Souders Financial Advisors Q4 2025 Filing
Filed February 2, 2026
Portfolio Value
$873.2M
Holdings
208
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (208 positions)
| Stock | Value |
|---|---|
CGCPCAPITAL GRP FIXED INCM ETF T | $69.1M |
VOOVANGUARD INDEX FDS | $58.1M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $57.7M |
CGUSCAPITAL GROUP CORE EQUITY ET | $38.9M |
VXUSVANGUARD STAR FDS | $38.5M |
FBNDFIDELITY MERRIMACK STR TR | $30.1M |
SCHDSCHWAB STRATEGIC TR | $29.1M |
TCAFT ROWE PRICE ETF INC | $28.4M |
SCHGSCHWAB STRATEGIC TR | $22.0M |
JPSTJ P MORGAN EXCHANGE TRADED F | $21.2M |
CGXUCAPITAL GROUP INTL FOCUS EQT | $18.1M |
VTVVANGUARD INDEX FDS | $17.5M |
PGPROCTER AND GAMBLE CO | $16.7M |
AAPLAPPLE INC | $16.5M |
CGGRCAPITAL GROUP GROWTH ETF | $15.8M |
TMEDT ROWE PRICE ETF INC | $14.8M |
TMSLT ROWE PRICE ETF INC | $12.4M |
MSFTMICROSOFT CORP | $12.3M |
CGICCAPITAL GROUP INTERNATIONAL | $12.2M |
CGGOCAPITAL GROUP GBL GROWTH EQT | $12.2M |
CGSDCAPITAL GRP FIXED INCM ETF T | $11.9M |
BNDVANGUARD BD INDEX FDS | $11.6M |
AGGISHARES TR | $11.1M |
VGITVANGUARD SCOTTSDALE FDS | $11.0M |
CGMSCAPITAL GRP FIXED INCM ETF T | $10.5M |
DIVOAMPLIFY ETF TR | $10.3M |
AVGOBROADCOM INC | $10.1M |
VIGVANGUARD SPECIALIZED FUNDS | $9.7M |
THYFT ROWE PRICE ETF INC | $9.6M |
NVDANVIDIA CORPORATION | $8.3M |
UITBVICTORY PORTFOLIOS II | $8.0M |
GOOGALPHABET INC | $7.9M |
AMZNAMAZON COM INC | $7.4M |
CGMMCAPITAL GROUP EQUITY ETF TR | $6.9M |
JPMJPMORGAN CHASE & CO. | $6.7M |
CGNGCAPITAL GROUP NEW GEOGRAPHY | $5.8M |
BSCSINVESCO EXCH TRD SLF IDX FD | $5.7M |
IJHISHARES TR | $5.7M |
METAMETA PLATFORMS INC | $5.6M |
BSCRINVESCO EXCH TRD SLF IDX FD | $5.4M |
BSCQINVESCO EXCH TRD SLF IDX FD | $5.4M |
CINFCINCINNATI FINL CORP | $4.7M |
RTXRTX CORPORATION | $4.6M |
GOOGLALPHABET INC | $4.5M |
VVISA INC | $4.3M |
BSCTINVESCO EXCH TRD SLF IDX FD | $4.2M |
LLYELI LILLY & CO | $4.1M |
GEGE AEROSPACE | $4.1M |
BSCUINVESCO EXCH TRD SLF IDX FD | $4.0M |
HDHOME DEPOT INC | $4.0M |
TSLATESLA INC | $2.7M |
SCHBSCHWAB STRATEGIC TR | $2.4M |
GSGOLDMAN SACHS GROUP INC | $2.3M |
CMECME GROUP INC | $2.2M |
AXPAMERICAN EXPRESS CO | $2.2M |
ABTABBOTT LABS | $2.1M |
MCDMCDONALDS CORP | $2.0M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $1.9M |
FFBCFIRST FINL BANCORP OH | $1.9M |
NEENEXTERA ENERGY INC | $1.8M |
BMTABRITISH AMERN TOB PLC | $1.8M |
ABBVABBVIE INC | $1.8M |
AMGNAMGEN INC | $1.7M |
CATCATERPILLAR INC | $1.7M |
IBMINTERNATIONAL BUSINESS MACHS | $1.7M |
WMTWALMART INC | $1.7M |
LINLINDE PLC | $1.7M |
4I1PHILIP MORRIS INTL INC | $1.7M |
SPYSPDR S&P 500 ETF TR | $1.7M |
TJXTJX COS INC NEW | $1.6M |
CGMUCAPITAL GRP FIXED INCM ETF T | $1.5M |
SPGIS&P GLOBAL INC | $1.5M |
DUKDUKE ENERGY CORP NEW | $1.4M |
NFLXNETFLIX INC | $1.4M |
BILSPDR SERIES TRUST | $1.4M |
MRKMERCK & CO INC | $1.3M |
BACBANK AMERICA CORP | $1.3M |
CARRCARRIER GLOBAL CORPORATION | $1.3M |
MAMASTERCARD INCORPORATED | $1.2M |
RCLROYAL CARIBBEAN GROUP | $1.2M |
MRSHMARSH & MCLENNAN COS INC | $1.2M |
CVXCHEVRON CORP NEW | $1.2M |
UBERUBER TECHNOLOGIES INC | $1.1M |
VTEBVANGUARD MUN BD FDS | $1.1M |
SHOPSHOPIFY INC | $1.1M |
CRMSALESFORCE INC | $1.1M |
DWDMORGAN STANLEY | $1.1M |
UNHUNITEDHEALTH GROUP INC | $1.0M |
TRPTC ENERGY CORP | $1.0M |
MUMICRON TECHNOLOGY INC | $964K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $947K |
T7DTRANSDIGM GROUP INC | $921K |
PNCPNC FINL SVCS GROUP INC | $917K |
VRTXVERTEX PHARMACEUTICALS INC | $909K |
KOCOCA COLA CO | $907K |
PGRPROGRESSIVE CORP | $900K |
SCHASCHWAB STRATEGIC TR | $885K |
XOMEXXON MOBIL CORP | $877K |
KRKROGER CO | $841K |
NDQINVESCO QQQ TR | $834K |
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