Anderson Financial Strategies, LLC — 13F holdings

Anderson Financial Strategies, LLC reported 36 holdings worth $192M in its 13F filing for Q2 2026, filed August 20, 2026.

Largest positions

1. WTV WISDOMTREE TR — $24.2M (12.6%)
2. PWB INVESCO EXCHANGE TRADED FD T — $17.4M (9.0%)
3. FENI FIDELITY COVINGTON TRUST — $16.9M (8.8%)
4. IAGG ISHARES TR — $12.4M (6.4%)
5. SKOR FLEXSHARES TR — $11.8M (6.1%)
6. HYFI AB ACTIVE ETFS INC — $9.76M (5.1%)
7. CWB SPDR SERIES TRUST — $9.48M (4.9%)
8. USVM VICTORY PORTFOLIOS II — $9.03M (4.7%)
9. JPRE J P MORGAN EXCHANGE TRADED F — $8.42M (4.4%)
10. PFFA ETFIS SER TR I — $8.39M (4.4%)