Cardinal Strategic Wealth Guidance Top Holdings and 13F Report (2026) About Cardinal Strategic Wealth GuidanceInvestment ActivityCardinal Strategic Wealth Guidance has $441.03 million in total holdings as of June 30, 2026.Cardinal Strategic Wealth Guidance owns shares of 67 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 22.41% of the portfolio was purchased this quarter.About 20.88% of the portfolio was sold this quarter.This quarter, Cardinal Strategic Wealth Guidance has purchased 63 new stocks and bought additional shares in 6 stocks.Cardinal Strategic Wealth Guidance sold shares of 38 stocks and completely divested from 8 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $137,133,781iShares Core S&P U.S. Growth ETF $54,527,318iShares MSCI Emerging Markets ex China ETF $26,787,972iShares MSCI USA Quality Factor ETF $23,321,240SPDR Portfolio S&P 500 Value ETF $23,239,896 Largest New Holdings this Quarter 09290C103 - iShares U.S. Equity Factor Rotation Active ETF $18,918,750 Holding46641Q647 - JPMorgan Municipal ETF $17,108,322 Holding46429B267 - iShares U.S. Treasury Bond ETF $9,531,745 Holding46654Q757 - J P MORGAN EXCHANGE TRADED F $3,649,391 Holding46641Q852 - JPMorgan International Bond Opportunities ETF $2,774,759 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 48,382 shares (about $36.23M)iShares U.S. Equity Factor Rotation Active ETF 278,176 shares (about $18.92M)JPMorgan Municipal ETF 337,742 shares (about $17.11M)iShares U.S. Treasury Bond ETF 418,426 shares (about $9.53M)GLOBAL X FDS 72,870 shares (about $4.35M) Largest Sales this Quarter iShares S&P 100 ETF 42,825 shares (about $15.67M)iShares MSCI EAFE Value ETF 164,904 shares (about $12.62M)iShares MSCI USA Quality Factor ETF 49,487 shares (about $10.86M)iShares National Muni Bond ETF 97,448 shares (about $10.49M)iShares Core S&P U.S. Growth ETF 49,319 shares (about $9.28M) 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$137,133,781$36,232,806 â–²35.9%183,11631.1%ETFIUSGiShares Core S&P U.S. Growth ETF$54,527,318$9,276,415 â–¼-14.5%289,90012.4%ETFEMXCiShares MSCI Emerging Markets ex China ETF$26,787,972$7,889,785 â–¼-22.8%261,8576.1%ETFQUALiShares MSCI USA Quality Factor ETF$23,321,240$10,858,932 â–¼-31.8%106,2815.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$23,239,896$2,673,605 â–²13.0%382,2985.3%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$18,918,750$18,918,750 â–²New Holding278,1764.3%ETFJMUBJPMorgan Municipal ETF$17,108,322$17,108,322 â–²New Holding337,7423.9%ETFBLACKROCK ETF TRUST$13,781,747$1,303,766 â–¼-8.6%261,4143.1%ISHA I IN TE ETFEFViShares MSCI EAFE Value ETF$12,532,231$12,623,402 â–¼-50.2%163,7132.8%ETFEFGiShares MSCI EAFE Growth ETF$10,324,372$2,949,003 â–¼-22.2%82,9802.3%ETFGOVTiShares U.S. Treasury Bond ETF$9,531,745$9,531,745 â–²New Holding418,4262.2%ETFGLOBAL X FDS$9,218,653$4,351,108 â–²89.4%154,3892.1%DEFENSE TECH ETFOEFiShares S&P 100 ETF$8,930,521$15,668,383 â–¼-63.7%24,4092.0%ETFMUBiShares National Muni Bond ETF$8,608,847$10,487,354 â–¼-54.9%79,9932.0%ETFIXNiShares Global Tech ETF$8,582,401$859,367 â–¼-9.1%59,4021.9%ETFJPSTJPMorgan Ultra-Short Income ETF$7,636,994$181,091 â–²2.4%151,0181.7%ETFSPMOInvesco S&P 500 Momentum ETF$7,477,041$2,966,844 â–¼-28.4%46,2861.7%ETFGLDMSPDR Gold MiniShares Trust$7,077,593$3,582,398 â–¼-33.6%89,1161.6%ETFJ P MORGAN EXCHANGE TRADED F$3,649,391$3,649,391 â–²New Holding39,6870.8%JPMORGAN INTL VLUSMViShares MSCI USA Min Vol Factor ETF$3,456,548$225,716 â–¼-6.1%35,8340.8%ETFAAPLApple$3,078,502$54,400 â–¼-1.7%10,6390.7%TechnologyJPIBJPMorgan International Bond Opportunities ETF$2,774,759$2,774,759 â–²New Holding57,3890.6%ETFMSFTMicrosoft$2,177,318$9,326 â–¼-0.4%5,8370.5%TechnologyGOOGAlphabet$1,558,539$152,285 â–¼-8.9%4,4110.4%Communication ServicesHDHome Depot$1,246,724$36,679 â–¼-2.9%3,5350.3%Consumer DiscretionaryFIBRiShares U.S. Fixed Income Balanced Risk Systematic ETF$1,235,109$1,235,109 â–²New Holding13,9220.3%ETFAMDAdvanced Micro Devices$1,175,181$117,344 â–¼-9.1%2,0230.3%TechnologyJPMJPMorgan Chase & Co.