13F Filings History of Anderson Financial Strategies, LLC

Latest 13F report
Q4 2025 - 24 Feb 2026
Value $
$172,268,629
Signature - Title
Samira Kadam - Compliance Consultant
Location
Dayton, OH
Summary
This page shows a list of all the recent 13F filings made by Anderson Financial Strategies, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Anderson Financial Strategies, LLC reported 37 stock holdings with total value $172,268,629 as of Q4 2025. Top holdings included WTV, QGRO, FENI, IAGG, and SKOR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 37 $172,268,629 +$6,971,234 -$4,306,953 +$2,664,281 WTV, QGRO, FENI, IAGG, SKOR 13F-HR 24 Feb 2026, 15:22
Q3 2025 39 $168,845,789 +$17,893,315 -$12,529,507 +$5,363,808 WTV, QGRO, FENI, IAGG, SKOR 13F-HR 04 Nov 2025, 21:32
Q2 2025 40 $156,372,000 +$25,851,141 -$39,563,776 -$13,712,635 WTV, QGRO, FENI, IAGG, SKOR 13F-HR 11 Aug 2025, 17:17
Q1 2025 237 $163,491,021 +$49,047,075 -$50,218,377 -$1,171,302 WTV, IWY, FENI, IAGG, SKOR 13F-HR 28 May 2025, 13:44
Q4 2024 126 $165,940,129 $0 $0 $0 WTV, IWY, CAMPBELL SYSTEMATIC MACRO I, SCHF, IAGG 13F-HR 14 Feb 2025, 16:21