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 Market Cap. of $10 Billions to $200 Billions
