Anderson Financial Strategies, LLC holds a focused book of 32 stocks worth $181.9M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened First Trust Mid Cap Growth and trimmed Wisdomtree U.S. Value Fund. Their largest long position is Wisdomtree U.S. Value Fund at 12% of the equity book. Cloning the disclosed picks since 2025 would be +20% (+12.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2018166/holdings"
Use Arkolith to show Anderson Financial Strategies, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Anderson Financial Strategies, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
9% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Anderson Financial Strategies, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 39 / 32 | $5.7B |
| Parallel Advisors, LLC | 39 / 32 | $567.5M |
| MORGAN STANLEY | 38 / 32 | $178.5B |
| ROYAL BANK OF CANADA | 38 / 32 | $52.0B |
| WELLS FARGO & COMPANY/MN | 38 / 32 | $44.2B |
| LPL Financial LLC | 38 / 32 | $23.1B |
| RAYMOND JAMES FINANCIAL INC | 37 / 32 | $42.6B |
| FIFTH THIRD BANCORP | 37 / 32 | $6.4B |
Ranked by how many of Anderson Financial Strategies, LLC's top 32 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Wisdomtree TR WISDOMTREE US VA | $21.9M | 221.4K | 12.0% | ▼−0.5% Reduced · −1K sh | |
| 2 | American Centy ETF TR US QUALITY GROW | $17.7M | 157.2K | 9.7% | ▲+9.6% Added · +14K sh | |
| 3 | Fidelity Covington Trust ENHANCED INTL | $15.7M | 402.0K | 8.6% | ▼−3.4% Reduced · −14K sh | |
| 4 | Ishares TR CORE INTL AGGR | $12.1M | 242.0K | 6.6% | ▲+6.8% Added · +15K sh | |
| 5 | Flexshares TR CR SCD US BD | $10.9M | 225.0K | 6.0% | ▲+3.3% Added · +7K sh | |
| 6 | SPDR Series Trust STATE STREET SPD | $10.0M | 96.5K | 5.5% | ▼−3.5% Reduced · −3K sh | |
| 7 | AB Active Etfs Inc HIGH YIELD ETF | $9.1M | 243.7K | 5.0% | ▲+3.7% Added · +9K sh | |
| 8 | Victory Portfolios II USAA MSCI USA SM | $8.6M | 83.4K | 4.8% | ▼−3.1% Reduced · −3K sh | |
| 9 | Etfis Ser TR I VIRTUS INFRCAP | $8.2M | 377.1K | 4.5% | ▲+7.2% Added · +25K sh | |
| 10 | J P Morgan Exchange Traded F REALTY INCOME ET | $8.2M | 158.2K | 4.5% | ▲+1.4% Added · +2K sh | |
| 11 | Invesco Exchange Traded FD T S&P SMLCP MOMENT | $7.3M | 82.6K | 4.0% | ▼−3.3% Reduced · −3K sh | |
| 12 | First TR Exchange-Traded FD LNG DUR OPRTUN | $7.3M | 339.2K | 4.0% | ▲+1.0% Added · +3K sh | |
| 13 | SPDR Index SHS FDS STATE STREET SPD | $5.4M | 132.4K | 3.0% | ▲+1.1% Added · +1K sh | |
| 14 | Hartford FDS Exchange Traded MUN OPORTUNITE | $5.1M | 130.0K | 2.8% | ▲+4.0% Added · +5K sh | |
| 15 | Wisdomtree TR WSDM EMKTBD FD | $4.0M | 60.7K | 2.2% | ▲+4.5% Added · +3K sh | |
| 16 | First TR Exchange-Traded Alp MID CP GR ALPH | $3.3M | 31.9K | 1.8% | ▲New New position | |
| 17 | Global X FDS DATA CTR & DIGIT | $2.9M | 98.0K | 1.6% | ▼−14% Reduced · −15K sh | |
| 18 | AB Active Etfs Inc DISRUPTORS ETF | $2.8M | 21.5K | 1.5% | ▼−4.4% Reduced · −993 sh | |
| 19 | Ishares TR MSCI USA MMENTM | $2.8M | 9.5K | 1.5% | ▲+2.9% Added · +268 sh | |
| 20 | Lsi Inds Inc Ohio COM | $2.0M | 84.7K | 1.1% | ▲+2.8% Added · +2K sh | |
| 21 | First TR Exchange Traded FD SMID RISNG ETF | $1.9M | 44.7K | 1.0% | ▼−41% Reduced · −31K sh | |
| 22 | Bioventus Inc COM CL A | $1.8M | 172.9K | 1.0% | ▼−19% Reduced · −40K sh | |
| 23 | Applovin Corp COM CL A | $1.8M | 3.8K | 1.0% | ▲+38% Added · +1K sh | |
| 24 | Goodyear Tire & Rubr Co COM | $1.7M | 236.9K | 0.9% | ▲+28% Added · +52K sh | |
| 25 | Eastern Bankshares Inc COM | $1.6M | 80.9K | 0.9% | ▼−2.5% Reduced · −2K sh | |
| 26 | Live Nation Entertainment In COM | $1.6M | 10.2K | 0.9% | ▼−9.7% Reduced · −1K sh | |
| 27 | Renaissancere Hldgs Ltd COM | $1.6M | 5.3K | 0.9% | ▼−7.6% Reduced · −435 sh | |
| 28 | Diebold Nixdorf Inc COM SHS | $1.6M | 20.6K | 0.9% | ▼−15% Reduced · −3K sh | |
| 29 | Chart Inds Inc COM | $1.6M | 7.5K | 0.9% | ▲+2.4% Added · +175 sh | |
| 30 | JPMorgan Chase & Co COM | $576K | 1.9K | 0.3% | ▼−9.7% Reduced · −200 sh | |
| 31 | Eaton Corp PLC SHS | $532K | 1.3K | 0.3% | ▼−5.3% Reduced · −72 sh | |
| 32 | Vanguard Index FDS S&P 500 ETF SHS | $277K | 416 | 0.2% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 32 | $181.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 24, 2026 | 37 | $172.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 39 | $168.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 40 | $156.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 28, 2025 | 237 | $163.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 128 | $165.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.