SOUDERS FINANCIAL ADVISORS

Filed: 5/4/2026ACC: 0001811240-26-000002

📋 What this filing means

SOUDERS FINANCIAL ADVISORS filed this quarterly 13F‑HR report disclosing 216 equity positions with a total reported market value of $876.43M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

216

Positions

$876.43M

Total AUM (reported)

18.11M

Total Shares

Allocation by class

COM$178.44M20.4%

SHS CREATION UNI$127.02M14.5%

CORE PLUS INCM$72.07M8.2%

S&P 500 ETF SHS$53.56M6.1%

VG TL INTL STK F$39.59M4.5%

SHS$35.33M4.0%

US DIVIDEND EQ$32.61M3.7%

Portfolio Concentration

Top 3$169.01M19.3%

4–10$210.37M24.0%

11–25$206.71M23.6%

Rest$290.35M33.1%

Top 3 weight

19.3%

Top 10 weight

43.3%

Voting Authority Distribution

Total shares with voting rights: 18.11M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

18.11M

% of voting shares100.0%

Investment Discretion (by position count)

Sole216

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings216

Rows:

CAPITAL GRP FIXED INCM ETF T

SOLE

CORE PLUS INCM

Shares3.23M

TypeSH

Market value$72.07M

8.22%

Sole

0.00

Shared

0.00

None

3.23M

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares89.64K

TypeSH

Market value$53.56M

6.11%

Sole

0.00

Shared

0.00

None

89.64K

CAPITAL GROUP DIVIDEND VALUE

SOLE

SHS CREATION UNI

Shares1.02M

TypeSH

Market value$43.37M

4.95%

Sole

0.00

Shared

0.00

None

1.02M

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares513.39K

TypeSH

Market value$39.59M

4.52%

Sole

0.00

Shared

0.00

None

513.39K

CAPITAL GROUP CORE EQUITY ET

SOLE

SHS CREATION UNI

Shares996.06K

TypeSH

Market value$38.27M

4.37%

Sole

0.00

Shared

0.00

None

996.06K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares1.06M

TypeSH

Market value$32.61M

3.72%

Sole

0.00

Shared

0.00

None

1.06M

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares671.71K

TypeSH

Market value$30.64M

3.50%

Sole

0.00

Shared

0.00

None

671.71K

T ROWE PRICE ETF INC

SOLE

CAP APPRECIATION

Shares777.19K

TypeSH

Market value$27.66M

3.16%

Sole

0.00

Shared

0.00

None

777.19K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares426.72K

TypeSH

Market value$21.60M

2.46%

Sole

0.00

Shared

0.00

None

426.72K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares686.62K

TypeSH

Market value$20.00M

2.28%

Sole

0.00

Shared

0.00

None

686.62K

CAPITAL GROUP INTL FOCUS EQT

SOLE

SHS CREATION UNI

Shares622.63K

TypeSH

Market value$18.36M

2.10%

Sole

0.00

Shared

0.00

None

622.63K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares93.05K

TypeSH

Market value$18.26M

2.08%

Sole

0.00

Shared

0.00

None

93.05K

PROCTER & GAMBLE CO

SOLE

COM

Shares121.62K

TypeSH

Market value$17.57M

2.00%

Sole

0.00

Shared

0.00

None

121.62K

APPLE INC

SOLE

COM

Shares61.77K

TypeSH

Market value$15.68M

1.79%

Sole

0.00

Shared

0.00

None

61.77K

CAPITAL GROUP GROWTH ETF

SOLE

SHS CREATION UNI

Shares384.13K

TypeSH

Market value$15.44M

1.76%

Sole

0.00

Shared

0.00

None

384.13K

CAPITAL GROUP CONSERVATIVE E

SOLE

SHS

Shares469.34K

TypeSH

Market value$13.99M

1.60%

Sole

0.00

Shared

0.00

None

469.34K

T ROWE PRICE ETF INC

