Souders Financial Advisors - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, Souders Financial Advisors held in its portfolio 205 assets valued at $873,239,154 (i.e. $873.24M).
The most valuable assets in the portfolio included: CAPITAL GRP FIXED INCM ETF T ($69.06M), VANGUARD INDEX FDS ($58.08M), and CAPITAL GROUP DIVIDEND VALUE ($57.66M).
The chart below shows the top 10 valuable assets, and the table below shows the top 205 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Souders Financial Advisors - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| CAPITAL GRP FIXED INCM ETF T | 3050545 | 69064328 | CORE PLUS INCM |
| VANGUARD INDEX FDS | 92612 | 58079795 | S&P 500 ETF SHS |
| CAPITAL GROUP DIVIDEND VALUE | 1321368 | 57664494 | SHS CREATION UNI |
| CAPITAL GROUP CORE EQUITY ET | 966539 | 38883881 | SHS CREATION UNI |
| VANGUARD STAR FDS | 510927 | 38544350 | VG TL INTL STK F |
| FIDELITY MERRIMACK STR TR | 653982 | 30109322 | TOTAL BD ETF |
| SCHWAB STRATEGIC TR | 1061955 | 29129412 | US DIVIDEND EQ |
| T ROWE PRICE ETF INC | 741865 | 28354062 | CAP APPRECIATION |
| SCHWAB STRATEGIC TR | 673410 | 21966631 | US LCAP GR ETF |
| J P MORGAN EXCHANGE TRADED F | 418820 | 21188098 | ULTRA SHRT ETF |
| CAPITAL GROUP INTL FOCUS EQT | 611804 | 18078813 | SHS CREATION UNI |
| VANGUARD INDEX FDS | 91860 | 17544322 | VALUE ETF |
| PROCTER AND GAMBLE CO | 116364 | 16676184 | COM |
| APPLE INC | 60589 | 16471769 | COM |
| CAPITAL GROUP GROWTH ETF | 355065 | 15789760 | SHS CREATION UNI |
| T ROWE PRICE ETF INC | 296904 | 14803633 | PRICE BLUE CHIP |
| T ROWE PRICE ETF INC | 345979 | 12420656 | SMALL MID CAP |
| MICROSOFT CORP | 25534 | 12348741 | COM |
| CAPITAL GROUP INTERNATIONAL | 375228 | 12194909 | SHS |
| CAPITAL GROUP GBL GROWTH EQT | 351463 | 12178184 | SHS CREATION UNI |
| CAPITAL GRP FIXED INCM ETF T | 455868 | 11857122 | SHORT DURATION |
| VANGUARD BD INDEX FDS | 156659 | 11603722 | TOTAL BND MRKT |
| ISHARES TR | 111202 | 11106891 | CORE US AGGBD ET |
| VANGUARD SCOTTSDALE FDS | 183823 | 11016503 | INTER TERM TREAS |
| CAPITAL GRP FIXED INCM ETF T | 380745 | 10516177 | US MULTI-SECTOR |
| AMPLIFY ETF TR | 232072 | 10327212 | CWP ENHANCED DIV |
| BROADCOM INC | 29120 | 10078307 | COM |
| VANGUARD SPECIALIZED FUNDS | 44230 | 9720845 | DIV APP ETF |
| T ROWE PRICE ETF INC | 183391 | 9583074 | US HIGH YIELD |
| NVIDIA CORPORATION | 44354 | 8272107 | COM |
| VICTORY PORTFOLIOS II | 169882 | 8044725 | CORE INTERMEDIAT |
| ALPHABET INC | 25224 | 7915202 | CAP STK CL C |
| AMAZON COM INC | 31900 | 7363158 | COM |
| CAPITAL GROUP EQUITY ETF TR | 240721 | 6942384 | US SMALL AND MID |
| JPMORGAN CHASE & CO. | 20827 | 6710986 | COM |
| CAPITAL GROUP NEW GEOGRAPHY | 180797 | 5772854 | SHS |
