Souders Financial Advisors Portfolio Stock Holdings
According to the SEC 13F filed on August 5, 2026, Souders Financial Advisors disclosed 206 stock positions valued at approximately $994.15M as of quarter-end June 30, 2026. The largest holdings include CAPITAL GRP FIXED INCM ETF T, CAPITAL GROUP DIVIDEND VALUE, and CAPITAL GROUP CORE EQUITY ET.
- Report Period
- June 30, 2026
- No. of Stocks
- 206
- Portfolio Value
- $994.15M
Holdings by Sector
Souders Financial Advisors Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CAPITAL GRP FIXED INCM ETF T | CGCP | Other | 7.71% | 3,439,135 | +213,145 | +6.61% | $76,658,312 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 5.13% | 1,034,001 | +14,405 | +1.41% | $50,955,590 |
| CAPITAL GROUP CORE EQUITY ET | CGUS | Other | 4.71% | 1,053,533 | +57,476 | +5.77% | $46,861,160 |
| VANGUARD STAR FDS | VXUS | Other | 4.48% | 521,383 | +7,992 | +1.56% | $44,573,035 |
| VANGUARD INDEX FDS | VOO | Other | 4.09% | 59,215 | -30,424 | -33.94% | $40,669,601 |
| T ROWE PRICE EXCHANGE-TRADED | TCAF | Other | 3.35% | 810,097 | +32,903 | +4.23% | $33,294,967 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 3.26% | 713,409 | +41,695 | +6.21% | $32,452,995 |
| SCHWAB STRATEGIC TR | SCHD | Other | 2.83% | 887,309 | -175,529 | -16.52% | $28,136,579 |
| SCHWAB STRATEGIC TR | SCHG | Other | 2.79% | 818,488 | +131,870 | +19.21% | $27,697,633 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 2.32% | 456,124 | +29,400 | +6.89% | $23,066,196 |
| SPDR SERIES TRUST | SPLG | Other | 2.28% | 258,192 | +239,933 | +1314.05% | $22,689,940 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 2.16% | 455,871 | +71,741 | +18.68% | $21,517,129 |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | Other | 2.15% | 617,195 | -5,434 | -0.87% | $21,367,297 |
| VANGUARD INDEX FDS | VTV | Other | 1.97% | 89,650 | -3,397 | -3.65% | $19,537,532 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 1.86% | 314,204 | +125,870 | +66.83% | $18,531,771 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1.86% | 126,320 | +4,696 | +3.86% | $18,523,612 |
| APPLE INC | AAPL | Technology | 1.82% | 62,685 | +916 | +1.48% | $18,138,629 |
| T ROWE PRICE EXCHANGE-TRADED | TCHP | Other | 1.62% | 321,483 | +12,010 | +3.88% | $16,103,083 |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | Other | 1.56% | 367,342 | +20,283 | +5.84% | $15,549,567 |
| T ROWE PRICE EXCHANGE-TRADED | TMSL | Other | 1.54% | 348,557 | -6,933 | -1.95% | $15,284,236 |
| ISHARES TR | SGOV | Other | 1.50% | 148,237 | +148,237 | +100.00% | $14,923,019 |
| VANGUARD MALVERN FDS | VCRB | Other | 1.42% | 183,265 | +183,265 | +100.00% | $14,154,051 |
| CAPITAL GRP FIXED INCM ETF T | CGSD | Other | 1.36% | 526,722 | +36,740 | +7.50% | $13,552,565 |
| CAPITAL GRP FIXED INCM ETF T | CGMS | Other | 1.22% | 442,298 | +28,672 | +6.93% | $12,087,999 |
| VANGUARD BD INDEX FDS | BND | Other | 1.20% | 162,869 | +8,998 | +5.85% | $11,956,225 |
| BROADCOM INC | AVGO | Technology | 1.17% | 30,788 | +51 | +0.17% | $11,630,308 |
| AMPLIFY ETF TR | DIVO | Other | 1.16% | 252,996 | +13,475 | +5.63% | $11,561,934 |
| NVIDIA CORPORATION | NVDA | Technology | 1.14% | 56,763 | +6,726 | +13.44% | $11,357,781 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.11% | 46,609 | +1,552 | +3.44% | $11,028,710 |
| MICROSOFT CORP | MSFT | Technology | 1.05% | 28,090 | +203 | +0.73% | $10,478,272 |
Showing 30 of 206 holdings in the latest reporting period.