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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 6 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TRP TC ENERGY CORP Energy 14,701.0 $975K 0.10% -882.0 -5.7% $66.29 -3.4%
102 CGSM CAPITAL GRP FIXED INCM ETF T 36,786.0 $971K 0.10% $26.39 -0.4%
103 PGR PROGRESSIVE CORP Financial Services 4,335.0 $947K 0.10% -352.0 -7.5% $218.45 -5.0%
104 WELL WELLTOWER INC Real Estate 4,108.0 $932K 0.09% +92.0 +2.3% $226.98 +4.9%
105 APH AMPHENOL CORP Technology 5,270.0 $929K 0.09% +1K +30.3% $176.32 -9.0%
106 MRSH MARSH & MCLENNAN COS INC Financial Services 5,561.0 $927K 0.09% -202.0 -3.5% $166.67 +12.8%
107 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 24,576.0 $924K 0.09% +6K +29.1% $37.58 +9.8%
108 UNP UNION PAC CORP Industrials 3,385.0 $921K 0.09% +342.0 +11.2% $271.99 +11.0%
109 URI UNITED RENTALS INC Industrials 767.0 $869K 0.09% -35.0 -4.4% $1132.35 +1.3%
110 FDX FEDEX CORP Industrials 2,745.0 $860K 0.09% +277.0 +11.2% $313.16 +6.5%
111 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 909.0 $851K 0.09% +7.0 +0.8% $935.98 +2.8%
112 JNJ JOHNSON & JOHNSON Healthcare 3,322.0 $844K 0.09% +118.0 +3.7% $253.98 +6.2%
113 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,698.0 $828K 0.08% +303.0 +8.9% $223.96 +22.2%
114 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,120.0 $820K 0.08% +96.0 +4.7% $386.80 +3.6%
115 SCHA SCHWAB STRATEGIC TR 22,555.0 $815K 0.08% -1K -4.5% $36.13 -2.4%
116 ARMK ARAMARK Industrials 14,316.0 $815K 0.08% -657.0 -4.4% $56.90 +8.6%
117 MDLZ MONDELEZ INTL INC Consumer Defensive 13,771.0 $797K 0.08% +85.0 +0.6% $57.84 +9.2%
118 SHOP SHOPIFY INC Technology 6,813.0 $778K 0.08% +305.0 +4.7% $114.18 +31.2%
119 ORCL ORACLE CORP Technology 5,263.0 $771K 0.08% +929.0 +21.4% $146.54 -1.6%
120 QDVO AMPLIFY ETF TR 25,295.0 $755K 0.08% +8K +46.2% $29.84 -0.4%
Page 6 of 12  ·  224 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%