Anderson Financial Strategies
Anderson Financial Strategies reported 36 stocks worth $192M in its 13F filing for Q2 2026, filed Aug 20, 2026. Its largest holdings are WTV (12.6%), PWB (9.0%) and FENI (8.8%). Compared with Q1 2026, the fund opened new positions in PWB, CARS and DFIN, added to WTV, FENI and IAGG, trimmed CWB, USVM and JPRE and sold out of APP, GT and LYV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  WTV Wisdomtree TR | $24.2M | 12.6% | 224K | +2,270 (+1%) | 7 of 7 | |
| 2 |  PWB Invesco Exchange Traded FD T | $17.4M | 9.0% | 111K | New position | 1 of 7 | |
| 3 |  FENI Fidelity Covington Trust | $16.9M | 8.8% | 408K | +5,739 (+1%) | 6 of 7 | |
| 4 |  IAGG Ishares TR | $12.4M | 6.4% | 249K | +6,606 (+3%) | 7 of 7 | |
| 5 |  SKOR Flexshares TR | $11.8M | 6.1% | 245K | +20K (+9%) | 7 of 7 | |
| 6 |  HYFI AB Active Etfs Inc | $9.8M | 5.1% | 262K | +19K (+8%) | 7 of 7 | |
| 7 |  CWB Spdr Series Trust | $9.5M | 4.9% | 91K | −5,059 (−5%) | 7 of 7 | |
| 8 |  USVM Victory Portfolios II | $9M | 4.7% | 82K | −1,626 (−2%) | 6 of 7 | |
| 9 |  JPRE J P Morgan Exchange Traded F | $8.4M | 4.4% | 158K | −220 (−0%) | 5 of 7 | |
| 10 |  PFFA Etfis Ser TR I | $8.4M | 4.4% | 398K | +21K (+5%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 20, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Anderson Financial Strategies 13F FAQ
What does Anderson Financial Strategies own?
Anderson Financial Strategies reported 36 stocks worth $192M in its 13F filing for Q2 2026, filed Aug 20, 2026. Its largest holdings are WTV (12.6%), PWB (9.0%) and FENI (8.8%). The table above lists every position in the filing (the top 10 without an account).
What did Anderson Financial Strategies buy and sell in Q2 2026?
Compared with Q1 2026: 9 new positions, 14 added to, 11 trimmed and 5 sold out. New positions include PWB, CARS and DFIN. It sold all of APP, GT and LYV.
When will Anderson Financial Strategies file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Anderson Financial Strategies's portfolio worth?
The Q2 2026 filing reports $192M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.