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 58.44% of Cardinal Strategic Wealth Guidance's stock portfolio.
- Added to shares of these 10 stocks: IVV, BAI, SPYV, SHLD, HIMU, IUSG, OEF, JPST, MRK, SPMO.
- Started 6 new stock positions in IYW, JEPI, MRK, IEF, IEI, KBWB.
- Reduced shares in these 10 stocks: IXN, QUAL, MUB, MSFT, WAT, EFG, EFV, SIVR, LLY, NEE.
- Sold out of its positions in VOT, WAT.
- Cardinal Strategic Wealth Guidance was a net buyer of stock by $6.2M.
- Cardinal Strategic Wealth Guidance has $379M in assets under management (AUM), dropping by -0.90%.
- Central Index Key (CIK): 0001801989
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Portfolio Holdings for Cardinal Strategic Wealth Guidance
Cardinal Strategic Wealth Guidance holds 63 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 23.2 | $88M | +2% | 135k | 653.21 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 13.9 | $53M | 339k | 155.11 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 7.9 | $30M | -2% | 156k | 191.81 |
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| Ishares Msci Emrg Chn (EMXC) | 7.0 | $27M | 339k | 78.66 |
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| Ishares Tr Eafe Value Etf (EFV) | 6.4 | $24M | 329k | 74.35 |
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| Ishares Tr S&p 100 Etf (OEF) | 5.6 | $21M | +3% | 67k | 318.07 |
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| Spdr Series Trust State Street Spd (SPYV) | 5.0 | $19M | +4% | 338k | 56.58 |
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| Ishares Tr National Mun Etf (MUB) | 5.0 | $19M | -2% | 177k | 106.15 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 3.3 | $12M | 134k | 92.69 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 3.1 | $12M | 107k | 111.37 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 2.5 | $9.4M | +17% | 286k | 32.95 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 2.0 | $7.5M | +7% | 147k | 50.61 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 1.9 | $7.2M | +2% | 65k | 112.11 |
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| Ishares Tr Global Tech Etf (IXN) | 1.7 | $6.5M | -12% | 65k | 99.97 |
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| Global X Fds Defense Tech Etf (SHLD) | 1.5 | $5.8M | +17% | 82k | 70.84 |
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| Blackrock Etf Trust Ii Ishares High Yie (HIMU) | 1.0 | $3.6M | +31% | 75k | 47.98 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.9 | $3.5M | +5% | 38k | 92.74 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.7 | $2.8M | +3% | 32k | 86.69 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.7 | $2.8M | 30k | 93.93 |
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| Apple (AAPL) | 0.7 | $2.7M | 11k | 253.79 |
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| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.7 | $2.6M | -2% | 36k | 71.61 |
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| Microsoft Corporation (MSFT) | 0.6 | $2.2M | -9% | 5.9k | 370.17 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.4M | 4.8k | 286.86 |
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| Home Depot (HD) | 0.3 | $1.2M | 3.6k | 328.89 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $1.0M | 3.5k | 294.16 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.0M | -3% | 2.1k | 479.20 |
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| Costco Wholesale Corporation (COST) | 0.3 | $951k | 954.00 | 996.43 |
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| NVIDIA Corporation (NVDA) | 0.2 | $887k | +9% | 5.1k | 174.40 |
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| Sherwin-Williams Company (SHW) | 0.2 | $800k | -2% | 2.5k | 320.55 |
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| Abbvie (ABBV) | 0.2 | $711k | -2% | 3.3k | 217.49 |
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| Johnson & Johnson (JNJ) | 0.2 | $663k | 2.7k | 244.44 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $631k | 3.7k | 169.66 |
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| Honeywell International (HON) | 0.1 | $566k | 2.5k | 226.03 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $523k | -6% | 5.8k | 90.53 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $500k | 1.6k | 320.83 |
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| Procter & Gamble Company (PG) | 0.1 | $477k | 3.3k | 144.44 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $460k | 1.6k | 287.56 |
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| Eli Lilly & Co. (LLY) | 0.1 | $454k | -11% | 494.00 | 919.77 |
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| Advanced Micro Devices (AMD) | 0.1 | $453k | 2.2k | 203.43 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $432k | 1.0k | 426.40 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $400k | 8.0k | 50.04 |
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| Colgate-Palmolive Company (CL) | 0.1 | $384k | 4.5k | 85.23 |
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| Tesla Motors (TSLA) | 0.1 | $379k | +4% | 1.0k | 371.75 |
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| Automatic Data Processing (ADP) | 0.1 | $377k | 1.9k | 203.18 |
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| Cisco Systems (CSCO) | 0.1 | $362k | 4.7k | 77.59 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $348k | 2.4k | 146.28 |
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| Union Pacific Corporation (UNP) | 0.1 | $317k | 1.3k | 242.62 |
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| Abbott Laboratories (ABT) | 0.1 | $292k | +2% | 2.8k | 102.67 |
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| Nextera Energy (NEE) | 0.1 | $241k | -20% | 2.6k | 92.88 |
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| Churchill Downs (CHDN) | 0.1 | $230k | -3% | 2.6k | 89.83 |
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| Merck & Co (MRK) | 0.1 | $205k | NEW | 1.7k | 120.29 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $204k | +5% | 408.00 | 499.66 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $150k | 1.3k | 113.11 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $36k | 119.00 | 302.25 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $35k | 80.00 | 436.80 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $34k | 173.00 | 196.20 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $25k | NEW | 214.00 | 118.60 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $10k | NEW | 107.00 | 95.45 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $9.9k | 40.00 | 248.00 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $5.6k | NEW | 31.00 | 181.45 |
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| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.0 | $4.0k | NEW | 51.00 | 79.14 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $2.6k | NEW | 46.00 | 56.70 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $997.999800 | -88% | 7.00 | 142.57 |
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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 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
- Cardinal Strategic Wealth Guidance 2022 Q2 filed July 27, 2022