SOUDERS FINANCIAL ADVISORS

Filed: 8/6/2025ACC: 0001811240-25-000004

📋 What this filing means

SOUDERS FINANCIAL ADVISORS filed this quarterly 13F‑HR report disclosing 200 equity positions with a total reported market value of $785.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

200

Positions

$785.66M

Total AUM (reported)

16.38M

Total Shares

Allocation by class

COM$160.93M20.5%

SHS CREATION UNI$131.22M16.7%

CORE PLUS INCM$63.27M8.1%

S&P 500 ETF SHS$53.78M6.8%

VG TL INTL STK F$36.81M4.7%

US DIVIDEND EQ$26.02M3.3%

CAP APPRECIATION$25.64M3.3%

Portfolio Concentration

Top 3$168.33M21.4%

4–10$185.72M23.6%

11–25$202.61M25.8%

Rest$229.00M29.1%

Top 3 weight

21.4%

Top 10 weight

45.1%

Voting Authority Distribution

Total shares with voting rights: 16.38M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

16.38M

% of voting shares100.0%

Investment Discretion (by position count)

Sole200

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings200

Rows:

CAPITAL GRP FIXED INCM ETF T

SOLE

CORE PLUS INCM

Shares2.81M

TypeSH

Market value$63.27M

8.05%

Sole

0.00

Shared

0.00

None

2.81M

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares94.67K

TypeSH

Market value$53.78M

6.84%

Sole

0.00

Shared

0.00

None

94.67K

CAPITAL GROUP DIVIDEND VALUE

SOLE

SHS CREATION UNI

Shares1.30M

TypeSH

Market value$51.28M

6.53%

Sole

0.00

Shared

0.00

None

1.30M

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares532.76K

TypeSH

Market value$36.81M

4.69%

Sole

0.00

Shared

0.00

None

532.76K

CAPITAL GROUP CORE EQUITY ET

SOLE

SHS CREATION UNI

Shares932.78K

TypeSH

Market value$34.45M

4.38%

Sole

0.00

Shared

0.00

None

932.78K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares982.02K

TypeSH

Market value$26.02M

3.31%

Sole

0.00

Shared

0.00

None

982.02K

T ROWE PRICE ETF INC

SOLE

CAP APPRECIATION

Shares726.64K

TypeSH

Market value$25.64M

3.26%

Sole

0.00

Shared

0.00

None

726.64K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares493.95K

TypeSH

Market value$22.60M

2.88%

Sole

0.00

Shared

0.00

None

493.95K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares688.47K

TypeSH

Market value$20.11M

2.56%

Sole

0.00

Shared

0.00

None

688.47K

CAPITAL GROUP INTL FOCUS EQT

SOLE

SHS CREATION UNI

Shares740.70K

TypeSH

Market value$20.10M

2.56%

Sole

0.00

Shared

0.00

None

740.70K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares386.69K

TypeSH

Market value$19.60M

2.49%

Sole

0.00

Shared

0.00

None

386.69K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares195.85K

TypeSH

Market value$19.43M

2.47%

Sole

0.00

Shared

0.00

None

195.85K

PROCTER AND GAMBLE CO

SOLE

COM

Shares121.63K

TypeSH

Market value$19.38M

2.47%

Sole

0.00

Shared

0.00

None

121.63K

T ROWE PRICE ETF INC

SOLE

SMALL MID CAP

Shares495.16K

TypeSH

Market value$16.24M

2.07%

Sole

0.00

Shared

0.00

None

495.16K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares83.89K

TypeSH

Market value$14.83M

1.89%

Sole

0.00

Shared

0.00

None

83.89K

CAPITAL GROUP GROWTH ETF

SOLE

SHS CREATION UNI

Shares364.52K

TypeSH

Market value$14.82M

1.89%

Sole

0.00

Shared

0.00

