13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001811240
Total reported value
$994.1M
$994.1M
200 檔
24.1%
At the close of Q2 2025, Souders Financial Advisors disclosed equity holdings valued at approximately $994.1M, spread across 200 reported holdings.
During Q2 2025, Souders Financial Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGCP | Cap Group Core Plus Income | ETF-Other | 8.05% | -0.51% | +4.99% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.84% | -2.02% | +3.72% | |
| 3 | CGDV | Cap Group Dividend Value | ETF-Other | 6.53% | +0.18% | +7.42% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.69% | -0.04% | +2.46% | |
| 5 | CGUS | Cap Group Core Equity | ETF-Other | 4.38% | +0.34% | +5.85% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.31% | -0.89% | +4.28% | |
| 7 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 3.26% | +0.19% | +14.39% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.88% | -0.24% | +8.01% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.56% | +0.51% | +2.90% | |
| 10 | CGXU | Cap Group Intl Focus | ETF-Other | 2.56% | +0.05% | +7.59% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.49% | -0.14% | +4.67% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.47% | -1.00% | +0.99% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.47% | -0.14% | -4.83% | |
| 14 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-Other | 2.07% | +0.05% | +8.75% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.89% | -0.11% | +12.33% | |
| 16 | CGGR | Cap Group Growth Equity | ETF-Other | 1.89% | +0.40% | +10.04% | |
| 17 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 1.75% | +0.06% | +6.14% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.52% | -0.13% | +4.95% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.51% | +0.03% | -1.43% | |
| 20 | BND | Vanguard Total Bond Market | ETF-Other | 1.41% | -0.09% | -0.75% | |
| 21 | CGGO | Cap Group Global Growth | ETF-Other | 1.35% | +0.24% | +6.02% | |
| 22 | CGSD | Cap Group Short Duration | ETF-Other | 1.32% | -0.08% | +9.15% | |
| 23 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.29% | +0.58% | +6.62% | |
| 24 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.20% | -0.07% | +2.40% | |
| 25 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.17% | -0.07% | +6.79% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.13% | — | +2.60% | |
| 27 | THYF | T Rowe Price US High Yield | ETF-High Yield | 1.11% | -0.16% | +6.22% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 1.03% | +0.08% | +0.32% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.87% | -0.01% | +9.08% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | +0.01% | -5.41% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.79% | -0.02% | -6.05% | |
| 32 | CGIC | Cap Group Intl Core Eq | ETF-Other | 0.76% | +0.04% | +6.99% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.73% | +0.14% | +15.74% | |
| 34 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.67% | -0.60% | +4.05% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.64% | — | +4.70% | |
| 36 | CGNG | Cap Group New Geography Eq | ETF-Other | 0.63% | +0.08% | +2.56% | |
| 37 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.63% | -0.60% | +4.74% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.08% | -5.25% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | -0.03% | -7.90% | |
| 40 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.55% | +0.01% | -0.80% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.52% | -0.06% | -5.36% | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.49% | -0.13% | +3.92% | |
| 43 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.49% | -0.65% | EXIT | |
| 44 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.48% | -0.48% | EXIT | |
| 45 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 0.45% | -0.46% | EXIT | |
| 46 | GE | General Electric | Stock-Industrials | 0.44% | +0.05% | -9.20% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.30% | -0.06% | -19.35% | |
| 48 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.30% | -0.01% | -18.08% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | +0.07% | +2.39% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | +0.08% | +16.83% |
According to official SEC Form 13F filings, Souders Financial Advisors reported a total U.S. public equity portfolio value of $994.1M across 200 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CGCP, VOO, CGDV) accounted for 24.1% of total reported equity market value during Q2 2025.
During Q2 2025, Souders Financial Advisors's top holdings by market value included CGCP (8.1%)、VOO (6.8%)、CGDV (6.5%). The largest single position, CGCP, represented 8.1% of total portfolio value.
In Q2 2025, Souders Financial Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.