Souders Financial Advisors
CIK 1811240
13F filing for Q2 2026・No. 2,594
- Holdings
- US$994.15M
- Quarter change
- +US$117.72M
- Entries
- 224
- Net bought (estimate)
- +US$33.48M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 24
- Sold out 16
- Cut 81
- Added 111
- Corporate actions 0
- Unchanged 8
Largest holdings
224 stocks worth US$994.15M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| CAPITAL GRP FIXED INCM ETF TCORE PLUS INCM | Added | 3,439,135 | US$76.66M | 7.71% |
| CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT | Added | 1,034,001 | US$50.96M | 5.13% |
| CAPITAL GROUP CORE EQUITY ETSHS CREAT UNIT | Added | 1,053,533 | US$46.86M | 4.71% |
| VANGUARD STAR FDSVG TL INTL STK F | Added | 521,383 | US$44.57M | 4.48% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Cut | 59,215 | US$40.67M | 4.09% |
| T ROWE PRICE EXCHANGE-TRADEDCAP APPRECIATION | Added | 810,097 | US$33.29M | 3.35% |
| FIDELITY MERRIMACK STR TRTOTAL BD ETF | Added | 713,409 | US$32.45M | 3.26% |
| SCHWAB STRATEGIC TRUS DIVIDEND EQ | Cut | 887,309 | US$28.14M | 2.83% |
| SCHWAB STRATEGIC TRUS LCAP GR ETF | Added | 818,488 | US$27.7M | 2.79% |
| JPSTJ P MORGAN EXCHANGE TRADED FULTRA SHRT ETF | Added | 456,124 | US$23.07M | 2.32% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.