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 $994.1M across 224 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CGCP ($76.7M, 7.71%), CGDV ($51.0M, 5.13%), CGUS ($46.9M, 4.71%), VXUS ($44.6M, 4.48%), VOO ($40.7M, 4.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGCP | CAPITAL GRP FIXED INCM ETF T | $76.7M | 7.71% | 3.4M | Added |
| 2 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $51.0M | 5.13% | 1.0M | Added |
| 3 | CGUS | CAPITAL GROUP CORE EQUITY ET | $46.9M | 4.71% | 1.1M | Added |
| 4 | VXUS | VANGUARD STAR FDS | $44.6M | 4.48% | 521,383 | Added |
| 5 | VOO | VANGUARD INDEX FDS | $40.7M | 4.09% | 59,215 | Trimmed |
| 6 | TCAF | T ROWE PRICE EXCHANGE-TRADED | $33.3M | 3.35% | 810,097 | Added |
| 7 | FBND | FIDELITY MERRIMACK STR TR | $32.5M | 3.26% | 713,409 | Added |
| 8 | SCHD | SCHWAB STRATEGIC TR | $28.1M | 2.83% | 887,309 | Trimmed |
| 9 | SCHG | SCHWAB STRATEGIC TR | $27.7M | 2.79% | 818,488 | Added |
| 10 | JPST | J P MORGAN EXCHANGE TRADED F | $23.1M | 2.32% | 456,124 | Added |
| 11 | SPYM | SPDR SERIES TRUST | $22.7M | 2.28% | 258,192 | Added |
| 12 | CGGR | CAPITAL GROUP GROWTH ETF | $21.5M | 2.16% | 455,871 | Added |
| 13 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $21.4M | 2.15% | 617,195 | Trimmed |
| 14 | VTV | VANGUARD INDEX FDS | $19.5M | 1.97% | 89,650 | Trimmed |
| 15 | VGIT | VANGUARD SCOTTSDALE FDS | $18.5M | 1.86% | 314,204 | Added |
| 16 | PG | PROCTER & GAMBLE CO | $18.5M | 1.86% | 126,320 | Added |
| 17 | AAPL | APPLE INC | $18.1M | 1.82% | 62,685 | Added |
| 18 | CGCV | CAPITAL GROUP CONSERVATIVE E | $16.8M | 1.69% | 510,787 | Added |
| 19 | TCHP | T ROWE PRICE EXCHANGE-TRADED | $16.1M | 1.62% | 321,483 | Added |
| 20 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $15.5M | 1.56% | 367,342 | Added |
| 21 | TMSL | T ROWE PRICE EXCHANGE-TRADED | $15.3M | 1.54% | 348,557 | Trimmed |
| 22 | SGOV | ISHARES TR | $14.9M | 1.50% | 148,237 | New |
| 23 | VCRB | VANGUARD MALVERN FDS | $14.2M | 1.42% | 183,265 | New |
| 24 | CGIC | CAPITAL GROUP INTERNATIONAL | $14.0M | 1.40% | 383,755 | Added |
| 25 | CGSD | CAPITAL GRP FIXED INCM ETF T | $13.6M | 1.36% | 526,722 | Added |
Source: SEC Form 13F filings · as of 2026-06-30