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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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