Anderson Financial Strategies, LLC Portfolio Holdings

Anderson Financial Strategies, LLC

  • $169 Billion
  • Q3 2025

Anderson Financial Strategies, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $169 Billion distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Wisdomtree U.S. with a value of $20.1B, American Centy ETF Tr Stoxx Us with a value of $16.1B, Fidelity Covington Trust with a value of $14.6B, Ishares Tr Core Intl Aggregate with a value of $11.9B, and Flexshares Tr Credit Scored Us with a value of $10.6B.

Examining the 13F form we can see an increase of $12.5B in the current position value, from $156B to 169B.

Anderson Financial Strategies, LLC is based out at Dayton, OH

Below you can find more details about Anderson Financial Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $169 Billion
ETFs: $128 Billion
Technology: $4.96 Billion
Financial Services: $4.15 Billion
Communication Services: $2.23 Billion
Industrials: $2.02 Billion
Consumer Cyclical: $1.68 Billion
Healthcare: $1.18 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.1 Billion 11.93% of portfolio
221,283
Q3 2025 Reduced 1.07%
$0
$16.1 Billion 9.52% of portfolio
140,572
Q3 2025 Reduced 1.18%
Fidelity Covington Trust
-
$14.6 Billion 8.66% of portfolio
-
Q3 2025 Reduced 3.04%
$0
$11.9 Billion 7.02% of portfolio
231,356
Q3 2025 Added 11.72%
$0
$10.6 Billion 6.26% of portfolio
214,596
Q3 2025 Added 9.3%
$0
$8.86 Billion 5.25% of portfolio
97,912
Q3 2025 Reduced 0.87%
Ab Active Etfs Inc
-
$8.77 Billion 5.19% of portfolio
-
Q3 2025 Added 9.17%
$0
$7.68 Billion 4.55% of portfolio
84,798
Q3 2025 Reduced 1.24%
$0
$7.33 Billion 4.34% of portfolio
337,848
Q3 2025 Added 5.62%
$0
$7.25 Billion 4.29% of portfolio
151,272
Q3 2025 Added 12.63%
$0
$7.05 Billion 4.17% of portfolio
324,095
Q3 2025 Added 10.28%
$0
$6.1 Billion 3.61% of portfolio
82,890
Q3 2025 Reduced 3.17%
$0
$4.9 Billion 2.9% of portfolio
126,024
Q3 2025 Added 4.09%
$0
$4.83 Billion 2.86% of portfolio
123,948
Q3 2025 New
$0
$3.71 Billion 2.2% of portfolio
55,434
Q3 2025 Added 5.72%
$0
$3.4 Billion 2.01% of portfolio
89,439
Q3 2025 Reduced 0.78%
$0
$2.28 Billion 1.35% of portfolio
8,894
Q3 2025 Added 5.06%
$181B
$1.8 Billion 1.06% of portfolio
2,502
Q3 2025 New
$0
$1.78 Billion 1.06% of portfolio
87,121
Q3 2025 Reduced 4.71%
$0
$1.68 Billion 1.0% of portfolio
19,812
Q3 2025 Added 9.94%
$3.11B
$1.61 Billion 0.96% of portfolio
88,853
Q3 2025 Added 42.61%
$527M
$1.6 Billion 0.95% of portfolio
67,835
Q3 2025 Reduced 15.92%
$11.6B
$1.54 Billion 0.91% of portfolio
6,067
Q3 2025 Added 9.77%
$7.3B
$1.51 Billion 0.9% of portfolio
7,552
Q3 2025 New
Diebold Nixdorf Inc
-
$1.45 Billion 0.86% of portfolio
-
Q3 2025 New
$31.7B
$1.43 Billion 0.85% of portfolio
8,747
Q3 2025 Reduced 16.4%
$2.21B
$1.32 Billion 0.78% of portfolio
176,156
Q3 2025 New
$460M
$901 Million 0.53% of portfolio
134,720
Q3 2025 New
$4.31T
$740 Million 0.44% of portfolio
2,906
Q1 2025 Added 5,830.61%
$922B
$682 Million 0.4% of portfolio
2,162
Q1 2025 Added 10.19%
$150B
$509 Million 0.3% of portfolio
1,361
Q1 2025 Added 5.02%
$491B
$481 Million 0.28% of portfolio
401
Q1 2025 New
$186B
$416 Million 0.25% of portfolio
2,798
Q1 2025 New
$174B
$406 Million 0.24% of portfolio
441
Q1 2025 New
$2.48T
$364 Million 0.22% of portfolio
1,660
Q1 2025 Added 2,762.07%
$1.7T
$317 Million 0.19% of portfolio
1,300
Q2 2025 Reduced 60.61%
$526B
$316 Million 0.19% of portfolio
555
Q1 2025 New
$198B
$275 Million 0.16% of portfolio
615
Q2 2025 Reduced 51.76%

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $169 Billion
  • Prior Value $156 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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