Souders Financial Advisors

CINCINNATI, OH · CIK 1811240 · 13F filing filed 2026-08-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyCincinnati, OH

$994.1m reported value +13.4% vs Q1 2026

224positions

40.7%in top 10

24 new 112 added 80 reduced 16 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM CGCP	CGCP	3,439,135	$76.7m7.71%	7.71%	Added +213.1k	+213,145 6.6%
2	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	1,034,001	$51.0m5.13%	5.13%	Added +14.4k	+14,405 1.4%
3	CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI CGUS	CGUS	1,053,533	$46.9m4.71%	4.71%	Added +57.5k	+57,476 5.8%
4	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	521,383	$44.6m4.48%	4.48%	Added +8.0k	+7,992 1.6%
5	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	59,215	$40.7m4.09%	4.09%	Reduced -30.4k	-30,424 -33.9%
6	T ROWE PRICE ETF INC CAP APPRECIATION TCAF	TCAF	810,097	$33.3m3.35%	3.35%	Added +32.9k	+32,903 4.2%
7	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	713,409	$32.5m3.26%	3.26%	Added +41.7k	+41,695 6.2%
8	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	887,309	$28.1m2.83%	2.83%	Reduced -175.5k	-175,529 -16.5%
9	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	818,488	$27.7m2.79%	2.79%	Added +131.9k	+131,870 19.2%
10	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	456,124	$23.1m2.32%	2.32%	Added +29.4k	+29,400 6.9%
11	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	258,192	$22.7m2.28%	2.28%	Added +239.9k	+239,933 1314.0%
12	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	455,871	$21.5m2.16%	2.16%	Added +71.7k	+71,741 18.7%
13	CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI CGXU	CGXU	617,195	$21.4m2.15%	2.15%	Reduced -5.4k	-5,434 -0.9%
14	VANGUARD INDEX FDS VALUE ETF VTV	VTV	89,650	$19.5m1.97%	1.97%	Reduced -3.4k	-3,397 -3.6%
15	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	314,204	$18.5m1.86%	1.86%	Added +125.9k	+125,870 66.8%
16	PROCTER AND GAMBLE CO COM PG	PG	126,320	$18.5m1.86%	1.86%	Added +4.7k	+4,696 3.9%
17	APPLE INC COM AAPL	AAPL	62,685	$18.1m1.82%	1.82%	Added +916	+916 1.5%
18	CAPITAL GROUP CONSERVATIVE E SHS CGCV	CGCV	510,787	$16.8m1.69%	1.69%	Added +41.4k	+41,449 8.8%
19	T ROWE PRICE ETF INC PRICE BLUE CHIP TCHP	TCHP	321,483	$16.1m1.62%	1.62%	Added +12.0k	+12,010 3.9%
20	CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI CGGO	CGGO	367,342	$15.5m1.56%	1.56%	Added +20.3k	+20,283 5.8%
21	T ROWE PRICE ETF INC SMALL MID CAP TMSL	TMSL	348,557	$15.3m1.54%	1.54%	Reduced -6.9k	-6,933 -1.9%
22	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	148,237	$14.9m1.50%	1.50%	New
