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, EMXC, QUAL, SPYV, and represent 60.09% of Cardinal Strategic Wealth Guidance's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$36M), DYNF (+$19M), JMUB (+$17M), GOVT (+$9.5M), SHLD, JIVE, JPIB, SPYV, SYSB, STIP.
- Started 12 new stock positions in WAT, JQUA, AMZN, JMUB, STIP, SYSB, JPIB, HONA, HON, JIVE. DYNF, GOVT.
- Reduced shares in these 10 stocks: OEF (-$16M), EFV (-$13M), QUAL (-$11M), MUB (-$11M), IUSG (-$9.3M), EMXC (-$7.9M), GLDM, HIMU, SPMO, EFG.
- Sold out of its positions in SIVR, Honeywell International, ITOT, IEF, IYW, IEI, IAGG, JEPI.
- Cardinal Strategic Wealth Guidance was a net buyer of stock by $6.7M.
- Cardinal Strategic Wealth Guidance has $441M in assets under management (AUM), dropping by 16.30%.
- Central Index Key (CIK): 0001801989
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Portfolio Holdings for Cardinal Strategic Wealth Guidance
Cardinal Strategic Wealth Guidance holds 67 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 31.1 | $137M | +35% | 183k | 748.89 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 12.4 | $55M | -14% | 290k | 188.09 |
|
| Ishares Msci Emrg Chn (EMXC) | 6.1 | $27M | -22% | 262k | 102.30 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 5.3 | $23M | -31% | 106k | 219.43 |
|
| Spdr Series Trust St Str P500val (SPYV) | 5.3 | $23M | +12% | 382k | 60.79 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 4.3 | $19M | NEW | 278k | 68.01 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 3.9 | $17M | NEW | 338k | 50.66 |
|
| Blackrock Etf Trust Isha I In Te Etf (BAI) | 3.1 | $14M | -8% | 261k | 52.72 |
|
| Ishares Tr Eafe Value Etf (EFV) | 2.8 | $13M | -50% | 164k | 76.55 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 2.3 | $10M | -22% | 83k | 124.42 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 2.2 | $9.5M | NEW | 418k | 22.78 |
|
| Global X Fds Defense Tech Etf (SHLD) | 2.1 | $9.2M | +89% | 154k | 59.71 |
|
| Ishares Tr S&p 100 Etf (OEF) | 2.0 | $8.9M | -63% | 24k | 365.87 |
|
| Ishares Tr National Mun Etf (MUB) | 2.0 | $8.6M | -54% | 80k | 107.62 |
|
| Ishares Tr Global Tech Etf (IXN) | 1.9 | $8.6M | -9% | 59k | 144.48 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.7 | $7.6M | +2% | 151k | 50.57 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 1.7 | $7.5M | -28% | 46k | 161.54 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 1.6 | $7.1M | -33% | 89k | 79.42 |
|
| J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) | 0.8 | $3.6M | NEW | 40k | 91.95 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.8 | $3.5M | -6% | 36k | 96.46 |
|
| Apple (AAPL) | 0.7 | $3.1M | 11k | 289.36 |
|
|
| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 0.6 | $2.8M | NEW | 57k | 48.35 |
|
| Microsoft Corporation (MSFT) | 0.5 | $2.2M | 5.8k | 373.02 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.6M | -8% | 4.4k | 353.33 |
|
| Home Depot (HD) | 0.3 | $1.2M | -2% | 3.5k | 352.68 |
|
| Ishares Tr Systematic Bd Et (SYSB) | 0.3 | $1.2M | NEW | 14k | 88.72 |
|
| Advanced Micro Devices (AMD) | 0.3 | $1.2M | -9% | 2.0k | 580.91 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.1M | -3% | 3.4k | 327.33 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.1M | 2.1k | 500.39 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $892k | 954.00 | 935.47 |
|
|
| NVIDIA Corporation (NVDA) | 0.2 | $858k | -15% | 4.3k | 200.09 |
|
| Sherwin-Williams Company (SHW) | 0.2 | $840k | -2% | 2.4k | 344.32 |
|
| Abbvie (ABBV) | 0.2 | $823k | 3.3k | 251.64 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $693k | NEW | 6.8k | 102.16 |
|
| Johnson & Johnson (JNJ) | 0.2 | $689k | 2.7k | 253.97 |
|
|
| Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU) | 0.1 | $608k | -83% | 12k | 49.80 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $577k | -2% | 481.00 | 1199.43 |
|
| Cisco Systems (CSCO) | 0.1 | $548k | 4.7k | 117.46 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $542k | -5% | 1.5k | 357.37 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $522k | -9% | 1.4k | 370.09 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $504k | +300% | 4.1k | 124.17 |
|
| Procter & Gamble Company (PG) | 0.1 | $469k | -3% | 3.2k | 146.64 |
|
| Tesla Motors (TSLA) | 0.1 | $429k | 1.0k | 420.60 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $428k | -23% | 4.4k | 96.58 |
|
| Automatic Data Processing (ADP) | 0.1 | $415k | 1.9k | 223.95 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $410k | 4.5k | 91.68 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $386k | -24% | 2.8k | 136.72 |
|
| Union Pacific Corporation (UNP) | 0.1 | $324k | -8% | 1.2k | 272.00 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $278k | 2.4k | 116.67 |
|
|
| Honeywell International (HON) | 0.1 | $265k | NEW | 1.2k | 223.81 |
|
| Honeywell Aerospace (HONA) | 0.1 | $262k | NEW | 1.2k | 220.99 |
|
| Abbott Laboratories (ABT) | 0.1 | $252k | -2% | 2.8k | 90.74 |
|
| Waters Corporation (WAT) | 0.1 | $234k | NEW | 623.00 | 375.04 |
|
| Churchill Downs (CHDN) | 0.1 | $229k | 2.6k | 89.64 |
|
|
| Nextera Energy (NEE) | 0.1 | $228k | 2.6k | 87.77 |
|
|
| Amazon (AMZN) | 0.1 | $226k | NEW | 948.00 | 238.34 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $209k | 406.00 | 513.60 |
|
|
| Merck & Co (MRK) | 0.0 | $202k | -7% | 1.6k | 128.50 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $182k | 1.3k | 137.53 |
|
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.0 | $74k | NEW | 1.0k | 72.28 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $41k | +500% | 480.00 | 86.14 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $38k | 173.00 | 217.93 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $30k | -30% | 83.00 | 365.71 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $17k | -99% | 194.00 | 86.42 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $13k | -99% | 137.00 | 96.45 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $12k | 40.00 | 300.45 |
|
|
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.0 | $1.1k | -76% | 12.00 | 93.00 |
|
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 2026 Q2 filed July 30, 2026
- Cardinal Strategic Wealth Guidance 2026 Q1 filed April 20, 2026
- 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