Cardinal Strategic Wealth Guidance

CIK 0001801989 · LOUISVILLE, KY · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source

Cardinal Strategic Wealth Guidance reported 67 positions worth $441.0M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: IVV (31.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$441.0M
2026 Q2
Positions
67
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
76.6%
Est. Net Flow (Q)
2026 Q2
10 / 67 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$137.1M31.09%183,116
2IUSGISHARES TRSH$54.5M12.36%289,900
3EMXCISHARES INCSH$26.8M6.07%261,857
4QUALISHARES TRSH$23.3M5.29%106,281
5SPYVSPDR SERIES TRUSTSH$23.2M5.27%382,298
6DYNFBLACKROCK ETF TRUSTSH$18.9M4.29%278,176
7JMUBJ P MORGAN EXCHANGE TRADED FSH$17.1M3.88%337,742
8BAIBLACKROCK ETF TRUSTSH$13.8M3.12%261,414
9EFVISHARES TRSH$12.5M2.84%163,713
10EFGISHARES TRSH$10.3M2.34%82,980

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Cardinal Strategic Wealth Guidance hold as of Q2 2026?

Cardinal Strategic Wealth Guidance reported 67 positions worth $441.0M in its Q2 2026 13F filing. Largest positions: IVV (31.1%), IUSG (12.4%), EMXC (6.1%), QUAL (5.3%) and SPYV (5.3%).

What did Cardinal Strategic Wealth Guidance buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Cardinal Strategic Wealth Guidance sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.