§ 13F · FUND PROFILE
Souders Financial Advisors.
AUM · $994M (13F)Positions · 224Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$36M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CGCP | CAPITAL GRP FIXED INCM ETF T | 3.44M | $77M | 7.7% | +7% |
| 2 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 1.03M | $51M | 5.1% | +1% |
| 3 | CGUS | CAPITAL GROUP CORE EQUITY ET | 1.05M | $47M | 4.7% | +6% |
| 4 | VXUS | VANGUARD STAR FDS | 521K | $45M | 4.5% | +2% |
| 5 | VOO | VANGUARD INDEX FDS | 59K | $41M | 4.1% | −34% |
| 6 | TCAF | T ROWE PRICE EXCHANGE-TRADED | 810K | $33M | 3.3% | +4% |
| 7 | FBND | FIDELITY MERRIMACK STR TR | 713K | $32M | 3.3% | +6% |
| 8 | SCHD | SCHWAB STRATEGIC TR | 887K | $28M | 2.8% | −17% |
| 9 | SCHG | SCHWAB STRATEGIC TR | 818K | $28M | 2.8% | +19% |
| 10 | JPST | J P MORGAN EXCHANGE TRADED F | 456K | $23M | 2.3% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SOUDERS SIGNAL
AC read
Souders Financial Advisors is a Other fund managing $994 million in assets. The fund runs a broad portfolio of 224 positions.
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