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Anderson Financial Strategies, LLC

CIK:0002018166
Investment Adviser
$348M AUM
40 holdings
Dayton, OH, US
Founded:2017
7 employees
andersonfinancialstrategies.com
Latest filing:Jun 30, 2025

Anderson Financial Strategies, LLC is an independent, fee-only investment adviser registered in Ohio, headquartered in Dayton. Founded in 2017, the firm specializes in comprehensive retirement planning and investment management for individuals, high-net-worth clients, pension and profit sharing plans, charitable organizations, and businesses. With a small team of 6-7 employees, Anderson Financial Strategies serves primarily U.S.-based clients utilizing a client-focused and fiduciary approach.

Investment Strategy

Anderson Financial Strategies employs a diversified portfolio approach, utilizing a combination of exchange-traded funds (ETFs), mutual funds, and customized financial planning to meet the unique goals of individual and institutional clients. The firm emphasizes retirement planning, risk management, and long-term growth, building portfolios to align with each client’s objectives, risk tolerance, and time horizon. They primarily serve individuals, high-net-worth individuals, pension and profit sharing plans, with a focus on objective, fee-only fiduciary advice. Their portfolios are constructed with broad asset allocation principles, drawing on domestic and international equity, fixed income, and alternative strategies when appropriate.

Latest 13F Filing Activity

Anderson Financial Strategies, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 40 equity positions with a total 13F market value of $156M. The fund increased holdings in American Centy Etf TR, J P Morgan Exchange Traded F, Ishares TR among other positions. Anderson Financial Strategies, LLC reduced exposure to Ishares TR, Nushares Etf TR, J P Morgan Exchange Traded F among others.

Top Buys
Q
QGROAMERICAN CENTY ETF TR
+$15.5M
J
JPREJ P MORGAN EXCHANGE TRADED F
+$6.4M
M
MTUMISHARES TR
+$2.0M
F
FENIFIDELITY COVINGTON TRUST
+$1.7M
W
WTVWISDOMTREE TR
+$1.0M
Top Sells
I
IWYISHARES TR
-$14.3M
N
NURENUSHARES ETF TR
-$6.7M
J
JEPIJ P MORGAN EXCHANGE TRADED F
-$2.0M
M
MELIMERCADOLIBRE INC
-$643.8K
S
SPOTSPOTIFY TECHNOLOGY S A
-$600.1K

Top Holdings

W
WTVWISDOMTREE TR
+12.4%$19.3M
Q
QGROAMERICAN CENTY ETF TR
+9.9%$15.5M
F
FENIFIDELITY COVINGTON TRUST
+9.1%$14.2M
I
IAGGISHARES TR
+6.8%$10.6M
S
SKORFLEXSHARES TR
+6.1%$9.6M

Equity Positions (40)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
W
WTV
WISDOMTREE TR12.36%$19.3M223,687$83.50$86.40+$1.0M
Q
QGRO
AMERICAN CENTY ETF TR9.93%$15.5M142,255$109.12$109.12+$15.5M
F
FENI
FIDELITY COVINGTON TRUST9.09%$14.2M427,257$29.82$33.26+$1.7M
I
IAGG
ISHARES TR6.77%$10.6M207,079$49.92$51.09-$363.1K
S
SKOR
FLEXSHARES TR6.13%$9.6M196,345$47.76$48.78-$358.6K

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.4%
SAVINGS INSTITUTION, FEDERALLY CHARTERED
+1.0%
ELECTRIC LIGHTING & WIRING EQUIPMENT
+0.9%
FIRE, MARINE & CASUALTY INSURANCE
+0.9%
FABRICATED PLATE WORK (BOILER SHOPS)
+0.9%
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