Anderson Financial Strategies, LLC

CIK

2018166

Location

DAYTON, OH

Portfolio Value

Small $191,370,687

Diversification

Diversified

Filing Date

Global Rank

#6,630 / 8,794 ▼ 181 · as of Jun 2026

Top Industry

Software - Application 19.5%

Period ended 3 months ago

Filed Aug 20, 2026 · 46d

7 quarters · since Dec 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

31 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

18.3%

+2.2 pts

Top 5

55.6%

+2.8 pts

Top 10

79.7%

−0.4 pts

HHI

866

Diversified+76

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	90.2%	$172,661,172	18
Technology	3.7%	$7,155,228	4
Communication Services	2.6%	$4,888,497	3
Financial Services	1.3%	$2,519,637	2
Healthcare	1.1%	$2,024,791	2
Consumer Cyclical	0.8%	$1,569,111	1
Industrials	0.3%	$552,251	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
ABI	VictoryShares Pioneer Asset-Based Income ETF	+104,334	270,381	$34,969,426
CAAA	First Trust AAA CMBS ETF	+29,475	368,715	$7,890,501
BVS	Bioventus Inc.	+21,413	194,313	$1,834,314
AMZA	InfraCap MLP ETF	+20,718	397,868	$8,184,144
BNDC	FlexShares Core Select Bond Fund	+20,149	245,169	$11,900,503
BUFC	AB Conservative Buffer ETF	+15,799	280,914	$12,559,252
ACGO	Hartford Alpha Capture Growth ETF	+11,838	141,826	$5,551,778
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	+7,207	289,295	$27,095,059
CWI	State Street SPDR MSCI ACWI ex-US ETF	+5,794	138,195	$5,660,467
FBCG	Fidelity Blue Chip Growth ETF	+5,739	407,710	$16,361,402
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+5,359	256,895	$15,423,226
EBC	Eastern Bankshares, Inc.	+5,008	85,888	$1,910,149
DBD	DIEBOLD NIXDORF, Inc	+1,230	21,808	$1,854,116
AIRR	First Trust RBA American Industrial Renaissance ETF	+683	45,386	$1,957,952
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
ACSG	American Century Small Cap Growth Insights ETF	−154,070	3,167	$373,864
LYTS	Lsi Industries Inc	−14,237	70,459	$1,872,800
AGNG	Global X Funds Global X Aging Population ETF	−13,740	84,267	$2,559,188
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−5,059	91,417	$9,856,580
FAB	First Trust Multi Cap Value AlphaDEX Fund	−1,379	30,550	$3,386,467
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−220	158,021	$8,245,535
VB	Vanguard Morningstar Small-Cap ETF	−122	294	$201,922
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
CARS	Cars.com Inc.	169,632	$1,855,774
DFIN	Donnelley Financial Solutions, Inc.	42,965	$1,802,381
OMC	Omnicom Group Inc.	22,375	$1,629,571
NVDA	Nvidia Corp	8,126	$1,625,931
CHWY	Chewy, Inc.	79,853	$1,569,111
NFLX	Netflix Inc	19,652	$1,403,152
SPY	Spdr S&P 500 ETF Trust	648	$483,906
JNJ	Johnson & Johnson	750	$190,477
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
RNR	Renaissancere Holdings Ltd	5,295	$1,573,832
GT	Goodyear Tire & Rubber Co /Oh/	236,867	$1,570,428
LYV	Live Nation Entertainment, Inc.	10,223	$1,559,109
APP	AppLovin Corp	3,783	$1,505,634
—		7,534	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

31 tracked positions · $191,370,687 total · filing declares 36 positions · $192,400,132 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	270,381	+104,334	$34,969,426	+146.6%	18.27%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Added	289,295	+7,207	$27,095,059	+8.6%	14.16%
FBCG	Fidelity Blue Chip Growth ETF	Added	407,710	+5,739	$16,361,402	+9.4%	8.55%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	256,895	+5,359	$15,423,226	—	8.06%
BUFC	AB Conservative Buffer ETF	Added	280,914	+15,799	$12,559,252	+10.3%	6.56%
BNDC	FlexShares Core Select Bond Fund	Added	245,169	+20,149	$11,900,503	+8.8%	6.22%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	91,417	-5,059	$9,856,580	+11.6%	5.15%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	158,021	-220	$8,245,535	+8.4%	4.31%
AMZA	InfraCap MLP ETF	Added	397,868	+20,718	$8,184,144	+6.6%	4.28%
CAAA	First Trust AAA CMBS ETF	Added	368,715	+29,475	$7,890,501	+7.8%	4.12%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	138,195	+5,794	$5,660,467	+8.3%	2.96%
ACGO	Hartford Alpha Capture Growth ETF	Added	141,826	+11,838	$5,551,778	+10.2%	2.90%
FAB	First Trust Multi Cap Value AlphaDEX Fund	Reduced	30,550	-1,379	$3,386,467	+17.2%	1.77%
AGNG	Global X Funds Global X Aging Population ETF	Reduced	84,267	-13,740	$2,559,188	+9.0%	1.34%
AIRR	First Trust RBA American Industrial Renaissance ETF	Added	45,386	+683	$1,957,952	+11.1%	1.02%
EBC	Eastern Bankshares, Inc. Financial Services	Added	85,888	+5,008	$1,910,149	+20.7%	1.00%
LYTS	Lsi Industries Inc Technology	Reduced	70,459	-14,237	$1,872,800	+18.9%	0.98%
CARS	Cars.com Inc. Communication Services	NEW	169,632	NEW	$1,855,774	NEW	0.97%
DBD	DIEBOLD NIXDORF, Inc Technology	Added	21,808	+1,230	$1,854,116	+19.4%	0.97%
BVS	Bioventus Inc. Healthcare	Added	194,313	+21,413	$1,834,314	+16.2%	0.96%
DFIN	Donnelley Financial Solutions, Inc. Technology	NEW	42,965	NEW	$1,802,381	NEW	0.94%
OMC	Omnicom Group Inc. Communication Services	NEW	22,375	NEW	$1,629,571	NEW	0.85%
NVDA	Nvidia Corp Technology	NEW	8,126	NEW	$1,625,931	NEW	0.85%
CHWY	Chewy, Inc. Consumer Cyclical	NEW	79,853	NEW	$1,569,111	NEW	0.82%
NFLX	Netflix Inc Communication Services	NEW	19,652	NEW	$1,403,152	NEW	0.73%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,862	0	$609,488	+11.3%	0.32%
ETN	Eaton Corp plc Industrials	Held	1,296	0	$552,251	+19.1%	0.29%
SPY	Spdr S&P 500 ETF Trust	NEW	648	NEW	$483,906	NEW	0.25%
ACSG	American Century Small Cap Growth Insights ETF	Reduced	3,167	-154,070	$373,864	−97.7%	0.20%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	294	-122	$201,922	−18.8%	0.11%
JNJ	Johnson & Johnson Healthcare	NEW	750	NEW	$190,477	NEW	0.10%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.