Anderson Financial Strategies, LLC
CIK: 2018166SEC EDGAR →
Portfolio Value
$119.9B
Holdings
36
As of
Q2 2026
New Positions
36
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FIDELITY COVINGTON TRUST | 407,710 | $16.9B | 14.12% |
| 2 | ISHARES TR | 248,599 | $12.4B | 10.33% |
| 3 | FLEXSHARES TR | 245,169 | $11.8B | 9.83% |
| 4 | AB ACTIVE ETFS INC | 262,229 | $9.8B | 8.14% |
| 5 | J P MORGAN EXCHANGE TRADED F | 158,021 | $8.4B | 7.02% |
| 6 | ETFIS SER TR I | 397,868 | $8.4B | 6.99% |
| 7 | FIRST TR EXCHANGE-TRADED FD | 368,715 | $7.8B | 6.47% |
| 8 | INVESCO EXCHANGE TRADED FD T | 77,279 | $6.7B | 5.62% |
| 9 | SPDR INDEX SHS FDS | 138,195 | $5.8B | 4.85% |
| 10 | HARTFORD FDS EXCHANGE TRADED | 141,826 | $5.5B | 4.58% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 24 | $98.8B | 82.4% |
| Communication Services | 3 | $5.6B | 4.7% |
| Unknown | 1 | $5.5B | 4.6% |
| Technology | 3 | $3.6B | 3.0% |
| Healthcare | 2 | $2.9B | 2.4% |
| Consumer Cyclical | 1 | $1.9B | 1.6% |
| Industrials | 2 | $1.7B | 1.4% |