§ 13F · FUND PROFILE
Souders Financial Advisors.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $841M (13F)Positions · 206Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$21M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CGCP | CAPITAL GRP FIXED INCM ETF T | 3.23M | $72M | 8.2% | +6% |
| 2 | VOO | VANGUARD INDEX FDS | 90K | $54M | 6.1% | −3% |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 1.02M | $43M | 4.9% | −23% |
| 4 | VXUS | VANGUARD STAR FDS | 513K | $40M | 4.5% | ±0% |
| 5 | CGUS | CAPITAL GROUP CORE EQUITY ET | 996K | $38M | 4.4% | +3% |
| 6 | SCHD | SCHWAB STRATEGIC TR | 1.06M | $33M | 3.7% | ±0% |
| 7 | FBND | FIDELITY MERRIMACK STR TR | 672K | $31M | 3.5% | +3% |
| 8 | TCAF | T ROWE PRICE ETF INC | 777K | $28M | 3.2% | +5% |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | 427K | $22M | 2.5% | +2% |
| 10 | SCHG | SCHWAB STRATEGIC TR | 687K | $20M | 2.3% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SOUDERS SIGNAL
AC read
Souders Financial Advisors is a Other fund managing $841 million in assets. The fund runs a broad portfolio of 206 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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