Anderson Financial Strategies, LLC
Annual return '25
+37.5%
SPY '25
+17.7%
Alpha
+19.8ptsvs SPY
Invested
$181.9M
Holdings
33
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$WTV
WISDOMTREE TR
Held since at least Q1 2024
12.0%
02
$QGRO
AMERICAN CENTY ETF TR
Held since at least Q1 2024
9.7%
03
$FENI
FIDELITY COVINGTON TRUST
Held since at least Q1 2024
8.6%
04
$IAGG
ISHARES TR
Held since at least Q1 2024
6.6%
05
$SKOR
FLEXSHARES TR
Held since at least Q1 2024
6.0%
06
$CWB
SPDR SERIES TRUST
Held since at least Q1 2024
5.5%
07
$HYFI
AB ACTIVE ETFS INC
Held since at least Q1 2024
5.0%
08
$USVM
VICTORY PORTFOLIOS II
Held since at least Q1 2024
4.8%
09
$PFFA
ETFIS SER TR I
Held since at least Q1 2024
4.5%
10
$JPRE
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
4.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:29 UTC.