Anderson Financial Strategies, LLC - Q12026 Holdings

Anderson Financial Strategies, LLC holds 32 stocks with a total portfolio value of $ 181.92M as of Q12026. In Q12026, Anderson Financial Strategies, LLC added 2 new positions, increased stakes in 15 stocks, reduced 15 holdings, and fully exited 7 positions. The largest holding is Wisdomtree Tr (WTV), representing 12.05% of the total portfolio.