Portfolio (Quarterly) Guide ↗

Souders Financial Advisors

· CIK 0001811240

13F Portfolio $994M AUM 224 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 24 New 105 Added 74 Reduced 16 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BSCS	INVESCO EXCH TRD SLF IDX FD	—	277,954	$5.7M	0.65%	SOLD
2	BSCT	INVESCO EXCH TRD SLF IDX FD	—	227,085	$4.2M	0.48%	SOLD
3	BSCU	INVESCO EXCH TRD SLF IDX FD	—	243,575	$4.1M	0.47%	SOLD
4	VTEB	VANGUARD MUN BD FDS	—	24,528	$1.2M	0.14%	SOLD
5	MDT	MEDTRONIC PLC	Healthcare	8,806	$763K	0.09%	SOLD
6	BKR	BAKER HUGHES COMPANY	Energy	4,960	$303K	0.04%	SOLD
7	HON	HONEYWELL INTL INC	Industrials	1,286	$291K	0.03%	SOLD
8	LHX	L3HARRIS TECHNOLOGIES INC	Industrials	805	$278K	0.03%	SOLD
9	—	EXPAND ENERGY CORPORATION	—	2,408	$264K	0.03%	SOLD
10	ISRG	INTUITIVE SURGICAL INC	Healthcare	492	$227K	0.03%	SOLD
11	ENB	ENBRIDGE INC	Energy	4,055	$220K	0.03%	SOLD
12	HAL	HALLIBURTON CO	Energy	5,576	$217K	0.03%	SOLD
13	CLX	CLOROX CO DEL	Consumer Defensive	2,080	$216K	0.03%	SOLD
14	XPO	XPO INC	Industrials	1,093	$213K	0.02%	SOLD
15	GEHC	GE HEALTHCARE TECHNOLOGIES I	Healthcare	2,882	$205K	0.02%	SOLD
16	FSK	FS KKR CAP CORP	Financial Services	15,968	$163K	0.02%	SOLD

Sector Allocation

Technology 31.7%

Financial Services 16.1%

Consumer Defensive 12.2%

Industrials 9.3%

Consumer Cyclical 9.1%

Healthcare 8.2%

Communication Services 5.4%

Utilities 3.1%

Energy 2.3%

Basic Materials 2.0%