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Eric Myers

Souders Financial Advisors

Assets Managed
$876.434M
Holdings
216
Last Quarter
2026 - Q1
Filed Date
2mo 2d ago
Growth Rate
0.37%(2Q avg: 2.11%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Souders Financial Advisors's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 216 positions.

Assets under management

The assets under management (AUM) of Souders Financial Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 876.434M in assets, with a quarterly growth rate of 0.37% and a 2-quarter average growth rate of 2.11%. The portfolio is managed by Eric Myers, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CGCP
Cap Group Core Plus Income
Recent Activity
Increased 5.76%
8.23%
$72.069M
3.226M shares@ $22.35 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -3.21%
6.12%
$53.564M
89,639 shares@ $597.55 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Decreased -22.83%
4.95%
$43.374M
1.02M shares@ $42.54 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 0.49%
4.52%
$39.588M
513,391 shares@ $77.12 avg price
CGUS
Cap Group Core Equity
Recent Activity
Increased 3.06%
4.37%
$38.269M
996,057 shares@ $38.43 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 0.09%
3.73%
$32.608M
1.063M shares@ $30.69 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 2.72%
3.5%
$30.644M
671,714 shares@ $45.62 avg price
TCAF
T Rowe Prc Cap Appreciation
Recent Activity
Increased 4.77%
3.16%
$27.66M
777,194 shares@ $35.59 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 1.89%
2.47%
$21.596M
426,724 shares@ $50.61 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 1.97%
2.29%
$20.001M
686,618 shares@ $29.14 avg price

1-10 of 216