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, EFV, MUB, and represent 63.71% of Cardinal Strategic Wealth Guidance's stock portfolio.
- Added to shares of these 10 stocks: MUB, GLDM, TSLA, PLTR, JPST, NVDA, IAGG, EMB, TLT, SPYV.
- Started 2 new stock positions in PLTR, TSLA.
- Reduced shares in these 10 stocks: EFG, IVV, USMV, QUAL, IXC, IUSG, WAT, AAPL, MSFT, OEF.
- Sold out of its positions in IXC, IJH, IJR, IEMG, VBR, WAT.
- Cardinal Strategic Wealth Guidance was a net buyer of stock by $62k.
- Cardinal Strategic Wealth Guidance has $372M in assets under management (AUM), dropping by 7.26%.
- Central Index Key (CIK): 0001801989
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Portfolio Holdings for Cardinal Strategic Wealth Guidance
Cardinal Strategic Wealth Guidance holds 58 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 24.7 | $92M | 137k | 669.30 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 14.7 | $55M | 333k | 164.54 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 11.2 | $42M | 213k | 194.50 |
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| Ishares Tr Eafe Value Etf (EFV) | 7.1 | $27M | 392k | 67.83 |
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| Ishares Tr National Mun Etf (MUB) | 6.0 | $22M | +12% | 209k | 106.49 |
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| Ishares Msci Emrg Chn (EMXC) | 5.0 | $19M | 277k | 67.51 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 4.3 | $16M | -4% | 140k | 113.88 |
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| Ishares Tr S&p 100 Etf (OEF) | 4.0 | $15M | 45k | 332.84 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 2.8 | $10M | +6% | 135k | 76.45 |
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| Ishares Tr Global Tech Etf (IXN) | 2.4 | $9.0M | 87k | 103.21 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 2.4 | $8.8M | 160k | 55.33 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.7 | $6.5M | +6% | 128k | 50.73 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 1.3 | $4.9M | 41k | 121.06 |
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| Ishares Tr U.s. Tech Etf (IYW) | 1.1 | $4.2M | 22k | 195.86 |
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| Ishares Tr Core Intl Aggr (IAGG) | 1.1 | $3.9M | +3% | 77k | 51.23 |
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| Microsoft Corporation (MSFT) | 1.1 | $3.9M | -5% | 7.6k | 517.95 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 1.0 | $3.6M | 107k | 34.16 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.9 | $3.4M | -10% | 36k | 95.14 |
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| Apple (AAPL) | 0.8 | $3.1M | -7% | 12k | 254.63 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.7 | $2.7M | +4% | 29k | 95.19 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.7 | $2.7M | +3% | 30k | 89.37 |
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| Home Depot (HD) | 0.4 | $1.4M | 3.5k | 405.19 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $1.3M | 4.1k | 315.43 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.3M | -7% | 5.1k | 243.55 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.2M | 2.4k | 502.74 |
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| Sherwin-Williams Company (SHW) | 0.2 | $888k | -11% | 2.6k | 346.26 |
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| Costco Wholesale Corporation (COST) | 0.2 | $884k | -13% | 955.00 | 925.63 |
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| NVIDIA Corporation (NVDA) | 0.2 | $870k | +34% | 4.7k | 186.58 |
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| Abbvie (ABBV) | 0.2 | $860k | 3.7k | 231.54 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $666k | -9% | 7.6k | 87.31 |
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| Procter & Gamble Company (PG) | 0.2 | $639k | 4.2k | 153.65 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $611k | 1.3k | 468.41 |
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| Johnson & Johnson (JNJ) | 0.2 | $596k | -7% | 3.2k | 185.42 |
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| Automatic Data Processing (ADP) | 0.1 | $544k | 1.9k | 293.50 |
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| Honeywell International (HON) | 0.1 | $533k | 2.5k | 210.50 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $510k | 1.6k | 328.17 |
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| Tesla Motors (TSLA) | 0.1 | $434k | NEW | 975.00 | 444.72 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $429k | NEW | 2.4k | 182.42 |
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| Eli Lilly & Co. (LLY) | 0.1 | $428k | -8% | 561.00 | 763.00 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $425k | 3.8k | 112.75 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $409k | -12% | 1.7k | 243.10 |
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| Union Pacific Corporation (UNP) | 0.1 | $384k | -5% | 1.6k | 236.37 |
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| Cisco Systems (CSCO) | 0.1 | $374k | 5.5k | 68.42 |
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| Abbott Laboratories (ABT) | 0.1 | $373k | 2.8k | 133.94 |
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| Colgate-Palmolive Company (CL) | 0.1 | $366k | -12% | 4.6k | 79.94 |
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| Advanced Micro Devices (AMD) | 0.1 | $356k | 2.2k | 161.79 |
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| Churchill Downs (CHDN) | 0.1 | $256k | 2.6k | 97.01 |
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| Nextera Energy (NEE) | 0.1 | $246k | 3.3k | 75.49 |
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| Walt Disney Company (DIS) | 0.1 | $232k | -4% | 2.0k | 114.50 |
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| Progressive Corporation (PGR) | 0.1 | $222k | 900.00 | 246.95 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $221k | -41% | 388.00 | 568.81 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $160k | 1.3k | 120.72 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $38k | 80.00 | 480.12 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $38k | 203.00 | 187.43 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $35k | -43% | 119.00 | 297.62 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $24k | -14% | 100.00 | 241.96 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $13k | 44.00 | 294.23 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $9.2k | -28% | 63.00 | 145.65 |
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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 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
- Cardinal Strategic Wealth Guidance 2021 Q4 filed Jan. 26, 2022