Cardinal Strategic Wealth Guidance
Latest statistics and disclosures from Cardinal Strategic Wealth Guidance's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IUSG, QUAL, EMXC, EFV, and represent 59.01% of Cardinal Strategic Wealth Guidance's stock portfolio.
- Added to shares of these 10 stocks: SPYV (+$9.3M), OEF (+$7.0M), BAI, SHLD, EMXC, HIMU, SPMO, SIVR, JPST, IUSG.
- Started 4 new stock positions in WAT, SHLD, SIVR, HIMU.
- Reduced shares in these 10 stocks: QUAL (-$11M), EFV, IYW, IVV, EFG, IAGG, MUB, IXN, MSFT, AAPL.
- Sold out of its positions in DIS, IYW, PGR.
- Cardinal Strategic Wealth Guidance was a net buyer of stock by $1.6M.
- Cardinal Strategic Wealth Guidance has $383M in assets under management (AUM), dropping by 2.93%.
- Central Index Key (CIK): 0001801989
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Portfolio Holdings for Cardinal Strategic Wealth Guidance
Cardinal Strategic Wealth Guidance holds 59 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 23.5 | $90M | -4% | 131k | 684.94 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 14.7 | $56M | 335k | 167.94 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 8.3 | $32M | -25% | 159k | 198.62 |
|
| Ishares Msci Emrg Chn (EMXC) | 6.4 | $25M | +22% | 339k | 72.68 |
|
| Ishares Tr Eafe Value Etf (EFV) | 6.2 | $24M | -15% | 330k | 71.41 |
|
| Ishares Tr S&p 100 Etf (OEF) | 5.8 | $22M | +46% | 65k | 342.97 |
|
| Ishares Tr National Mun Etf (MUB) | 5.1 | $20M | -12% | 182k | 107.11 |
|
| Spdr Series Trust State Street Spd (SPYV) | 4.8 | $18M | +102% | 323k | 56.81 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 3.2 | $12M | -22% | 108k | 113.92 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 3.0 | $11M | 133k | 85.37 |
|
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 2.1 | $8.1M | +127% | 243k | 33.30 |
|
| Ishares Tr Global Tech Etf (IXN) | 2.0 | $7.8M | -14% | 75k | 105.00 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 2.0 | $7.5M | +54% | 63k | 119.32 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.8 | $6.9M | +7% | 137k | 50.59 |
|
| Global X Fds Defense Tech Etf (SHLD) | 1.2 | $4.5M | NEW | 69k | 64.79 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.9 | $3.4M | 36k | 94.16 |
|
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| Microsoft Corporation (MSFT) | 0.8 | $3.1M | -14% | 6.5k | 483.62 |
|
| Apple (AAPL) | 0.8 | $3.0M | -10% | 11k | 271.86 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.7 | $2.8M | 29k | 96.28 |
|
|
| Blackrock Etf Trust Ii Ishares High Yie (HIMU) | 0.7 | $2.8M | NEW | 57k | 48.68 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.7 | $2.7M | +5% | 31k | 87.16 |
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.7 | $2.5M | NEW | 37k | 67.64 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.5M | -7% | 4.8k | 313.80 |
|
| Home Depot (HD) | 0.3 | $1.3M | +4% | 3.6k | 344.10 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.2M | -12% | 3.6k | 322.22 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.1M | -7% | 2.2k | 502.65 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $869k | 4.7k | 186.50 |
|
|
| Sherwin-Williams Company (SHW) | 0.2 | $829k | 2.6k | 324.03 |
|
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| Costco Wholesale Corporation (COST) | 0.2 | $824k | 955.00 | 862.34 |
|
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| Abbvie (ABBV) | 0.2 | $765k | -9% | 3.3k | 228.49 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $603k | 561.00 | 1074.68 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $562k | -15% | 2.7k | 206.95 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $552k | -19% | 6.2k | 89.46 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $521k | 1.6k | 335.28 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $504k | -4% | 1.6k | 313.00 |
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| Honeywell International (HON) | 0.1 | $494k | 2.5k | 195.09 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $480k | -22% | 1.0k | 473.30 |
|
| Automatic Data Processing (ADP) | 0.1 | $477k | 1.9k | 257.23 |
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| Advanced Micro Devices (AMD) | 0.1 | $472k | 2.2k | 214.16 |
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| Procter & Gamble Company (PG) | 0.1 | $471k | -21% | 3.3k | 143.31 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $440k | -3% | 3.7k | 120.34 |
|
| Tesla Motors (TSLA) | 0.1 | $439k | 975.00 | 449.72 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $418k | 2.4k | 177.75 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $393k | -89% | 7.8k | 50.01 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $362k | 4.6k | 79.02 |
|
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| Cisco Systems (CSCO) | 0.1 | $355k | -15% | 4.6k | 77.03 |
|
| Abbott Laboratories (ABT) | 0.1 | $349k | 2.8k | 125.29 |
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| Churchill Downs (CHDN) | 0.1 | $301k | 2.6k | 113.78 |
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| Union Pacific Corporation (UNP) | 0.1 | $298k | -20% | 1.3k | 231.32 |
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| Nextera Energy (NEE) | 0.1 | $262k | 3.3k | 80.28 |
|
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| Waters Corporation (WAT) | 0.1 | $237k | NEW | 623.00 | 379.83 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $222k | 388.00 | 570.88 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $163k | 1.3k | 123.26 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $39k | 80.00 | 487.86 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $36k | 119.00 | 302.12 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $33k | -14% | 173.00 | 190.99 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $12k | 44.00 | 279.16 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $9.8k | -60% | 40.00 | 246.18 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $9.4k | 63.00 | 148.70 |
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Past Filings by Cardinal Strategic Wealth Guidance
SEC 13F filings are viewable for Cardinal Strategic Wealth Guidance going back to 2019
- Cardinal Strategic Wealth Guidance 2025 Q4 filed Jan. 27, 2026
- Cardinal Strategic Wealth Guidance 2025 Q3 filed Oct. 22, 2025
- Cardinal Strategic Wealth Guidance 2025 Q2 filed July 21, 2025
- Cardinal Strategic Wealth Guidance 2025 Q1 filed May 1, 2025
- Cardinal Strategic Wealth Guidance 2024 Q4 filed Jan. 29, 2025
- Cardinal Strategic Wealth Guidance 2024 Q3 filed Oct. 29, 2024
- Cardinal Strategic Wealth Guidance 2024 Q2 filed July 22, 2024
- Cardinal Strategic Wealth Guidance 2024 Q1 filed April 25, 2024
- Cardinal Strategic Wealth Guidance 2023 Q4 filed Jan. 30, 2024
- Cardinal Strategic Wealth Guidance 2023 Q3 filed Oct. 31, 2023
- Cardinal Strategic Wealth Guidance 2023 Q2 filed July 20, 2023
- Cardinal Strategic Wealth Guidance 2023 Q1 filed April 21, 2023
- Cardinal Strategic Wealth Guidance 2022 Q4 filed Jan. 18, 2023
- Cardinal Strategic Wealth Guidance 2022 Q3 filed Oct. 20, 2022
- Cardinal Strategic Wealth Guidance 2022 Q2 filed July 27, 2022
- Cardinal Strategic Wealth Guidance 2022 Q1 filed April 26, 2022