Notify me when Souders Financial Advisors files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 208 | $873,239,154 | +$40,255,748 | -$18,213,365 | +$22,042,383 | CGCP, VOO, CGDV, CGUS, VXUS | 13F-HR | 02 Feb 2026, 12:29 |
| Q3 2025 | 206 | $840,892,011 | +$39,403,133 | -$25,194,670 | +$14,208,463 | CGCP, VOO, CGDV, VXUS, CGUS | 13F-HR | 04 Nov 2025, 11:41 |
| Q2 2025 | 200 | $785,658,957 | +$44,645,922 | -$21,936,455 | +$22,709,467 | CGCP, VOO, CGDV, VXUS, CGUS | 13F-HR | 06 Aug 2025, 11:26 |
| Q1 2025 | 184 | $716,324,486 | +$85,144,685 | -$73,933,761 | +$11,210,924 | CGCP, VOO, CGDV, VXUS, CGUS | 13F-HR | 05 May 2025, 15:40 |
| Q4 2024 | 175 | $715,993,877 | +$107,205,062 | -$56,808,383 | +$50,396,679 | CGCP, VOO, CGDV, VXUS, CGUS | 13F-HR | 06 Feb 2025, 13:38 |
| Q3 2024 | 172 | $717,740,613 | +$64,120,758 | -$41,510,312 | +$22,610,446 | CGCP, VOO, VXUS, CGDV, CGUS | 13F-HR | 05 Nov 2024, 15:24 |
| Q2 2024 | 164 | $663,183,988 | +$44,250,821 | -$19,227,232 | +$25,023,589 | CGCP, VOO, VXUS, AGG, SCHD | 13F-HR | 28 Aug 2024, 09:06 |
| Q1 2024 | 160 | $633,788,669 | +$60,317,075 | -$43,776,656 | +$16,540,419 | CGCP, VOO, VXUS, SCHD, AGG | 13F-HR | 08 May 2024, 13:32 |
| Q4 2023 | 153 | $584,113,188 | +$54,336,307 | -$33,860,355 | +$20,475,952 | CGCP, VOO, SCHD, AGG, CGDV | 13F-HR | 24 Jan 2024, 10:13 |
| Q3 2023 | 150 | $520,800,223 | +$32,201,301 | -$15,408,146 | +$16,793,155 | CGCP, VOO, SCHD, PG, CGDV | 13F-HR | 06 Nov 2023, 11:33 |
| Q2 2023 | 146 | $523,290,930 | +$55,092,573 | -$24,009,408 | +$31,083,165 | CGCP, VOO, SCHD, PG, CGDV | 13F-HR | 09 Aug 2023, 15:03 |
| Q1 2023 | 145 | $470,843,958 | +$45,334,551 | -$30,080,476 | +$15,254,075 | VOO, CGCP, SCHD, PG, CGDV | 13F-HR | 09 May 2023, 16:31 |
| Q4 2022 | 149 | $437,794,218 | +$51,925,720 | -$10,545,879 | +$41,379,841 | SCHD, VOO, CGCP, PG, SCHZ | 13F-HR | 13 Feb 2023, 15:47 |
| Q3 2022 | 144 | $368,288,000 | +$72,912,601 | -$27,299,703 | +$45,612,898 | VOO, SCHD, CGCP, PG, SCHZ | 13F-HR | 10 Nov 2022, 14:37 |
| Q2 2022 | 135 | $347,773,000 | +$72,465,170 | -$26,727,286 | +$45,737,884 | SCHD, VOO, SCHZ, PG, CGCP | 13F-HR | 05 Aug 2022, 16:11 |
| Q1 2022 | 143 | $345,867,000 | +$43,821,241 | -$18,883,670 | +$24,937,571 | SCHD, VOO, PG, AAPL, AGG | 13F-HR | 04 May 2022, 10:43 |
| Q4 2021 | 135 | $348,275,000 | +$26,224,614 | -$14,192,006 | +$12,032,608 | VOO, SCHD, PG, AAPL, AGG | 13F-HR | 04 Feb 2022, 15:03 |
| Q3 2021 | 135 | $310,189,000 | +$18,444,498 | -$5,313,588 | +$13,130,910 | SCHD, VOO, PG, AGG, AAPL | 13F-HR | 02 Nov 2021, 18:36 |
| Q2 2021 | 132 | $296,831,000 | +$43,071,685 | -$14,575,561 | +$28,496,124 | SCHD, VOO, AGG, PG, AAPL | 13F-HR | 09 Aug 2021, 16:46 |
| Q1 2021 | 123 | $255,434,000 | +$27,257,034 | -$13,167,567 | +$14,089,467 | SCHD, VOO, PG, AAPL, SCHG | 13F-HR | 13 May 2021, 16:58 |
| Q4 2020 | 111 | $229,511,000 | +$12,480,686 | -$4,298,409 | +$8,182,277 | VOO, SCHD, PG, AAPL, SCHG | 13F-HR | 09 Feb 2021, 12:49 |
| Q3 2020 | 108 | $196,514,000 | +$23,149,214 | -$2,527,075 | +$20,622,139 | VOO, SCHD, PG, AAPL, SCHG | 13F-HR | 10 Nov 2020, 20:59 |
| Q2 2020 | 97 | $174,785,000 | +$57,643,314 | -$14,234,048 | +$43,409,266 | VOO, SCHD, PG, AAPL, SCHG | 13F-HR | 10 Aug 2020, 21:22 |
| Q1 2020 | 93 | $113,272,000 | $0 | $0 | $0 | SCHD, PG, VOO, AAPL, VIG | 13F-HR | 11 May 2020, 20:15 |