$1,123,397$37,316 â–¼-3.2%3,4320.3%FinanceBRK.BBerkshire Hathaway$1,067,332$4,504 â–¼-0.4%2,1330.2%FinanceCOSTCostco Wholesale$892,4390.0%9540.2%Consumer StaplesNVDANVIDIA$857,586$160,072 â–¼-15.7%4,2860.2%TechnologySHWSherwin-Williams$839,453$19,626 â–¼-2.3%2,4380.2%MaterialsABBVAbbVie$822,6120.0%3,2690.2%HealthcareSTIPiShares 0-5 Year TIPS Bond ETF$693,156$693,156 â–²New Holding6,7850.2%ETFJNJJohnson & Johnson$688,5130.0%2,7110.2%HealthcareBLACKROCK ETF TRUST II$607,760$3,139,147 â–¼-83.8%12,2040.1%ISH HIG MUN ETFLLYEli Lilly and Company$576,926$15,593 â–¼-2.6%4810.1%HealthcareCSCOCisco Systems$548,0690.0%4,6660.1%TechnologyGOOGLAlphabet$541,773$30,376 â–¼-5.3%1,5160.1%Communication ServicesVTIVanguard Total Stock Market ETF$522,192$54,033 â–¼-9.4%1,4110.1%ETFIWFiShares Russell 1000 Growth ETF$503,634$377,726 â–²300.0%4,0560.1%ETFPGProcter & Gamble$468,809$15,837 â–¼-3.3%3,1970.1%Consumer StaplesTSLATesla$429,0120.0%1,0200.1%Consumer DiscretionaryIEFAiShares Core MSCI EAFE ETF$427,560$130,480 â–¼-23.4%4,4270.1%ETFADPAutomatic Data Processing$415,204$224 â–¼-0.1%1,8540.1%IndustrialsCLColgate-Palmolive$410,268$2,567 â–¼-0.6%4,4750.1%Consumer StaplesXOMExxonMobil$385,551$123,048 â–¼-24.2%2,8200.1%EnergyUNPUnion Pacific$324,224$30,736 â–¼-8.7%1,1920.1%IndustrialsPALANTIR TECHNOLOGIES INC$277,6750.0%2,3800.1%CL AHONEYWELL INTL INC$265,210$265,210 â–²New Holding1,1850.1%COMHONEYWELL AEROSPACE INC$261,870$261,870 â–²New Holding1,1850.1%COMABTAbbott Laboratories$251,713$6,170 â–¼-2.4%2,7740.1%HealthcareWATWaters$233,650$233,650 â–²New Holding6230.1%HealthcareCHDNChurchill Downs$229,3000.0%2,5580.1%Consumer DiscretionaryNEENextEra Energy$228,0270.0%2,5980.1%UtilitiesAMZNAmazon.com$225,947$225,947 â–²New Holding9480.1%Consumer DiscretionaryMAMastercard$208,522$1,027 â–¼-0.5%4060.0%FinanceMRKMerck & Co., Inc.$202,131$16,705 â–¼-7.6%1,5730.0%HealthcareIVWiShares S&P 500 Growth ETF$182,3650.0%1,3260.0%ETFJQUAJPMorgan U.S. Quality Factor ETF$73,726$73,726 â–²New Holding1,0200.0%ETFVUGVanguard Growth ETF$41,348$34,457 â–²500.0%4800.0%ETFVTVVanguard Value ETF$37,7020.0%1730.0%ETFVBKVanguard Small-Cap Growth ETF$30,354$13,166 â–¼-30.3%830.0%ETFTLTiShares 20+ Year Treasury Bond ETF$16,766$2,782,205 â–¼-99.4%1940.0%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$13,213$2,856,323 â–¼-99.5%1370.0%ETFIWMiShares Russell 2000 ETF$12,0180.0%400.0%ETFKBWBInvesco KBW Bank ETF$1,116$3,627 â–¼-76.5%120.0%ETFSIVRabrdn Physical Silver Shares ETF$0$2,584,692 â–¼-100.0%00.0%ETFHONHoneywell International$0$565,528 â–¼-100.0%00.0%IndustrialsIAGGiShares Core International Aggregate Bond ETF$0$399,870 â–¼-100.0%00.0%ETFIEIiShares 3-7 Year Treasury Bond ETF$0$25,381 â–¼-100.0%00.0%ETFIEFiShares 7-10 Year Treasury Bond ETF$0$10,213 â–¼-100.0%00.0%ETFIYWiShares U.S. Technology ETF$0$5,625 â–¼-100.0%00.0%ETFJEPIJPMorgan Equity Premium Income ETF$0$2,608 â–¼-100.0%00.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$0$998 â–¼-100.0%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 Unlock superior investment research and tools. 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