Anderson Financial Strategies, LLC - Portfolio overview

Anderson Financial Strategies, LLC has 42 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. WTV - WISDOMTREE TR, 11.58%
2. QGRO - AMERICAN CENTY ETF TR, 9.37%
3. FENI - FIDELITY COVINGTON TRUST, 8.31%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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