| INVESCO EXCH TRD SLF IDX FD | 275454 | 5674362 | INVSCO BLSH 28 |
| ISHARES TR | 85677 | 5654650 | CORE S&P MCP ETF |
| META PLATFORMS INC | 8419 | 5557507 | CL A |
| INVESCO EXCH TRD SLF IDX FD | 274278 | 5414246 | BULSHS 2027 CB |
| INVESCO EXCH TRD SLF IDX FD | 273613 | 5355977 | BULSHS 2026 CB |
| CINCINNATI FINL CORP | 28798 | 4703293 | COM |
| RTX CORPORATION | 24972 | 4579782 | COM |
| ALPHABET INC | 14294 | 4473953 | CAP STK CL A |
| VISA INC | 12334 | 4325740 | COM CL A |
| INVESCO EXCH TRD SLF IDX FD | 223588 | 4211289 | BULETSHS 2029 |
| ELI LILLY & CO | 3845 | 4132579 | COM |
| GE AEROSPACE | 13154 | 4051859 | COM NEW |
| INVESCO EXCH TRD SLF IDX FD | 235774 | 3989299 | INVSCO 30 CORP |
| HOME DEPOT INC | 11493 | 3954633 | COM |
| TESLA INC | 5955 | 2678083 | COM |
| SCHWAB STRATEGIC TR | 90645 | 2377629 | US BRD MKT ETF |
| GOLDMAN SACHS GROUP INC | 2608 | 2292493 | COM |
| SPDR SERIES TRUST | 25433 | 2208816 | STATE STREET SPD |
| CME GROUP INC | 8036 | 2194566 | COM |
| AMERICAN EXPRESS CO | 5850 | 2164297 | COM |
| ABBOTT LABS | 16596 | 2079289 | COM |
| MCDONALDS CORP | 6441 | 1968625 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 6366 | 1934564 | SPONSORED ADS |
| FIRST FINL BANCORP OH | 75485 | 1888644 | COM |
| NEXTERA ENERGY INC | 23006 | 1846931 | COM |
| BRITISH AMERN TOB PLC | 32333 | 1830722 | SPONSORED ADR |
| ABBVIE INC | 7694 | 1758009 | COM |
| AMGEN INC | 5328 | 1743856 | COM |
| CATERPILLAR INC | 2990 | 1712813 | COM |
| INTERNATIONAL BUSINESS MACHS | 5736 | 1699205 | COM |
| WALMART INC | 15114 | 1683893 | COM |
| LINDE PLC | 3944 | 1681724 | SHS |
| PHILIP MORRIS INTL INC | 10479 | 1680840 | COM |
| SPDR S&P 500 ETF TR | 2424 | 1652675 | TR UNIT |
| TJX COS INC NEW | 10171 | 1562403 | COM |
| CAPITAL GRP FIXED INCM ETF T | 54392 | 1489257 | MUNICIPAL INCOME |
| S&P GLOBAL INC | 2828 | 1478015 | COM |
| DUKE ENERGY CORP NEW | 12257 | 1436696 | COM NEW |
| NETFLIX INC | 15206 | 1425715 | COM |
| MERCK & CO INC | 12677 | 1334360 | COM |
| BANK AMERICA CORP | 24156 | 1328590 | COM |
| CARRIER GLOBAL CORPORATION | 24834 | 1312219 | COM |
| MASTERCARD INCORPORATED | 2160 | 1233296 | CL A |
| ROYAL CARIBBEAN GROUP | 4417 | 1231917 | COM |
| MARSH & MCLENNAN COS INC | 6553 | 1215717 | COM |
| CHEVRON CORP NEW | 7913 | 1205999 | COM |
| UBER TECHNOLOGIES INC | 13970 | 1141489 | COM |
| VANGUARD MUN BD FDS | 22513 | 1132179 | TAX EXEMPT BD |
| SHOPIFY INC | 6974 | 1122605 | CL A SUB VTG SHS |
| SALESFORCE INC | 4124 | 1092380 | COM |
| MORGAN STANLEY | 5941 | 1054794 | COM NEW |
| TC ENERGY CORP | 18468 | 1015925 | COM |
| UNITEDHEALTH GROUP INC | 3077 | 1015623 | COM |
| MICRON TECHNOLOGY INC | 3381 | 964892 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1886 | 947998 | CL B NEW |
