Anderson Financial Strategies, LLC
RIA/Wealth
Anderson Financial Strategies, LLC is a RIA/Wealth based in Dayton, OH led by Shon P Anderson, reporting $348.1M in AUM as of Q3 2025 with 90% ETF concentration and 67% concentrated in top 10 holdings.
Managing PartnerShon P Anderson
- Portfolio Value
- $168.8M
- Positions
- 39
- Top Holding
- WTV at 11.93%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Anderson Financial Strategies, LLC's portfolio (67% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $20.1M | 11.93% | -$218.8K Sold | — 221.3K shares | |
ETF ETF | $16.1M | 9.52% | -$192.5K Sold | — 140.6K shares | |
ETF ETF | $14.6M | 8.66% | -$457.8K Sold | — 414.3K shares | |
ETF ETF | $11.9M | 7.02% | +$1.2M Bought | — 231.4K shares | |
ETF ETF | $10.6M | 6.26% | +$898.9K Bought | — 214.6K shares | |
ETF ETF | $8.9M | 5.25% | -$78.1K Sold | — 97.9K shares | |
ETF ETF | $8.8M | 5.19% | +$736.5K Bought | — 230.9K shares | |
ETF ETF | $7.7M | 4.55% | +$7.7M New | — 84.8K shares | |
ETF ETF | $7.3M | 4.34% | +$390.1K Bought | — 337.8K shares | |
ETF ETF | $7.3M | 4.29% | +$813.1K Bought | — 151.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Anderson Financial Strategies, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
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New | |
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Decreased Positions
| Position | Shares Δ |
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Sold | |
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Analytics
Portfolio insights and performance metrics for Anderson Financial Strategies, LLC
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