Cardinal Strategic Wealth Guidance Top Holdings and 13F Report (2025) About Cardinal Strategic Wealth GuidanceInvestment ActivityCardinal Strategic Wealth Guidance has $371.78 million in total holdings as of September 30, 2025.Cardinal Strategic Wealth Guidance owns shares of 58 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 1.36% of the portfolio was purchased this quarter.About 1.34% of the portfolio was sold this quarter.This quarter, Cardinal Strategic Wealth Guidance has purchased 62 new stocks and bought additional shares in 8 stocks.Cardinal Strategic Wealth Guidance sold shares of 32 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $91,781,145iShares Core S&P U.S. Growth ETF $54,740,342iShares MSCI USA Quality Factor ETF $41,509,607iShares MSCI EAFE Value ETF $26,571,453iShares National Muni Bond ETF $22,246,400 Largest New Holdings this Quarter 88160R101 - Tesla $433,602 Holding69608A108 - PALANTIR TECHNOLOGIES INC $428,687 Holding Largest Purchases this Quarter iShares National Muni Bond ETF 23,670 shares (about $2.52M)SPDR Gold MiniShares Trust 8,445 shares (about $645.62K)Tesla 975 shares (about $433.60K)PALANTIR TECHNOLOGIES INC 2,350 shares (about $428.69K)JPMorgan Ultra-Short Income ETF 7,407 shares (about $375.76K) Largest Sales this Quarter iShares MSCI EAFE Growth ETF 5,908 shares (about $672.80K)iShares Core S&P 500 ETF 858 shares (about $574.26K)iShares MSCI USA Min Vol Factor ETF 4,322 shares (about $411.20K)iShares MSCI USA Quality Factor ETF 1,989 shares (about $386.86K)iShares Core S&P U.S. Growth ETF 1,678 shares (about $276.10K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCardinal Strategic Wealth Guidance Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$91,781,145$574,260 ▼-0.6%137,13024.7%ETFIUSGiShares Core S&P U.S. Growth ETF$54,740,342$276,098 ▼-0.5%332,68714.7%ManufacturingQUALiShares MSCI USA Quality Factor ETF$41,509,607$386,861 ▼-0.9%213,41711.2%ETFEFViShares MSCI EAFE Value ETF$26,571,453$1,289 ▼0.0%391,7367.1%ETFMUBiShares National Muni Bond ETF$22,246,400$2,520,618 ▲12.8%208,9066.0%ETFEMXCiShares MSCI Emerging Markets ex China ETF$18,730,582$92,961 ▼-0.5%277,4495.0%ManufacturingEFGiShares MSCI EAFE Growth ETF$15,891,499$672,803 ▼-4.1%139,5464.3%ETFOEFiShares S&P 100 ETF$14,819,369$184,393 ▼-1.2%44,5244.0%ETFGLDMSPDR Gold MiniShares Trust$10,304,849$645,620 ▲6.7%134,7922.8%FinanceIXNiShares Global Tech ETF$8,956,358$173,909 ▼-1.9%86,7782.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$8,826,353$71,542 ▲0.8%159,5222.4%ETFJPSTJPMorgan Ultra-Short Income ETF$6,503,955$375,758 ▲6.1%128,2071.7%ETFSPMOInvesco S&P 500 Momentum ETF$4,925,811$24,696 ▼-0.5%40,6891.3%ETFIYWiShares U.S. Technology ETF$4,249,379$58,366 ▼-1.4%21,6961.1%ManufacturingIAGGiShares Core International Aggregate Bond ETF$3,945,940$139,551 ▲3.7%77,0241.1%ETFMSFTMicrosoft$3,936,938$224,790 ▼-5.4%7,6011.1%Computer and TechnologyBLACKROCK ETF TRUST$3,645,795$10,419 ▼-0.3%106,7271.0%ISHARES A I INNOUSMViShares MSCI USA Min Vol Factor ETF$3,440,453$411,195 ▼-10.7%36,1620.9%ETFAAPLApple$3,109,542$240,625 ▼-7.2%12,2120.8%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$2,746,137$113,371 ▲4.3%28,8490.7%ETFTLTiShares 20+ Year Treasury Bond ETF$2,656,166$88,476 ▲3.4%29,7210.7%ETFHDHome Depot$1,408,441$28,363 ▼-2.0%3,4760.4%Retail/WholesaleJPMJPMorgan Chase & Co.