Cardinal Strategic Wealth Guidance

Cardinal Strategic Wealth Guidance as of Sept. 30, 2025

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
Ishares Tr Core S&p Us Gwt (IUSG) 14.7 $55M 333k 164.54
Ishares Tr Msci Usa Qlt Fct (QUAL) 11.2 $42M 213k 194.50
Ishares Tr Eafe Value Etf (EFV) 7.1 $27M 392k 67.83
Ishares Tr National Mun Etf (MUB) 6.0 $22M 209k 106.49
Ishares Msci Emrg Chn (EMXC) 5.0 $19M 277k 67.51
Ishares Tr Eafe Grwth Etf (EFG) 4.3 $16M 140k 113.88
Ishares Tr S&p 100 Etf (OEF) 4.0 $15M 45k 332.84
World Gold Tr Spdr Gld Minis (GLDM) 2.8 $10M 135k 76.45
Ishares Tr Global Tech Etf (IXN) 2.4 $9.0M 87k 103.21
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 2.4 $8.8M 160k 55.33
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.7 $6.5M 128k 50.73
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.3 $4.9M 41k 121.06
Ishares Tr U.s. Tech Etf (IYW) 1.1 $4.2M 22k 195.86
Ishares Tr Core Intl Aggr (IAGG) 1.1 $3.9M 77k 51.23
Microsoft Corporation (MSFT) 1.1 $3.9M 7.6k 517.95
Blackrock Etf Trust Ishares A I Inno (BAI) 1.0 $3.6M 107k 34.16
Ishares Tr Msci Usa Min Vol (USMV) 0.9 $3.4M 36k 95.14
Apple (AAPL) 0.8 $3.1M 12k 254.63
Ishares Tr Jpmorgan Usd Emg (EMB) 0.7 $2.7M 29k 95.19
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.7 $2.7M 30k 89.37
Home Depot (HD) 0.4 $1.4M 3.5k 405.19
JPMorgan Chase & Co. (JPM) 0.3 $1.3M 4.1k 315.43
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.3M 5.1k 243.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.2M 2.4k 502.74
Sherwin-Williams Company (SHW) 0.2 $888k 2.6k 346.26
Costco Wholesale Corporation (COST) 0.2 $884k 955.00 925.63
NVIDIA Corporation (NVDA) 0.2 $870k 4.7k 186.58
Abbvie (ABBV) 0.2 $860k 3.7k 231.54
Ishares Tr Core Msci Eafe (IEFA) 0.2 $666k 7.6k 87.31
Procter & Gamble Company (PG) 0.2 $639k 4.2k 153.65
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $611k 1.3k 468.41
Johnson & Johnson (JNJ) 0.2 $596k 3.2k 185.42
Automatic Data Processing (ADP) 0.1 $544k 1.9k 293.50
Honeywell International (HON) 0.1 $533k 2.5k 210.50
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $510k 1.6k 328.17
Tesla Motors (TSLA) 0.1 $434k 975.00 444.72
Palantir Technologies Cl A (PLTR) 0.1 $429k 2.4k 182.42
Eli Lilly & Co. (LLY) 0.1 $428k 561.00 763.00
Exxon Mobil Corporation (XOM) 0.1 $425k 3.8k 112.75
Alphabet Cap Stk Cl A (GOOGL) 0.1 $409k 1.7k 243.10
Union Pacific Corporation (UNP) 0.1 $384k 1.6k 236.37
Cisco Systems (CSCO) 0.1 $374k 5.5k 68.42
Abbott Laboratories (ABT) 0.1 $373k 2.8k 133.94
Colgate-Palmolive Company (CL) 0.1 $366k 4.6k 79.94
Advanced Micro Devices (AMD) 0.1 $356k 2.2k 161.79
Churchill Downs (CHDN) 0.1 $256k 2.6k 97.01
Nextera Energy (NEE) 0.1 $246k 3.3k 75.49
Walt Disney Company (DIS) 0.1 $232k 2.0k 114.50
Progressive Corporation (PGR) 0.1 $222k 900.00 246.95
Mastercard Incorporated Cl A (MA) 0.1 $221k 388.00 568.81
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $160k 1.3k 120.72
Vanguard Index Fds Growth Etf (VUG) 0.0 $38k 80.00 480.12
Vanguard Index Fds Value Etf (VTV) 0.0 $38k 203.00 187.43
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $35k 119.00 297.62
Ishares Tr Russell 2000 Etf (IWM) 0.0 $24k 100.00 241.96
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $13k 44.00 294.23
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $9.2k 63.00 145.65