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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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