# EDGAR Filing Document

**Accession Number:** 0002018166
**File Stem:** 0002018166-25-000007
**Filing Date:** 2025-11
**Character Count:** 7601
**Document Hash:** ad7b9fc052be746bc5ff0f95711d0605
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002018166-25-000007.hdr.sgml**: 20251105

**ACCESSION NUMBER**: 0002018166-25-000007

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251105

**DATE AS OF CHANGE**: 20251104

**EFFECTIVENESS DATE**: 20251105

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Anderson Financial Strategies, LLC
- **CENTRAL INDEX KEY:** 0002018166

**ORGANIZATION NAME:**
- **EIN:** 473611187
- **STATE OF INCORPORATION:** OH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25315
- **FILM NUMBER:** 251451511

**BUSINESS ADDRESS:**
- **STREET 1:** 2500 STRATACACHE TOWER
- **CITY:** DAYTON
- **STATE:** OH
- **ZIP:** 45423
- **BUSINESS PHONE:** 9376109388

**MAIL ADDRESS:**
- **STREET 1:** 2500 STRATACACHE TOWER
- **CITY:** DAYTON
- **STATE:** OH
- **ZIP:** 45423

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Anderson Financial Strategies LLC<br>**Address:** 2500 STRATACACHE TOWER<br>DAYTON, OH 45423

**Form 13F File Number:** 028-25315

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Samira Kadam<br>**Title:** Compliance Consultant<br>**Phone:** 7209961035

**Signature, Place, and Date of Signing:**

Samira Kadam  Broomfield, CO  11-04-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 39

