13F Insight
DOSSIER · 13F-HR · Q1 2026

Souders Financial Advisors

$876M in tracked AUM across 216 positions as of Q1 2026.

SF
CIK 0001811240 · last filed Mar 31, 2026
Total AUM
$876M
as of Q1 2026
Holdings
216
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Souders Financial Advisors filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
CGCP
CAPITAL GRP FIXED INCM ETF T
$72M3.2M8.2%02
VOO
VANGUARD INDEX FDS
$54M90K6.1%03
CGDV
CAPITAL GROUP DIVIDEND VALUE
$43M1.0M4.9%04
VXUS
VANGUARD STAR FDS
$40M513K4.5%05
CGUS
CAPITAL GROUP CORE EQUITY ET
$38M996K4.4%06
SCHD
SCHWAB STRATEGIC TR
$33M1.1M3.7%07
FBND
FIDELITY MERRIMACK STR TR
$31M672K3.5%08
TCAF
T ROWE PRICE ETF INC
$28M777K3.2%09
JPST
J P MORGAN EXCHANGE TRADED F
$22M427K2.5%10
SCHG
SCHWAB STRATEGIC TR
$20M687K2.3%

Filing history

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 positionsLocked2023Q2Jun 30
$523M▲ 11.1%
146 positionsLocked
Showing 12 of 25