StockDriftsStockDriftsTop 50 Souders Financial Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGCP | CAPITAL GRP FIXED INCM ETF T | 7.71% | 3.44M | $76.7M | +6.61%(+213.15K) | $22.74(-3.30%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 5.13% | 1.03M | $51.0M | +1.41%(+14.40K) | $29.53(+72.22%) | 2026-06-30 | |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 4.71% | 1.05M | $46.9M | +5.77%(+57.48K) | $27.36(+68.30%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 4.48% | 521.4K | $44.6M | +1.56%(+7.99K) | $55.69(+58.25%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.09% | 59.2K | $40.7M | -33.94%(-30.42K) | $368.41(+93.45%) | 2026-06-30 | |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | 3.35% | 810.1K | $33.3M | +4.23%(+32.90K) | $33.58(+27.89%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.26% | 713.4K | $32.5M | +6.21%(+41.70K) | $45.71(-1.85%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 2.83% | 887.3K | $28.1M | -16.52%(-175.53K) | $21.91(+56.85%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 2.79% | 818.5K | $27.7M | +19.21%(+131.87K) | $17.39(+104.78%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.32% | 456.1K | $23.1M | +6.89%(+29.40K) | $50.41(+0.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.87% | +36.28% | +6.26% | +35.48% |
| Top 20 Holdings Unweighted | +10.48% | +34.84% | +5.96% | +33.56% |
Souders Financial Advisors reports $994.15M in US-listed equity holdings across 224 positions in its most recent 13F filing. Its largest disclosed positions are CGCP (7.7%), CGDV (5.1%) and CGUS (4.7%). The top 20 holdings account for 59.64% of reported assets. Its disclosed equity book has returned +36.28% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Souders Financial Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1811240). View Souders Financial Advisors’s 13F filings on SEC