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Portfolio (Quarterly) Guide ↗

Souders Financial Advisors

· CIK 0001811240
13F Portfolio $994M AUM 224 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 24 New 105 Added 74 Reduced 16 Exited
Page 2 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DIVO AMPLIFY ETF TR 252,996.0 $11.6M 1.16% +13K +5.6% $45.70 +5.9%
22 NVDA NVIDIA CORPORATION Technology 56,763.0 $11.4M 1.14% +7K +13.4% $200.09 +9.9%
23 VIG VANGUARD SPECIALIZED FUNDS 46,609.0 $11.0M 1.11% +2K +3.4% $236.62 +3.4%
24 MSFT MICROSOFT CORP Technology 28,090.0 $10.5M 1.05% +203.0 +0.7% $373.02 +29.4%
25 CGMM CAPITAL GROUP EQUITY ETF TR 305,649.0 $10.1M 1.01% +18K +6.3% $32.97 +0.9%
26 GOOG ALPHABET INC Communication Services 26,575.0 $9.4M 0.94% +160.0 +0.6% $353.34 -3.5%
27 UITB VICTORY PORTFOLIOS II 192,458.0 $9.0M 0.91% +15K +8.7% $46.84 -1.7%
28 AMZN AMAZON COM INC Consumer Cyclical 35,539.0 $8.5M 0.85% +269.0 +0.8% $238.34 +9.5%
29 CGNG CAPITAL GROUP NEW GEOGRAPHY 200,363.0 $7.5M 0.76% +10K +5.5% $37.46 -3.3%
30 GOOGL ALPHABET INC Communication Services 16,117.0 $5.8M 0.58% +873.0 +5.7% $357.38 -4.0%
31 META META PLATFORMS INC Communication Services 9,397.0 $5.3M 0.53% +1K +12.8% $563.28 -1.7%
32 LLY ELI LILLY & CO Healthcare 4,235.0 $5.1M 0.51% +38.0 +0.9% $1199.51 +1.4%
33 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 7,400.0 $3.5M 0.35% +586.0 +8.6% $477.57 -13.3%
34 PM PHILIP MORRIS INTL INC Consumer Defensive 13,400.0 $2.4M 0.24% +521.0 +4.0% $180.91 +3.8%
35 ABBV ABBVIE INC Healthcare 8,246.0 $2.1M 0.21% +268.0 +3.4% $251.64 +2.5%
36 CSCO CISCO SYS INC Technology 16,066.0 $1.9M 0.19% +2K +11.5% $117.46 -5.2%
37 WMT WALMART INC Consumer Defensive 16,190.0 $1.8M 0.18% +207.0 +1.3% $113.26 +2.1%
38 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 5,388.0 $1.7M 0.17% +415.0 +8.3% $317.51 -5.0%
39 CVX CHEVRON CORPORATION Energy 10,151.0 $1.7M 0.17% +575.0 +6.0% $165.76 +23.4%
40 INTC INTEL CORP Technology 11,943.0 $1.7M 0.17% +2K +18.2% $139.63 -31.1%
Page 2 of 6  ·  105 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.5%
Financial Services 15.6%
Consumer Defensive 11.7%
Industrials 8.9%
Communication Services 8.9%
Consumer Cyclical 8.8%
Healthcare 7.9%
Utilities 2.9%
Energy 2.2%
Basic Materials 2.0%