SEC Form 13F

Anderson Financial Strategies, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-21
Reported value$192,400,132
Positions36

Largest disclosed positions

IssuerTickerClassReported valueReported amount
WISDOMTREE TRWTVUS VALUE FD$24,192,964223,678
INVESCO EXCHANGE TRADED FD TPWBLARG CAP GRO ETF$17,355,810111,298
FIDELITY COVINGTON TRUSTFENIENHANCED INTL$16,940,351407,710
ISHARES TRIAGGCORE INTL AGGR$12,390,174248,599
FLEXSHARES TRSKORCR SCD US BD$11,786,478245,169
AB ACTIVE ETFS INCHYFIHIGH YIELD ETF$9,757,384262,229
SPDR SERIES TRUSTCWBST STR CONV ETF$9,482,68591,417
VICTORY PORTFOLIOS IIUSVMUSAA MSCI USA SM$9,033,61681,804
J P MORGAN EXCHANGE TRADED FJPRERLTY INCOME ETF$8,422,519158,021
ETFIS SER TR IPFFAVIRTUS INFRCAP$8,387,057397,868

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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