Souders Financial Advisors

CIK

1811240

Location

CINCINNATI, OH

Portfolio Value

Small $995,076,395

Diversification

Diversified

Filing Date

Global Rank

#2,530 / 8,794 ▼ 174 · as of Jun 2026

Top Industry

Semiconductors 13.3%

Period ended 3 months ago

Filed Aug 5, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

196 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.5%

−0.9 pts

Top 5

35.2%

−3.6 pts

Top 10

52.4%

−4.5 pts

HHI

381

Diversified−53

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	74.3%	$739,199,499	37
Technology	8.0%	$79,976,479	32
Financial Services	3.7%	$36,776,256	26
Consumer Defensive	3.0%	$30,107,371	11
Industrials	2.5%	$24,436,435	27
Consumer Cyclical	2.3%	$22,996,995	15
Communication Services	2.3%	$22,846,870	6
Healthcare	2.0%	$20,177,522	18
Utilities	0.6%	$6,148,960	9
Energy	0.6%	$5,872,271	8
Basic Materials	0.5%	$5,046,624	5
Real Estate	0.1%	$1,491,113	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CGCB	Capital Group Core Bond ETF	+277,577	4,503,519	$104,878,615
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+239,933	258,192	$22,689,912
BNDW	Vanguard Total World Bond ETF	+125,870	314,204	$18,531,751
CGGR	Capital Group Growth ETF	+71,741	455,871	$21,517,111
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+62,590	255,534	$24,113,643
CGUS	Capital Group Core Equity ETF	+57,476	1,053,533	$46,861,147
FAAA	Fidelity AAA CLO ETF	+41,695	713,409	$32,452,975
CGCV	Capital Group Conservative Equity ETF	+41,449	510,787	$16,764,029
TACN	T. Rowe Price Active Core International Equity ETF	+28,841	1,658,748	$73,892,369
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+28,838	468,404	$23,692,470
CGIC	Capital Group International Core Equity ETF	+23,008	383,755	$13,964,844
AIEQ	Amplify AI Powered Equity ETF	+21,471	278,291	$12,316,719
CGGO	Capital Group Global Growth Equity ETF	+20,283	367,342	$15,549,586
CGGG	Capital Group U.S. Large Growth ETF	+18,044	305,649	$10,077,247
ABI	VictoryShares Pioneer Asset-Based Income ETF	+15,410	192,458	$9,014,347
CGDV	Capital Group Dividend Value ETF	+14,405	1,034,001	$50,955,569
CGNG	Capital Group New Geography Equity ETF	+10,453	200,363	$7,505,597
BIV	Vanguard Intermediate-Term Bond ETF	+8,998	162,869	$11,956,213
FCX	Freeport-Mcmoran Inc	+8,213	15,898	$999,825
VXUS	Vanguard Total International Stock ETF	+7,992	521,383	$44,573,032
NVDA	Nvidia Corp	+6,726	56,763	$11,357,708
BITW	Bitwise 10 Crypto Index ETF	+5,534	24,576	$923,566
PG	PROCTER & GAMBLE Co	+4,696	126,320	$18,523,564
KLAC	Kla Corp	+4,458	4,905	$1,479,887
CVNA	Carvana Co.	+4,093	4,747	$312,447
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	−1,278,553	22,766	$445,543
FNDA	Schwab Fundamental U.S. Small Company ETF	−42,019	1,821,369	$59,416,224
VB	Vanguard Morningstar Small-Cap ETF	−33,726	150,047	$60,644,265
VCRM	Vanguard Core Tax-Exempt Bond ETF	−9,110	15,418	$1,177,935
CMCSA	Comcast Corp	−7,097	12,358	$303,388
CGXU	Capital Group International Focus Equity ETF	−5,434	617,195	$21,367,290
RTX	RTX Corp	−3,148	20,023	$3,798,963
ABT	Abbott Laboratories	−2,544	12,726	$1,154,757
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	−1,423	78,304	$2,601,040
HD	Home Depot, Inc.	−1,231	10,012	$3,531,032
BMY	Bristol Myers Squibb Co	−1,193	6,899	$397,520
CRM	Salesforce, Inc.	−1,028	3,179	$498,022
CARR	CARRIER GLOBAL Corp	−918	23,026	$1,688,957
AXP	American Express Co	−889	4,803	$1,624,614
TRP	Tc Energy Corp	−882	14,701	$974,529
V	Visa Inc.	−842	10,624	$3,644,988
SRE	Sempra	−806	2,645	$245,217
SLV	iShares Silver Trust	−804	7,204	$385,197
COP	Conocophillips	−750	3,881	$403,468
GILD	Gilead Sciences, Inc.	−740	3,223	$407,193
NVO	Novo Nordisk A S	−733	7,339	$351,831
IR	Ingersoll Rand Inc.	−691	3,021	$247,691
ARMK	Aramark	−657	14,316	$814,580
MCD	Mcdonalds Corp	−540	5,757	$1,556,174
GE	General Electric Co	−492	12,218	$4,566,233
No positions match the current search.

