Cardinal Strategic Wealth Guidance
CIK: 0001801989Latest portfolio: $382.7M · Q4 2025
Holdings
59
Total Value
$382.7M
New Positions
59
Closed Positions
0
Top Holdings
View All 59 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 131,088 | $89.8M | 23.46% | NEW | |
| 2 | IUSGISHARES TR | 334,528 | $56.2M | 14.68% | NEW | |
| 3 | QUALISHARES TR | 159,433 | $31.7M | 8.28% | NEW | |
| 4 | EMXCISHARES INC | 338,726 | $24.6M | 6.43% | NEW | |
| 5 | EFVISHARES TR | 329,908 | $23.6M | 6.16% | NEW | |
| 6 | OEFISHARES TR | 65,008 | $22.3M | 5.83% | NEW | |
| 7 | MUBISHARES TR | 182,339 | $19.5M | 5.10% | NEW | |
| 8 | SPYVSPDR SERIES TRUST | 322,466 | $18.3M | 4.79% | NEW | |
| 9 | EFGISHARES TR | 107,748 | $12.3M | 3.21% | NEW | |
| 10 | GLDMWORLD GOLD TR | 133,261 | $11.4M | 2.97% | NEW | |
| 11 | BAIBLACKROCK ETF TRUST | 243,062 | $8.1M | 2.11% | NEW | |
| 12 | IXNISHARES TR | 74,627 | $7.8M | 2.05% | NEW | |
| 13 | KLMNINVESCO EXCH TRADED FD TR II | 62,854 | $7.5M | 1.96% | NEW | |
| 14 | JPSTJ P MORGAN EXCHANGE TRADED F | 137,240 | $6.9M | 1.81% | NEW | |
| 15 | SHLDGLOBAL X FDS | 69,193 | $4.5M | 1.17% | NEW | |
| 16 | USMVISHARES TR | 36,301 | $3.4M | 0.89% | NEW | |
| 17 | MSFTMICROSOFT CORP | 6,509 | $3.1M | 0.82% | NEW | |
| 18 | AAPLAPPLE INC | 10,915 | $3.0M | 0.78% | NEW | |
| 19 | EMBISHARES TR | 29,245 | $2.8M | 0.74% | NEW | |
| 20 | HIMUBLACKROCK ETF TRUST II | 57,316 | $2.8M | 0.73% | NEW | |
| 21 | TLTISHARES TR | 31,409 | $2.7M | 0.72% | NEW | |
| 22 | SIVRABRDN SILVER ETF TRUST | 37,123 | $2.5M | 0.66% | NEW | |
| 23 | GOOGALPHABET INC | 4,750 | $1.5M | 0.39% | NEW | |
| 24 | HDHOME DEPOT INC | 3,636 | $1.3M | 0.33% | NEW | |
| 25 | JPMJPMORGAN CHASE & CO. | 3,591 | $1.2M | 0.30% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($8.978756180316663e+92T)
Technology0.0% ($11376314729672513536.0T)
Healthcare0.0% ($764602.6T)
Unknown0.0% ($749927.9T)
Communication Services0.0% ($1.5T)
Consumer Defensive0.0% ($823.5B)
Industrials0.0% ($493.5B)
Consumer Cyclical0.0% ($1.3B)
Basic Materials0.0% ($828K)
Energy0.0% ($439K)
Utilities0.0% ($261K)
Filing History
Fund Information
Cardinal Strategic Wealth Guidance is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $382.7M across 59 holdings. The largest position is ISHARES TR (IVV), representing 23.5% of the portfolio. Compared to the previous quarter, the fund opened 59 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.