Cardinal Strategic Wealth Guidance
13F Reported Value
ⓘ$379.2M
Holdings
63
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Cardinal Strategic Wealth Guidance disclosed 63 positions worth $379.2M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 1 new position and exited 1 — including a new stake in $MRK and a full exit from $WAT. The portfolio is most concentrated in Other (88.9% of disclosed assets). All figures are sourced directly from Cardinal Strategic Wealth Guidance’s Form 13F-HR filing with the SEC under CIK 1801989.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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ISHARES TR
—Quality
$88.0M134,734 shISHARES TR
—Quality
$52.6M339,219 shISHARES TR
—Quality
$29.9M155,768 shISHARES INC
—Quality
$26.7M338,981 shISHARES TR
—Quality
$24.4M328,617 shISHARES TR
—Quality
$21.4M67,234 shSPDR SERIES TRUST
—Quality
$19.1M338,317 shISHARES TR
—Quality
$18.8M177,441 sh- —
Quality
$12.4M134,223 sh ISHARES TR
—Quality
$11.9M106,682 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $88.0M | 134,734 |
| ISHARES TR | — | $52.6M | 339,219 |
| ISHARES TR | — | $29.9M | 155,768 |
| ISHARES INC | — | $26.7M | 338,981 |
| ISHARES TR | — | $24.4M | 328,617 |
| ISHARES TR | — | $21.4M | 67,234 |
| SPDR SERIES TRUST | — | $19.1M | 338,317 |
| ISHARES TR | — | $18.8M | 177,441 |
 World Gold Trust$GLDM | — | $12.4M | 134,223 |
| ISHARES TR | — | $11.9M | 106,682 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Cardinal Strategic Wealth Guidance's 63 positions.
Showing top 10 of 63 holdings.
Sector Allocation
Other
$337.0M
Financials
$24.6M
Technology
$9.2M
Consumer Discretionary
$2.9M
Healthcare
$2.3M
Industrials
$1.3M
Consumer Staples
$861,166
Energy
$631,136
Full Holdings — Cardinal Strategic Wealth Guidance (Q1 2026)
All 63 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $88.0M | 23.2% | +3% | — |
| 2 | — | ISHARES TR | $52.6M | 13.9% | +1% | — |
| 3 | — | ISHARES TR | $29.9M | 7.9% | -2% | — |
| 4 | — | ISHARES INC | $26.7M | 7.0% | +0% | — |
| 5 | — | ISHARES TR | $24.4M | 6.4% | -0% | — |
| 6 | — | ISHARES TR | $21.4M | 5.6% | +3% | — |
| 7 | — | SPDR SERIES TRUST | $19.1M | 5.0% | +5% | — |
| 8 | — | ISHARES TR | $18.8M | 5.0% | -3% | — |
| 9 | $GLDM | World Gold Trust | $12.4M | 3.3% | +1% | — |
| 10 | — | ISHARES TR | $11.9M | 3.1% | -1% | — |
| 11 | — | BLACKROCK ETF TRUST | $9.4M | 2.5% | +18% | — |
| 12 | — | J P MORGAN EXCHANGE TRADED F | $7.5M | 2.0% | +7% | — |
| 13 |  $IVZ | Invesco Ltd. | $7.2M | 1.9% | +3% | — |
| 14 | — | ISHARES TR | $6.5M | 1.7% | -12% | — |
| 15 | — | GLOBAL X FDS | $5.8M | 1.5% | +18% | — |
| 16 | — | BLACKROCK ETF TRUST II | $3.6M | 0.9% | +31% | — |
| 17 | — | ISHARES TR | $3.5M | 0.9% | +5% | — |
| 18 | — | ISHARES TR | $2.8M | 0.7% | +3% | — |
| 19 | — | ISHARES TR | $2.8M | 0.7% | +2% | — |
