SOUDERS FINANCIAL ADVISORS

Filed: 5/5/2025ACC: 0001811240-25-000002

📋 What this filing means

SOUDERS FINANCIAL ADVISORS filed this quarterly 13F‑HR report disclosing 184 equity positions with a total reported market value of $716.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

184

Positions

$716.32M

Total AUM (reported)

15.71M

Total Shares

Allocation by class

COM$156.79M21.9%

SHS CREATION UNI$109.56M15.3%

CORE PLUS INCM$60.13M8.4%

S&P 500 ETF SHS$46.91M6.5%

VG TL INTL STK F$32.29M4.5%

US DIVIDEND EQ$26.33M3.7%

TOTAL BD ETF$20.88M2.9%

Portfolio Concentration

Top 3$150.12M21.0%

4–10$170.40M23.8%

11–25$179.13M25.0%

Rest$216.68M30.2%

Top 3 weight

21.0%

Top 10 weight

44.7%

Voting Authority Distribution

Total shares with voting rights: 15.71M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

15.71M

% of voting shares100.0%

Investment Discretion (by position count)

Sole184

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings184

Rows:

CAPITAL GRP FIXED INCM ETF T

SOLE

CORE PLUS INCM

Shares2.68M

TypeSH

Market value$60.13M

8.39%

Sole

0.00

Shared

0.00

None

2.68M

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares91.28K

TypeSH

Market value$46.91M

6.55%

Sole

0.00

Shared

0.00

None

91.28K

CAPITAL GROUP DIVIDEND VALUE

SOLE

SHS CREATION UNI

Shares1.21M

TypeSH

Market value$43.08M

6.01%

Sole

0.00

Shared

0.00

None

1.21M

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares519.97K

TypeSH

Market value$32.29M

4.51%

Sole

0.00

Shared

0.00

None

519.97K

CAPITAL GROUP CORE EQUITY ET

SOLE

SHS CREATION UNI

Shares881.27K

TypeSH

Market value$29.43M

4.11%

Sole

0.00

Shared

0.00

None

881.27K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares941.68K

TypeSH

Market value$26.33M

3.68%

Sole

0.00

Shared

0.00

None

941.68K

PROCTER AND GAMBLE CO

SOLE

COM

Shares127.80K

TypeSH

Market value$21.78M

3.04%

Sole

0.00

Shared

0.00

None

127.80K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares457.33K

TypeSH

Market value$20.88M

2.91%

Sole

0.00

Shared

0.00

None

457.33K

T ROWE PRICE ETF INC

SOLE

CAP APPRECIATION

Shares635.22K

TypeSH

Market value$20.50M

2.86%

Sole

0.00

Shared

0.00

None

635.22K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares193.93K

TypeSH

Market value$19.18M

2.68%

Sole

0.00

Shared

0.00

None

193.93K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares369.45K

TypeSH

Market value$18.71M

2.61%

Sole

0.00

Shared

0.00

None

369.45K

CAPITAL GROUP INTL FOCUS EQT

SOLE

SHS CREATION UNI

Shares688.42K

TypeSH

Market value$16.85M

2.35%

Sole

0.00

Shared

0.00

None

688.42K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares669.07K

TypeSH

Market value$16.75M

2.34%

Sole

0.00

Shared

0.00

None

669.07K

T ROWE PRICE ETF INC

SOLE

SMALL MID CAP

Shares455.31K

TypeSH

Market value$13.88M

1.94%

Sole

0.00

Shared

0.00

None

455.31K

APPLE INC

SOLE

COM

Shares58.73K

TypeSH

Market value$13.05M

1.82%

Sole

0.00

Shared

0.00

None

58.73K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares74.68K

TypeSH

Market value$12.90M

1.80%

Sole

0.00

Shared

0.00

None

74.68K

CAPITAL GROUP GROWTH ETF