| TRANSDIGM GROUP INC | 693 | 921586 | COM |
| PNC FINL SVCS GROUP INC | 4396 | 917585 | COM |
| VERTEX PHARMACEUTICALS INC | 2006 | 909440 | COM |
| COCA COLA CO | 12974 | 907024 | COM |
| PROGRESSIVE CORP | 3954 | 900414 | COM |
| SCHWAB STRATEGIC TR | 31105 | 885863 | US SML CAP ETF |
| INNOVATOR ETFS TRUST | 24708 | 882607 | US EQT ULTRA BF |
| EXXON MOBIL CORP | 7293 | 877598 | COM |
| KROGER CO | 13470 | 841613 | COM |
| INVESCO QQQ TR | 1358 | 834284 | UNIT SER 1 |
| INTUITIVE SURGICAL INC | 1444 | 817824 | COM NEW |
| AUTOMATIC DATA PROCESSING IN | 3135 | 806489 | COM |
| UNION PAC CORP | 3360 | 777196 | COM |
| CAPITAL GRP FIXED INCM ETF T | 29166 | 768232 | SHORT DURATION M |
| COSTCO WHSL CORP NEW | 857 | 738628 | COM |
| CONSTELLATION ENERGY CORP | 2090 | 738170 | COM |
| SHERWIN WILLIAMS CO | 2265 | 733855 | COM |
| UNITED RENTALS INC | 904 | 731291 | COM |
| INNOVATOR ETFS TRUST | 26294 | 730872 | EQUITY DEFINED P |
| ELEVANCE HEALTH INC FORMERLY | 2080 | 728993 | COM |
| ISHARES TR | 5113 | 723438 | MSCI ACWI ETF |
| STARBUCKS CORP | 8547 | 719707 | COM |
| EOS ENERGY ENTERPRISES INC | 62507 | 716330 | COM CL A |
| GE VERNOVA INC | 1069 | 698687 | COM |
| ORACLE CORP | 3566 | 695016 | COM |
| CAPITAL ONE FINL CORP | 2818 | 682970 | COM |
| WELLTOWER INC | 3669 | 681052 | COM |
| ARAMARK | 18161 | 669408 | COM |
| CISCO SYS INC | 8504 | 655049 | COM |
| APPLIED MATLS INC | 2445 | 628301 | COM |
| VERIZON COMMUNICATIONS INC | 15160 | 617476 | COM |
| LOWES COS INC | 2534 | 611159 | COM |
| NORTHROP GRUMMAN CORP | 1048 | 597387 | COM |
| AGNICO EAGLE MINES LTD | 3382 | 573350 | COM |
| J P MORGAN EXCHANGE TRADED F | 11018 | 561257 | ULTRA SHT MUNCPL |
| ALNYLAM PHARMACEUTICALS INC | 1410 | 560687 | COM |
| DANAHER CORPORATION | 2419 | 553713 | COM |
| JOHNSON & JOHNSON | 2660 | 550405 | COM |
| PEPSICO INC | 3765 | 540411 | COM |
| THERMO FISHER SCIENTIFIC INC | 919 | 532541 | COM |
| KLA CORP | 436 | 530053 | COM NEW |
| MARATHON PETE CORP | 3184 | 517841 | COM |
| WORLD GOLD TR | 6010 | 513074 | SPDR GLD MINIS |
| BOEING CO | 2304 | 500244 | COM |
| ISHARES SILVER TR | 7584 | 488561 | ISHARES |
| PALANTIR TECHNOLOGIES INC | 2725 | 484369 | CL A |
| CINTAS CORP | 2560 | 481466 | COM |
| EQUINIX INC | 627 | 480620 | COM |
| QUALCOMM INC | 2724 | 465937 | COM |
| BRISTOL-MYERS SQUIBB CO | 8466 | 456672 | COM |
| CLOUDFLARE INC | 2253 | 444179 | CL A COM |
| SCHWAB CHARLES CORP | 4341 | 433740 | COM |
| CANADIAN NAT RES LTD | 12710 | 430234 | COM |
| TRUIST FINL CORP | 8706 | 428425 | COM |
| FREEPORT-MCMORAN INC | 8432 | 428249 | CL B |
| AMPLIFY ETF TR | 14661 | 425467 | CWP GROWTH & INC |
