Souders Financial Advisors holds a diversified book of 224 stocks worth $994.1M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Ishares 0-3 Month Treasury B and trimmed Vanguard S&P 500 ETF. Their largest long position is Cap Group Core Plus Income at 8% of the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1811240/holdings"
Use Arkolith to show Souders Financial Advisors's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 5.4 points over this window.
Growth of $10,000 cloning Souders Financial Advisors's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
26% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Souders Financial Advisors
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $112.5B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $73.8B |
| Cetera Investment Advisers | 80 / 80 | $23.7B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $17.7B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 80 / 80 | $16.2B |
| MORGAN STANLEY | 79 / 80 | $573.4B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $158.1B |
| ROYAL BANK OF CANADA | 79 / 80 | $157.8B |
Ranked by how many of Souders Financial Advisors's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Capital Grp Fixed Incm ETF T CORE PLUS INCM | $76.7M | 3.44M | 7.7% | ▲+6.6% Added · +213K sh | |
| 2 | Capital Group Dividend Value SHS CREAT UNIT | $51.0M | 1.03M | 5.1% | ▲+1.4% Added · +14K sh | |
| 3 | Capital Group Core Equity Et SHS CREAT UNIT | $46.9M | 1.05M | 4.7% | ▲+5.8% Added · +57K sh | |
| 4 | Vanguard Star FDS VG TL INTL STK F | $44.6M | 521.4K | 4.5% | ▲+1.6% Added · +8K sh | |
| 5 | Vanguard Index FDS S&P 500 ETF SHS | $40.7M | 59.2K | 4.1% | ▼−34% Reduced · −30K sh | |
| 6 | T Rowe Price Exchange-Traded CAP APPRECIATION | $33.3M | 810.1K | 3.3% | ▲+4.2% Added · +33K sh | |
| 7 | Fidelity Merrimack STR TR TOTAL BD ETF | $32.5M | 713.4K | 3.3% | ▲+6.2% Added · +42K sh | |
| 8 | Schwab Strategic TR US DIVIDEND EQ | $28.1M | 887.3K | 2.8% | ▼−17% Reduced · −176K sh | |
| 9 | Schwab Strategic TR US LCAP GR ETF | $27.7M | 818.5K | 2.8% | ▲+19% Added · +132K sh | |
| 10 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $23.1M | 456.1K | 2.3% | ▲+6.9% Added · +29K sh | |
| 11 | SPDR Series Trust ST STR P500ETF | $22.7M | 258.2K | 2.3% | ▲14× Added · +240K sh | |
| 12 | Capital Group Growth ETF SHS CREAT UNIT | $21.5M | 455.9K | 2.2% | ▲+19% Added · +72K sh | |
| 13 | Capital Group Intl Focus Eqt SHS CREAT UNIT | $21.4M | 617.2K | 2.1% | ▼−0.9% Reduced · −5K sh | |
| 14 | Vanguard Index FDS VALUE ETF | $19.5M | 89.7K | 2.0% | ▼−3.6% Reduced · −3K sh | |
| 15 | Vanguard Scottsdale FDS INTER TERM TREAS | $18.5M | 314.2K | 1.9% | ▲+67% Added · +126K sh | |
| 16 | Procter & Gamble Co COM | $18.5M | 126.3K | 1.9% | ▲+3.9% Added · +5K sh | |
| 17 | Apple Inc COM | $18.1M | 62.7K | 1.8% | ▲+1.5% Added · +916 sh | |
| 18 | Capital Group Conservative E SHS | $16.8M | 510.8K | 1.7% | ▲+8.8% Added · +41K sh | |
| 19 | T Rowe Price Exchange-Traded PRICE BLUE CHIP | $16.1M | 321.5K | 1.6% | ▲+3.9% Added · +12K sh | |
| 20 | Capital Group GBL Growth Eqt SHS CREAT UNIT | $15.5M | 367.3K | 1.6% | ▲+5.8% Added · +20K sh | |
