Cardinal Strategic Wealth Guidance Portfolio Holdings

Cardinal Strategic Wealth Guidance

  • $365 Million
  • Q3 2025

Cardinal Strategic Wealth Guidance has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $365 Million distributed in 58 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 $91.8M, Ishares Core S&P U.S Growth Et with a value of $54.7M, Ishares Msci Usa Quality Facto with a value of $41.5M, Msci Eafe Value ETF with a value of $26.6M, and Ishares National Muni Bond ETF with a value of $22.2M.

Examining the 13F form we can see an increase of $23.4M in the current position value, from $342M to 365M.

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

Portfolio value $365 Million
ETFs: $342 Million
Technology: $9.07 Million
Financial Services: $2.95 Million
Healthcare: $2.26 Million
Consumer Cyclical: $2.1 Million
Communication Services: $1.89 Million
Consumer Defensive: $1.89 Million
Industrials: $1.46 Million
Other: $1.56 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$91.8 Million 25.14% of portfolio
137,130
Q3 2025 Reduced 0.62%
$0
$54.7 Million 14.99% of portfolio
332,687
Q3 2025 Reduced 0.5%
$0
$41.5 Million 11.37% of portfolio
213,417
Q3 2025 Reduced 0.92%
$0
$26.6 Million 7.28% of portfolio
391,736
Q3 2025 Reduced -0.0%
$0
$22.2 Million 6.09% of portfolio
208,906
Q3 2025 Added 12.78%
$0
$18.7 Million 5.13% of portfolio
277,449
Q3 2025 Reduced 0.49%
$0
$15.9 Million 4.35% of portfolio
139,546
Q3 2025 Reduced 4.06%
$0
$11.8 Million 3.24% of portfolio
44,524
Q3 2025 Reduced 1.23%
$11.9B
$10.3 Million 2.82% of portfolio
134,792
Q3 2025 Added 6.68%
$0
$8.96 Million 2.45% of portfolio
86,778
Q3 2025 Reduced 1.9%
$0
$8.83 Million 2.42% of portfolio
159,522
Q3 2025 Added 0.82%
$0
$6.5 Million 1.78% of portfolio
128,207
Q3 2025 Added 6.13%
$0
$4.93 Million 1.35% of portfolio
40,689
Q3 2025 Reduced 0.5%
$0
$4.25 Million 1.16% of portfolio
21,696
Q3 2025 Reduced 1.35%
$0
$3.95 Million 1.08% of portfolio
77,024
Q3 2025 Added 3.67%
$3.96T
$3.94 Million 1.08% of portfolio
7,601
Q3 2025 Reduced 5.4%
$4.32T
$3.11 Million 0.85% of portfolio
12,212
Q3 2025 Reduced 7.18%
$0
$2.75 Million 0.75% of portfolio
28,849
Q3 2025 Added 4.31%
$0
$2.66 Million 0.73% of portfolio
29,721
Q3 2025 Added 3.45%
$394B
$1.41 Million 0.39% of portfolio
3,476
Q3 2025 Reduced 1.97%
$892B
$1.3 Million 0.36% of portfolio
4,115
Q2 2025 Reduced 0.36%
$1.64T
$1.25 Million 0.34% of portfolio
5,135
Q3 2025 Reduced 7.23%
$646B
$1.21 Million 0.33% of portfolio
2,407
Q3 2025 Reduced 1.59%
$403B
$860,000 0.24% of portfolio
3,715
Q2 2025 Reduced 3.03%
$87.1B
$887,000 0.24% of portfolio
2,564
Q3 2025 Reduced 11.1%
$477B
$869,000 0.24% of portfolio
4,660
Q3 2025 Added 34.68%
$412B
$883,000 0.24% of portfolio
955
Q3 2025 Reduced 13.57%
$360B
$639,000 0.18% of portfolio
4,161
Q2 2025 Reduced 4.37%
$0
$666,000 0.18% of portfolio
7,633
Q3 2025 Reduced 9.65%
$0
$610,000 0.17% of portfolio
1,304
Q2 2025 Reduced 12.95%
$498B
$595,000 0.16% of portfolio
3,214
Q3 2025 Reduced 7.64%
$145B
$532,000 0.15% of portfolio
2,531
Q3 2025 Reduced 0.47%
$116B
$544,000 0.15% of portfolio
1,854
Q2 2025 Reduced 0.54%
$0
$509,000 0.14% of portfolio
1,553
Q1 2025 Reduced 4.67%
$372B
$428,000 0.12% of portfolio
2,350
Q3 2025 New
$1.43T
$433,000 0.12% of portfolio
975
Q3 2025 New
$785B
$428,000 0.12% of portfolio
561
Q3 2025 Reduced 8.18%
$483B
$424,000 0.12% of portfolio
3,767
Q1 2025 Reduced 13.76%
$134B
$384,000 0.11% of portfolio
1,625
Q3 2025 Reduced 5.74%
$1.5T
$408,000 0.11% of portfolio
1,681
Q3 2025 Reduced 12.77%
$419B
$356,000 0.1% of portfolio
2,202
Q3 2023 Reduced 4.34%
$223B
$372,000 0.1% of portfolio
2,784
Q2 2025 Reduced 0.22%
$64.9B
$365,000 0.1% of portfolio
4,578
Q3 2025 Reduced 12.01%
$293B
$373,000 0.1% of portfolio
5,465
Q2 2025 Reduced 0.62%
$3.86B
$256,000 0.07% of portfolio
2,641
Q3 2025 Reduced 0.38%
$169B
$245,000 0.07% of portfolio
3,258
Q1 2025 Reduced 32.43%
$205B
$231,000 0.06% of portfolio
2,025
Q3 2025 Reduced 4.71%
$127B
$222,000 0.06% of portfolio
900
Q2 2025 Reduced 5.26%
$546B
$220,000 0.06% of portfolio
388
Q3 2025 Reduced 41.03%

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $365 Million
  • Prior Value $342 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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