New Positions

Positions the filer opened this quarter

20 positions

Ticker	Company	Shares	Value
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	183,265	$14,154,105
ADM	Archer-Daniels-Midland Co	6,993	$534,265
ARP	PMV Adaptive Risk Parity ETF	14,700	$477,323
PANW	Palo Alto Networks Inc	1,339	$456,625
WDC	Western Digital Corp	574	$366,625
CRWD	CrowdStrike Holdings, Inc.	421	$321,281
LRCX	Lam Research Corp	701	$303,764
FICO	Fair Isaac Corp	235	$280,773
WM	Waste Management Inc	1,194	$266,118
DAL	Delta Air Lines, Inc.	2,778	$260,187
MRVL	Marvell Technology, Inc.	859	$255,887
GLD	Spdr Gold Trust	688	$253,445
AEP	American Electric Power Co Inc	1,811	$247,762
OKE	Oneok Inc /New/	2,707	$235,346
SPCX	Space Exploration Technologies Corp	1,302	$222,459
CSX	Csx Corp	4,567	$217,069
SNX	Td Synnex Corp	777	$207,723
FTAI	FTAI Aviation Ltd.	758	$205,061
FDXF	FedEx Freight Holding Company, Inc.	1,355	$204,605
CMG	Chipotle Mexican Grill Inc	5,903	$200,702
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
MDT	Medtronic plc	8,806	$763,039
BKR	Baker Hughes Co	4,960	$302,808
HON	Honeywell International Inc	1,286	$290,674
LHX	L3harris Technologies, Inc. /De/	805	$277,845
EXE	EXPAND ENERGY Corp	2,408	$264,350
ISRG	Intuitive Surgical Inc	492	$226,807
ENB	Enbridge Inc	4,055	$219,537
HAL	Halliburton Co	5,576	$217,408
CLX	Clorox Co /De/	2,080	$215,550
XPO	XPO, Inc.	1,093	$212,643
GEHC	GE HealthCare Technologies Inc.	2,882	$205,140
FSK	FS KKR Capital Corp	15,968	$162,554
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

