Cardinal Strategic Wealth Guidance

Cardinal Strategic Wealth Guidance as of Dec. 31, 2025

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 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 159k 198.62
Ishares Msci Emrg Chn (EMXC) 6.4 $25M 339k 72.68
Ishares Tr Eafe Value Etf (EFV) 6.2 $24M 330k 71.41
Ishares Tr S&p 100 Etf (OEF) 5.8 $22M 65k 342.97
Ishares Tr National Mun Etf (MUB) 5.1 $20M 182k 107.11
Spdr Series Trust State Street Spd (SPYV) 4.8 $18M 323k 56.81
Ishares Tr Eafe Grwth Etf (EFG) 3.2 $12M 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 243k 33.30
Ishares Tr Global Tech Etf (IXN) 2.0 $7.8M 75k 105.00
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 2.0 $7.5M 63k 119.32
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.8 $6.9M 137k 50.59
Global X Fds Defense Tech Etf (SHLD) 1.2 $4.5M 69k 64.79
Ishares Tr Msci Usa Min Vol (USMV) 0.9 $3.4M 36k 94.16
Microsoft Corporation (MSFT) 0.8 $3.1M 6.5k 483.62
Apple (AAPL) 0.8 $3.0M 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 57k 48.68
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.7 $2.7M 31k 87.16
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.7 $2.5M 37k 67.64
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.5M 4.8k 313.80
Home Depot (HD) 0.3 $1.3M 3.6k 344.10
JPMorgan Chase & Co. (JPM) 0.3 $1.2M 3.6k 322.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.1M 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
Costco Wholesale Corporation (COST) 0.2 $824k 955.00 862.34
Abbvie (ABBV) 0.2 $765k 3.3k 228.49
Eli Lilly & Co. (LLY) 0.2 $603k 561.00 1074.68
Johnson & Johnson (JNJ) 0.1 $562k 2.7k 206.95
Ishares Tr Core Msci Eafe (IEFA) 0.1 $552k 6.2k 89.46
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $521k 1.6k 335.28
Alphabet Cap Stk Cl A (GOOGL) 0.1 $504k 1.6k 313.00
Honeywell International (HON) 0.1 $494k 2.5k 195.09
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $480k 1.0k 473.30
Automatic Data Processing (ADP) 0.1 $477k 1.9k 257.23
Advanced Micro Devices (AMD) 0.1 $472k 2.2k 214.16
Procter & Gamble Company (PG) 0.1 $471k 3.3k 143.31
Exxon Mobil Corporation (XOM) 0.1 $440k 3.7k 120.34
Tesla Motors (TSLA) 0.1 $439k 975.00 449.72
Palantir Technologies Cl A (PLTR) 0.1 $418k 2.4k 177.75
Ishares Tr Core Intl Aggr (IAGG) 0.1 $393k 7.8k 50.01
Colgate-Palmolive Company (CL) 0.1 $362k 4.6k 79.02
Cisco Systems (CSCO) 0.1 $355k 4.6k 77.03
Abbott Laboratories (ABT) 0.1 $349k 2.8k 125.29
Churchill Downs (CHDN) 0.1 $301k 2.6k 113.78
Union Pacific Corporation (UNP) 0.1 $298k 1.3k 231.32
Nextera Energy (NEE) 0.1 $262k 3.3k 80.28
Waters Corporation (WAT) 0.1 $237k 623.00 379.83
Mastercard Incorporated Cl A (MA) 0.1 $222k 388.00 570.88
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $163k 1.3k 123.26
Vanguard Index Fds Growth Etf (VUG) 0.0 $39k 80.00 487.86
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $36k 119.00 302.12
Vanguard Index Fds Value Etf (VTV) 0.0 $33k 173.00 190.99
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $12k 44.00 279.16
Ishares Tr Russell 2000 Etf (IWM) 0.0 $9.8k 40.00 246.18
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $9.4k 63.00 148.70