Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Souders Financial Advisors (CIK 1811240) reported $876.4M across 216 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CGCP ($72.1M, 8.22%), VOO ($53.6M, 6.11%), CGDV ($43.4M, 4.95%), VXUS ($39.6M, 4.52%), CGUS ($38.3M, 4.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGCP | CAPITAL GRP FIXED INCM ETF T | $72.1M | 8.22% | 3.2M | Added |
| 2 | VOO | VANGUARD INDEX FDS | $53.6M | 6.11% | 89,639 | Trimmed |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $43.4M | 4.95% | 1.0M | Trimmed |
| 4 | VXUS | VANGUARD STAR FDS | $39.6M | 4.52% | 513,391 | Added |
| 5 | CGUS | CAPITAL GROUP CORE EQUITY ET | $38.3M | 4.37% | 996,057 | Added |
| 6 | SCHD | SCHWAB STRATEGIC TR | $32.6M | 3.72% | 1.1M | Added |
| 7 | FBND | FIDELITY MERRIMACK STR TR | $30.6M | 3.50% | 671,714 | Added |
| 8 | TCAF | T ROWE PRICE ETF INC | $27.7M | 3.16% | 777,194 | Added |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | $21.6M | 2.46% | 426,724 | Added |
| 10 | SCHG | SCHWAB STRATEGIC TR | $20.0M | 2.28% | 686,618 | Added |
| 11 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $18.4M | 2.10% | 622,629 | Added |
| 12 | VTV | VANGUARD INDEX FDS | $18.3M | 2.08% | 93,047 | Added |
| 13 | PG | PROCTER & GAMBLE CO | $17.6M | 2.00% | 121,624 | Added |
| 14 | AAPL | APPLE INC | $15.7M | 1.79% | 61,769 | Added |
| 15 | CGGR | CAPITAL GROUP GROWTH ETF | $15.4M | 1.76% | 384,130 | Added |
| 16 | CGCV | CAPITAL GROUP CONSERVATIVE E | $14.0M | 1.60% | 469,338 | New |
| 17 | TCHP | T ROWE PRICE ETF INC | $13.7M | 1.56% | 309,473 | Added |
| 18 | TMSL | T ROWE PRICE ETF INC | $13.0M | 1.49% | 355,490 | Added |
| 19 | CGSD | CAPITAL GRP FIXED INCM ETF T | $12.6M | 1.44% | 489,982 | Added |
| 20 | CGIC | CAPITAL GROUP INTERNATIONAL | $11.9M | 1.36% | 360,747 | Trimmed |
| 21 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $11.6M | 1.32% | 347,059 | Trimmed |
| 22 | BND | VANGUARD BD INDEX FDS | $11.3M | 1.29% | 153,871 | Trimmed |
| 23 | CGMS | CAPITAL GRP FIXED INCM ETF T | $11.3M | 1.29% | 413,626 | Added |
| 24 | VGIT | VANGUARD SCOTTSDALE FDS | $11.2M | 1.28% | 188,334 | Added |
| 25 | DIVO | AMPLIFY ETF TR | $10.7M | 1.23% | 239,521 | Added |
Source: SEC Form 13F filings · as of 2026-03-31