23	VANGUARD MALVERN FDS CORE BD ETF VCRB	VCRB	183,265	$14.2m1.42%	1.42%	New
24	CAPITAL GROUP INTERNATIONAL SHS CGIC	CGIC	383,755	$14.0m1.40%	1.40%	Added +23.0k	+23,008 6.4%
25	CAPITAL GRP FIXED INCM ETF T SHORT DURATION CGSD	CGSD	526,722	$13.6m1.36%	1.36%	Added +36.7k	+36,740 7.5%
26	CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR CGMS	CGMS	442,298	$12.1m1.22%	1.22%	Added +28.7k	+28,672 6.9%
27	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	162,869	$12.0m1.20%	1.20%	Added +9.0k	+8,998 5.8%
28	BROADCOM INC COM AVGO	AVGO	30,788	$11.6m1.17%	1.17%	Added +51	+51 0.2%
29	AMPLIFY ETF TR CWP ENHANCED DIV DIVO	DIVO	252,996	$11.6m1.16%	1.16%	Added +13.5k	+13,475 5.6%
30	NVIDIA CORPORATION COM NVDA	NVDA	56,763	$11.4m1.14%	1.14%	Added +6.7k	+6,726 13.4%
31	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	46,609	$11.0m1.11%	1.11%	Added +1.6k	+1,552 3.4%
32	MICROSOFT CORP COM MSFT	MSFT	28,090	$10.5m1.05%	1.05%	Added +203	+203 0.7%
33	CAPITAL GROUP EQUITY ETF TR US SM MI CA ETF CGMM	CGMM	305,649	$10.1m1.01%	1.01%	Added +18.0k	+18,044 6.3%
34	ALPHABET INC CAP STK CL C GOOG	GOOG	26,575	$9.4m0.94%	0.94%	Added +160	+160 0.6%
35	T ROWE PRICE EXCHANGE-TRADED US HIGH YIELD THYF	THYF	178,611	$9.2m0.93%	0.93%	Reduced -9.1k	-9,139 -4.9%
36	VICTORY PORTFOLIOS II CORE INTERMEDIAT UITB	UITB	192,458	$9.0m0.91%	0.91%	Added +15.4k	+15,410 8.7%
37	AMAZON COM INC COM AMZN	AMZN	35,539	$8.5m0.85%	0.85%	Added +269	+269 0.8%
38	CAPITAL GROUP NEW GEOGRAPHY SHS CGNG	CGNG	200,363	$7.5m0.75%	0.75%	Added +10.5k	+10,453 5.5%
39	JPMORGAN CHASE & CO COM JPM	JPM	20,730	$6.8m0.68%	0.68%	Reduced -95	-95 -0.5%
40	ISHARES TR CORE S&P MCP ETF IJH	IJH	83,901	$6.5m0.65%	0.65%	Added +90	+90 0.1%
41	ALPHABET INC CAP STK CL A GOOGL	GOOGL	16,117	$5.8m0.58%	0.58%	Added +873	+873 5.7%
42	CINCINNATI FINL CORP COM CINF	CINF	28,900	$5.4m0.54%	0.54%	Reduced -364	-364 -1.2%
43	META PLATFORMS INC CL A META	META	9,397	$5.3m0.53%	0.53%	Added +1.1k	+1,064 12.8%
44	ELI LILLY & CO COM LLY	LLY	4,235	$5.1m0.51%	0.51%	Added +38	+38 0.9%
45	GE AEROSPACE COM NEW GE	GE	12,218	$4.6m0.46%	0.46%	Reduced -492	-492 -3.9%
46	RTX CORPORATION COM RTX	RTX	20,023	$3.8m0.38%	0.38%	Reduced -3.1k	-3,148 -13.6%
47	VISA INC COM CL A V	V	10,624	$3.6m0.37%	0.37%	Reduced -842	-842 -7.3%
48	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	7,400	$3.5m0.36%	0.36%	Added +586	+586 8.6%
49	HOME DEPOT INC COM HD	HD	10,012	$3.5m0.36%	0.36%	Reduced -1.2k	-1,231 -10.9%
50	MICRON TECHNOLOGY INC COM MU	MU	2,733	$3.2m0.32%	0.32%	Reduced -149	-149 -5.2%
