Anderson Financial Strategies, LLC

Portfolio Overview

Anderson Financial Strategies, LLC manages a concentrated portfolio valued at approximately $145.51 million as of the reporting period ended September 30, 2025. The firm has adopted a strategy heavily reliant on exchange-traded funds (ETFs), which account for roughly 42.4% of the total portfolio value ($61.64M), while a significant portion (51.4%) is classified as "Unknown" (likely private funds, unit investment trusts, or ETFs not categorized in the standard sector breakd...