Anderson Financial Strategies, LLC - Portfolio Stock Holdings

Anderson Financial Strategies, LLC disclosed 39 stock positions in a recent SEC 13F filing. $171,188,383 of stock holdings were filed, with the largest holdings including WTV, QGRO, and FENI. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

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.