Souders Financial Advisors 13F Holdings
CIK 0001811240 · CINCINNATI, OH
As of Sep 30, 2025, Souders Financial Advisors reported 206 positions worth $840.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| CAPITAL GROUP CORE PLUS INCOME ETF | CGCP | — | 2,944,032 | $66.9M | 7.96% |
| VANGUARD 500 INDEX FUND | VOO | — | 93,393 | $57.2M | 6.81% |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | — | 1,272,370 | $53.5M | 6.37% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 505,153 | $37.1M | 4.42% |
| CAPITAL GROUP CORE EQUITY ETF | CGUS | — | 928,455 | $36.7M | 4.37% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 1,036,120 | $28.3M | 3.37% |
| T ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | TCAF | — | 725,126 | $27.3M | 3.25% |
| FIDELITY TOTAL BOND ETF | FBND | — | 581,989 | $26.9M | 3.20% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 669,666 | $21.4M | 2.54% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 404,689 | $20.5M | 2.44% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 203,319 | $20.4M | 2.43% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 119,101 |