Cardinal Strategic Wealth Guidance - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Cardinal Strategic Wealth Guidance held in its portfolio 59 assets valued at $382,660,036 (i.e. $382.66M).
The most valuable assets in the portfolio included: ISHARES TR ($89.79M), ISHARES TR ($56.18M), and ISHARES TR ($31.67M).
The chart below shows the top 10 valuable assets, and the table below shows the top 59 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Cardinal Strategic Wealth Guidance - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 131088 | 89787451 | CORE S&P500 ETF |
| ISHARES TR | 334528 | 56180656 | CORE S&P US GWT |
| ISHARES TR | 159433 | 31666583 | MSCI USA QLT FCT |
| ISHARES INC | 338726 | 24618606 | MSCI EMRG CHN |
| ISHARES TR | 329908 | 23558731 | EAFE VALUE ETF |
| ISHARES TR | 65008 | 22295794 | S&P 100 ETF |
| ISHARES TR | 182339 | 19530331 | NATIONAL MUN ETF |
| SPDR SERIES TRUST | 322466 | 18319294 | STATE STREET SPD |
| ISHARES TR | 107748 | 12274653 | EAFE GRWTH ETF |
| WORLD GOLD TR | 133261 | 11376492 | SPDR GLD MINIS |
| BLACKROCK ETF TRUST | 243062 | 8093965 | ISHARES A I INNO |
| ISHARES TR | 74627 | 7835835 | GLOBAL TECH ETF |
| INVESCO EXCH TRADED FD TR II | 62854 | 7499740 | S&P 500 MOMNTM |
| J P MORGAN EXCHANGE TRADED F | 137240 | 6943027 | ULTRA SHRT ETF |
| GLOBAL X FDS | 69193 | 4483028 | DEFENSE TECH ETF |
| ISHARES TR | 36301 | 3418103 | MSCI USA MIN VOL |
| MICROSOFT CORP | 6509 | 3147883 | COM |
| APPLE INC | 10915 | 2967352 | COM |
| ISHARES TR | 29245 | 2815709 | JPMORGAN USD EMG |
| BLACKROCK ETF TRUST II | 57316 | 2790143 | ISHARES HIGH YIE |
| ISHARES TR | 31409 | 2737609 | 20 YR TR BD ETF |
| ABRDN SILVER ETF TRUST | 37123 | 2511000 | PHYSCL SILVR SHS |
| ALPHABET INC | 4750 | 1490550 | CAP STK CL C |
| HOME DEPOT INC | 3636 | 1251148 | COM |
| JPMORGAN CHASE & CO. | 3591 | 1157093 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2216 | 1113873 | CL B NEW |
| NVIDIA CORPORATION | 4660 | 869090 | COM |
| SHERWIN WILLIAMS CO | 2558 | 828869 | COM |
| COSTCO WHSL CORP NEW | 955 | 823535 | COM |
| ABBVIE INC | 3347 | 764757 | COM |
| ELI LILLY & CO | 561 | 602896 | COM |
| JOHNSON & JOHNSON | 2713 | 561456 | COM |
| ISHARES TR | 6174 | 552327 | CORE MSCI EAFE |
| VANGUARD INDEX FDS | 1553 | 520691 | TOTAL STK MKT |
| ALPHABET INC | 1611 | 504243 | CAP STK CL A |
| HONEYWELL INTL INC | 2531 | 493773 | COM |
| ISHARES TR | 1014 | 479927 | RUS 1000 GRW ETF |
| AUTOMATIC DATA PROCESSING IN | 1854 | 476905 | COM |
| ADVANCED MICRO DEVICES INC | 2202 | 471581 | COM |
| PROCTER AND GAMBLE CO | 3286 | 470917 | COM |
| EXXON MOBIL CORP | 3652 | 439482 | COM |
| TESLA INC | 975 | 438477 | COM |
| PALANTIR TECHNOLOGIES INC | 2350 | 417713 | CL A |
| ISHARES TR | 7849 | 392529 | CORE INTL AGGR |
| COLGATE PALMOLIVE CO | 4578 | 361754 | COM |
| CISCO SYS INC | 4609 | 355032 | COM |
| ABBOTT LABS | 2784 | 348808 | COM |
| CHURCHILL DOWNS INC | 2641 | 300493 | COM |
| UNION PAC CORP | 1286 | 297478 | COM |
| NEXTERA ENERGY INC | 3258 | 261553 | COM |
| WATERS CORP | 623 | 236635 | COM |
| MASTERCARD INCORPORATED | 388 | 221502 | CL A |
| ISHARES TR | 1326 | 163443 | S&P 500 GRWT ETF |
| VANGUARD INDEX FDS | 80 | 39029 | GROWTH ETF |
| VANGUARD INDEX FDS | 119 | 35952 | SML CP GRW ETF |
| VANGUARD INDEX FDS | 173 | 33042 | VALUE ETF |
| VANGUARD INDEX FDS | 44 | 12283 | MCAP GR IDXVIP |
| ISHARES TR | 40 | 9847 | RUSSELL 2000 ETF |
| ISHARES TR | 63 | 9368 | CORE S&P TTL STK |
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