Cardinal Strategic Wealth Guidance Portfolio Stock Holdings
According to the SEC 13F filed on November 2, 2026, Cardinal Strategic Wealth Guidance disclosed 60 stock positions valued at approximately $443.56M as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and ISHARES INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 60
- Portfolio Value
- $443.56M
Holdings by Sector
Cardinal Strategic Wealth Guidance Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 32.57% | 188,629 | +5,513 | +3.01% | $144,461,868 |
| ISHARES TR | IUSG | Other | 12.72% | 291,291 | +1,391 | +0.48% | $56,437,659 |
| ISHARES INC | EMXC | Other | 5.98% | 267,649 | +5,792 | +2.21% | $26,518,663 |
| SPDR SERIES TRUST | SPYV | Other | 5.53% | 401,144 | +18,846 | +4.93% | $24,521,933 |
| ISHARES TR | QUAL | Other | 5.07% | 101,123 | -5,158 | -4.85% | $22,473,576 |
| BLACKROCK ETF TRUST | DYNF | Other | 4.80% | 307,376 | +29,200 | +10.50% | $21,288,862 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 4.27% | 397,907 | +60,165 | +17.81% | $18,932,416 |
| ISHARES TR | EFV | Other | 2.81% | 157,695 | -6,018 | -3.68% | $12,479,983 |
| BLACKROCK ETF TRUST | BAI | Other | 2.55% | 240,009 | -21,405 | -8.19% | $11,326,025 |
| ISHARES TR | EFG | Other | 2.26% | 83,586 | +606 | +0.73% | $10,016,111 |
| ISHARES TR | GOVT | Other | 2.18% | 442,958 | +24,532 | +5.86% | $9,687,492 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 2.01% | 177,434 | +26,416 | +17.49% | $8,937,367 |
| GLOBAL X FDS | SHLD | Other | 1.98% | 146,169 | -8,220 | -5.32% | $8,781,834 |
| WORLD GOLD TR | GLDM | Other | 1.96% | 106,029 | +16,913 | +18.98% | $8,713,464 |
| ISHARES TR | IXN | Other | 1.90% | 56,837 | -2,565 | -4.32% | $8,424,381 |
| ISHARES TR | OEF | Other | 1.89% | 21,937 | -2,472 | -10.13% | $8,381,689 |
| ISHARES TR | MUB | Other | 1.18% | 51,627 | -28,366 | -35.46% | $5,219,490 |
| J P MORGAN EXCHANGE TRADED F | JPIB | Other | 0.91% | 86,774 | +29,385 | +51.20% | $4,052,346 |
| J P MORGAN EXCHANGE TRADED F | JIVE | Other | 0.84% | 39,352 | -335 | -0.84% | $3,747,098 |
| ISHARES TR | USMV | Other | 0.78% | 35,325 | -509 | -1.42% | $3,442,069 |
| APPLE INC | AAPL | Technology | 0.76% | 10,179 | -460 | -4.32% | $3,389,811 |
| MICROSOFT CORP | MSFT | Technology | 0.67% | 5,794 | -43 | -0.74% | $2,971,743 |
| ALPHABET INC | GOOG | Communication Services | 0.33% | 4,339 | -72 | -1.63% | $1,478,471 |
| ISHARES TR | FIBR | Other | 0.27% | 14,285 | +363 | +2.61% | $1,203,940 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.26% | 3,432 | - | - | $1,135,409 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.24% | 2,133 | - | - | $1,062,128 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.23% | 3,535 | - | - | $1,005,673 |
| NVIDIA CORPORATION | NVDA | Technology | 0.22% | 4,286 | - | - | $978,837 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.20% | 954 | - | - | $868,465 |
| ABBVIE INC | ABBV | Healthcare | 0.19% | 3,269 | - | - | $855,138 |
Showing 30 of 60 holdings in the latest reporting period.