Souders Financial Advisors
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 994,150
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 224 | 994,150 | 13F-HR | Souders Financial Advisors |
| Q1 2026 | 5/4/2026 | 216 | 876,434 | 13F-HR | Souders Financial Advisors |
| Q4 2025 | 2/2/2026 | 208 | 873,239 | 13F-HR | Souders Financial Advisors |
| Q3 2025 | 11/4/2025 | 206 | 840,892 | 13F-HR | Souders Financial Advisors |
| Q2 2025 | 8/6/2025 | 200 | 785,659 | 13F-HR | Souders Financial Advisors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 505.9 K | 50.9% | 128.3 K | 0 | 128.3 K |
| ETFs | 488.3 K | 49.1% | 0 | 10.63 K | -10.63 K |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
994,150
Holdings
224
QoQ value change ($000)
117,716
(13.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.