None

364.52K

T ROWE PRICE ETF INC

SOLE

PRICE BLUE CHIP

Shares302.77K

TypeSH

Market value$13.73M

1.75%

Sole

0.00

Shared

0.00

None

302.77K

MICROSOFT CORP

SOLE

COM

Shares24.01K

TypeSH

Market value$11.95M

1.52%

Sole

0.00

Shared

0.00

None

24.01K

APPLE INC

SOLE

COM

Shares57.89K

TypeSH

Market value$11.88M

1.51%

Sole

0.00

Shared

0.00

None

57.89K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares150.69K

TypeSH

Market value$11.10M

1.41%

Sole

0.00

Shared

0.00

None

150.69K

CAPITAL GROUP GBL GROWTH EQT

SOLE

SHS CREATION UNI

Shares330.95K

TypeSH

Market value$10.58M

1.35%

Sole

0.00

Shared

0.00

None

330.95K

CAPITAL GRP FIXED INCM ETF T

SOLE

SHORT DURATION

Shares398.52K

TypeSH

Market value$10.34M

1.32%

Sole

0.00

Shared

0.00

None

398.52K

VANGUARD SCOTTSDALE FDS

SOLE

INTER TERM TREAS

Shares169.16K

TypeSH

Market value$10.12M

1.29%

Sole

0.00

Shared

0.00

None

169.16K

AMPLIFY ETF TR

SOLE

CWP ENHANCED DIV

Shares222.23K

TypeSH

Market value$9.46M

1.20%

Sole

0.00

Shared

0.00

None

222.23K

CAPITAL GRP FIXED INCM ETF T

SOLE

US MULTI-SECTOR

Shares332.56K

TypeSH

Market value$9.19M

1.17%

Sole

0.00

Shared

0.00

None

332.56K

Issuer	Class	Shares	Type	Value / Portfolio %	None
CAPITAL GRP FIXED INCM ETF TSOLE	CORE PLUS INCM	2.81M	SH	$63.27M 8.05%	2.81M
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	94.67K	SH	$53.78M 6.84%	94.67K
CAPITAL GROUP DIVIDEND VALUESOLE	SHS CREATION UNI	1.30M	SH	$51.28M 6.53%	1.30M
VANGUARD STAR FDSSOLE	VG TL INTL STK F	532.76K	SH	$36.81M 4.69%	532.76K
CAPITAL GROUP CORE EQUITY ETSOLE	SHS CREATION UNI	932.78K	SH	$34.45M 4.38%	932.78K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	982.02K	SH	$26.02M 3.31%	982.02K
T ROWE PRICE ETF INCSOLE	CAP APPRECIATION	726.64K	SH	$25.64M 3.26%	726.64K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	493.95K	SH	$22.60M 2.88%	493.95K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	688.47K	SH	$20.11M 2.56%	688.47K
CAPITAL GROUP INTL FOCUS EQTSOLE	SHS CREATION UNI	740.70K	SH	$20.10M 2.56%	740.70K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	386.69K	SH	$19.60M 2.49%	386.69K
ISHARES TRSOLE	CORE US AGGBD ET	195.85K	SH	$19.43M 2.47%	195.85K
PROCTER AND GAMBLE COSOLE	COM	121.63K	SH	$19.38M 2.47%	121.63K
T ROWE PRICE ETF INCSOLE	SMALL MID CAP	495.16K	SH	$16.24M 2.07%	495.16K
VANGUARD INDEX FDSSOLE	VALUE ETF	83.89K	SH	$14.83M 1.89%	83.89K
CAPITAL GROUP GROWTH ETFSOLE	SHS CREATION UNI	364.52K	SH	$14.82M 1.89%	364.52K
T ROWE PRICE ETF INCSOLE	PRICE BLUE CHIP	302.77K	SH	$13.73M 1.75%	302.77K
MICROSOFT CORPSOLE	COM	24.01K	SH	$11.95M 1.52%	24.01K
APPLE INCSOLE	COM	57.89K	SH	$11.88M 1.51%	57.89K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	150.69K	SH	$11.10M 1.41%	150.69K
CAPITAL GROUP GBL GROWTH EQTSOLE	SHS CREATION UNI	330.95K	SH	$10.58M 1.35%	330.95K
CAPITAL GRP FIXED INCM ETF TSOLE	SHORT DURATION	398.52K	SH	$10.34M 1.32%	398.52K
VANGUARD SCOTTSDALE FDSSOLE	INTER TERM TREAS	169.16K	SH	$10.12M 1.29%	169.16K
AMPLIFY ETF TRSOLE	CWP ENHANCED DIV	222.23K	SH	$9.46M 1.20%	222.23K
CAPITAL GRP FIXED INCM ETF TSOLE	US MULTI-SECTOR	332.56K	SH	$9.19M 1.17%	332.56K

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