Anderson Financial Strategies, LLC - Q42025 Holdings

Anderson Financial Strategies, LLC holds 37 stocks with a total portfolio value of $ 172.27M as of Q42025. In Q42025, Anderson Financial Strategies, LLC added 37 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Wisdomtree Tr (WTV), representing 12.05% of the total portfolio.