TraderTrends
Manager Profile

Souders Financial Advisors

Diversified · Financial Services 58%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

CINCINNATI, OH

Portfolio Value

$994.1M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

CAPITAL GRP FIXED INCM ETF T

Latest disclosed holding

Top 4

14020Y102 14020W106 14020V108 921909768 922908363

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
57.9%
Technology
18.6%
Industrials
11.5%
Healthcare
2.7%
Consumer Cyclical
2.6%
Communication Services
2.4%
Energy
0.7%
Consumer Defensive
0.7%
Utilities
0.6%
Basic Materials
0.5%
Real Estate
0.1%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
CAPITAL GRP FIXED INCM ETF T

Shares: 3.4M

76.7M

Position Value
2
CAPITAL GROUP DIVIDEND VALUE

Shares: 1M

51M

Position Value
3
CAPITAL GROUP CORE EQUITY ET

Shares: 1.1M

46.9M

Position Value
4
VANGUARD STAR FDS

Shares: 521.4K

44.6M

Position Value
5
VANGUARD INDEX FDS

Shares: 59.2K

40.7M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID