13F Insight
DOSSIER · 13F-HR · Q2 2026

Souders Financial Advisors

$994M in tracked AUM across 224 positions as of Q2 2026.

SF
CIK 0001811240 · last filed Jun 30, 2026
Total AUM
$994M
as of Q2 2026
Holdings
224
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Souders Financial Advisors filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
CGCP
CAPITAL GRP FIXED INCM ETF T
$77M3.4M7.7%02
CGDV
CAPITAL GROUP DIVIDEND VALUE
$51M1.0M5.1%03
CGUS
CAPITAL GROUP CORE EQUITY ET
$47M1.1M4.7%04
VXUS
VANGUARD STAR FDS
$45M521K4.5%05
VOO
VANGUARD INDEX FDS
$41M59K4.1%06
TCAF
T ROWE PRICE EXCHANGE-TRADED
$33M810K3.3%07
FBND
FIDELITY MERRIMACK STR TR
$32M713K3.3%08
SCHD
SCHWAB STRATEGIC TR
$28M887K2.8%09
SCHG
SCHWAB STRATEGIC TR
$28M818K2.8%10
JPST
J P MORGAN EXCHANGE TRADED F
$23M456K2.3%

Filing history

2026Q2Jun 30
$994M▲ 13.4%
224 positionsView →2026Q1Mar 31
$876M▲ 0.4%
216 positionsView →2025Q4Dec 31
$873M▲ 3.8%
208 positionsView →2025Q3Sep 30
$841M▲ 7.0%
206 positionsView →2025Q2Jun 30
$786M▲ 9.7%
200 positionsLocked2025Q1Mar 31
$716M▲ 0.0%
184 positionsLocked2024Q4Dec 31
$716M▼ 0.2%
175 positionsLocked2024Q3Sep 30
$718M▲ 8.2%
172 positionsLocked2024Q2Jun 30
$663M▲ 4.6%
164 positionsLocked2024Q1Mar 31
$634M▲ 8.5%
160 positionsLocked2023Q4Dec 31
$584M▲ 12.2%
153 positionsLocked2023Q3Sep 30
$521M▼ 0.5%
150 positionsLocked
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