Souders Financial Advisors
•CIK: 1811240•Filing: Q4 2025
Souders Financial Advisors manages $873M across a diversified portfolio of 208 positions. The fund exhibits significant concentration in core equity themes, notably allocating $69.1M to CGCP and $58.1M to VOO. Further substantial exposure includes $57.7M in CGDV and $38.9M in CGUS, indicating a focus on specific sector and geographic allocations. This structure suggests a tactical, large-cap oriented approach to capital deployment.
Total AUM
$873.2M
QoQ Performance
+3.9%
Positions
179
Top 10 Concentration
45.1%
Latest Filing
Q4 2025
Top Holdings Allocation
CGCP
VOO
CGDV
CGCP7.9%
VOO6.7%
CGDV6.6%
CGUS4.5%
VXUS4.4%
FBND3.4%
SCHD3.3%
TCAF3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other75.2%
Technology8.2%
ETF6.9%
Consumer2.6%
Financial2.5%
Healthcare1.7%
Industrial1.4%
Utilities0.4%
🚪 Exited Positionssold since Q3 2025
+11 more exited positions
Changes from Q3 2025
NEW10 new positions
↑118 increased
↓63 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023