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

Souders Financial Advisors

Souders Financial's asset manager based in London, UK — $876M in tracked AUM across 216 positions as of Q1 2026.

SF
Souders Financial·London, UK·Asset Manager
CIK 0001811240 · last filed Mar 31, 2026
Total AUM
$876M
▼ 16.2%
vs prior
Holdings
216
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
Top sector
Tech
26% weight
concentration
AI Analysis · Q1 2026 · 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

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