Souders Financial Advisors has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $697 Million distributed in 200 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 $63.3M, Vanguard Index Fds S&P 500 ETF with a value of $53.8M, Capital Group Divid Value ETF with a value of $51.3M, Vanguard Star Fd Vanguard Tota with a value of $36.8M, and Capital Group Core Equity ETF with a value of $34.4M.
Examining the 13F form we can see an increase of $56.7M in the current position value, from $641M to 697M.
Below you can find more details about Souders Financial Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$697 Million
ETFs: $452 Million
Technology: $50.5 Million
Financial Services: $33.9 Million
Consumer Defensive: $27.4 Million
Industrials: $20.8 Million
Consumer Cyclical: $19 Million
Communication Services: $17.4 Million
Healthcare: $16.1 Million
Other: $12.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more
