Cardinal Strategic Wealth Guidance

Cardinal Strategic Wealth Guidance as of June 30, 2026

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 183k 748.89
Ishares Tr Core S&p Us Gwt (IUSG) 12.4 $55M 290k 188.09
Ishares Msci Emrg Chn (EMXC) 6.1 $27M 262k 102.30
Ishares Tr Msci Usa Qlt Fct (QUAL) 5.3 $23M 106k 219.43
Spdr Series Trust St Str P500val (SPYV) 5.3 $23M 382k 60.79
Blackrock Etf Trust Ishares Us Equit (DYNF) 4.3 $19M 278k 68.01
J P Morgan Exchange Traded F Municipal Etf (JMUB) 3.9 $17M 338k 50.66
Blackrock Etf Trust Isha I In Te Etf (BAI) 3.1 $14M 261k 52.72
Ishares Tr Eafe Value Etf (EFV) 2.8 $13M 164k 76.55
Ishares Tr Eafe Grwth Etf (EFG) 2.3 $10M 83k 124.42
Ishares Tr Us Treas Bd Etf (GOVT) 2.2 $9.5M 418k 22.78
Global X Fds Defense Tech Etf (SHLD) 2.1 $9.2M 154k 59.71
Ishares Tr S&p 100 Etf (OEF) 2.0 $8.9M 24k 365.87
Ishares Tr National Mun Etf (MUB) 2.0 $8.6M 80k 107.62
Ishares Tr Global Tech Etf (IXN) 1.9 $8.6M 59k 144.48
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.7 $7.6M 151k 50.57
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.7 $7.5M 46k 161.54
World Gold Tr Spdr Gld Minis (GLDM) 1.6 $7.1M 89k 79.42
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) 0.8 $3.6M 40k 91.95
Ishares Tr Msci Usa Min Etf (USMV) 0.8 $3.5M 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 57k 48.35
Microsoft Corporation (MSFT) 0.5 $2.2M 5.8k 373.02
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.6M 4.4k 353.33
Home Depot (HD) 0.3 $1.2M 3.5k 352.68
Ishares Tr Systematic Bd Et (SYSB) 0.3 $1.2M 14k 88.72
Advanced Micro Devices (AMD) 0.3 $1.2M 2.0k 580.91
JPMorgan Chase & Co. (JPM) 0.3 $1.1M 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 4.3k 200.09
Sherwin-Williams Company (SHW) 0.2 $840k 2.4k 344.32
Abbvie (ABBV) 0.2 $823k 3.3k 251.64
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $693k 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 12k 49.80
Eli Lilly & Co. (LLY) 0.1 $577k 481.00 1199.43
Cisco Systems (CSCO) 0.1 $548k 4.7k 117.46
Alphabet Cap Stk Cl A (GOOGL) 0.1 $542k 1.5k 357.37
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $522k 1.4k 370.09
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $504k 4.1k 124.17
Procter & Gamble Company (PG) 0.1 $469k 3.2k 146.64
Tesla Motors (TSLA) 0.1 $429k 1.0k 420.60
Ishares Tr Core Msci Eafe (IEFA) 0.1 $428k 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 2.8k 136.72
Union Pacific Corporation (UNP) 0.1 $324k 1.2k 272.00
Palantir Technologies Cl A (PLTR) 0.1 $278k 2.4k 116.67
Honeywell International (HON) 0.1 $265k 1.2k 223.81
Honeywell Aerospace (HONA) 0.1 $262k 1.2k 220.99
Abbott Laboratories (ABT) 0.1 $252k 2.8k 90.74
Waters Corporation (WAT) 0.1 $234k 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 948.00 238.34
Mastercard Incorporated Cl A (MA) 0.0 $209k 406.00 513.60
Merck & Co (MRK) 0.0 $202k 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 1.0k 72.28
Vanguard Index Fds Growth Etf (VUG) 0.0 $41k 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 83.00 365.71
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $17k 194.00 86.42
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $13k 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 12.00 93.00