Universe · entity
Souders Financial Advisors
Institutional manager (13F) · CIK 1811240
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $748M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | CAPITAL GRP FIXED INCM ETF T | $72M | 3,225,990 |
| 2 | VANGUARD INDEX FDS | $54M | 89,639 |
| 3 | CAPITAL GROUP DIVIDEND VALUE | $43M | 1,019,596 |
| 4 | VANGUARD STAR FDS | $40M | 513,391 |
| 5 | CAPITAL GROUP CORE EQUITY ET | $38M | 996,057 |
| 6 | SCHWAB STRATEGIC TR | $33M | 1,062,838 |
| 7 | FIDELITY MERRIMACK STR TR | $31M | 671,714 |
| 8 | T ROWE PRICE ETF INC | $28M | 777,194 |
| 9 | J P MORGAN EXCHANGE TRADED F | $22M | 426,724 |
| 10 | SCHWAB STRATEGIC TR | $20M | 686,618 |
| 11 | CAPITAL GROUP INTL FOCUS EQT | $18M | 622,629 |
| 12 | VANGUARD INDEX FDS | $18M | 93,047 |
| 13 | PROCTER & GAMBLE CO | $18M | 121,624 |
| 14 | APPLE INC | $16M | 61,769 |
| 15 | CAPITAL GROUP GROWTH ETF | $15M | 384,130 |
| 16 | CAPITAL GROUP CONSERVATIVE E | $14M | 469,338 |
| 17 | T ROWE PRICE ETF INC | $14M | 309,473 |
| 18 | T ROWE PRICE ETF INC | $13M | 355,490 |
| 19 | CAPITAL GRP FIXED INCM ETF T | $13M | 489,982 |
| 20 | CAPITAL GROUP INTERNATIONAL | $12M | 360,747 |
| 21 | CAPITAL GROUP GBL GROWTH EQT | $12M | 347,059 |
| 22 | VANGUARD BD INDEX FDS | $11M | 153,871 |
| 23 | CAPITAL GRP FIXED INCM ETF T | $11M | 413,626 |
| 24 | VANGUARD SCOTTSDALE FDS | $11M | 188,334 |
| 25 | AMPLIFY ETF TR | $11M | 239,521 |
| 26 | ISHARES TR | $11M | 107,075 |
| 27 | MICROSOFT CORP | $10M | 27,887 |
| 28 | VANGUARD SPECIALIZED FUNDS | $10M | 45,057 |
| 29 | T ROWE PRICE ETF INC | $10M | 187,750 |
| 30 | BROADCOM INC | $10M | 30,737 |
| 31 | NVIDIA CORPORATION | $9M | 50,037 |
| 32 | CAPITAL GROUP EQUITY ETF TR | $8M | 287,605 |
| 33 | VICTORY PORTFOLIOS II | $8M | 177,048 |
| 34 | ALPHABET INC | $8M | 26,415 |
| 35 | AMAZON COM INC | $7M | 35,270 |
| 36 | JPMORGAN CHASE & CO | $6M | 20,825 |
| 37 | CAPITAL GROUP NEW GEOGRAPHY | $6M | 189,910 |
| 38 | INVESCO EXCH TRD SLF IDX FD | $6M | 277,954 |
| 39 | ISHARES TR | $6M | 83,811 |
| 40 | INVESCO EXCH TRD SLF IDX FD | $5M | 276,660 |
| 41 | INVESCO EXCH TRD SLF IDX FD | $5M | 276,045 |
| 42 | META PLATFORMS INC | $5M | 8,333 |
| 43 | CINCINNATI FINL CORP | $5M | 29,264 |
| 44 | RTX CORPORATION | $4M | 23,171 |
| 45 | ALPHABET INC | $4M | 15,244 |
| 46 | INVESCO EXCH TRD SLF IDX FD | $4M | 227,085 |
| 47 | INVESCO EXCH TRD SLF IDX FD | $4M | 243,575 |
| 48 | ELI LILLY & CO | $4M | 4,197 |
| 49 | HOME DEPOT INC | $4M | 11,243 |
| 50 | GE AEROSPACE | $4M | 12,710 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.