Anderson Financial Strategies, LLC - Portfolio Stock Holdings
Anderson Financial Strategies, LLC disclosed 41 stock positions in a recent SEC 13F filing. $191,370,229 of stock holdings were filed, with the largest holdings including WTV, PWB, and FENI. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $402,105,003 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pension and profit sharing plans.
Report Period:
June 30, 2026No. of Stocks:
41Est. Stock Holding Value:
$191,370,229Top Stock Holdings By Sector
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Portfolio Stock Holdings - Anderson Financial Strategies, LLC
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% of Portfolio
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