Souders Financial Advisors Portfolio Holdings

Souders Financial Advisors

  • $740 Million
  • Q3 2025

Souders Financial Advisors has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $740 Million distributed in 206 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Core Plus Income with a value of $66.9M, Vanguard Index Fds S&P 500 ETF with a value of $57.2M, Capital Group Divid Value ETF with a value of $53.5M, Vanguard Star Fd Vanguard Tota with a value of $37.1M, and Capital Group Core Equity ETF with a value of $36.7M.

Examining the 13F form we can see an increase of $42.4M in the current position value, from $697M to 740M.

Below you can find more details about Souders Financial Advisors portfolio as well as his latest detailed transactions.

Portfolio value $740 Million
ETFs: $474 Million
Technology: $59.6 Million
Financial Services: $35.8 Million
Consumer Defensive: $26.4 Million
Industrials: $21.6 Million
Consumer Cyclical: $21.5 Million
Communication Services: $19.5 Million
Healthcare: $17 Million
Other: $13.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$346B
$18.3 Million 2.47% of portfolio
119,101
Q3 2025 Reduced 2.08%
$4.3T
$15.2 Million 2.05% of portfolio
59,656
Q3 2025 Added 3.05%
$3.78T
$12.8 Million 1.73% of portfolio
24,746
Q3 2025 Added 3.05%
$139B
$9.64 Million 1.3% of portfolio
29,226
Q3 2025 Reduced 0.47%
$465B
$7.9 Million 1.07% of portfolio
42,332
Q3 2025 Added 16.24%
$2.39T
$6.92 Million 0.94% of portfolio
31,517
Q3 2025 Added 9.48%
$881B
$6.57 Million 0.89% of portfolio
20,822
Q3 2025 Reduced 2.34%
$1.37T
$6.54 Million 0.88% of portfolio
8,909
Q3 2025 Reduced 3.57%
$1.74T
$6.22 Million 0.84% of portfolio
25,552
Q3 2025 Reduced 0.96%
$26.1B
$4.5 Million 0.61% of portfolio
28,446
Q3 2025 Reduced 1.31%
$367B
$4.54 Million 0.61% of portfolio
11,207
Q3 2025 Reduced 0.14%
$533B
$4.21 Million 0.57% of portfolio
12,335
Q3 2025 Reduced 2.27%
$258B
$4.16 Million 0.56% of portfolio
24,840
Q3 2025 Reduced 5.84%
$328B
$3.93 Million 0.53% of portfolio
13,052
Q3 2025 Reduced 3.65%
$1.65T
$3.24 Million 0.44% of portfolio
13,338
Q3 2025 Added 6.98%
$1.29T
$2.66 Million 0.36% of portfolio
5,973
Q3 2025 Reduced 0.28%
$228B
$2.3 Million 0.31% of portfolio
17,200
Q3 2025 Reduced 0.85%
$265B
$2.24 Million 0.3% of portfolio
2,819
Q3 2025 Reduced 0.21%
$100B
$2.08 Million 0.28% of portfolio
7,697
Q3 2025 Added 5.92%
$49.1B
$1.95 Million 0.26% of portfolio
1,628
Q3 2025 Added 8.1%
$255B
$1.9 Million 0.26% of portfolio
5,722
Q3 2025 Added 20.34%
$2.21B
$1.82 Million 0.25% of portfolio
72,002
Q3 2025 Added 0.02%
$224B
$1.86 Million 0.25% of portfolio
6,125
Q3 2025 Reduced 4.54%
$291B
$1.8 Million 0.24% of portfolio
3,770
Q3 2025 Reduced 5.16%
$414B
$1.8 Million 0.24% of portfolio
7,761
Q3 2025 Reduced 5.13%
$168B
$1.68 Million 0.23% of portfolio
22,293
Q3 2025 Added 2.66%
$1.46T
$1.7 Million 0.23% of portfolio
6,086
Q3 2025 Added 6.16%
$45.2B
$1.67 Million 0.23% of portfolio
27,928
Q3 2025 Reduced 5.58%
$123B
$1.57 Million 0.21% of portfolio
29,634
Q3 2025 Added 12.34%
$96.4B
$1.51 Million 0.2% of portfolio
12,219
Q3 2025 Added 0.43%
$64.5B
$1.52 Million 0.2% of portfolio
4,684
Q3 2025 Added 10.5%
$170B
$1.5 Million 0.2% of portfolio
10,357
Q3 2025 Added 3.25%
$183B
$1.48 Million 0.2% of portfolio
5,240
Q3 2025 Reduced 7.14%
$266B
$1.48 Million 0.2% of portfolio
5,253
Q3 2025 Reduced 6.73%
$181B
$1.4 Million 0.19% of portfolio
14,318
Q3 2025 Added 16.2%
$89.7B
$1.42 Million 0.19% of portfolio
7,060
Q3 2025 Reduced 6.09%
$237B
$1.43 Million 0.19% of portfolio
8,815
Q3 2025 Added 8.01%
$159B
$1.37 Million 0.19% of portfolio
2,818
Q3 2025 Reduced 0.32%
$300B
$1.28 Million 0.17% of portfolio
3,720
Q3 2025 Added 7.39%
$413B
$1.2 Million 0.16% of portfolio
23,239
Q3 2025 Added 2.75%
$512B
$1.16 Million 0.16% of portfolio
2,032
Q3 2025 Added 20.38%
$303B
$1.2 Million 0.16% of portfolio
7,739
Q3 2025 Added 5.97%
$55.9B
$1.03 Million 0.14% of portfolio
1,082
Q3 2025 Added 9.63%
$132B
$1.05 Million 0.14% of portfolio
4,973
Q3 2025 Reduced 17.86%
$74.3B
$1.05 Million 0.14% of portfolio
5,206
Q3 2025 Reduced 9.08%
$174B
$1.05 Million 0.14% of portfolio
7,067
Q3 2025 Added 1.73%
$55.9B
$1.05 Million 0.14% of portfolio
19,367
Q3 2025 Reduced 14.13%
$172B
$926,000 0.13% of portfolio
21,083
Q3 2025 Reduced 0.18%
$593B
$933,000 0.13% of portfolio
3,319
Q3 2025 Added 35.19%

Summary

  • Portfolio
  • No. of Stocks 206
  • Current Value $740 Million
  • Prior Value $697 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 110 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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