Anderson Financial Strategies, LLC - Q22026 Holdings

Anderson Financial Strategies, LLC holds 36 stocks with a total portfolio value of $ 192.4M as of Q22026. In Q22026, Anderson Financial Strategies, LLC added 9 new positions, increased stakes in 14 stocks, reduced 11 holdings, and fully exited 5 positions. The largest holding is Wisdomtree Tr (WTV), representing 12.57% of the total portfolio.