Souders Financial Advisors reported 159 positions worth $255.58M for the quarter ended Sep 30, 2026, down 0.2% on the prior quarter. It opened 6 new positions, added to 72, trimmed 78 and exited 10. Its largest holding is Apple Inc. at 8.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GOOGL Alphabet Inc. | +2,869 | +17.8% | $987.16K | 2.56% |
| NVDA Nvidia Corp | +3,975 | +7.0% | $907.82K | 5.43% |
| UNH Unitedhealth Group Inc | +1,375 | +33.9% | $504.69K | 0.78% |
| INTC Intel Corp | +3,915 | +32.8% | $470.70K | 0.746% |
| V Visa Inc. | +1,012 | +9.5% | $363.63K | 1.64% |
| ORCL Oracle Corp | +2,592 | +49.2% | $355.89K | 0.422% |
| CF CF Industries Holdings, Inc. | +2,619 | – | $301.71K | 0.118% |
| DASH DoorDash, Inc. | +1,557 | – | $285.79K | 0.112% |
| FDX Fedex Corp | +962 | +35.0% | $274.28K | 0.414% |
| ACN Accenture plc | +1,346 | – | $246.82K | 0.097% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IBM International Business Machines Corp | -3,951 | -79.9% | $869.32K | 0.086% |
| NSC Norfolk Southern Corp | -2,090 | -100.0% | $657.57K | Exited |
| TJX Tjx Companies Inc | -4,913 | -51.6% | $650.01K | 0.238% |
| PG PROCTER & GAMBLE Co | -2,822 | -2.2% | $409.98K | 7.02% |
| CME Cme Group Inc. | -1,558 | -27.0% | $408.20K | 0.432% |
| CB Chubb Ltd | -1,136 | -100.0% | $387.08K | Exited |
| LLY ELI LILLY & Co | -307 | -7.2% | $355.22K | 1.78% |
| AVGO Broadcom Inc. | -980 | -3.2% | $344.17K | 4.1% |
| MPC Marathon Petroleum Corp | -769 | -33.0% | $304.06K | 0.241% |
| WMT Walmart Inc. | -2,777 | -17.2% | $288.59K | 0.545% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CF CF Industries Holdings, Inc. | +2,619 | $301.71K | 0.118% |
| DASH DoorDash, Inc. | +1,557 | $285.79K | 0.112% |
| ACN Accenture plc | +1,346 | $246.82K | 0.097% |
| EPD Enterprise Products Partners L.P. | +6,010 | $214.02K | 0.084% |
| EOG Eog Resources Inc | +1,473 | $202.89K | 0.079% |
| NOW ServiceNow, Inc. | +1,513 | $202.76K | 0.079% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| NSC Norfolk Southern Corp | -2,090 | $657.57K | 0.257% |
| CB Chubb Ltd | -1,136 | $387.08K | 0.151% |
| FICO Fair Isaac Corp | -235 | $280.77K | 0.11% |
| MRVL Marvell Technology, Inc. | -859 | $255.94K | 0.1% |
| APO Apollo Global Management, Inc. | -2,121 | $250.97K | 0.098% |
| SRE Sempra | -2,645 | $245.21K | 0.096% |
| SNX Td Synnex Corp | -777 | $207.79K | 0.081% |
| FTAI FTAI Aviation Ltd. | -758 | $205.06K | 0.08% |
| FDXF FedEx Freight Holding Company, Inc. | -1,355 | $204.61K | 0.08% |
| CMG Chipotle Mexican Grill Inc | -5,903 | $200.70K | 0.078% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 62.0K | $20.64M | 8.07% | -713 | -1.1% | Reduced | 0% |
| 2 | PG PROCTER & GAMBLE Co | Consumer Staples | 123.5K | $17.94M | 7.02% | -2,822 | -2.2% | Reduced | 0.01% |
| 3 | MSFT Microsoft Corp | Technology | 28.3K | $14.49M | 5.67% | +170 | +0.6% | Added | 0% |
| 4 | NVDA Nvidia Corp | Technology | 60.7K | $13.87M | 5.43% | +3,975 | +7.0% | Added | 0% |
| 5 | AVGO Broadcom Inc. | Technology | 29.8K | $10.47M | 4.1% | -980 | -3.2% | Reduced | 0% |
| 6 | GOOG Alphabet Inc. | Technology | 26.6K | $9.05M | 3.54% | -24 | -0.1% | Reduced | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 35.6K | $8.87M | 3.47% | +78 | +0.2% | Added | 0% |
| 8 | META Meta Platforms, Inc. | Technology | 9,319 | $6.76M | 2.64% | -78 | -0.8% | Reduced | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 20.4K | $6.76M | 2.64% | -303 | -1.5% | Reduced | 0% |
| 10 | GOOGL Alphabet Inc. | Technology | 19.0K | $6.53M | 2.56% | +2,869 | +17.8% | Added | 0% |
| 11 | CINF Cincinnati Financial Corp | Financial Services | 29.3K | $4.66M | 1.82% | +353 | +1.2% | Added | 0.02% |
| 12 | LLY ELI LILLY & Co | Healthcare | 3,928 | $4.54M | 1.78% | -307 | -7.2% | Reduced | 0% |
| 13 | V Visa Inc. | Financial Services | 11.6K | $4.18M | 1.64% | +1,012 | +9.5% | Added | 0% |
| 14 | GE General Electric Co | Industrials | 11.7K | $3.66M | 1.43% | -501 | -4.1% | Reduced | 0% |
| 15 | RTX RTX Corp | Industrials | 19.7K | $3.65M | 1.43% | -372 | -1.9% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Souders Financial Advisors.
As of its Q3 2026 13F filing, Souders Financial Advisors’s five largest positions were Apple Inc. (AAPL) at 8.1%, PROCTER & GAMBLE Co (PG) at 7.0%, Microsoft Corp (MSFT) at 5.7%, Nvidia Corp (NVDA) at 5.4%, Broadcom Inc. (AVGO) at 4.1% of the reported portfolio.
Souders Financial Advisors reported a 13F portfolio worth $255.58M across 159 positions for Q3 2026. That is down 0.2% from the previous quarter.
Its largest purchases by value were Alphabet Inc. ($987.16K), Nvidia Corp ($907.82K), Unitedhealth Group Inc ($504.69K). It opened 6 new positions.
Its largest sales by value were International Business Machines Corp ($869.32K), Norfolk Southern Corp ($657.57K), Tjx Companies Inc ($650.01K). It exited 10 positions entirely.
From the Form 13F-HR reports Souders Financial Advisors files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.