Souders Financial Advisors - Portfolio overview

Souders Financial Advisors has 233 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. CGCP - CAPITAL GRP FIXED INCM ETF T, 8.17%
2. VOO - VANGUARD INDEX FDS, 6.07%
3. CGDV - CAPITAL GROUP DIVIDEND VALUE, 4.92%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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