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Showing Q3 2025 data
Anderson Financial Strategies, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Anderson Financial Strategies, LLC
•CIK: 2018166•Filing: Q3 2025
**Anderson Financial Strategies, LLC** manages $169M across a portfolio of 39 distinct positions. The fund exhibits concentrated exposure, with top holdings including WTV at $20.1M and QGRO at $16.1M. Notable allocations also feature FENI ($14.6M), IAGG ($11.9M), and SKOR ($10.6M). This structure suggests a focused, tactical approach across diverse sectors.
Total AUM
$168.8M
QoQ Performance
+8.0%
Positions
34
Top 10 Concentration
67.0%
Latest Filing
Q3 2025
Top Holdings Allocation
WTV
QGRO
FENI
IAGG
SKOR
CWB
HYFI
WTV11.9%
QGRO9.5%
FENI8.7%
IAGG7.0%
SKOR6.3%
CWB5.2%
HYFI5.2%
USVM4.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other98.3%
Technology0.6%
Financial0.6%
Communication0.3%
Consumer0.2%
🚪 Exited Positionssold since Q2 2025
+2 more exited positions
Changes from Q2 2025
NEW6 new positions
↑13 increased
↓10 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024