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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 1 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SGOV ISHARES TR 148,237.0 $14.9M 1.50% NEW $100.67 -0.1%
2 VCRB VANGUARD MALVERN FDS 183,265.0 $14.2M 1.42% NEW $77.23 -1.8%
3 VANGUARD MUN BD FDS 15,418.0 $1.2M 0.12% NEW $76.40
4 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 6,993.0 $534K 0.05% NEW $76.40 +7.1%
5 ARP ADVISORS INNER CIRCLE FD II 14,700.0 $477K 0.05% NEW $32.47 +4.3%
6 PANW PALO ALTO NETWORKS INC Technology 1,339.0 $457K 0.05% NEW $341.02 +8.5%
7 WDC WESTERN DIGITAL CORP Technology 574.0 $367K 0.04% NEW $638.72 -21.9%
8 IVV ISHARES TR 468.0 $350K 0.04% NEW $748.12 +3.2%
9 CRWD CROWDSTRIKE HLDGS INC Technology 421.0 $321K 0.03% NEW $190.79 +10.0%
10 LRCX LAM RESEARCH CORP Technology 701.0 $304K 0.03% NEW $433.35 -25.7%
11 FICO FAIR ISAAC CORP Technology 235.0 $281K 0.03% NEW $1194.78 -8.7%
12 WM WASTE MGMT INC DEL Industrials 1,194.0 $266K 0.03% NEW $222.94 +1.5%
13 DAL DELTA AIR LINES INC Industrials 2,778.0 $260K 0.03% NEW $93.67 -7.6%
14 MRVL MARVELL TECHNOLOGY INC Technology 859.0 $256K 0.03% NEW $297.96 -27.9%
15 GLD SPDR GOLD TR Financial Services 688.0 $253K 0.03% NEW $368.38 +8.5%
16 AEP AMERICAN ELEC PWR CO INC Utilities 1,811.0 $248K 0.03% NEW $136.82 -7.3%
17 OKE ONEOK INC NEW Energy 2,707.0 $235K 0.02% NEW $86.94 +11.6%
18 SPACE EXPLORATION TECHN CORP 1,302.0 $222K 0.02% NEW $170.86
19 CSX CSX CORP Industrials 4,567.0 $217K 0.02% NEW $47.53 +6.0%
20 SCHM SCHWAB STRATEGIC TR 5,758.0 $212K 0.02% NEW $36.87 -1.8%
Page 1 of 2  ·  24 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%