SOLE

PRICE BLUE CHIP

Shares309.47K

TypeSH

Market value$13.67M

1.56%

Sole

0.00

Shared

0.00

None

309.47K

T ROWE PRICE ETF INC

SOLE

SMALL MID CAP

Shares355.49K

TypeSH

Market value$13.04M

1.49%

Sole

0.00

Shared

0.00

None

355.49K

CAPITAL GRP FIXED INCM ETF T

SOLE

SHORT DURATION

Shares489.98K

TypeSH

Market value$12.64M

1.44%

Sole

0.00

Shared

0.00

None

489.98K

CAPITAL GROUP INTERNATIONAL

SOLE

SHS

Shares360.75K

TypeSH

Market value$11.94M

1.36%

Sole

0.00

Shared

0.00

None

360.75K

CAPITAL GROUP GBL GROWTH EQT

SOLE

SHS CREATION UNI

Shares347.06K

TypeSH

Market value$11.58M

1.32%

Sole

0.00

Shared

0.00

None

347.06K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares153.87K

TypeSH

Market value$11.33M

1.29%

Sole

0.00

Shared

0.00

None

153.87K

CAPITAL GRP FIXED INCM ETF T

SOLE

US MULTI-SECTOR

Shares413.63K

TypeSH

Market value$11.26M

1.29%

Sole

0.00

Shared

0.00

None

413.63K

VANGUARD SCOTTSDALE FDS

SOLE

INTER TERM TREAS

Shares188.33K

TypeSH

Market value$11.22M

1.28%

Sole

0.00

Shared

0.00

None

188.33K

AMPLIFY ETF TR

SOLE

CWP ENHANCED DIV

Shares239.52K

TypeSH

Market value$10.74M

1.23%

Sole

0.00

Shared

0.00

None

239.52K

Issuer	Class	Shares	Type	Value / Portfolio %	None
CAPITAL GRP FIXED INCM ETF TSOLE	CORE PLUS INCM	3.23M	SH	$72.07M 8.22%	3.23M
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	89.64K	SH	$53.56M 6.11%	89.64K
CAPITAL GROUP DIVIDEND VALUESOLE	SHS CREATION UNI	1.02M	SH	$43.37M 4.95%	1.02M
VANGUARD STAR FDSSOLE	VG TL INTL STK F	513.39K	SH	$39.59M 4.52%	513.39K
CAPITAL GROUP CORE EQUITY ETSOLE	SHS CREATION UNI	996.06K	SH	$38.27M 4.37%	996.06K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	1.06M	SH	$32.61M 3.72%	1.06M
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	671.71K	SH	$30.64M 3.50%	671.71K
T ROWE PRICE ETF INCSOLE	CAP APPRECIATION	777.19K	SH	$27.66M 3.16%	777.19K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	426.72K	SH	$21.60M 2.46%	426.72K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	686.62K	SH	$20.00M 2.28%	686.62K
CAPITAL GROUP INTL FOCUS EQTSOLE	SHS CREATION UNI	622.63K	SH	$18.36M 2.10%	622.63K
VANGUARD INDEX FDSSOLE	VALUE ETF	93.05K	SH	$18.26M 2.08%	93.05K
PROCTER & GAMBLE COSOLE	COM	121.62K	SH	$17.57M 2.00%	121.62K
APPLE INCSOLE	COM	61.77K	SH	$15.68M 1.79%	61.77K
CAPITAL GROUP GROWTH ETFSOLE	SHS CREATION UNI	384.13K	SH	$15.44M 1.76%	384.13K
CAPITAL GROUP CONSERVATIVE ESOLE	SHS	469.34K	SH	$13.99M 1.60%	469.34K
T ROWE PRICE ETF INCSOLE	PRICE BLUE CHIP	309.47K	SH	$13.67M 1.56%	309.47K
T ROWE PRICE ETF INCSOLE	SMALL MID CAP	355.49K	SH	$13.04M 1.49%	355.49K
CAPITAL GRP FIXED INCM ETF TSOLE	SHORT DURATION	489.98K	SH	$12.64M 1.44%	489.98K
CAPITAL GROUP INTERNATIONALSOLE	SHS	360.75K	SH	$11.94M 1.36%	360.75K
CAPITAL GROUP GBL GROWTH EQTSOLE	SHS CREATION UNI	347.06K	SH	$11.58M 1.32%	347.06K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	153.87K	SH	$11.33M 1.29%	153.87K
CAPITAL GRP FIXED INCM ETF TSOLE	US MULTI-SECTOR	413.63K	SH	$11.26M 1.29%	413.63K
VANGUARD SCOTTSDALE FDSSOLE	INTER TERM TREAS	188.33K	SH	$11.22M 1.28%	188.33K
AMPLIFY ETF TRSOLE	CWP ENHANCED DIV	239.52K	SH	$10.74M 1.23%	239.52K

Page 1 of 9

…