Souders Financial Advisors Portfolio Holdings

Souders Financial Advisors

  • $740 Million
  • Q3 2025

Souders Financial Advisors has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $740 Million distributed in 206 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Core Plus Income with a value of $66.9M, Vanguard Index Fds S&P 500 ETF with a value of $57.2M, Capital Group Divid Value ETF with a value of $53.5M, Vanguard Star Fd Vanguard Tota with a value of $37.1M, and Capital Group Core Equity ETF with a value of $36.7M.

Examining the 13F form we can see an increase of $42.4M in the current position value, from $697M to 740M.

Below you can find more details about Souders Financial Advisors portfolio as well as his latest detailed transactions.

Portfolio value $740 Million
ETFs: $474 Million
Technology: $59.6 Million
Financial Services: $35.8 Million
Consumer Defensive: $26.4 Million
Industrials: $21.6 Million
Consumer Cyclical: $21.5 Million
Communication Services: $19.5 Million
Healthcare: $17 Million
Other: $13.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$66.9 Million 9.04% of portfolio
2,944,032
Q3 2025 Added 4.7%
$0
$57.2 Million 7.73% of portfolio
93,393
Q3 2025 Reduced 1.35%
$0
$53.5 Million 7.23% of portfolio
1,272,370
Q3 2025 Reduced 2.01%
$0
$37.1 Million 5.02% of portfolio
505,153
Q3 2025 Reduced 5.18%
$0
$36.7 Million 4.96% of portfolio
928,455
Q3 2025 Reduced 0.46%
$0
$28.3 Million 3.82% of portfolio
1,036,120
Q3 2025 Added 5.51%
$0
$26.9 Million 3.64% of portfolio
581,989
Q3 2025 Added 17.82%
$0
$21.4 Million 2.89% of portfolio
669,666
Q3 2025 Reduced 2.73%
$0
$20.5 Million 2.77% of portfolio
404,689
Q3 2025 Added 4.65%
$0
$20.4 Million 2.75% of portfolio
203,319
Q3 2025 Added 3.81%
$346B
$18.3 Million 2.47% of portfolio
119,101
Q3 2025 Reduced 2.08%
$0
$17.8 Million 2.4% of portfolio
600,668
Q3 2025 Reduced 18.91%
$0
$16.4 Million 2.22% of portfolio
88,169
Q3 2025 Added 5.1%
$0
$15.3 Million 2.07% of portfolio
348,402
Q3 2025 Reduced 4.42%
$4.3T
$15.2 Million 2.05% of portfolio
59,656
Q3 2025 Added 3.05%
$0
$14.2 Million 1.92% of portfolio
290,941
Q3 2025 Reduced 3.91%
$0
$11.5 Million 1.56% of portfolio
155,040
Q3 2025 Added 2.89%
$0
$11.6 Million 1.56% of portfolio
338,128
Q3 2025 Added 2.17%
$0
$10.6 Million 1.43% of portfolio
176,618
Q3 2025 Added 4.41%
$0
$10.1 Million 1.36% of portfolio
226,252
Q3 2025 Added 1.81%
$139B
$9.64 Million 1.3% of portfolio
29,226
Q3 2025 Reduced 0.47%
$0
$7.91 Million 1.07% of portfolio
43,433
Q3 2025 Added 0.38%
$465B
$7.9 Million 1.07% of portfolio
42,332
Q3 2025 Added 16.24%
$2.39T
$6.92 Million 0.94% of portfolio
31,517
Q3 2025 Added 9.48%
$881B
$6.57 Million 0.89% of portfolio
20,822
Q3 2025 Reduced 2.34%
$1.37T
$6.54 Million 0.88% of portfolio
8,909
Q3 2025 Reduced 3.57%
$1.74T
$6.22 Million 0.84% of portfolio
25,552
Q3 2025 Reduced 0.96%
$0
$5.58 Million 0.75% of portfolio
85,514
Q3 2025 Added 4.7%
$0
$5.48 Million 0.74% of portfolio
266,296
Q3 2025 Added 42.81%
$0
$5.24 Million 0.71% of portfolio
265,962
Q3 2025 Reduced 0.35%
$0
$5.2 Million 0.7% of portfolio
265,690
Q3 2025 Added 5.23%
$26.1B
$4.5 Million 0.61% of portfolio
28,446
Q3 2025 Reduced 1.31%
$367B
$4.54 Million 0.61% of portfolio
11,207
Q3 2025 Reduced 0.14%
$533B
$4.21 Million 0.57% of portfolio
12,335
Q3 2025 Reduced 2.27%
$258B
$4.16 Million 0.56% of portfolio
24,840
Q3 2025 Reduced 5.84%
$0
$4.06 Million 0.55% of portfolio
215,951
Q3 2025 Added 6.0%
$328B
$3.93 Million 0.53% of portfolio
13,052
Q3 2025 Reduced 3.65%
$0
$3.81 Million 0.51% of portfolio
225,457
Q3 2025 Added 6.73%
$1.65T
$3.24 Million 0.44% of portfolio
13,338
Q3 2025 Added 6.98%
$1.29T
$2.66 Million 0.36% of portfolio
5,973
Q3 2025 Reduced 0.28%
$971B
$2.69 Million 0.36% of portfolio
3,520
Q3 2025 Added 18.96%
$0
$2.38 Million 0.32% of portfolio
92,580
Q3 2025 Reduced 6.0%
$228B
$2.3 Million 0.31% of portfolio
17,200
Q3 2025 Reduced 0.85%
$265B
$2.24 Million 0.3% of portfolio
2,819
Q3 2025 Reduced 0.21%
$100B
$2.08 Million 0.28% of portfolio
7,697
Q3 2025 Added 5.92%
$49.1B
$1.95 Million 0.26% of portfolio
1,628
Q3 2025 Added 8.1%
$255B
$1.9 Million 0.26% of portfolio
5,722
Q3 2025 Added 20.34%
$2.21B
$1.82 Million 0.25% of portfolio
72,002
Q3 2025 Added 0.02%
$224B
$1.86 Million 0.25% of portfolio
6,125
Q3 2025 Reduced 4.54%

Summary

  • Portfolio
  • No. of Stocks 206
  • Current Value $740 Million
  • Prior Value $697 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 110 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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