Cardinal Strategic Wealth Guidance Portfolio Stock Holdings
According to the SEC 13F filed on July 30, 2026, Cardinal Strategic Wealth Guidance disclosed 63 stock positions valued at approximately $441.03M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and ISHARES INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 63
- Portfolio Value
- $441.03M
Holdings by Sector
Cardinal Strategic Wealth Guidance Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 31.09% | 183,116 | +48,382 | +35.91% | $137,133,781 |
| ISHARES TR | IUSG | Other | 12.36% | 289,900 | -49,319 | -14.54% | $54,527,318 |
| ISHARES INC | EMXC | Other | 6.07% | 261,857 | -77,124 | -22.75% | $26,787,972 |
| ISHARES TR | QUAL | Other | 5.29% | 106,281 | -49,487 | -31.77% | $23,321,240 |
| SPDR SERIES TRUST | SPYV | Other | 5.27% | 382,298 | +43,981 | +13.00% | $23,239,896 |
| BLACKROCK ETF TRUST | DYNF | Other | 4.29% | 278,176 | +278,176 | +100.00% | $18,918,750 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 3.88% | 337,742 | +337,742 | +100.00% | $17,108,322 |
| ISHARES TR | EFV | Other | 2.84% | 163,713 | -164,904 | -50.18% | $12,532,231 |
| ISHARES TR | EFG | Other | 2.34% | 82,980 | -23,702 | -22.22% | $10,324,372 |
| ISHARES TR | GOVT | Other | 2.16% | 418,426 | +418,426 | +100.00% | $9,531,745 |
| GLOBAL X FDS | SHLD | Other | 2.09% | 154,389 | +72,870 | +89.39% | $9,218,653 |
| ISHARES TR | OEF | Other | 2.02% | 24,409 | -42,825 | -63.70% | $8,930,521 |
| ISHARES TR | MUB | Other | 1.95% | 79,993 | -97,448 | -54.92% | $8,608,847 |
| ISHARES TR | IXN | Other | 1.95% | 59,402 | -5,948 | -9.10% | $8,582,401 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 1.73% | 151,018 | +3,581 | +2.43% | $7,636,994 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 1.70% | 46,286 | -18,366 | -28.41% | $7,477,041 |
| WORLD GOLD TR | GLDM | Other | 1.60% | 89,116 | -45,107 | -33.61% | $7,077,593 |
| ISHARES TR | USMV | Other | 0.78% | 35,834 | -2,340 | -6.13% | $3,456,548 |
| APPLE INC | AAPL | Technology | 0.70% | 10,639 | -188 | -1.74% | $3,078,502 |
| J P MORGAN EXCHANGE TRADED F | JPIB | Other | 0.63% | 57,389 | +57,389 | +100.00% | $2,774,759 |
| MICROSOFT CORP | MSFT | Technology | 0.49% | 5,837 | -25 | -0.43% | $2,177,318 |
| ALPHABET INC | GOOG | Communication Services | 0.35% | 4,411 | -431 | -8.90% | $1,558,539 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.28% | 3,535 | -104 | -2.86% | $1,246,724 |
| ISHARES TR | FIBR | Other | 0.28% | 13,922 | +13,922 | +100.00% | $1,235,109 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.27% | 2,023 | -202 | -9.08% | $1,175,181 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.25% | 3,432 | -114 | -3.21% | $1,123,397 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.24% | 2,133 | -9 | -0.42% | $1,067,332 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.20% | 954 | - | - | $892,439 |
| NVIDIA CORPORATION | NVDA | Technology | 0.19% | 4,286 | -800 | -15.73% | $857,586 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.19% | 2,438 | -57 | -2.28% | $839,453 |
Showing 30 of 63 holdings in the latest reporting period.