Souders Financial Advisors
CIK: 0001811240SEC EDGAR →
Portfolio Value
$873.2M
Holdings
208
As of
Q4 2025
New Positions
208
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CAPITAL GRP FIXED INCM ETF T | 3,050,545 | $69.1M | 7.91% |
| 2 | VANGUARD INDEX FDS | 92,612 | $58.1M | 6.65% |
| 3 | CAPITAL GROUP DIVIDEND VALUE | 1,321,368 | $57.7M | 6.60% |
| 4 | CAPITAL GROUP CORE EQUITY ET | 966,539 | $38.9M | 4.45% |
| 5 | VANGUARD STAR FDS | 510,927 | $38.5M | 4.41% |
| 6 | FIDELITY MERRIMACK STR TR | 653,982 | $30.1M | 3.45% |
| 7 | SCHWAB STRATEGIC TR | 1,061,955 | $29.1M | 3.34% |
| 8 | T ROWE PRICE ETF INC | 741,865 | $28.4M | 3.25% |
| 9 | SCHWAB STRATEGIC TR | 673,410 | $22.0M | 2.52% |
| 10 | J P MORGAN EXCHANGE TRADED F | 418,820 | $21.2M | 2.43% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (208)
$69.1M · 3.1M shares
$58.1M · 93K shares
$57.7M · 1.3M shares
$38.9M · 967K shares
$38.5M · 511K shares
$30.1M · 654K shares
$29.1M · 1.1M shares
$28.4M · 742K shares
$22.0M · 673K shares
$21.2M · 419K shares
$18.1M · 612K shares
$17.5M · 92K shares
$16.7M · 116K shares
$16.5M · 61K shares
$15.8M · 355K shares
$14.8M · 297K shares
$12.4M · 346K shares
$12.3M · 26K shares
$12.2M · 375K shares
$12.2M · 351K shares
$11.9M · 456K shares
$11.6M · 157K shares
$11.1M · 111K shares
$11.0M · 184K shares
$10.5M · 381K shares
$10.3M · 232K shares
$10.1M · 29K shares
$9.7M · 44K shares
$9.6M · 183K shares
$8.3M · 44K shares
$8.0M · 170K shares
$7.9M · 25K shares
$7.4M · 32K shares
$6.9M · 241K shares
$6.7M · 21K shares
$5.8M · 181K shares
$5.7M · 275K shares
$5.7M · 86K shares
$5.6M · 8K shares
$5.4M · 274K shares
$5.4M · 274K shares
$4.7M · 29K shares
$4.6M · 25K shares
$4.5M · 14K shares
$4.3M · 12K shares
$4.2M · 224K shares
$4.1M · 4K shares
$4.1M · 13K shares
$4.0M · 236K shares
$4.0M · 11K shares
$2.7M · 6K shares
$2.4M · 91K shares
$2.3M · 3K shares
$2.2M · 8K shares
$2.2M · 6K shares
$2.1M · 17K shares
$2.0M · 6K shares
$1.9M · 6K shares
$1.9M · 75K shares
$1.8M · 23K shares
$1.8M · 32K shares
$1.8M · 8K shares
$1.7M · 5K shares
$1.7M · 3K shares
$1.7M · 6K shares
$1.7M · 15K shares
$1.7M · 4K shares
$1.7M · 10K shares
$1.7M · 2K shares
$1.6M · 10K shares
$1.5M · 54K shares
$1.5M · 3K shares
$1.4M · 12K shares
$1.4M · 15K shares
$1.4M · 15K shares
$1.3M · 13K shares
$1.3M · 24K shares
$1.3M · 25K shares
$1.2M · 2K shares
$1.2M · 4K shares
$1.2M · 7K shares
$1.2M · 8K shares
$1.1M · 14K shares
$1.1M · 23K shares
$1.1M · 7K shares
$1.1M · 4K shares
$1.1M · 6K shares
$1.0M · 3K shares
$1.0M · 18K shares
$964K · 3K shares
$947K · 2K shares
$921K · 693 shares
$917K · 4K shares
$909K · 2K shares
$907K · 13K shares
$900K · 4K shares
$885K · 31K shares
$877K · 7K shares
$841K · 13K shares
$834K · 1K shares
$828K · 10K shares
$817K · 1K shares
$806K · 3K shares
$777K · 3K shares
$768K · 29K shares
$738K · 2K shares
$738K · 857 shares
$733K · 2K shares
$731K · 904 shares
$728K · 2K shares
$723K · 5K shares
$719K · 9K shares
$716K · 63K shares
$698K · 1K shares
$695K · 4K shares
$682K · 3K shares
$681K · 4K shares
$669K · 18K shares
$655K · 9K shares
$628K · 2K shares
$617K · 15K shares
$611K · 3K shares
$597K · 1K shares
$573K · 3K shares
$561K · 11K shares
$560K · 1K shares
$553K · 2K shares
$550K · 3K shares
$540K · 4K shares
$532K · 919 shares
$530K · 436 shares
$517K · 3K shares
$513K · 6K shares
$500K · 2K shares
$488K · 8K shares
$484K · 3K shares
$481K · 3K shares
$480K · 627 shares
$472K · 12K shares
$465K · 3K shares
$456K · 8K shares
$444K · 2K shares
$433K · 4K shares
$430K · 13K shares
$428K · 8K shares
$428K · 9K shares
$425K · 15K shares
$424K · 2K shares
$422K · 11K shares
$413K · 8K shares
$410K · 13K shares
$406K · 14K shares
$400K · 4K shares
$398K · 3K shares
$398K · 4K shares
$396K · 2K shares
$395K · 3K shares
$390K · 15K shares
$388K · 1K shares
$382K · 984 shares
$378K · 4K shares
$372K · 2K shares
$372K · 8K shares
$366K · 924 shares
$366K · 5K shares
$358K · 335 shares
$348K · 22K shares
$347K · 6K shares
$343K · 6K shares
$342K · 1K shares
$339K · 12K shares
$339K · 1K shares
$334K · 3K shares
$331K · 1K shares
$314K · 11K shares
$312K · 155 shares
$311K · 3K shares
$302K · 8K shares
$294K · 1K shares
$293K · 3K shares
$290K · 18K shares
$282K · 1K shares
$281K · 6K shares
$277K · 3K shares
$276K · 2K shares
$276K · 5K shares
$268K · 3K shares
$266K · 2K shares
$263K · 2K shares
$256K · 2K shares
$256K · 530 shares
$252K · 2K shares
$252K · 2K shares
$251K · 10K shares
$241K · 7K shares
$236K · 807 shares
$234K · 1K shares
$229K · 16K shares
$222K · 1K shares
$222K · 5K shares
$217K · 2K shares
$211K · 3K shares
$204K · 2K shares
$204K · 2K shares
$202K · 1K shares
$200K · 570 shares
$181K · 11K shares
$66K · 17K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 77 | $668.9M | 76.6% |
| Technology | 27 | $62.5M | 7.2% |
| Unknown | 15 | $24.7M | 2.8% |
| Consumer Defensive | 10 | $22.6M | 2.6% |
| Consumer Cyclical | 10 | $20.7M | 2.4% |
| Communication Services | 6 | $19.9M | 2.3% |
| Healthcare | 22 | $19.6M | 2.2% |
| Industrials | 17 | $18.1M | 2.1% |
| Utilities | 8 | $6.0M | 0.7% |
| Energy | 9 | $5.1M | 0.6% |
| Basic Materials | 5 | $3.8M | 0.4% |
| Real Estate | 2 | $1.2M | 0.1% |