Anderson Financial Strategies, LLC
All 13F Filings
- Location
- Dayton, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 192,400
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/20/2026 | 36 | 192,400 | 13F-HR | Anderson Financial Strategies, LLC |
| Q1 2026 | 5/14/2026 | 32 | 181,924 | 13F-HR | Anderson Financial Strategies, LLC |
| Q4 2025 | 2/24/2026 | 37 | 172,269 | 13F-HR | Anderson Financial Strategies, LLC |
| Q3 2025 | 11/5/2025 | 39 | 168,846 | 13F-HR | Anderson Financial Strategies, LLC |
| Q2 2025 | 8/11/2025 | 40 | 156,372 | 13F-HR | Anderson Financial Strategies, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 106.5 K | 55.4% | 10.08 K | 0 | 10.08 K |
| ETFs | 85.9 K | 44.6% | 398 | 0 | 398 |
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Fund Snapshot
Q2 2026
Latest filed
8/20/2026
Total value ($000)
192,400
Holdings
36
QoQ value change ($000)
10,476
(5.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.