Souders Financial Advisors
SEC Form 13F institutional filer · CIK 0001811240
13F-HR · 139 reported holdings · 2026-03-31
Reported long-US-equity value
$0.42B
Top-10 concentration
64.2%
Souders Financial Advisors — $416M AUM allocation strategy
Souders Financial Advisors files SEC Form 13F and reports $416M of long US equity value across 139 reported holdings for 2026-03-31.
Its largest sector bet is Financials 35.0%, followed by Information Technology 10.6% and Consumer Staples 4.2%.
The top 10 holdings account for 64% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Souders Financial Advisors — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$416M
total across 139 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
64% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$TROW +57.4K sh · −$1.21M+$IVZ +18.6K sh · +$162K+$CMCSA +8.93K sh · +$244K
Biggest trims (shares)
−$IVV −6.13K sh · −$480K−$SCHW −4.1K sh · +$937K−$PCG −3.95K sh · −$36.9K
Exited to nil (held last quarter, gone now)
$ACN ($331K last qtr)$CMG ($303K last qtr)$AIG ($277K last qtr)$NOW ($252K last qtr)$STZ ($218K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks19.1%—
- Investment Banking & Brokerage13.4%—
- Semiconductors4.4%—
- Personal Care Products4.2%—
- Interactive Media & Services4.0%—
- Technology Hardware, Storage & Peripherals3.7%—
- Systems Software2.5%—
- Aerospace & Defense1.9%—
- Other holdings46.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 1.86M | $55.7M | -4.1K | 13.4% |
| $TROW | T. Rowe Price Group Inc | 1.44M | $54.4M | +57.4K | 13.1% |
| $IVZ | Invesco Ltd | 1.3M | $24.8M | +18.6K | 6.0% |
| $PG | Procter & Gamble Company | 122K | $17.6M | +5.26K | 4.2% |
| $AAPL | Apple Inc | 61.8K | $15.7M | +1.18K | 3.8% |
| $MSFT | Microsoft Corporation | 27.9K | $10.3M | +2.35K | 2.5% |
| $AVGO | Broadcom Inc | 30.7K | $9.51M | +1.62K | 2.3% |
| $NVDA | NVIDIA Corporation | 50K | $8.73M | +5.68K | 2.1% |
…and 131 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.