Anderson Financial Strategies, LLC: 13F holdings
CIK 20181662026Q2
| Positions | 36 |
|---|
| Reported value | $192.4m |
|---|
| Filed | 2026-08-20 |
|---|
Change since last quarter
| Positions | 36 (+4 vs prior quarter) |
|---|
| Reported value | $192.4m (+5.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| WTV WISDOMTREE TR | 223,678 | $24.2m | 12.6% |
| PWB INVESCO EXCHANGE TRADED FD T | 111,298 | $17.4m | 9.0% |
| FENI FIDELITY COVINGTON TRUST | 407,710 | $16.9m | 8.8% |
| IAGG ISHARES TR | 248,599 | $12.4m | 6.4% |
| SKOR FLEXSHARES TR | 245,169 | $11.8m | 6.1% |
| AB ACTIVE ETFS INC | 262,229 | $9.8m | 5.1% |
| CWB SPDR SERIES TRUST | 91,417 | $9.5m | 4.9% |
| USVM VICTORY PORTFOLIOS II | 81,804 | $9.0m | 4.7% |
| JPRE J P MORGAN EXCHANGE TRADED F | 158,021 | $8.4m | 4.4% |
| PFFA ETFIS SER TR I | 397,868 | $8.4m | 4.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2018166")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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