Anderson Financial Strategies, LLC Portfolio Holdings

Anderson Financial Strategies, LLC

  • $156 Billion
  • Q2 2025

Anderson Financial Strategies, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $156 Billion distributed in 40 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 $19.3B, American Centy ETF Tr Stoxx Us with a value of $15.5B, Fidelity Covington Trust with a value of $14.2B, Ishares Tr Core Intl Aggregate with a value of $10.6B, and Flexshares Tr Credit Scored Us with a value of $9.58B.

Examining the 13F form we can see an decrease of $7.14B in the current position value, from $164B to 156B.

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 $156 Billion
ETFs: $114 Billion
Financial Services: $8.6 Billion
Consumer Cyclical: $3.53 Billion
Technology: $2.74 Billion
Communication Services: $2.35 Billion
Industrials: $2.24 Billion
Healthcare: $334 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14.5B
$1.75 Billion 1.12% of portfolio
13,869
Q2 2025 Added 9.18%
$36.4B
$1.58 Billion 1.01% of portfolio
10,463
Q2 2025 Reduced 22.94%
$44.4B
$1.44 Billion 0.92% of portfolio
132,237
Q2 2025 Reduced 6.29%
$30.9B
$1.41 Billion 0.9% of portfolio
8,367
Q2 2025 Added 0.16%
$10.5B
$1.34 Billion 0.86% of portfolio
5,527
Q2 2025 Reduced 1.5%
$145B
$486 Million 0.31% of portfolio
1,361
Q1 2025 Added 5.02%
$172B
$453 Million 0.29% of portfolio
441
Q1 2025 New
$169B
$334 Million 0.21% of portfolio
615
Q2 2025 Reduced 51.76%
$178B
$323 Million 0.21% of portfolio
2,798
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $156 Billion
  • Prior Value $164 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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