| TEXAS INSTRS INC | 2448 | 424662 | COM |
| CENTERPOINT ENERGY INC | 11018 | 422420 | COM |
| NOVO-NORDISK A S | 8133 | 413807 | ADR |
| SCHWAB STRATEGIC TR | 13637 | 406655 | INTERNL DIVID |
| WELLS FARGO CO NEW | 4294 | 400193 | COM |
| GILEAD SCIENCES INC | 3249 | 398754 | COM |
| CONOCOPHILLIPS | 4258 | 398606 | COM |
| ADVANCED MICRO DEVICES INC | 1851 | 396410 | COM |
| AMPHENOL CORP NEW | 2930 | 395963 | CL A |
| CHUBB LIMITED | 1246 | 388902 | COM |
| IES HLDGS INC | 984 | 382796 | COM |
| ASTRAZENECA PLC | 4121 | 378831 | SPONSORED ADR |
| INNOVATOR ETFS TRUST | 7525 | 372939 | US EQTY BUF DEC |
| AIR PRODS & CHEMS INC | 1508 | 372478 | COM |
| SPDR GOLD TR | 924 | 366190 | GOLD SHS |
| CVS HEALTH CORP | 4612 | 366006 | COM |
| ASML HOLDING N V | 335 | 358403 | N Y REGISTRY SHS |
| PG&E CORP | 21688 | 348520 | COM |
| MONDELEZ INTL INC | 6459 | 347682 | CL A |
| ALTRIA GROUP INC | 5957 | 343481 | COM |
| VANGUARD INDEX FDS | 1022 | 342664 | TOTAL STK MKT |
| GENERAL DYNAMICS CORP | 1007 | 339017 | COM |
| KKR & CO INC | 2623 | 334422 | COM |
| ACCENTURE PLC IRELAND | 1235 | 331351 | SHS CLASS A |
| COMCAST CORP NEW | 10521 | 314464 | CL A |
| MERCADOLIBRE INC | 155 | 312210 | COM |
| CLOROX CO DEL | 3093 | 311867 | COM |
| CHIPOTLE MEXICAN GRILL INC | 8185 | 302845 | COM |
| HILTON WORLDWIDE HLDGS INC | 1024 | 294059 | COM |
| SEMPRA | 3322 | 293308 | COM |
| LCNB CORP | 17734 | 290664 | COM |
| GALLAGHER ARTHUR J & CO | 1092 | 282675 | COM |
| INNOVATOR ETFS TRUST | 5857 | 281019 | US EQT BUFR APR |
| AMERICAN INTL GROUP INC | 3238 | 277011 | COM NEW |
| ATI INC | 2413 | 276916 | COM |
| US BANCORP DEL | 5181 | 276466 | COM NEW |
| GE HEALTHCARE TECHNOLOGIES I | 3278 | 268868 | COMMON STOCK |
| STRATEGY INC | 1751 | 266064 | CL A NEW |
| ISHARES TR | 2192 | 263457 | CORE S&P SCP ETF |
| EXPAND ENERGY CORPORATION | 2328 | 256918 | COM |
| LOCKHEED MARTIN CORP | 530 | 256465 | COM |
| SERVICENOW INC | 1648 | 252457 | COM |
| DISNEY WALT CO | 2219 | 252409 | COM |
| PFIZER INC | 10118 | 251939 | COM |
| INTEL CORP | 6557 | 241953 | COM |
| L3HARRIS TECHNOLOGIES INC | 807 | 236911 | COM |
| ATMOS ENERGY CORP | 1398 | 234347 | COM |
| FS KKR CAP CORP | 15527 | 229953 | COM |
| BAKER HUGHES COMPANY | 4895 | 222918 | CL A |
| HONEYWELL INTL INC | 1141 | 222579 | COM |
| CONSTELLATION BRANDS INC | 1577 | 217563 | CL A |
| INGERSOLL RAND INC | 2666 | 211205 | COM |
| MEDTRONIC PLC | 2133 | 204933 | SHS |
| CITIGROUP INC | 1749 | 204088 | COM NEW |
| AMERICAN FINL GROUP INC OHIO | 1480 | 202303 | COM |
| STRYKER CORPORATION | 570 | 200338 | COM |
| CENOVUS ENERGY INC | 10724 | 181450 | COM |
| AURORA INNOVATION INC | 17400 | 66816 | CLASS A COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.