51	CATERPILLAR INC COM CAT	CAT	2,433	$2.6m0.26%	0.26%	Reduced -6	-6 -0.2%
52	FIRST FINL BANCORP OH COM FFBC	FFBC	75,071	$2.5m0.26%	0.26%	Reduced -52	-52 -0.1%
53	GOLDMAN SACHS GROUP INC COM GS	GS	2,485	$2.5m0.25%	0.25%	Reduced -37	-37 -1.5%
54	TESLA INC COM TSLA	TSLA	5,861	$2.5m0.25%	0.25%	Reduced -316	-316 -5.1%
55	PHILIP MORRIS INTL INC COM PM	PM	13,400	$2.4m0.24%	0.24%	Added +521	+521 4.0%
56	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	77,225	$2.2m0.22%	0.22%	Reduced -2.4k	-2,413 -3.0%
57	LINDE PLC SHS LIN	LIN	4,176	$2.2m0.22%	0.22%	Reduced -128	-128 -3.0%
58	BRITISH AMERN TOB PLC SPONSORED ADR BTI	BTI	34,193	$2.1m0.21%	0.21%	Reduced -460	-460 -1.3%
59	APPLIED MATLS INC COM AMAT	AMAT	2,872	$2.1m0.21%	0.21%	Reduced -279	-279 -8.8%
60	ABBVIE INC COM ABBV	ABBV	8,246	$2.1m0.21%	0.21%	Added +268	+268 3.4%
61	ISHARES TR CORE US AGGBD ET AGG	AGG	20,878	$2.1m0.21%	0.21%	Reduced -86.2k	-86,197 -80.5%
62	NEXTERA ENERGY INC COM NEE	NEE	23,388	$2.1m0.21%	0.21%	Added +70	+70 0.3%
63	CISCO SYS INC COM CSCO	CSCO	16,066	$1.9m0.19%	0.19%	Added +1.7k	+1,654 11.5%
64	AMGEN INC COM AMGN	AMGN	5,104	$1.8m0.19%	0.19%	Reduced -339	-339 -6.2%
65	WALMART INC COM WMT	WMT	16,190	$1.8m0.18%	0.18%	Added +207	+207 1.3%
66	ROYAL CARIBBEAN GROUP COM RCL	RCL	5,388	$1.7m0.17%	0.17%	Added +415	+415 8.3%
67	CARRIER GLOBAL CORPORATION COM CARR	CARR	23,026	$1.7m0.17%	0.17%	Reduced -918	-918 -3.8%
68	UNITEDHEALTH GROUP INC COM UNH	UNH	4,057	$1.7m0.17%	0.17%	Added +2	+2 0.1%
69	CHEVRON CORP NEW COM CVX	CVX	10,151	$1.7m0.17%	0.17%	Added +575	+575 6.0%
70	INTEL CORP COM INTC	INTC	11,943	$1.7m0.17%	0.17%	Added +1.8k	+1,836 18.2%
71	AMERICAN EXPRESS CO COM AXP	AXP	4,803	$1.6m0.16%	0.16%	Reduced -889	-889 -15.6%
72	CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME CGMU	CGMU	58,578	$1.6m0.16%	0.16%	Reduced -980	-980 -1.6%
73	MERCK & CO INC COM MRK	MRK	12,395	$1.6m0.16%	0.16%	Added +1.5k	+1,532 14.1%
74	MCDONALDS CORP COM MCD	MCD	5,757	$1.6m0.16%	0.16%	Reduced -540	-540 -8.6%
75	DUKE ENERGY CORP NEW COM NEW DUK	DUK	12,253	$1.6m0.16%	0.16%	Reduced -226	-226 -1.8%
76	KLA CORP COM NEW KLAC	KLAC	4,905	$1.5m0.15%	0.15%	Added +435	+435 9.7%
77	MASTERCARD INCORPORATED CL A MA	MA	2,854	$1.5m0.15%	0.15%	Added +164	+164 6.1%
78	TJX COS INC NEW COM TJX	TJX	9,520	$1.4m0.15%	0.15%	Reduced -353	-353 -3.6%
79	GE VERNOVA INC COM GEV	GEV	1,214	$1.4m0.14%	0.14%	Added +72	+72 6.3%
80	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	4,947	$1.4m0.14%	0.14%	Reduced -276	-276 -5.3%
81	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,848	$1.4m0.14%	0.14%	Added +9	+9 0.5%
