Souders Financial Advisors ETF holdings
Cincinnati, OH
Reported $739.2M in 64 ETFs in its Form 13F for June 30, 2026.
ETF value
$739.2M
ETFs held
64
Change from prior quarter
+13.0%
With price moves
ETFs as a share of its 13F
74.4%
of $994.1M
Top 10 of 64 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| CGCP | Capital Group Core Plus Income ETF | $76.7M | 3,439,135 | +213,145 shares |
| CGDV | Capital Group Dividend Value ETF | $51.0M | 1,034,001 | +14,405 shares |
| CGUS | Capital Group Core Equity ETF | $46.9M | 1,053,533 | +57,476 shares |
| VXUS | Vanguard Total International Stock ETF | $44.6M | 521,383 | +7,992 shares |
| VOO | Vanguard S&P 500 ETF | $40.7M | 59,215 | −30,424 shares |
| TCAF | T. Rowe Price Capital Appreciation Equity ETF | $33.3M | 810,097 | +32,903 shares |
| FBND | Fidelity Total Bond ETF | $32.5M | 713,409 | +41,695 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $28.1M | 887,309 | −175,529 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $27.7M | 818,488 | +131,870 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $23.1M | 456,124 | +29,400 shares |
54 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001811240. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Souders Financial Advisors own?
Souders Financial Advisors reported 64 ETF positions worth $739.2M in its Form 13F for June 30, 2026. The largest was CGCP, at $76.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.