§ 13F · FUND PROFILE
Souders Financial Advisors.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $785.7T (13F)Positions · 200Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CGCP | CAPITAL GRP FIXED INCM ETF T | 3.05M | $69.1T | 7.9% | +4% |
| 2 | VOO | VANGUARD INDEX FDS | 93K | $58.1T | 6.7% | −1% |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 1.32M | $57.7T | 6.6% | +4% |
| 4 | CGUS | CAPITAL GROUP CORE EQUITY ET | 967K | $38.9T | 4.5% | +4% |
| 5 | VXUS | VANGUARD STAR FDS | 511K | $38.5T | 4.4% | +1% |
| 6 | FBND | FIDELITY MERRIMACK STR TR | 654K | $30.1T | 3.4% | +12% |
| 7 | SCHD | SCHWAB STRATEGIC TR | 1.06M | $29.1T | 3.3% | +2% |
| 8 | TCAF | T ROWE PRICE ETF INC | 742K | $28.4T | 3.2% | +2% |
| 9 | SCHG | SCHWAB STRATEGIC TR | 673K | $22.0T | 2.5% | +1% |
| 10 | JPST | J P MORGAN EXCHANGE TRADED F | 419K | $21.2T | 2.4% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SOUDERS SIGNAL
AC read
Souders Financial Advisors is a Other fund managing $785659.0 trillion in assets. The fund runs a broad portfolio of 200 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed