Latest Cardinal Strategic Wealth Guidance Stock Portfolio
$441Million | No. of Holdings #67
Cardinal Strategic Wealth Guidance Performance
2026 Q2+11.00%
YTD+8.26%
2025+16.58%
About Cardinal Strategic Wealth Guidance and 13F Hedge Fund Stock Holdings
On 2026-07-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cardinal Strategic Wealth Guidance reported an equity portfolio of $441 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Cardinal Strategic Wealth Guidance are IJR, IJR, EMGF. The fund has invested 31.1% of it's portfolio in ISHARES TR and 12.4% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off ABRDN SILVER ETF TRUST (SIVR), HONEYWELL INTL INC (HON) and ISHARES TR (AGT) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), ISHARES TR (IJR) and BLACKROCK ETF TRUST II (HYMU). Cardinal Strategic Wealth Guidance opened new stock positions in BLACKROCK ETF TRUST (BECO), J P MORGAN EXCHANGE TRADED F (BBAX) and ISHARES TR (AMPS). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (IJR) and GLOBAL X FDS (BITS).
Cardinal Strategic Wealth Guidance Equity Portfolio Value
Last Reported on: 30 Jul, 2026
$441Million
as of Jul 30, 2026Cardinal Strategic Wealth Guidance Annual Return Estimates Vs S&P 500
Our best estimate is that Cardinal Strategic Wealth Guidance made a return of 11% in the last quarter. In trailing 12 months, it's portfolio return was 18.67%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| blackrock etf trust | 18,918,800 |
| j p morgan exchange traded f | 17,108,300 |
| ishares tr | 9,531,740 |
| j p morgan exchange traded f | 3,649,390 |
| j p morgan exchange traded f | 2,774,760 |
| ishares tr | 1,235,110 |
| ishares tr | 693,156 |
| honeywell intl inc | 265,210 |
New stocks bought by Cardinal Strategic Wealth Guidance
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 500 |
| ishares tr | 300 |
| global x fds | 89.39 |
| ishares tr | 35.91 |
| spdr series trust | 13.00 |
| j p morgan exchange traded f | 2.43 |
Additions to existing portfolio by Cardinal Strategic Wealth Guidance
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -99.54 |
| ishares tr | -99.4 |
| blackrock etf trust ii | -83.78 |
| invesco exch traded fd tr ii | -76.47 |
| ishares tr | -63.7 |
| ishares tr | -54.92 |
| ishares tr | -50.18 |
| world gold tr | -33.61 |
Cardinal Strategic Wealth Guidance reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| abrdn silver etf trust | -2,584,690 |
| ishares tr | -399,870 |
| honeywell intl inc | -565,528 |
| ishares tr | -25,381 |
| ishares tr | -10,213 |
| j p morgan exchange traded f | -2,608 |
| ishares tr | -5,625 |
| ishares tr | -998 |
Cardinal Strategic Wealth Guidance got rid off the above stocks
Sector Distribution
Cardinal Strategic Wealth Guidance has about 92.2% of it's holdings in Others sector.
- Others
- Utilities
- Technology
| Sector | % |
|---|---|
| Others | 92.2 |
| Utilities | 3.2 |
| Technology | 1.8 |
Market Cap. Distribution
Cardinal Strategic Wealth Guidance has about 7.1% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 92.2 |
| MEGA-CAP | 7.1 |
Stocks belong to which Index?
About 7.7% of the stocks held by Cardinal Strategic Wealth Guidance either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 92.3 |
| S&P 500 | 4.6 |
| RUSSELL 2000 | 3.1 |
| Top 5 Winners ($) | $ | |
|---|---|---|
| IJR | ishares tr | 15.2 M |
| IJR | ishares tr | 10.4 M |
| EMGF | ishares inc | 7.1 M |
| BECO | blackrock etf trust | 5.4 M |
| IBCE | ishares tr | 3.6 M |
| Top 5 Losers ($) | $ | |
|---|---|---|
| GLDM | world gold tr | -1.5 M |
| BITS | global x fds | -1.3 M |
| IJR | ishares tr | -0.8 M |
| XOM | exxon mobil corp | -0.1 M |
| VB | vanguard index fds | -0.1 M |
Cardinal Strategic Wealth Guidance Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Cardinal Strategic Wealth Guidance
Cardinal Strategic Wealth Guidance has 67 stocks in it's portfolio. About 76.6% of the portfolio is in top 10 stocks. GLDM proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Cardinal Strategic Wealth Guidance last quarter.
$441.03MTotal Value
75.00Positions
30 Jul, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 0.7% | 10,639 | $3.08M 0.7% | 1.74%decreased 1.74 percentreduced | ||
 AAXJ Ishares TrIshares TrAAXJ | 2.84% | 163,713 | $12.53M 2.84% | 50.18%decreased 50.18 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 2.34% | 82,980 | $10.32M 2.34% | 22.22%decreased 22.22 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 1.95% | 79,993 | $8.61M 1.95% | 54.92%decreased 54.92 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 137 | $13.2K 0% | 99.54%decreased 99.54 percentreduced | |
 Abbvie Inc Abbvie IncABBV Cardinal Strategic Wealth Guidance's holding in Abbvie Inc over time | 0.19% | 3,269 | $822.6K 0.19% | 0%unchanged 0 percentunchanged | |
 Abbott Laboratories Cardinal Strategic Wealth Guidance's holding in Abbott Laboratories over time | 0.06% | 2,774 | $251.7K 0.06% | 2.39%decreased 2.39 percentreduced | |
 Automatic Data Processing In Cardinal Strategic Wealth Guidance's holding in Automatic Data Processing In over time | 0.09% | 1,854 | $415.2K 0.09% | 0.05%decreased 0.05 percentreduced | |
 AGT Ishares TrIshares TrAGT | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Advanced Micro Devices Inc Cardinal Strategic Wealth Guidance's holding in Advanced Micro Devices Inc over time | 0.27% | 2,023 | $1.18M 0.27% | 9.08%decreased 9.08 percentreduced | |
 Ishares Tr Ishares TrAMPS Cardinal Strategic Wealth Guidance's holding in Ishares Tr over time | 2.16% | 418,426 | $9.53M 2.16% | Newnew position | |
Ishares Tr Ishares TrAMPS Cardinal Strategic Wealth Guidance's holding in Ishares Tr over time | 0.78% | 35,834 | $3.46M 0.78% | 6.13%decreased 6.13 percentreduced | |
Ishares Tr Ishares TrAMPS Cardinal Strategic Wealth Guidance's holding in Ishares Tr over time | 0.16% | 6,785 | $693.2K 0.16% | Newnew position | |
 Amazon Com Inc Amazon Com IncAMZN Cardinal Strategic Wealth Guidance's holding in Amazon Com Inc over time | 0.05% | 948 | $225.9K 0.05% | Newnew position | |
 BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 3.88% | 337,742 | $17.11M 3.88% | Newnew position | |
BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 1.73% | 151,018 | $7.64M 1.73% | 2.43%increased 2.43 percentadded | |
BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 0.63% | 57,389 | $2.77M 0.63% | Newnew position | |
BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 0.02% | 1,020 | $73.7K 0.02% | Newnew position | |
BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