SOLE

SHS CREATION UNI

Shares331.27K

TypeSH

Market value$11.35M

1.58%

Sole

0.00

Shared

0.00

None

331.27K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares151.82K

TypeSH

Market value$11.15M

1.56%

Sole

0.00

Shared

0.00

None

151.82K

T ROWE PRICE ETF INC

SOLE

PRICE BLUE CHIP

Shares285.25K

TypeSH

Market value$10.87M

1.52%

Sole

0.00

Shared

0.00

None

285.25K

VANGUARD SCOTTSDALE FDS

SOLE

INTER TERM TREAS

Shares158.66K

TypeSH

Market value$9.42M

1.32%

Sole

0.00

Shared

0.00

None

158.66K

CAPITAL GRP FIXED INCM ETF T

SOLE

SHORT DURATION

Shares365.10K

TypeSH

Market value$9.42M

1.32%

Sole

0.00

Shared

0.00

None

365.10K

AMPLIFY ETF TR

SOLE

CWP ENHANCED DIV

Shares217.02K

TypeSH

Market value$8.85M

1.24%

Sole

0.00

Shared

0.00

None

217.02K

CAPITAL GROUP GBL GROWTH EQT

SOLE

SHS CREATION UNI

Shares312.17K

TypeSH

Market value$8.84M

1.23%

Sole

0.00

Shared

0.00

None

312.17K

MICROSOFT CORP

SOLE

COM

Shares22.88K

TypeSH

Market value$8.59M

1.20%

Sole

0.00

Shared

0.00

None

22.88K

CAPITAL GRP FIXED INCM ETF T

SOLE

US MULTI-SECTOR

Shares311.40K

TypeSH

Market value$8.50M

1.19%

Sole

0.00

Shared

0.00

None

311.40K

Issuer	Class	Shares	Type	Value / Portfolio %	None
CAPITAL GRP FIXED INCM ETF TSOLE	CORE PLUS INCM	2.68M	SH	$60.13M 8.39%	2.68M
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	91.28K	SH	$46.91M 6.55%	91.28K
CAPITAL GROUP DIVIDEND VALUESOLE	SHS CREATION UNI	1.21M	SH	$43.08M 6.01%	1.21M
VANGUARD STAR FDSSOLE	VG TL INTL STK F	519.97K	SH	$32.29M 4.51%	519.97K
CAPITAL GROUP CORE EQUITY ETSOLE	SHS CREATION UNI	881.27K	SH	$29.43M 4.11%	881.27K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	941.68K	SH	$26.33M 3.68%	941.68K
PROCTER AND GAMBLE COSOLE	COM	127.80K	SH	$21.78M 3.04%	127.80K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	457.33K	SH	$20.88M 2.91%	457.33K
T ROWE PRICE ETF INCSOLE	CAP APPRECIATION	635.22K	SH	$20.50M 2.86%	635.22K
ISHARES TRSOLE	CORE US AGGBD ET	193.93K	SH	$19.18M 2.68%	193.93K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	369.45K	SH	$18.71M 2.61%	369.45K
CAPITAL GROUP INTL FOCUS EQTSOLE	SHS CREATION UNI	688.42K	SH	$16.85M 2.35%	688.42K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	669.07K	SH	$16.75M 2.34%	669.07K
T ROWE PRICE ETF INCSOLE	SMALL MID CAP	455.31K	SH	$13.88M 1.94%	455.31K
APPLE INCSOLE	COM	58.73K	SH	$13.05M 1.82%	58.73K
VANGUARD INDEX FDSSOLE	VALUE ETF	74.68K	SH	$12.90M 1.80%	74.68K
CAPITAL GROUP GROWTH ETFSOLE	SHS CREATION UNI	331.27K	SH	$11.35M 1.58%	331.27K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	151.82K	SH	$11.15M 1.56%	151.82K
T ROWE PRICE ETF INCSOLE	PRICE BLUE CHIP	285.25K	SH	$10.87M 1.52%	285.25K
VANGUARD SCOTTSDALE FDSSOLE	INTER TERM TREAS	158.66K	SH	$9.42M 1.32%	158.66K
CAPITAL GRP FIXED INCM ETF TSOLE	SHORT DURATION	365.10K	SH	$9.42M 1.32%	365.10K
AMPLIFY ETF TRSOLE	CWP ENHANCED DIV	217.02K	SH	$8.85M 1.24%	217.02K
CAPITAL GROUP GBL GROWTH EQTSOLE	SHS CREATION UNI	312.17K	SH	$8.84M 1.23%	312.17K
MICROSOFT CORPSOLE	COM	22.88K	SH	$8.59M 1.20%	22.88K
CAPITAL GRP FIXED INCM ETF TSOLE	US MULTI-SECTOR	311.40K	SH	$8.50M 1.19%	311.40K

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