Cardinal Strategic Wealth Guidance Portfolio Holdings

Cardinal Strategic Wealth Guidance

  • $342 Million
  • Q2 2025

Cardinal Strategic Wealth Guidance has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $342 Million distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $85.7M, Ishares Core S&P U.S Growth Et with a value of $50.3M, Ishares Msci Usa Quality Facto with a value of $39.4M, Msci Eafe Value ETF with a value of $24.9M, and Ishares National Muni Bond ETF with a value of $19.4M.

Examining the 13F form we can see an increase of $28.9M in the current position value, from $313M to 342M.

Below you can find more details about Cardinal Strategic Wealth Guidance portfolio as well as his latest detailed transactions.

Portfolio value $342 Million
ETFs: $320 Million
Technology: $7.93 Million
Financial Services: $2.99 Million
Healthcare: $2.32 Million
Consumer Defensive: $2.23 Million
Communication Services: $1.58 Million
Consumer Cyclical: $1.57 Million
Industrials: $1.56 Million
Other: $1.62 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$85.7 Million 25.07% of portfolio
137,988
Q2 2025 Reduced 0.44%
$0
$50.3 Million 14.72% of portfolio
334,365
Q2 2025 Reduced 6.32%
$0
$39.4 Million 11.52% of portfolio
215,406
Q2 2025 Reduced 0.16%
$0
$24.9 Million 7.28% of portfolio
391,755
Q2 2025 Added 20.41%
$0
$19.4 Million 5.66% of portfolio
185,236
Q2 2025 Reduced 10.24%
$0
$17.6 Million 5.15% of portfolio
278,826
Q2 2025 Reduced 3.79%
$0
$16.3 Million 4.77% of portfolio
145,454
Q2 2025 Reduced 23.95%
$0
$12 Million 3.51% of portfolio
45,078
Q2 2025 Added 25.62%
$9.71B
$8.28 Million 2.42% of portfolio
126,347
Q2 2025 Added 56.68%
$0
$8.28 Million 2.42% of portfolio
158,229
Q2 2025 Added 11.09%
$0
$8.17 Million 2.39% of portfolio
88,463
Q2 2025 Added 7.64%
$0
$6.12 Million 1.79% of portfolio
120,800
Q2 2025 Added 0.24%
$0
$4.6 Million 1.35% of portfolio
40,893
Q2 2025 Reduced 6.6%
$3.83T
$4 Million 1.17% of portfolio
8,035
Q2 2025 Reduced 3.2%
$0
$3.81 Million 1.11% of portfolio
21,994
Q2 2025 Reduced 35.01%
$0
$3.8 Million 1.11% of portfolio
74,300
Q2 2025 New
$3.44T
$2.7 Million 0.79% of portfolio
13,157
Q2 2025 Reduced 1.17%
$0
$2.56 Million 0.75% of portfolio
27,658
Q2 2025 Added 3.45%
$0
$2.54 Million 0.74% of portfolio
28,731
Q2 2025 Added 8.54%
$384B
$1.3 Million 0.38% of portfolio
3,546
Q2 2025 Reduced 0.25%
$630B
$1.19 Million 0.35% of portfolio
2,446
Q2 2025 Reduced 1.69%
$876B
$1.19 Million 0.35% of portfolio
4,115
Q2 2025 Reduced 0.36%
$414B
$1.09 Million 0.32% of portfolio
1,105
Q2 2025 Reduced 11.39%
$1.18T
$981,000 0.29% of portfolio
5,535
Q2 2025 Reduced 0.36%
$88.1B
$990,000 0.29% of portfolio
2,884
Q2 2025 Reduced 0.21%
$0
$705,000 0.21% of portfolio
8,448
Q2 2025 Reduced 9.3%
$336B
$689,000 0.2% of portfolio
3,715
Q2 2025 Reduced 3.03%
$375B
$662,000 0.19% of portfolio
4,161
Q2 2025 Reduced 4.37%
$128B
$571,000 0.17% of portfolio
1,854
Q2 2025 Reduced 0.54%
$151B
$592,000 0.17% of portfolio
2,543
Q2 2025 Reduced 0.39%
$432B
$546,000 0.16% of portfolio
3,460
Q1 2025 Added 0.99%
$0
$549,000 0.16% of portfolio
1,304
Q2 2025 Reduced 12.95%
$440B
$531,000 0.16% of portfolio
3,480
Q2 2025 Reduced 0.57%
$0
$472,000 0.14% of portfolio
1,553
Q1 2025 Reduced 4.67%
$772B
$476,000 0.14% of portfolio
611
Q2 2025 Reduced 4.53%
$73.3B
$472,000 0.14% of portfolio
5,203
Q1 2025 Reduced 2.44%
$138B
$396,000 0.12% of portfolio
1,724
Q2 2025 Reduced 4.7%
$460B
$406,000 0.12% of portfolio
3,767
Q1 2025 Reduced 13.76%
$282B
$379,000 0.11% of portfolio
5,465
Q2 2025 Reduced 0.62%
$222B
$378,000 0.11% of portfolio
2,784
Q2 2025 Reduced 0.22%
$542B
$369,000 0.11% of portfolio
658
Q2 2025 Reduced 2.23%
$1.15T
$339,000 0.1% of portfolio
1,927
Q2 2025 Reduced 10.54%
$269B
$312,000 0.09% of portfolio
2,202
Q3 2023 Reduced 4.34%
$0
$316,000 0.09% of portfolio
8,045
Q2 2025 Reduced 77.02%
$4.25B
$267,000 0.08% of portfolio
2,651
Q2 2025 Reduced 50.51%
$221B
$263,000 0.08% of portfolio
2,125
Q2 2025 Reduced 2.88%
$18.1B
$241,000 0.07% of portfolio
693
Q4 2023 Reduced 18.76%
$141B
$226,000 0.07% of portfolio
3,258
Q1 2025 Reduced 32.43%
$146B
$240,000 0.07% of portfolio
900
Q2 2025 Reduced 5.26%

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $342 Million
  • Prior Value $313 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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