Souders Financial Advisors

Est. AUM

$876.4M

13F long equity, this entity only

Positions

216

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$72.1M	3225990	8.22%	SOLE
2	VANGUARD INDEX FDS	S&P 500 ETF SHS	$53.6M	89639	6.11%	SOLE
3	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$43.4M	1019596	4.95%	SOLE
4	VANGUARD STAR FDS	VG TL INTL STK F	$39.6M	513391	4.52%	SOLE
5	CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$38.3M	996057	4.37%	SOLE
6	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$32.6M	1062838	3.72%	SOLE
7	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$30.6M	671714	3.50%	SOLE
8	T ROWE PRICE ETF INC	CAP APPRECIATION	$27.7M	777194	3.16%	SOLE
9	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$21.6M	426724	2.46%	SOLE
10	SCHWAB STRATEGIC TR	US LCAP GR ETF	$20.0M	686618	2.28%	SOLE
11	CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$18.4M	622629	2.09%	SOLE
12	VANGUARD INDEX FDS	VALUE ETF	$18.3M	93047	2.08%	SOLE
13	PROCTER & GAMBLE CO	COM	$17.6M	121624	2.00%	SOLE
14	APPLE INC	COM	$15.7M	61769	1.79%	SOLE
15	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$15.4M	384130	1.76%	SOLE
16	CAPITAL GROUP CONSERVATIVE E	SHS	$14.0M	469338	1.60%	SOLE
17	T ROWE PRICE ETF INC	PRICE BLUE CHIP	$13.7M	309473	1.56%	SOLE
18	T ROWE PRICE ETF INC	SMALL MID CAP	$13.0M	355490	1.49%	SOLE
19	CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$12.6M	489982	1.44%	SOLE
20	CAPITAL GROUP INTERNATIONAL	SHS	$11.9M	360747	1.36%	SOLE
21	CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$11.6M	347059	1.32%	SOLE
22	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$11.3M	153871	1.29%	SOLE
23	CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$11.3M	413626	1.29%	SOLE
24	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$11.2M	188334	1.28%	SOLE
25	AMPLIFY ETF TR	CWP ENHANCED DIV	$10.7M	239521	1.23%	SOLE
26	ISHARES TR	CORE US AGGBD ET	$10.6M	107075	1.21%	SOLE
27	MICROSOFT CORP	COM	$10.3M	27887	1.18%	SOLE
28	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$9.7M	45057	1.11%	SOLE
29	T ROWE PRICE ETF INC	US HIGH YIELD	$9.6M	187750	1.09%	SOLE
30	BROADCOM INC	COM	$9.5M	30737	1.09%	SOLE
31	NVIDIA CORPORATION	COM	$8.7M	50037	1.00%	SOLE
32	CAPITAL GROUP EQUITY ETF TR	US SMALL AND MID	$8.4M	287605	0.96%	SOLE
33	VICTORY PORTFOLIOS II	CORE INTERMEDIAT	$8.3M	177048	0.95%	SOLE
34	ALPHABET INC	CAP STK CL C	$7.6M	26415	0.86%	SOLE
35	AMAZON COM INC	COM	$7.3M	35270	0.84%	SOLE
36	JPMORGAN CHASE & CO	COM	$6.1M	20825	0.70%	SOLE
37	CAPITAL GROUP NEW GEOGRAPHY	SHS	$6.0M	189910	0.68%	SOLE
38	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$5.7M	277954	0.65%	SOLE
39	ISHARES TR	CORE S&P MCP ETF	$5.7M	83811	0.65%	SOLE
40	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$5.4M	276660	0.62%	SOLE
41	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$5.4M	276045	0.62%	SOLE
42	META PLATFORMS INC	CL A	$4.8M	8333	0.54%	SOLE
43	CINCINNATI FINL CORP	COM	$4.6M	29264	0.53%	SOLE
44	RTX CORPORATION	COM	$4.5M	23171	0.51%	SOLE
45	ALPHABET INC	CAP STK CL A	$4.4M	15244	0.50%	SOLE
46	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$4.2M	227085	0.48%	SOLE
47	INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$4.1M	243575	0.46%	SOLE
48	ELI LILLY & CO	COM	$3.9M	4197	0.44%	SOLE
49	HOME DEPOT INC	COM	$3.7M	11243	0.42%	SOLE
50	GE AEROSPACE	COM NEW	$3.6M	12710	0.41%	SOLE

1–50 of 216

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.