$1,297,9950.0%4,1150.3%FinanceGOOGAlphabet$1,250,630$97,420 ▼-7.2%5,1350.3%Computer and TechnologyBRK.BBerkshire Hathaway$1,210,096$19,607 ▼-1.6%2,4070.3%FinanceSHWSherwin-Williams$887,811$110,803 ▼-11.1%2,5640.2%Basic MaterialsCOSTCostco Wholesale$883,977$138,845 ▼-13.6%9550.2%Retail/WholesaleNVDANVIDIA$869,463$223,896 ▲34.7%4,6600.2%Computer and TechnologyABBVAbbVie$860,1720.0%3,7150.2%MedicalIEFAiShares Core MSCI EAFE ETF$666,438$71,158 ▼-9.6%7,6330.2%ETFPGProcter & Gamble$639,3380.0%4,1610.2%Consumer StaplesIWFiShares Russell 1000 Growth ETF$610,8070.0%1,3040.2%ETFJNJJohnson & Johnson$595,940$49,322 ▼-7.6%3,2140.2%MedicalADPAutomatic Data Processing$544,1490.0%1,8540.1%Computer and TechnologyHONHoneywell International$532,776$2,526 ▼-0.5%2,5310.1%Multi-Sector ConglomeratesVTIVanguard Total Stock Market ETF$509,6490.0%1,5530.1%ETFTSLATesla$433,602$433,602 ▲New Holding9750.1%Auto/Tires/TrucksPALANTIR TECHNOLOGIES INC$428,687$428,687 ▲New Holding2,3500.1%CL ALLYEli Lilly and Company$428,043$38,150 ▼-8.2%5610.1%MedicalXOMExxon Mobil$424,7300.0%3,7670.1%EnergyGOOGLAlphabet$408,652$59,803 ▼-12.8%1,6810.1%Computer and TechnologyUNPUnion Pacific$384,102$23,401 ▼-5.7%1,6250.1%TransportationCSCOCisco Systems$373,9160.0%5,4650.1%Computer and TechnologyABTAbbott Laboratories$372,8890.0%2,7840.1%MedicalCLColgate-Palmolive$365,966$49,963 ▼-12.0%4,5780.1%Consumer StaplesAMDAdvanced Micro Devices$356,2620.0%2,2020.1%Computer and TechnologyCHDNChurchill Downs$256,204$970 ▼-0.4%2,6410.1%Consumer DiscretionaryNEENextEra Energy$245,9470.0%3,2580.1%UtilitiesDISWalt Disney$231,863$11,450 ▼-4.7%2,0250.1%Consumer DiscretionaryPGRProgressive$222,2550.0%9000.1%FinanceMAMastercard$220,699$153,579 ▼-41.0%3880.1%Business ServicesIVWiShares S&P 500 Growth ETF$160,0750.0%1,3260.0%ETFVUGVanguard Growth ETF$38,4100.0%800.0%ETFVTVVanguard Value ETF$38,0490.0%2030.0%ETFVBKVanguard Small-Cap Growth ETF$35,417$26,786 ▼-43.1%1190.0%ETFIWMiShares Russell 2000 ETF$24,196$4,113 ▼-14.5%1000.0%FinanceVOTVanguard Mid-Cap Growth ETF$12,9460.0%440.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$9,176$3,641 ▼-28.4%630.0%ETFIXCiShares Global Energy ETF$0$316,089 ▼-100.0%00.0%ETFWATWaters$0$241,885 ▼-100.0%00.0%MedicalIEMGiShares Core MSCI Emerging Markets ETF$0$151,936 ▼-100.0%00.0%ETFVBRVanguard Small-Cap Value ETF$0$40,953 ▼-100.0%00.0%ETFIJHiShares Core S&P Mid-Cap ETF$0$3,536 ▼-100.0%00.0%ETFIJRiShares Core S&P Small-Cap ETF$0$1,749 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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