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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.77T
$4 Million 1.17% of portfolio
8,035
Q2 2025 Reduced 3.2%
$3.45T
$2.7 Million 0.79% of portfolio
13,157
Q2 2025 Reduced 1.17%
$380B
$1.3 Million 0.38% of portfolio
3,546
Q2 2025 Reduced 0.25%
$622B
$1.19 Million 0.35% of portfolio
2,446
Q2 2025 Reduced 1.69%
$855B
$1.19 Million 0.35% of portfolio
4,115
Q2 2025 Reduced 0.36%
$417B
$1.09 Million 0.32% of portfolio
1,105
Q2 2025 Reduced 11.39%
$1.17T
$981,000 0.29% of portfolio
5,535
Q2 2025 Reduced 0.36%
$331B
$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%
$416B
$546,000 0.16% of portfolio
3,460
Q1 2025 Added 0.99%
$439B
$531,000 0.16% of portfolio
3,480
Q2 2025 Reduced 0.57%
$738B
$476,000 0.14% of portfolio
611
Q2 2025 Reduced 4.53%
$452B
$406,000 0.12% of portfolio
3,767
Q1 2025 Reduced 13.76%
$280B
$379,000 0.11% of portfolio
5,465
Q2 2025 Reduced 0.62%
$220B
$378,000 0.11% of portfolio
2,784
Q2 2025 Reduced 0.22%
$533B
$369,000 0.11% of portfolio
658
Q2 2025 Reduced 2.23%
$250B
$312,000 0.09% of portfolio
2,202
Q3 2023 Reduced 4.34%
$221B
$263,000 0.08% of portfolio
2,125
Q2 2025 Reduced 2.88%

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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