account_balance
Investment manager · 13F filer · SEC CIK 1811240
Souders Financial Advisors
Reported value$1.03Bas of Sep 30, 2026
Positions221 10 new, 13 sold out
Top 10 weight42.0%CGCP alone is 7%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CGCPCapital GRP Fixed Incm ETF T
7.3%Added +3%
CGDVCapital Group Dividend Value
4.9%
CGUSCapital Group Core Equity Et
4.6%
SGOViShares Tr
4.5%Added +213%
VXUSVanguard Star FDS
4.4%
VOOVanguard Index FDS
4.1%
TCAFT Rowe Price Exchange-Traded
3.4%
FBNDFidelity Merrimack STR Tr
3.1%
SCHGSchwab Strategic Tr
2.9%
SCHDSchwab Strategic Tr
2.8%
JPSTJ P Morgan Exchange Traded F
2.3%
CGGRCapital Group Growth ETF
2.2%Added +5%
CGCPCapital GRP Fixed Incm ETF T
7.3%Added +3%
CGDVCapital Group Dividend Value
4.9%
CGUSCapital Group Core Equity Et
4.6%
SGOViShares Tr
4.5%+213%
VXUSVanguard Star FDS
4.4%
VOOVanguard Index FDS
4.1%
TCAFT Rowe Price Exchange-Traded
3.4%
FBNDFidelity Merrimack STR Tr
3.1%
SCHGSchwab Strategic Tr
2.9%
SCHD2.8%
JPST
CGGR
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CGCP Capital GRP Fixed Incm ETF T 7.3% Added +3%
CGDV Capital Group Dividend Value 4.9% Held
CGUS Capital Group Core Equity Et 4.6% Held
SGOV iShares Tr 4.5% Added +213%
VXUS Vanguard Star FDS 4.4% Held
VOO Vanguard Index FDS 4.1% Held
TCAF T Rowe Price Exchange-Traded 3.4% Held
FBND Fidelity Merrimack STR Tr 3.1% Held
SCHG Schwab Strategic Tr 2.9% Held
SCHD Schwab Strategic Tr 2.8% Held
JPST J P Morgan Exchange Traded F 2.3% Held
CGGR Capital Group Growth ETF 2.2% Added +5%
What changed
Biggest moves since Jun 30, 2026
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