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What Souders Financial Advisors reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
876.4MPositions
216Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| CGCP Capital Group Core Plus Income ETF | 72.1M | 8.2% | 3.2M | 22.00 | -2.5% |
| VOO Vanguard S&P 500 ETF | 53.6M | 6.1% | 89.6K | 703.71 | +20.0% |
| CGDV Capital Group Dividend Value ETF | 43.4M | 4.9% | 1.0M | 50.21 | +22.5% |
| VXUS Vanguard Total International Stock ETF | 39.6M | 4.5% | 513.4K | 87.71 | +22.7% |
| CGUS Capital Group Core Equity ETF | 38.3M | 4.4% | 996.1K | 45.14 | +18.5% |
| SCHD Schwab US Dividend Equity ETF | 32.6M | 3.7% | 1.1M | 35.11 | +27.6% |
| FBND Fidelity Total Bond ETF | 30.6M | 3.5% | 671.7K | 44.90 | -2.1% |
| TCAF T. Rowe Price Capital Appreciation Equity ETF | 27.7M | 3.2% | 777.2K | 42.46 | +15.8% |
| JPST JPMorgan Ultra-Short Income ETF | 21.6M | 2.5% | 426.7K | 50.53 | -0.3% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 20.0M | 2.3% | 686.6K | 35.32 | +17.3% |
| CGXU Capital Group International Focus Equity ETF | 18.4M | 2.1% | 622.6K | 35.14 | +25.9% |
| VTV Vanguard Morningstar Value ETF | 18.3M | 2.1% | 93.0K | 226.40 | +24.6% |
| PG PROCTER & GAMBLE Co | 17.6M | 2.0% | 121.6K | 144.68 | -9.3% |
| AAPL Apple Inc. | 15.7M | 1.8% | 61.8K | 309.35 | +36.9% |
| CGGR Capital Group Growth ETF | 15.4M | 1.8% | 384.1K | 47.00 | +13.1% |
| CGCV Capital Group Conservative Equity ETF | 14.0M | 1.6% | 469.3K | 33.33 | +13.8% |
| TCHP T. Rowe Price Blue Chip Growth ETF | 13.7M | 1.6% | 309.5K | 50.31 | +7.9% |
| TMSL T. Rowe Price Small-Mid Cap ETF | 13.0M | 1.5% | 355.5K | 43.59 | +29.2% |
| CGSD Capital Group Short Duration Income ETF | 12.6M | 1.4% | 490.0K | 25.72 | -1.1% |
| CGIC Capital Group International Core Equity ETF | 11.9M | 1.4% | 360.7K | 37.15 | +23.5% |
| CGGO Capital Group Global Growth Equity ETF | 11.6M | 1.3% | 347.1K | 40.78 | +25.2% |
| BND Vanguard Total Bond Market ETF | 11.3M | 1.3% | 153.9K | 72.23 | -1.8% |
| CGMS Capital Group U.S. Multi-Sector Income ETF | 11.3M | 1.3% | 413.6K | 27.14 | -1.9% |
| VGIT Vanguard Intermediate-Term Treasury ETF | 11.2M | 1.3% | 188.3K | 58.31 | -2.3% |
| DIVO Amplify CWP Enhanced Dividend Income ETF | 10.7M | 1.2% | 239.5K | 48.57 | +12.2% |
| AGG iShares Core U.S. Aggregate Bond ETF | 10.6M | 1.2% | 107.1K | 97.35 | -1.7% |
| MSFT MICROSOFT CORP | 10.3M | 1.2% | 27.9K | 483.24 | -4.4% |
| VIG Vanguard Div Appreciation ETF | 9.7M | 1.1% | 45.1K | 243.91 | +16.2% |
| THYF T. Rowe Price U.S. High Yield ETF | 9.6M | 1.1% | 187.8K | 51.42 | -1.8% |
| AVGO Broadcom Inc. | 9.5M | 1.1% | 30.7K | 368.45 | +26.5% |
| NVDA NVIDIA CORP | 8.7M | 1.0% | 50.0K | 214.72 | +22.4% |
| CGMM Capital Group U.S. Small and Mid Cap ETF | 8.4M | 1.0% | 287.6K | 33.09 | +19.8% |
| UITB VictoryShares Core Intermediate Bond ETF | 8.3M | 0.9% | 177.0K | 46.05 | -2.0% |
| GOOG Alphabet Inc. | 7.6M | 0.9% | 26.4K | 341.75 | +70.7% |
| AMZN AMAZON COM INC | 7.3M | 0.8% | 35.3K | 258.63 | +15.6% |
| JPM JPMORGAN CHASE & CO | 6.1M | 0.7% | 20.8K | 351.58 | +20.3% |
| CGNG Capital Group New Geography Equity ETF | 6.0M | 0.7% | 189.9K | 36.92 | +26.4% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 5.7M | 0.6% | 278.0K | 20.39 | -0.5% |
| IJH iShares Core S&P Mid-Cap ETF | 5.7M | 0.6% | 83.8K | 76.77 | +20.8% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 5.4M | 0.6% | 276.7K | 19.67 | +0.1% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 5.4M | 0.6% | 276.0K | 19.57 | +0.3% |
| META Meta Platforms, Inc. | 4.8M | 0.5% | 8.3K | 549.90 | -26.5% |
| CINF CINCINNATI FINANCIAL CORP | 4.6M | 0.5% | 29.3K | 168.29 | +9.5% |
| RTX RTX Corp | 4.5M | 0.5% | 23.2K | 209.91 | +34.1% |
| GOOGL Alphabet Inc. | 4.4M | 0.5% | 15.2K | 344.82 | +73.0% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 4.2M | 0.5% | 227.1K | 18.55 | -0.9% |
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | 4.1M | 0.5% | 243.6K | 16.55 | -1.5% |
| LLY ELI LILLY & Co | 3.9M | 0.4% | 4.2K | 1,255.40 | +78.0% |
| HD HOME DEPOT, INC. | 3.7M | 0.4% | 11.2K | 335.61 | -16.5% |
| GE GENERAL ELECTRIC CO | 3.6M | 0.4% | 12.7K | 348.37 | +30.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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