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Souders Financial Advisors
Updated 2 days agoManaged by Souders Financial Advisors • Latest filing Q3 2026
Portfolio value
$1B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $840.9M |
| Q4 2025 | $873.2M |
| Q1 2026 | $876.4M |
| Q2 2026 | $994.1M |
| Q3 2026 | $1B |
Top holdings
221 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $74.7M | 3.53M | 7.26% | — | |
| 2 | $50.8M | 1.04M | 4.94% | — | |
| 3 | $47.5M | 1.07M | 4.62% | — | |
| 4 | $46.8M | 464.5K | 4.55% | — | |
| 5 | $44.9M | 528.6K | 4.37% | — | |
| 6 | $42.1M | 60.0K | 4.09% | — | |
| 7 | $34.8M | 824.3K | 3.39% | — | |
| 8 | $31.4M | 725.1K | 3.05% | — | |
| 9 | $29.8M | 830.2K | 2.90% | — | |
| 10 | $29M | 892.2K | 2.82% | — | |
| 11 | $23.2M | 460.7K | 2.26% | — | |
| 12 | $22.7M | 479.1K | 2.21% | — | |
| 13 | $22.5M | 250.6K | 2.19% | — | |
| 14 | $21.7M | 633.0K | 2.11% | — | |
| 15 | $20.6M | 62.0K | 2.01% | — | |
| 16 | $19.5M | 90.1K | 1.89% | — | |
| 17 | $17.9M | 123.5K | 1.74% | — | |
| 18 | $17.9M | 316.1K | 1.74% | — | |
| 19 | ? N/A T ROWE PRICE EXCHANGE-TRADED | $17M | 330.9K | 1.65% | — |
| 20 | $16.9M | 527.7K | 1.65% | — |