Institutional filer · SEC 13F · Q2 2024
Souders Financial Advisors
The reported 13F portfolio of Souders Financial Advisors (CIK 1811240) - top holdings, how concentrated the book is, and what changed last quarter.
- $663.2M
- Reported book
- 164
- Positions
- #84
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Souders Financial Advisors ranks #84 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q2 2024 the reported book is $663.2M across 164 positions, a broadly diversified portfolio.
- $663.2M
- reported 13F value
- 164
- disclosed positions
- 7.2%
- in CAPITAL GRP FIXED INCM
- #84
- of 360 filers
Top-5 share 24.0% → SPREAD book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Souders Financial Advisors ranks #84 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Souders Financial Advisors sits by disclosed position count
Souders Financial Advisors reports 164 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Souders Financial Advisors vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
164 132nd of 360 higher than 228 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Souders Financial Advisors reports $0.66B across 164 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1811240 · Q2 2024 $663M book
BOOK-HEAVY · POS-FOCUS · CONC-MID · LEAD-MIX · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-HEAVY #84/360
- POS-FOCUS 164 names
- CONC-MID 24% top-5
- LEAD-MIX 7.2% top
- PHOTO-FINISH Pinnacle Wealth Plan…
- TREND-FLAT Book steady
- FY-SNAPSHOT Q2 2024
Photo-finish peer on reported book: Pinnacle Wealth Planning Services, Inc.
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · Souders Financial Advisors
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$663.2M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | CAPITAL GRP FIXED INCM ETF T | $47.9M | 7.2% |
| 2 | VANGUARD INDEX FDS | $35.9M | 5.4% |
| 3 | VANGUARD STAR FDS | $26.6M | 4.0% |
| 4 | ISHARES TR | $24.4M | 3.7% |
| 5 | SCHWAB STRATEGIC TR | $24.3M | 3.7% |
| 6 | CAPITAL GROUP CORE EQUITY ET | $24.3M | 3.7% |
| 7 | CAPITAL GROUP DIVIDEND VALUE | $24.0M | 3.6% |
| 8 | PROCTER AND GAMBLE CO | $22.4M | 3.4% |
| 9 | SCHWAB STRATEGIC TR | $18.9M | 2.9% |
| 10 | APPLE INC | $16.2M | 2.5% |
| 11 | J P MORGAN EXCHANGE TRADED F | $14.4M | 2.2% |
| 12 | SCHWAB STRATEGIC TR | $12.8M | 1.9% |
| 13 | MICROSOFT CORP | $12.6M | 1.9% |
| 14 | CAPITAL GROUP INTL FOCUS EQT | $12.2M | 1.8% |
| 15 | T ROWE PRICE ETF INC | $10.9M | 1.6% |
| 16 | SCHWAB STRATEGIC TR | $10.3M | 1.6% |
| 17 | VANGUARD BD INDEX FDS | $10.3M | 1.6% |
| 18 | FIDELITY MERRIMACK STR TR | $9.2M | 1.4% |
| 19 | VANGUARD SPECIALIZED FUNDS | $9.2M | 1.4% |
| 20 | T ROWE PRICE ETF INC | $8.7M | 1.3% |
| 21 | ISHARES TR | $8.6M | 1.3% |
| 22 | BROADCOM INC | $8.1M | 1.2% |
| 23 | JPMORGAN CHASE & CO. | $7.7M | 1.2% |
| 24 | CAPITAL GROUP GBL GROWTH EQT | $7.3M | 1.1% |
| 25 | CAPITAL GROUP GROWTH ETF | $7.2M | 1.1% |
Latest Quarter Trades · Q2 2024
New positions (164)
Frequently Asked Questions
- How big is Souders Financial Advisors's 13F portfolio?
- Souders Financial Advisors reports $663.2M of long US-equity positions across 164 securities as of Q2 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Souders Financial Advisors sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Souders Financial Advisors ranks #84 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Souders Financial Advisors's largest position?
- Souders Financial Advisors's largest reported position is CAPITAL GRP FIXED INCM ETF T at $47.9M, about 7.2% of its reported book as of Q2 2024.
- What did Souders Financial Advisors trade last quarter?
- In its Q2 2024 filing, Souders Financial Advisors opened 164 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Souders Financial Advisors: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($663.2M here).
Similar holding count
Nearest filers by number of disclosed positions (164 here).
Using this filing
- The rankings sort every tracked filer the same way Souders Financial Advisors was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Pinnacle Wealth Planning Services, Inc. reported the nearest book value ($665.5M) this quarter, a useful scale comparison for Souders Financial Advisors. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q2 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.