Portfolio (Quarterly) Guide ↗

Anderson Financial Strategies, LLC

· CIK 0002018166

13F Portfolio $182M AUM 32 positions Filed May 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 15 Added 14 Reduced 7 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	JEPQ	J P MORGAN EXCHANGE TRADED F	—	29,815	$1.7M	1.01%	SOLD
2	AAPL	APPLE INC	Technology	2,906	$790K	0.46%	SOLD
3	SHOP	SHOPIFY INC	Technology	2,798	$450K	0.26%	SOLD
4	GOOG	ALPHABET INC	Communication Services	1,363	$428K	0.25%	SOLD
5	AMZN	AMAZON COM INC	Consumer Cyclical	1,660	$383K	0.22%	SOLD
6	ISRG	INTUITIVE SURGICAL INC	Healthcare	615	$348K	0.20%	SOLD
7	MA	MASTERCARD INCORPORATED	Financial Services	564	$322K	0.19%	SOLD

Sector Allocation

Technology 25.8%

Financial Services 25.6%

Industrials 14.1%

Healthcare 12.4%

Consumer Cyclical 11.3%

Communication Services 10.8%