Cardinal Strategic Wealth Guidance
CIK 0001801989 · LOUISVILLE, KY · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source ↗
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
Top Holdings
IVV
ISHARES TR
31.1%
IUSG
ISHARES TR
12.4%
EMXC
ISHARES INC
6.1%
QUAL
ISHARES TR
5.3%
SPYV
SPDR SERIES TRUST
5.3%
DYNF
BLACKROCK ETF TRUST
4.3%
JMUB
J P MORGAN EXCHANGE TRADED F
3.9%
BAI
BLACKROCK ETF TRUST
3.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.