Souders Financial Advisors
Souders Financial Advisors reported 224 stocks worth $994M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are CGCP (7.7%), CGDV (5.1%) and CGUS (4.7%). Compared with Q1 2026, the fund opened new positions in SGOV, VCRB and VCRM, added to CGCP, CGDV and CGUS, trimmed VOO, SCHD and CGXU and sold out of BSCS, BSCT and BSCU.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CGCP Capital Group Core Plus Income ETF | $76.7M | 7.7% | 3.4M | +213K (+7%) | 8 of 8 | |
| 2 |  CGDV Capital Group Dividend | $51M | 5.1% | 1M | +14K (+1%) | 8 of 8 | |
| 3 |  CGUS Capital Group Core Equity ET | $46.9M | 4.7% | 1.1M | +57K (+6%) | 8 of 8 | |
| 4 |  VXUS Vanguard Star Fds | $44.6M | 4.5% | 521K | +7,992 (+2%) | 8 of 8 | |
| 5 |  VOO Vanguard S&P 500 ETF | $40.7M | 4.1% | 59K | −30K (−34%) | 8 of 8 | |
| 6 |  TCAF T. Rowe Price Capital Appreciation Equity ETF | $33.3M | 3.4% | 810K | +33K (+4%) | 7 of 8 | |
| 7 |  FBND Fidelity Total Bond ETF | $32.5M | 3.3% | 713K | +42K (+6%) | 8 of 8 | |
| 8 |  SCHD Schwab US Dividend Equity ETF | $28.1M | 2.8% | 887K | −176K (−17%) | 8 of 8 | |
| 9 |  SCHG Schwab Strategic TR | $27.7M | 2.8% | 818K | +132K (+19%) | 8 of 8 | |
| 10 |  JPST J P Morgan Exchange Traded F | $23.1M | 2.3% | 456K | +29K (+7%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BSCS Invesco Exch Trd Slf Idx FD | $5.7M | 278K |
 BSCT Invesco Exch Trd Slf Idx FD | $4.2M | 227K |
 BSCU Invesco Exch Trd Slf Idx FD | $4.1M | 244K |
 VTEB Vanguard Mun BD Fds | $1.2M | 25K |
 MDT Medtronic PLC F | $763K | 8,806 |
🔒 Free account: see all 16.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 5, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Souders Financial Advisors 13F FAQ
What does Souders Financial Advisors own?
Souders Financial Advisors reported 224 stocks worth $994M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are CGCP (7.7%), CGDV (5.1%) and CGUS (4.7%). The table above lists every position in the filing (the top 10 without an account).
What did Souders Financial Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 24 new positions, 111 added to, 79 trimmed and 16 sold out. New positions include SGOV, VCRB and VCRM. It sold all of BSCS, BSCT and BSCU.
When will Souders Financial Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Souders Financial Advisors's portfolio worth?
The Q2 2026 filing reports $994M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.