Institutions / Souders Financial Advisors
Souders Financial Advisors
CIK 1811240 · Institution · as of Dec 31, 2025
Portfolio value
$873.24M
Positions
208
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 208 →
| Company | Value | % of portfolio |
|---|---|---|
| Capital Grp Fixed Incm ETF T | $69.06M | 7.9% |
| Vanguard Index Fds | $58.08M | 6.7% |
| Capital Group Dividend Value | $57.66M | 6.6% |
| Capital Group Core Equity Et | $38.88M | 4.5% |
| Vanguard Star Fds | $38.54M | 4.4% |
| Fidelity Merrimack Str Tr | $30.11M | 3.4% |
| Schwab Strategic Tr | $29.13M | 3.3% |
| T Rowe Price ETF Inc | $28.35M | 3.2% |
| Schwab Strategic Tr | $21.97M | 2.5% |
| J P Morgan Exchange Traded F | $21.19M | 2.4% |
| Capital Group Intl Focus Eqt | $18.08M | 2.1% |
| Vanguard Index Fds | $17.54M | 2.0% |
| PROCTER & GAMBLE Co | $16.68M | 1.9% |
| Apple Inc. | $16.47M | 1.9% |
| Capital Group Growth ETF | $15.79M | 1.8% |
| T Rowe Price ETF Inc | $14.80M | 1.7% |
| T Rowe Price ETF Inc | $12.42M | 1.4% |
| Microsoft Corp | $12.35M | 1.4% |
| Capital Group International | $12.19M | 1.4% |
| Capital Group Gbl Growth Eqt | $12.18M | 1.4% |
| Capital Grp Fixed Incm ETF T | $11.86M | 1.4% |
| Vanguard Bd Index Fds | $11.60M | 1.3% |
| iShares Tr | $11.11M | 1.3% |
| Vanguard Scottsdale Fds | $11.02M | 1.3% |
| Capital Grp Fixed Incm ETF T | $10.52M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.