**Form 13F Information Table Value Total:** $168845789

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 275046 | 615 | SH |  | SOLE |  | 0 | 0 | 615 |
| MASTERCARD INCORPORATED | L A | 57636Q104 |  | 315690 | 555 | SH |  | SOLE |  | 0 | 0 | 555 |
| ALPHABET INC | AP STK CL C | 02079K107 |  | 316615 | 1300 | SH |  | SOLE |  | 0 | 0 | 1300 |
| AMAZON COM INC | COM | 023135106 |  | 364486 | 1660 | SH |  | SOLE |  | 0 | 0 | 1660 |
| SERVICENOW INC | COM | 81762P102 |  | 405610 | 441 | SH |  | SOLE |  | 0 | 0 | 441 |
| SHOPIFY INC | L A SUB VTG SHS | 82509L107 |  | 415811 | 2798 | SH |  | SOLE |  | 0 | 0 | 2798 |
| NETFLIX INC | COM | 64110L106 |  | 480767 | 401 | SH |  | SOLE |  | 0 | 0 | 401 |
| EATON CORP PLC | HS | G29183103 |  | 509354 | 1361 | SH |  | SOLE |  | 0 | 0 | 1361 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 681960 | 2162 | SH |  | SOLE |  | 0 | 0 | 2162 |
| APPLE INC | COM | 037833100 |  | 739955 | 2906 | SH |  | SOLE |  | 0 | 0 | 2906 |
| BIOVENTUS INC | COM CL A | 09075A108 |  | 901277 | 134720 | SH |  | SOLE |  | 0 | 0 | 134720 |
| GOODYEAR TIRE  RUBR CO | COM | 382550101 |  | 1317647 | 176156 | SH |  | SOLE |  | 0 | 0 | 176156 |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 |  | 1429260 | 8747 | SH |  | SOLE |  | 0 | 0 | 8747 |
| DIEBOLD NIXDORF INC | COM SHS | 253651202 |  | 1445939 | 25354 | SH |  | SOLE |  | 0 | 0 | 25354 |
| CHART INDS INC | COM | 16115Q308 |  | 1511533 | 7552 | SH |  | SOLE |  | 0 | 0 | 7552 |
| RENAISSANCERE HLDGS LTD | COM | G7496G103 |  | 1540593 | 6067 | SH |  | SOLE |  | 0 | 0 | 6067 |
| LSI INDS INC OHIO | COM | 50216C108 |  | 1601584 | 67835 | SH |  | SOLE |  | 0 | 0 | 67835 |
| EASTERN BANKSHARES INC | COM | 27627N105 |  | 1612682 | 88853 | SH |  | SOLE |  | 0 | 0 | 88853 |
| ISHARES TR | ESIDENTIAL MULT | 464288562 |  | 1683426 | 19812 | SH |  | SOLE |  | 0 | 0 | 19812 |
| GLOBAL X FDS | ATA CTR  DIGIT | 37954Y236 |  | 1784238 | 87121 | SH |  | SOLE |  | 0 | 0 | 87121 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 1797787 | 2502 | SH |  | SOLE |  | 0 | 0 | 2502 |
| ISHARES TR | SCI USA MMENTM | 46432F396 |  | 2280866 | 8894 | SH |  | SOLE |  | 0 | 0 | 8894 |
| J P MORGAN EXCHANGE TRADED F | ASDAQ EQT PREM | 46654Q203 |  | 2299937 | 39985 | SH |  | SOLE |  | 0 | 0 | 39985 |
| FIRST TR EXCHANGE-TRADED FD | MID RISNG ETF | 33741X102 |  | 3400426 | 89439 | SH |  | SOLE |  | 0 | 0 | 89439 |
| WISDOMTREE TR | SDM EMKTBD FD | 97717X784 |  | 3711622 | 55434 | SH |  | SOLE |  | 0 | 0 | 55434 |
| HARTFORD FDS EXCHANGE TRADED | UN OPORTUNITE | 41653L503 |  | 4830254 | 123948 | SH |  | SOLE |  | 0 | 0 | 123948 |
| SPDR INDEX SHS FDS | EM MKT DIV | 78463X533 |  | 4896032 | 126024 | SH |  | SOLE |  | 0 | 0 | 126024 |
| INVESCO EXCHANGE TRADED FD T | SMLCP MOMENT | 46137V498 |  | 6098217 | 82890 | SH |  | SOLE |  | 0 | 0 | 82890 |
| FIRST TR EXCHANGE-TRADED FD | NG DUR OPRTUN | 33738D606 |  | 7049066 | 324095 | SH |  | SOLE |  | 0 | 0 | 324095 |
| J P MORGAN EXCHANGE TRADED F | EALTY INCOME ET | 46641Q126 |  | 7250467 | 151272 | SH |  | SOLE |  | 0 | 0 | 151272 |
| ETFIS SER TR I | IRTUS INFRCAP | 26923G822 |  | 7334680 | 337848 | SH |  | SOLE |  | 0 | 0 | 337848 |
| VICTORY PORTFOLIOS II | SAA MSCI USA SM | 92647N568 |  | 7679061 | 84798 | SH |  | SOLE |  | 0 | 0 | 84798 |
| AB ACTIVE ETFS INC | HIGH YIELD ETF | 00039J608 |  | 8765440 | 230946 | SH |  | SOLE |  | 0 | 0 | 230946 |
| SPDR SERIES TRUST | BG CONV SEC ETF | 78464A359 |  | 8861036 | 97912 | SH |  | SOLE |  | 0 | 0 | 97912 |
| FLEXSHARES TR | R SCD US BD | 33939L761 |  | 10568847 | 214596 | SH |  | SOLE |  | 0 | 0 | 214596 |
| ISHARES TR | ORE INTL AGGR | 46435G672 |  | 11852368 | 231356 | SH |  | SOLE |  | 0 | 0 | 231356 |
| FIDELITY COVINGTON TRUST | NHANCED INTL | 31609A404 |  | 14615834 | 414281 | SH |  | SOLE |  | 0 | 0 | 414281 |
| AMERICAN CENTY ETF TR | S QUALITY GROW | 025072307 |  | 16081437 | 140572 | SH |  | SOLE |  | 0 | 0 | 140572 |
| WISDOMTREE TR | ISDOMTREE US VA | 97717W547 |  | 20138939 | 221283 | SH |  | SOLE |  | 0 | 0 | 221283 |

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