1y return+13.6%S&P 500 +20.9%
3y return+40.3%S&P 500 +68.5%
5y return+37.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2020: $209 against $290 in the S&P 500.2
Souders Financial AdvisorsS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CGCPCapital Grp Fixed Incm Etf T | $76.7M | 7.7% | +6.6% |
| CGDVCapital Group Dividend Value | $51.0M | 5.1% | +1.4% |
| CGUSCapital Group Core Equity Et | $46.9M | 4.7% | +5.8% |
| VXUSVanguard Star Fds | $44.6M | 4.5% | +1.6% |
| VOOVanguard Index Fds | $40.7M | 4.1% | −33.9% |
| TCAFT Rowe Price Exchange-traded | $33.3M | 3.3% | +4.2% |
| FBNDFidelity Merrimack Str Tr | $32.5M | 3.3% | +6.2% |
| SCHDSchwab Strategic Tr | $28.1M | 2.8% | −16.5% |
| SCHGSchwab Strategic Tr | $27.7M | 2.8% | +19.2% |
| JPSTJ P Morgan Exchange Traded F | $23.1M | 2.3% | +6.9% |
| SPYMSpdr Series Trust | $22.7M | 2.3% | +1314.1% |
| CGGRCapital Group Growth Etf | $21.5M | 2.2% | +18.7% |
| CGXUCapital Group Intl Focus Eqt | $21.4M | 2.1% | |
| VTVVanguard Index Fds | $19.5M | 2.0% | −3.7% |
| VGITVanguard Scottsdale Fds | $18.5M | 1.9% | +66.8% |
| PGProcter & Gamble Co | $18.5M | 1.9% | +3.9% |
| AAPLApple Inc | $18.1M | 1.8% | +1.5% |
| CGCVCapital Group Conservative E | $16.8M | 1.7% | +8.8% |
| TCHPT Rowe Price Exchange-traded | $16.1M | 1.6% | +3.9% |
| CGGOCapital Group Gbl Growth Eqt | $15.5M | 1.6% | +5.8% |
| TMSLT Rowe Price Exchange-traded | $15.3M | 1.5% | −2.0% |
| SGOVIshares Tr | $14.9M | 1.5% | New |
| VCRBVanguard Malvern Fds | $14.2M | 1.4% | New |
| CGICCapital Group International | $14.0M | 1.4% | +6.4% |
| CGSDCapital Grp Fixed Incm Etf T | $13.6M | 1.4% | +7.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $11.6M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $9.4M |
| NVDANvidia Corporation | June 30, 2023 | +373.0% | $11.4M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $6.8M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $18.1M |
| SCHGSchwab Strategic Tr | June 30, 2020 | +166.6% | $27.7M |
| VOOVanguard Index Fds | June 30, 2020 | +142.3% | $40.7M |
| CGGRCapital Group Growth Etf | September 30, 2022 | +141.9% | $21.5M |
| CGDVCapital Group Dividend Value | September 30, 2022 | +141.3% | $51.0M |
| CGGOCapital Group Gbl Growth Eqt | September 30, 2022 | +126.4% | $15.5M |
Sold off last quarter
- BSCSInvesco Exch Trd Slf Idx Fd was $5.7M
- BSCTInvesco Exch Trd Slf Idx Fd was $4.2M
- BSCUInvesco Exch Trd Slf Idx Fd was $4.1M
- VTEBVanguard Mun Bd Fds was $1.2M
- Medtronic PLCCUSIP G5960L103 was $763K
- BKRBaker Hughes Company was $303K
- Honeywell Intl IncCUSIP 438516106 was $291K
- LHXL3harris Technologies Inc was $278K
- EXEExpand Energy Corporation was $264K
- ISRGIntuitive Surgical Inc was $227K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.1% | +14.8% |
| March 31, 2026 | −2.3% | −4.6% |
| December 31, 2025 | +1.4% | +2.4% |
| September 30, 2025 | +5.2% | +7.8% |
| June 30, 2025 | +6.5% | +10.5% |
| March 31, 2025 | −1.6% | −4.6% |
| December 31, 2024 | −1.3% | +2.1% |
| September 30, 2024 | +6.0% | +5.4% |
| June 30, 2024 | +1.4% | +4.0% |
| March 31, 2024 | +6.0% | +10.0% |
| December 31, 2023 | +8.3% | +11.2% |
| September 30, 2023 | −3.2% | −3.6% |
| June 30, 2023 | +4.6% | +8.3% |
| March 31, 2023 | +4.0% | +7.0% |
| December 31, 2022 | +7.6% | +7.1% |
| September 30, 2022 | −6.1% | −5.3% |
| June 30, 2022 | −12.4% | −16.5% |
| March 31, 2022 | −5.5% | −4.9% |
| December 31, 2021 | +8.2% | +10.7% |
| September 30, 2021 | −0.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Souders Financial Advisors Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1811240&type=13F-HR&dateb=&owner=include&count=40CIK 1811240
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1811240/000181124026000003/Filed August 5, 2026 · accession 0001811240-26-000003