Cardinal Strategic Wealth Guidance

Cardinal Strategic Wealth Guidance as of March 31, 2026

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