Q2 2026 13F · SEC CIK 1801989

Cardinal Strategic Wealth Guidance

Wealth managerFiled 2026-07-30 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $441.0M
Reported positions: 67
Top holdings a year, 3 yrs: +17.9%
Assets under management: $617.7M

Cardinal Strategic Wealth Guidance is a wealth manager that reported 67 positions worth $441.0M in its Q2 2026 13F, filed 2026-07-30. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 31.1%), iShares ETFs/USA (IUSG, 12.4%), Ishares Inc (EMXC, 6.1%). A portfolio copying its top holdings returned 17.9% a year over the last 3 years, against 20.4% for the S&P 500.

Cardinal Strategic Wealth Guidance holdings largest 50 of 67 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Cardinal Strategic Wealth Guidance 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	31.1%	23.2%	183,116	+35.9%	$137.1M
IUSGiShares ETFs/USA	12.4%	13.9%	289,900	-14.5%	$54.5M
EMXCIshares Inc	6.1%	7.0%	261,857	-22.8%	$26.8M
QUALIshares Msci USA Quality Factor ETF	5.3%	7.9%	106,281	-31.8%	$23.3M
SPYVSpdr Series Trust	5.3%	5.0%	382,298	+13.0%	$23.2M
DYNFIshares U.s. Equity Factor Rotation Acti	4.3%	—	278,176	—	$18.9M
JMUBJ P Morgan Exchange Traded F	3.9%	—	337,742	—	$17.1M
BAIIshares A.i. Innovation and Tech Active	3.1%	2.5%	261,414	-8.6%	$13.8M
EFVIshares Tr	2.8%	6.4%	163,713	-50.2%	$12.5M
EFGIshares Tr	2.3%	3.1%	82,980	-22.2%	$10.3M
GOVTIshares Tr	2.2%	—	418,426	—	$9.5M
SHLDGlobal X Fds	2.1%	1.5%	154,389	+89.4%	$9.2M
OEFIshares S&p 100 ETF	2.0%	5.6%	24,409	-63.7%	$8.9M
MUBIshares National Muni Bond ETF	2.0%	5.0%	79,993	-54.9%	$8.6M
IXNIshares Tr	1.9%	1.7%	59,402	-9.1%	$8.6M
JPSTJ P Morgan Exchange Traded Fd	1.7%	2.0%	151,018	+2.4%	$7.6M
SPMOInvesco Exch Traded Fd Tr II	1.7%	1.9%	46,286	-28.4%	$7.5M
GLDMWorld Gold Tr	1.6%	3.3%	89,116	-33.6%	$7.1M
JIVEJpmorgan International Value ETF	0.8%	—	39,687	—	$3.6M
USMVIshares Msci USA Min Volfctr ETF	0.8%	0.9%	35,834	-6.1%	$3.5M
AAPLApple Inc	0.7%	0.7%	10,639	-1.7%	$3.1M
JPIBJpmorgan International Bond Opportunitie	0.6%	—	57,389	—	$2.8M
MSFTMicrosoft Corp	0.5%	0.6%	5,837	-0.4%	$2.2M
GOOGAlphabet Inc	0.4%	0.4%	4,411	-8.9%	$1.6M
HDHome Depot Inc Com	0.3%	0.3%	3,535	-2.9%	$1.2M
FIBRIshares Tr	0.3%	—	13,922	—	$1.2M
AMDAdvanced Micro Devices Inc	0.3%	0.1%	2,023	-9.1%	$1.2M
JPMJpmorgan Chase & Co	0.3%	0.3%	3,432	-3.2%	$1.1M
BRK-BBerkshire Hathaway Inc Del	0.2%	0.3%	2,133	-0.4%	$1.1M
COSTCostco Whsl Corp New	0.2%	0.3%	954	+0.0%	$892K
NVDANvidia Corporation Com	0.2%	0.2%	4,286	-15.7%	$858K
SHWSherwin Williams Co Com	0.2%	0.2%	2,438	-2.3%	$839K
ABBVAbbvie Inc	0.2%	0.2%	3,269	+0.0%	$823K
STIPIshares Tr	0.2%	—	6,785	—	$693K
JNJJohnson & Johnson	0.2%	0.2%	2,711	+0.0%	$689K
HIMUBlackrock ETF Trust II	0.1%	1.0%	12,204	-83.8%	$608K
LLYLilly Eli & Co	0.1%	0.1%	481	-2.6%	$577K
CSCOCisco Sys Inc	0.1%	0.1%	4,666	+0.0%	$548K
GOOGLAlphabet Inc	0.1%	0.1%	1,516	-5.3%	$542K
VTIVanguard Index Fds	0.1%	0.1%	1,411	-9.4%	$522K
IWFIshares Russell 1000 Growth ETF	0.1%	0.1%	4,056	+300.0%	$504K
PGProcter & Gamble Co Com	0.1%	0.1%	3,197	-3.3%	$469K
TSLATesla Inc Com	0.1%	0.1%	1,020	+0.0%	$429K
IEFAIshares Core Msci Eafe ETF	0.1%	0.1%	4,427	-23.4%	$428K
ADPAutomatic Data Processing Inc Com	0.1%	0.1%	1,854	-0.1%	$415K
CLColgate Palmolive Co	0.1%	0.1%	4,475	-0.6%	$410K
XOMExxon Mobil Corp	0.1%	0.2%	2,820	-24.2%	$386K
UNPUnion Pac Corp	0.1%	0.1%	1,192	-8.7%	$324K
PLTRPalantir Technologies Inclass Class A	0.1%	0.1%	2,380	+0.0%	$278K
HONHoneywell International Inc.	0.1%	—	1,185	—	$265K

