Souders Financial Advisors: 13F holdings
CIK 18112402026Q2
| Positions | 224 |
|---|---|
| Reported value | $994.1m |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| CGCP CAPITAL GRP FIXED INCM ETF T | 3,439,135 | $76.7m | 7.7% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 1,034,001 | $51.0m | 5.1% |
| CGUS CAPITAL GROUP CORE EQUITY ET | 1,053,533 | $46.9m | 4.7% |
| VXUS VANGUARD STAR FDS | 521,383 | $44.6m | 4.5% |
| VOO VANGUARD INDEX FDS | 59,215 | $40.7m | 4.1% |
| T ROWE PRICE EXCHANGE-TRADED | 810,097 | $33.3m | 3.3% |
| FBND FIDELITY MERRIMACK STR TR | 713,409 | $32.5m | 3.3% |
| SCHD SCHWAB STRATEGIC TR | 887,309 | $28.1m | 2.8% |
| SCHG SCHWAB STRATEGIC TR | 818,488 | $27.7m | 2.8% |
| JPST J P MORGAN EXCHANGE TRADED F | 456,124 | $23.1m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1811240")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.