82	UBER TECHNOLOGIES INC COM UBER	UBER	18,776	$1.4m0.14%	0.14%	Added +2.2k	+2,246 13.6%
83	BANK AMERICA CORP COM BAC	BAC	23,502	$1.3m0.13%	0.13%	Added +363	+363 1.6%
84	ADVANCED MICRO DEVICES INC COM AMD	AMD	2,269	$1.3m0.13%	0.13%	Added +111	+111 5.1%
85	MORGAN STANLEY COM NEW MS	MS	6,196	$1.3m0.13%	0.13%	Added +464	+464 8.1%
86	NETFLIX INC COM NFLX	NFLX	18,113	$1.3m0.13%	0.13%	Added +231	+231 1.3%
87	COCA COLA CO COM KO	KO	15,827	$1.3m0.13%	0.13%	Added +2.8k	+2,804 21.5%
88	CME GROUP INC COM CME	CME	5,777	$1.3m0.13%	0.13%	Added +1.3k	+1,332 30.0%
89	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	2,471	$1.2m0.12%	0.12%	Reduced -26	-26 -1.0%
90	EXXON MOBIL CORP COM XOM	XOM	8,921	$1.2m0.12%	0.12%	Added +246	+246 2.8%
91	STARBUCKS CORP COM SBUX	SBUX	11,657	$1.2m0.12%	0.12%	Added +694	+694 6.3%
92	VANGUARD MUN BD FDS CORE TAX EXEMPT VCRM	VCRM	15,418	$1.2m0.12%	0.12%	New
93	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	12,762	$1.2m0.12%	0.12%	Added +3.0k	+3,023 31.0%
94	ABBOTT LABS COM ABT	ABT	12,726	$1.2m0.12%	0.12%	Reduced -2.5k	-2,544 -16.7%
95	S&P GLOBAL INC COM SPGI	SPGI	2,749	$1.1m0.11%	0.11%	Reduced -121	-121 -4.2%
96	PNC FINL SVCS GROUP INC COM PNC	PNC	4,200	$1.0m0.10%	0.10%	Reduced -330	-330 -7.3%
97	TRANSDIGM GROUP INC COM TDG	TDG	771	$1.0m0.10%	0.10%	Added +5	+5 0.7%
98	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,372	$1.0m0.10%	0.10%	Added +24	+24 1.8%
99	FREEPORT-MCMORAN INC CL B FCX	FCX	15,898	$999.8k0.10%	0.10%	Added +8.2k	+8,213 106.9%
100	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,998	$999.8k0.10%	0.10%	Added +28	+28 1.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INVESCO EXCH TRD SLF IDX FD BSCS	BSCS	277,954	$5.7m278.0k shares
INVESCO EXCH TRD SLF IDX FD BSCT	BSCT	227,085	$4.2m227.1k shares
INVESCO EXCH TRD SLF IDX FD BSCU	BSCU	243,575	$4.1m243.6k shares
VANGUARD MUN BD FDS VTEB	VTEB	24,528	$1.2m24.5k shares
MEDTRONIC PLC MDT	MDT	8,806	$763.0k8.8k shares
BAKER HUGHES COMPANY BKR	BKR	4,960	$302.8k5.0k shares
HONEYWELL INTL INC		643	$290.7k643 shares
L3HARRIS TECHNOLOGIES INC LHX	LHX	805	$277.8k805 shares
EXPAND ENERGY CORPORATION EXE	EXE	2,408	$264.4k2.4k shares
INTUITIVE SURGICAL INC ISRG	ISRG	492	$226.8k492 shares
ENBRIDGE INC ENB	ENB	4,055	$219.5k4.1k shares
HALLIBURTON CO HAL	HAL	5,576	$217.4k5.6k shares
CLOROX CO DEL CLX	CLX	2,080	$215.6k2.1k shares
XPO INC XPO	XPO	1,093	$212.6k1.1k shares
GE HEALTHCARE TECHNOLOGIES I GEHC	GEHC	2,882	$205.1k2.9k shares
FS KKR CAP CORP FSK	FSK	15,968	$162.6k16.0k shares