Cardinal Strategic Wealth Guidance Top Holdings and 13F Report (2026) About Cardinal Strategic Wealth GuidanceInvestment ActivityCardinal Strategic Wealth Guidance has $379.20 million in total holdings as of March 31, 2026.Cardinal Strategic Wealth Guidance owns shares of 63 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 2.49% of the portfolio was purchased this quarter.About 0.85% of the portfolio was sold this quarter.This quarter, Cardinal Strategic Wealth Guidance has purchased 59 new stocks and bought additional shares in 29 stocks.Cardinal Strategic Wealth Guidance sold shares of 22 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $88,009,631iShares Core S&P U.S. Growth ETF $52,616,281iShares MSCI USA Quality Factor ETF $29,877,861iShares MSCI Emerging Markets ex China ETF $26,664,246iShares MSCI EAFE Value ETF $24,432,674 Largest New Holdings this Quarter 58933Y105 - Merck & Co., Inc. $204,854 Holding464288661 - iShares 3-7 Year Treasury Bond ETF $25,381 Holding464287440 - iShares 7-10 Year Treasury Bond ETF $10,213 Holding464287721 - iShares U.S. Technology ETF $5,625 Holding46138E628 - Invesco KBW Bank ETF $4,036 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 3,646 shares (about $2.38M)BLACKROCK ETF TRUST 43,082 shares (about $1.42M)SPDR Portfolio S&P 500 Value ETF 15,851 shares (about $896.85K)GLOBAL X FDS 12,326 shares (about $873.17K)BLACKROCK ETF TRUST II 17,923 shares (about $859.95K) Largest Sales this Quarter iShares Global Tech ETF 9,277 shares (about $927.42K)iShares MSCI USA Quality Factor ETF 3,665 shares (about $702.98K)iShares National Muni Bond ETF 4,898 shares (about $519.92K)Microsoft 647 shares (about $239.50K)iShares MSCI EAFE Growth ETF 1,066 shares (about $118.72K) 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$88,009,631$2,381,605 ▲2.8%134,73423.2%ETFIUSGiShares Core S&P U.S. Growth ETF$52,616,281$727,621 ▲1.4%339,21913.9%ManufacturingQUALiShares MSCI USA Quality Factor ETF$29,877,861$702,984 ▼-2.3%155,7687.9%ETFEMXCiShares MSCI Emerging Markets ex China ETF$26,664,246$20,058 ▲0.1%338,9817.0%ManufacturingEFViShares MSCI EAFE Value ETF$24,432,674$95,986 ▼-0.4%328,6176.4%ETFOEFiShares S&P 100 ETF$21,385,119$708,024 ▲3.4%67,2345.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$19,141,976$896,850 ▲4.9%338,3175.0%ETFMUBiShares National Muni Bond ETF$18,835,363$519,923 ▼-2.7%177,4415.0%ETFGLDMSPDR Gold MiniShares Trust$12,441,130$89,168 ▲0.7%134,2233.3%FinanceEFGiShares MSCI EAFE Growth ETF$11,881,175$118,720 ▼-1.0%106,6823.1%ETFBLACKROCK ETF TRUST$9,428,445$1,419,552 ▲17.7%286,1442.5%ISHARES A I INNOJPSTJPMorgan Ultra-Short Income ETF$7,461,800$516,071 ▲7.4%147,4372.0%ETFSPMOInvesco S&P 500 Momentum ETF$7,248,136$201,574 ▲2.9%64,6521.9%ETFIXNiShares Global Tech ETF$6,533,040$927,422 ▼-12.4%65,3501.7%ETFGLOBAL X FDS$5,774,806$873,174 ▲17.8%81,5191.5%DEFENSE TECH ETFBLACKROCK ETF TRUST II$3,609,968$859,946 ▲31.3%75,2391.0%ISHARES HIGH YIEUSMViShares MSCI USA Min Vol Factor ETF$3,540,257$173,702 ▲5.2%38,1740.9%ETFTLTiShares 20+ Year Treasury Bond ETF$2,807,630$84,783 ▲3.1%32,3870.7%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$2,794,700$47,716 ▲1.7%29,7530.7%ETFAAPLApple$2,747,785$22,334 ▼-0.8%10,8270.7%Computer and TechnologySIVRabrdn Physical Silver Shares ETF$2,584,692$73,687 ▼-2.8%36,0940.7%ETFMSFTMicrosoft$2,169,937$239,500 ▼-9.9%5,8620.6%Computer and TechnologyGOOGAlphabet$1,388,977$26,391 ▲1.9%4,8420.4%Computer and TechnologyHDHome Depot$1,196,831$987 ▲0.1%3,6390.3%Retail/WholesaleJPMJPMorgan Chase & Co.