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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 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 59,215.0 $40.7M 4.09% -30K -33.9% $686.81 +3.4%
2 SCHD SCHWAB STRATEGIC TR 887,309.0 $28.1M 2.83% -176K -16.5% $31.71 +8.1%
3 CGXU CAPITAL GROUP INTL FOCUS EQT 617,195.0 $21.4M 2.15% -5K -0.9% $34.62 +2.2%
4 VTV VANGUARD INDEX FDS 89,650.0 $19.5M 1.97% -3K -3.6% $217.93 +4.0%
5 TMSL T ROWE PRICE EXCHANGE-TRADED 348,557.0 $15.3M 1.54% -7K -1.9% $43.85 +1.7%
6 THYF T ROWE PRICE EXCHANGE-TRADED 178,611.0 $9.2M 0.93% -9K -4.9% $51.56 -0.2%
7 CINF CINCINNATI FINL CORP Financial Services 28,900.0 $5.4M 0.54% -364.0 -1.2% $185.14 -7.6%
8 GE GE AEROSPACE Industrials 12,218.0 $4.6M 0.46% -492.0 -3.9% $373.72 -1.1%
9 RTX RTX CORPORATION Industrials 20,023.0 $3.8M 0.38% -3K -13.6% $189.73 +16.8%
10 V VISA INC Financial Services 10,624.0 $3.6M 0.37% -842.0 -7.3% $343.08 +4.6%
11 HD HOME DEPOT INC Consumer Cyclical 10,012.0 $3.5M 0.35% -1K -10.9% $352.69 -4.2%
12 MU MICRON TECHNOLOGY INC Technology 2,733.0 $3.2M 0.32% -149.0 -5.2% $1154.49 -12.4%
13 GS GOLDMAN SACHS GROUP INC Financial Services 2,485.0 $2.5M 0.25% -37.0 -1.5% $1011.38 +3.9%
14 TSLA TESLA INC Consumer Cyclical 5,861.0 $2.5M 0.25% -316.0 -5.1% $420.60 -19.3%
15 SCHB SCHWAB STRATEGIC TR 77,225.0 $2.2M 0.23% -2K -3.0% $28.96 +3.3%
16 LIN LINDE PLC Basic Materials 4,176.0 $2.2M 0.22% -128.0 -3.0% $518.89 -8.6%
17 BTI BRITISH AMERN TOB PLC Consumer Defensive 34,193.0 $2.1M 0.21% -460.0 -1.3% $61.76 -9.8%
18 AMAT APPLIED MATLS INC Technology 2,872.0 $2.1M 0.21% -279.0 -8.8% $722.94 -26.0%
19 AGG ISHARES TR 20,878.0 $2.1M 0.21% -86K -80.5% $98.98 -1.7%
20 AMGN AMGEN INC Healthcare 5,104.0 $1.8M 0.19% -339.0 -6.2% $362.11 +15.8%
Page 1 of 4  ·  74 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%