| 20 |  $AAPL | Apple Inc. | $2.7M | 0.7% | -1% | 76.1 |
| 21 |  $SIVR | abrdn Silver ETF Trust | $2.6M | 0.7% | -3% | — |
| 22 |  $MSFT | MICROSOFT CORP | $2.2M | 0.6% | -10% | 83.7 |
| 23 |  $GOOGL | Alphabet Inc. | $1.4M | 0.4% | +2% | 80.2 |
| 24 |  $HD | HOME DEPOT, INC. | $1.2M | 0.3% | +0% | 69.2 |
| 25 |  $JPM | JPMORGAN CHASE & CO | $1.0M | 0.3% | -1% | 35.6 |
| 26 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.0M | 0.3% | -3% | 64.5 |
| 27 |  $COST | COSTCO WHOLESALE CORP /NEW | $950,595 | 0.3% | -0% | 67 |
| 28 |  $NVDA | NVIDIA CORP | $886,999 | 0.2% | +9% | 90.2 |
| 29 |  $SHW | SHERWIN WILLIAMS CO | $799,773 | 0.2% | -2% | 65.3 |
| 30 |  $ABBV | AbbVie Inc. | $710,975 | 0.2% | -2% | 59.3 |
| 31 |  $JNJ | JOHNSON & JOHNSON | $662,677 | 0.2% | -0% | 72.8 |
| 32 |  $XOM | EXXON MOBIL CORP | $631,136 | 0.2% | +2% | 61.8 |
| 33 |  $HON | HONEYWELL INTERNATIONAL INC | $565,528 | 0.1% | -1% | 65.7 |
| 34 | — | ISHARES TR | $523,083 | 0.1% | -6% | — |
| 35 | — | VANGUARD INDEX FDS | $499,539 | 0.1% | +0% | — |
| 36 |  $PG | PROCTER & GAMBLE Co | $477,375 | 0.1% | +1% | 72.9 |
| 37 |  $GOOG | Alphabet Inc. | $460,384 | 0.1% | -1% | 80.2 |
| 38 |  $LLY | ELI LILLY & Co | $454,367 | 0.1% | -12% | 89.3 |
| 39 |  $AMD | ADVANCED MICRO DEVICES INC | $452,632 | 0.1% | +1% | 78.8 |
| 40 | — | ISHARES TR | $432,370 | 0.1% | +0% | — |
| 41 | — | ISHARES TR | $399,870 | 0.1% | +2% | — |
| 42 |  $CL | COLGATE PALMOLIVE CO | $383,791 | 0.1% | -2% | 72.4 |
| 43 |  $TSLA | Tesla, Inc. | $379,185 | 0.1% | +5% | 50.1 |
| 44 |  $ADP | AUTOMATIC DATA PROCESSING INC | $376,899 | 0.1% | +0% | 77.9 |
| 45 |  $CSCO | CISCO SYSTEMS, INC. | $362,035 | 0.1% | +1% | 72.3 |
| 46 |  $PLTR | Palantir Technologies Inc. | $348,147 | 0.1% | +1% | 85.8 |
| 47 |  $UNP | UNION PACIFIC CORP | $316,620 | 0.1% | +1% | 74 |
| 48 |  $ABT | ABBOTT LABORATORIES | $291,789 | 0.1% | +2% | 67 |
| 49 |  $NEE | NEXTERA ENERGY INC | $241,303 | 0.1% | -20% | 71.7 |
| 50 |  $CHDN | Churchill Downs Inc | $229,786 | 0.1% | -3% | 65.5 |
| 51 |  $MRK | Merck & Co., Inc. | $204,854 | 0.1% | NEW | 70.9 |
| 52 |  $MA | Mastercard Inc | $203,862 | 0.1% | +5% | 81.7 |
| 53 | — | ISHARES TR | $149,984 | 0.0% | +0% | — |
| 54 | — | VANGUARD INDEX FDS | $35,968 | 0.0% | +0% | — |
| 55 | — | VANGUARD INDEX FDS | $34,944 | 0.0% | +0% | — |
| 56 | — | VANGUARD INDEX FDS | $33,943 | 0.0% | +0% | — |
| 57 | — | ISHARES TR | $25,381 | 0.0% | -100% | — |
| 58 | — | ISHARES TR | $10,213 | 0.0% | -100% | — |
| 59 | — | ISHARES TR | $9,920 | 0.0% | +0% | — |
| 60 | — | ISHARES TR | $5,625 | 0.0% | -100% | — |
| 61 | $IVZ | Invesco Ltd. | $4,036 | 0.0% | NEW | — |
| 62 | — | J P MORGAN EXCHANGE TRADED F | $2,608 | 0.0% | -100% | — |
| 63 | — | ISHARES TR | $998 | 0.0% | -89% | — |
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