What Cardinal Strategic Wealth Guidance bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.2% /yr; S&P 500 +20.1%
3 years: +17.9% /yr; S&P 500 +20.4%
5 years: +9.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$441.0M	67
Q1 2026	$379.2M	63
Q4 2025	$382.7M	59
Q3 2025	$371.8M	58
Q2 2025	$346.6M	62
Q1 2025	$313.0M	64
Q4 2024	$313.8M	83
Q3 2024	$305.5M	60
Q2 2024	$277.4M	77
Q1 2024	$266.1M	57
Q4 2023	$251.7M	75
Q3 2023	$215.8M	85

Questions about Cardinal Strategic Wealth Guidance's portfolio

What stocks does Cardinal Strategic Wealth Guidance own?

Cardinal Strategic Wealth Guidance's latest 13F, for Q2 2026 and filed Jul 30, 2026, lists 67 positions worth $441.0M. The largest are Ishares Core S&p 500 ETF (IVV) at 31.1%, iShares ETFs/USA (IUSG) at 12.4%, Ishares Inc (EMXC) at 6.1%, Ishares Msci USA Quality Factor ETF (QUAL) at 5.3% and Spdr Series Trust (SPYV) at 5.3%.

What did Cardinal Strategic Wealth Guidance buy last quarter?

In Q2 2026, Cardinal Strategic Wealth Guidance added Ishares Russell 1000 Growth ETF (IWF) (+300.0% shares), Global X Fds (SHLD) (+89.4% shares) and Ishares Core S&p 500 ETF (IVV) (+35.9% shares), compared with its Q1 2026 filing.

What did Cardinal Strategic Wealth Guidance sell last quarter?

In Q2 2026, Cardinal Strategic Wealth Guidance cut from its top 50 Ishares 20 Year Treasury Bond ETF (TLT), cut from its top 50 Ishares Tr (EMB), cut from its top 50 Abrdn Silver ETF Trust (SIVR), cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 iShares International Aggregate Bond Fun (IAGG), Blackrock ETF Trust II (HIMU) (-83.8% shares), Ishares S&p 100 ETF (OEF) (-63.7% shares) and Ishares National Muni Bond ETF (MUB) (-54.9% shares), compared with its Q1 2026 filing.

How has Cardinal Strategic Wealth Guidance's portfolio performed?

A portfolio copying Cardinal Strategic Wealth Guidance's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.2% against +20.1%. Over 5 years: +9.1% a year against +11.6%.

When is Cardinal Strategic Wealth Guidance's next 13F filing due?

13F filings are due 45 days after each quarter ends. Cardinal Strategic Wealth Guidance's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Cardinal Strategic Wealth Guidance manage?

Cardinal Strategic Wealth Guidance reported $617.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $441.0M.