| 21 | T Rowe Price Exchange-Traded SMALL MID CAP | $15.3M | 348.6K | 1.5% | ▼−1.9% Reduced · −7K sh | |
| 22 | Ishares TR 0-3 MTH TREASURY | $14.9M | 148.2K | 1.5% | ▲New New position | |
| 23 | Vanguard Malvern FDS CORE BD ETF | $14.2M | 183.3K | 1.4% | ▲New New position | |
| 24 | Capital Group International SHS | $14.0M | 383.8K | 1.4% | ▲+6.4% Added · +23K sh | |
| 25 | Capital Grp Fixed Incm ETF T SHORT DURATION | $13.6M | 526.7K | 1.4% | ▲+7.5% Added · +37K sh | |
| 26 | Capital Grp Fixed Incm ETF T US MULTI-SECTOR | $12.1M | 442.3K | 1.2% | ▲+6.9% Added · +29K sh | |
| 27 | Vanguard BD Index FDS TOTAL BND MRKT | $12.0M | 162.9K | 1.2% | ▲+5.8% Added · +9K sh | |
| 28 | Broadcom Inc COM | $11.6M | 30.8K | 1.2% | ▲+0.2% Added · +51 sh | |
| 29 | Amplify ETF TR CWP ENHANCED DIV | $11.6M | 253.0K | 1.2% | ▲+5.6% Added · +13K sh | |
| 30 | Nvidia Corporation COM | $11.4M | 56.8K | 1.1% | ▲+13% Added · +7K sh | |
| 31 | Vanguard Specialized Funds DIV APP ETF | $11.0M | 46.6K | 1.1% | ▲+3.4% Added · +2K sh | |
| 32 | Microsoft Corp COM | $10.5M | 28.1K | 1.1% | ▲+0.7% Added · +203 sh | |
| 33 | Capital Group Equity ETF TR US SM MI CA ETF | $10.1M | 305.6K | 1.0% | ▲+6.3% Added · +18K sh | |
| 34 | Alphabet Inc CAP STK CL C | $9.4M | 26.6K | 0.9% | ▲+0.6% Added · +160 sh | |
| 35 | T Rowe Price Exchange-Traded US HIGH YIELD | $9.2M | 178.6K | 0.9% | ▼−4.9% Reduced · −9K sh | |
| 36 | Victory Portfolios II CORE BD ETF | $9.0M | 192.5K | 0.9% | ▲+8.7% Added · +15K sh | |
| 37 | Amazon Com Inc COM | $8.5M | 35.5K | 0.9% | ▲+0.8% Added · +269 sh | |
| 38 | Capital Group New Geography SHS | $7.5M | 200.4K | 0.8% | ▲+5.5% Added · +10K sh | |
| 39 | JPMorgan Chase & Co COM | $6.8M | 20.7K | 0.7% | ▼−0.5% Reduced · −95 sh | |
| 40 | Ishares TR CORE S&P MCP ETF | $6.5M | 83.9K | 0.7% | ▲+0.1% Added · +90 sh | |
| 41 | Alphabet Inc CAP STK CL A | $5.8M | 16.1K | 0.6% | ▲+5.7% Added · +873 sh | |
| 42 | Cincinnati Finl Corp COM | $5.4M | 28.9K | 0.5% | ▼−1.2% Reduced · −364 sh | |
| 43 | Meta Platforms Inc CL A | $5.3M | 9.4K | 0.5% | ▲+13% Added · +1K sh | |
| 44 | Eli Lilly & Co COM | $5.1M | 4.2K | 0.5% | ▲+0.9% Added · +38 sh | |
| 45 | Ge Aerospace COM NEW | $4.6M | 12.2K | 0.5% | ▼−3.9% Reduced · −492 sh | |
| 46 | RTX Corporation COM | $3.8M | 20.0K | 0.4% | ▼−14% Reduced · −3K sh | |
| 47 | Visa Inc COM CL A | $3.6M | 10.6K | 0.4% | ▼−7.3% Reduced · −842 sh | |
| 48 | Taiwan Semiconductor Manufac SPONSORED ADS | $3.5M | 7.4K | 0.4% | ▲+8.6% Added · +586 sh | |
| 49 | Home Depot Inc COM | $3.5M | 10.0K | 0.4% | ▼−11% Reduced · −1K sh | |
| 50 | Micron Technology Inc COM | $3.2M | 2.7K | 0.3% | ▼−5.2% Reduced · −149 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 5, 2026 | 224 | $994.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 216 | $876.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 208 | $873.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 206 | $840.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 200 | $785.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 5, 2025 | 184 | $716.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 175 | $716.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 172 | $717.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.