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Anderson Financial Strategies - Q4 2025 13F Filings

AN

Anderson Financial Strategies, LLC

CIK: 0002018166
Address: Ohio Dayton 2500 Stratacache Tower
$172.27 M
Portfolio Value
37
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/20/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. SKOR Flexshares Credit-Scored Us
+$10.7 M
2. DTCR Global X Data Center & Digit
+$2.39 M
3. FWD Ab Disruptors Etf
+$2.34 M
4. BVS Bioventus
+$583,950.9
5. LYV Live Nation Entertainment
+$367,650.11

Top Sells

Q4 2025
1. JEPQ Jpmorgan Nasdaq Equity Premium Income Etf
−$591,080.47
2. SDVY First Trust Smid Cap Rising Dividend Achievers Etf
−$541,729.91
3. NFLX Netflix
−$480,767
4. NOW Servicenow
−$405,610
5. IAGG Ishares Core International Aggregate Bond Etf
−$242,148.42

Asset Allocation

Stocks/ETFs
+11.28%
$172.27 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Anderson Financial Strategies Q4 2025 Filing Summary

Anderson Financial Strategies, LLC filed its 13F report for Q4 2025 on February 24, 2026. The portfolio totaled 172.27 M reflecting a +2.03% change from the prior quarter, spanning 37 assets. The top 10 holdings comprised 66.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 2 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Anderson Financial Strategies’s Q4 2025 Filing

Anderson Financial Strategies submitted their Form 13F-HR for the Q4 2025 period on 02/24/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Anderson Financial Strategies reported a managed portfolio value of 172.27 M, consisting of 37 individual positions.

This page displays the raw filing documents. To see which stocks Anderson Financial Strategies bought or sold during Q4 2025, please visit Anderson Financial Strategies's Portfolio Analysis page.