr
6.4%Added +3%
SKORFlexshares Tr
6.1%Added +9%
HYFIAb Active Etfs Inc
5.1%Added +8%
CWBSPDR Series Trust
4.9%Trimmed −5%
USVMVictory Portfolios II
4.7%
JPREJ P Morgan Exchange Traded F
4.4%
PFFAEtfis Ser Tr I
4.4%Added +5%
LGOVFirst Tr Exchange-Traded Fd
4.0%+9%
XSMOInvesco Exchange Traded Fd T
3.5%−6%
WTVWisdomtree Tr
12.6%
PWBInvesco Exchange Traded Fd T
9.0%New
FENIFidelity Covington Trust
8.8%
IAGGiShares Tr
6.4%Added +3%
SKORFlexshares Tr
6.1%+9%
HYFIAb Active Etfs Inc
5.1%
CWBSPDR Series Trust
4.9%
USVMVictory Portfolios II
4.7%
JPREJ P Morgan Exchange Traded F
4.4%
PFFA4.4%
LGOV
XSMO
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
WTV Wisdomtree Tr 12.6% Held
PWB Invesco Exchange Traded Fd T 9.0% New
FENI Fidelity Covington Trust 8.8% Held
IAGG iShares Tr 6.4% Added +3%
SKOR Flexshares Tr 6.1% Added +9%
HYFI Ab Active Etfs Inc 5.1% Added +8%
CWB SPDR Series Trust 4.9% Trimmed −5%
USVM Victory Portfolios II 4.7% Held
JPRE J P Morgan Exchange Traded F 4.4% Held
PFFA Etfis Ser Tr I 4.4% Added +5%
LGOV First Tr Exchange-Traded Fd 4.0% Added +9%
XSMO Invesco Exchange Traded Fd T 3.5% Trimmed −6%
What changed
Biggest moves since Mar 31, 2026
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