196 tracked positions · $995,076,395 total · filing declares 224 positions · $994,149,823 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 196 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CGCB	Capital Group Core Bond ETF	Added	4,503,519	+277,577	$104,878,615	+6.4%	10.54%
TACN	T. Rowe Price Active Core International Equity ETF	Added	1,658,748	+28,841	$73,892,369	+15.6%	7.43%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	150,047	-33,726	$60,644,265	−16.0%	6.09%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	1,821,369	-42,019	$59,416,224	+6.8%	5.97%
CGDV	Capital Group Dividend Value ETF	Added	1,034,001	+14,405	$50,955,569	+17.5%	5.12%
CGUS	Capital Group Core Equity ETF	Added	1,053,533	+57,476	$46,861,147	+22.5%	4.71%
VXUS	Vanguard Total International Stock ETF	Added	521,383	+7,992	$44,573,032	+12.6%	4.48%
FAAA	Fidelity AAA CLO ETF	Added	713,409	+41,695	$32,452,975	+5.9%	3.26%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	255,534	+62,590	$24,113,643	—	2.42%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	468,404	+28,838	$23,692,470	+6.5%	2.38%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	258,192	+239,933	$22,689,912	+1523.6%	2.28%
CGGR	Capital Group Growth ETF	Added	455,871	+71,741	$21,517,111	+39.4%	2.16%
CGXU	Capital Group International Focus Equity ETF	Reduced	617,195	-5,434	$21,367,290	+16.4%	2.15%
BNDW	Vanguard Total World Bond ETF	Added	314,204	+125,870	$18,531,751	+65.2%	1.86%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	126,320	+4,696	$18,523,564	+5.4%	1.86%
AAPL	Apple Inc. Technology	Added	62,685	+916	$18,138,531	+15.7%	1.82%
CGCV	Capital Group Conservative Equity ETF	Added	510,787	+41,449	$16,764,029	+19.8%	1.68%
CGGO	Capital Group Global Growth Equity ETF	Added	367,342	+20,283	$15,549,586	+34.3%	1.56%
GOOGL	Alphabet Inc. Communication Services	Added	42,692	+1,033	$15,149,476	+26.7%	1.52%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	NEW	183,265	NEW	$14,154,105	NEW	1.42%
CGIC	Capital Group International Core Equity ETF	Added	383,755	+23,008	$13,964,844	+16.9%	1.40%
AIEQ	Amplify AI Powered Equity ETF	Added	278,291	+21,471	$12,316,719	+9.9%	1.24%
BIV	Vanguard Intermediate-Term Bond ETF	Added	162,869	+8,998	$11,956,213	+5.5%	1.20%
AVGO	Broadcom Inc. Technology	Added	30,788	+51	$11,630,167	+22.3%	1.17%
NVDA	Nvidia Corp Technology	Added	56,763	+6,726	$11,357,708	+30.2%	1.14%
VIG	Vanguard Dividend Appreciation ETF	Added	46,609	+1,552	$11,028,621	+13.8%	1.11%
MSFT	Microsoft Corp Technology	Added	28,090	+203	$10,478,131	+1.5%	1.05%
CGGG	Capital Group U.S. Large Growth ETF	Added	305,649	+18,044	$10,077,247	+19.3%	1.01%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	192,458	+15,410	$9,014,347	+8.3%	0.91%
AMZN	Amazon Com Inc Consumer Cyclical	Added	35,539	+269	$8,470,365	+15.3%	0.85%
CGNG	Capital Group New Geography Equity ETF	Added	200,363	+10,453	$7,505,597	+25.2%	0.75%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	20,730	-95	$6,785,550	+10.8%	0.68%
CINF	Cincinnati Financial Corp Financial Services	Reduced	28,900	-364	$5,350,546	+16.2%	0.54%
META	Meta Platforms, Inc. Communication Services	Added	9,397	+1,064	$5,293,236	+11.0%	0.53%
LLY	ELI LILLY & Co Healthcare	Added	4,235	+38	$5,079,586	+31.6%	0.51%
GE	General Electric Co Industrials	Reduced	12,218	-492	$4,566,233	+26.6%	0.46%
RTX	RTX Corp Industrials	Reduced	20,023	-3,148	$3,798,963	−15.0%	0.38%
V	Visa Inc. Financial Services	Reduced	10,624	-842	$3,644,988	+5.2%	0.37%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	7,400	+586	$3,534,018	+53.5%	0.36%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	10,012	-1,231	$3,531,032	−4.5%	0.35%
MU	Micron Technology Inc Technology	Reduced	2,733	-149	$3,154,674	+224.0%	0.32%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Reduced	78,304	-1,423	$2,601,040	+3.0%	0.26%
CAT	Caterpillar Inc Industrials	Reduced	2,433	-6	$2,590,901	+49.9%	0.26%
FFBC	First Financial Bancorp /Oh/ Financial Services	Reduced	75,071	-52	$2,539,651	+21.3%	0.26%
GS	Goldman Sachs Group Inc Financial Services	Reduced	2,485	-37	$2,513,254	+17.8%	0.25%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	5,861	-316	$2,465,136	+7.4%	0.25%
PM	Philip Morris International Inc. Consumer Defensive	Added	13,400	+521	$2,424,194	+13.8%	0.24%
LIN	Linde PLC Basic Materials	Reduced	4,176	-128	$2,167,093	+1.6%	0.22%
BTI	British American Tobacco p.l.c. Consumer Defensive	Reduced	34,193	-460	$2,111,759	+4.2%	0.21%
AMAT	Applied Materials Inc /De Technology	Reduced	2,872	-279	$2,076,456	+92.8%	0.21%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.