$1,043,092$13,237 ▼-1.3%3,5460.3%FinanceBRK.BBerkshire Hathaway$1,026,447$35,461 ▼-3.3%2,1420.3%FinanceCOSTCostco Wholesale$950,595$996 ▼-0.1%9540.3%Retail/WholesaleNVDANVIDIA$886,999$74,294 ▲9.1%5,0860.2%Computer and TechnologySHWSherwin-Williams$799,773$20,195 ▼-2.5%2,4950.2%Basic MaterialsABBVAbbVie$710,975$16,964 ▼-2.3%3,2690.2%MedicalJNJJohnson & Johnson$662,677$489 ▼-0.1%2,7110.2%MedicalXOMExxonMobil$631,136$11,537 ▲1.9%3,7200.2%EnergyHONHoneywell International$565,528$6,555 ▼-1.1%2,5020.1%Multi-Sector ConglomeratesIEFAiShares Core MSCI EAFE ETF$523,083$35,850 ▼-6.4%5,7780.1%ETFVTIVanguard Total Stock Market ETF$499,539$1,283 ▲0.3%1,5570.1%ETFPGProcter & Gamble$477,375$2,744 ▲0.6%3,3050.1%Consumer StaplesGOOGLAlphabet$460,384$2,876 ▼-0.6%1,6010.1%Computer and TechnologyLLYEli Lilly and Company$454,367$61,625 ▼-11.9%4940.1%MedicalAMDAdvanced Micro Devices$452,632$4,679 ▲1.0%2,2250.1%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$432,3700.0%1,0140.1%ETFIAGGiShares Core International Aggregate Bond ETF$399,870$7,106 ▲1.8%7,9910.1%ETFCLColgate-Palmolive$383,791$6,392 ▼-1.6%4,5030.1%Consumer StaplesTSLATesla$379,185$16,729 ▲4.6%1,0200.1%Auto/Tires/TrucksADPAutomatic Data Processing$376,899$203 ▲0.1%1,8550.1%Computer and TechnologyCSCOCisco Systems$362,035$4,423 ▲1.2%4,6660.1%Computer and TechnologyPALANTIR TECHNOLOGIES INC$348,147$4,388 ▲1.3%2,3800.1%CL AUNPUnion Pacific$316,620$4,610 ▲1.5%1,3050.1%TransportationABTAbbott Laboratories$291,789$5,955 ▲2.1%2,8420.1%MedicalNEENextEra Energy$241,303$61,301 ▼-20.3%2,5980.1%UtilitiesCHDNChurchill Downs$229,786$7,456 ▼-3.1%2,5580.1%Consumer DiscretionaryMRKMerck & Co., Inc.$204,854$204,854 ▲New Holding1,7030.1%MedicalMAMastercard$203,862$9,993 ▲5.2%4080.1%Business ServicesIVWiShares S&P 500 Growth ETF$149,9840.0%1,3260.0%ETFVBKVanguard Small-Cap Growth ETF$35,9680.0%1190.0%ETFVUGVanguard Growth ETF$34,9440.0%800.0%ETFVTVVanguard Value ETF$33,9430.0%1730.0%ETFIEIiShares 3-7 Year Treasury Bond ETF$25,381$25,381 ▲New Holding2140.0%ETFIEFiShares 7-10 Year Treasury Bond ETF$10,213$10,213 ▲New Holding1070.0%ETFIWMiShares Russell 2000 ETF$9,9200.0%400.0%FinanceIYWiShares U.S. Technology ETF$5,625$5,625 ▲New Holding310.0%ManufacturingKBWBInvesco KBW Bank ETF$4,036$4,036 ▲New Holding510.0%ManufacturingJEPIJPMorgan Equity Premium Income ETF$2,608$2,608 ▲New Holding460.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$998$7,984 ▼-88.9%70.0%ETFWATWaters$0$236,635 ▼-100.0%00.0%MedicalVOTVanguard Mid-Cap Growth ETF$0$12,283 ▼-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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