Latest Cardinal Strategic Wealth Guidance Stock Portfolio
Cardinal Strategic Wealth Guidance Performance:
2025 Q3: 4.62%YTD: 8.31%2024: 12.29%
Performance for 2025 Q3 is 4.62%, and YTD is 8.31%, and 2024 is 12.29%.
About Cardinal Strategic Wealth Guidance and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Cardinal Strategic Wealth Guidance reported an equity portfolio of $371.8 Millions as of 30 Sep, 2025.
The top stock holdings of Cardinal Strategic Wealth Guidance are IJR, IJR, IBCE. The fund has invested 24.7% of it's portfolio in ISHARES TR and 14.7% of portfolio in ISHARES TR.
The fund managers got completely rid off ISHARES TR (IJR), WATERS CORP (WAT) and ISHARES INC (EMGF) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), MASTERCARD INCORPORATED (MA) and ISHARES TR (IJR). Cardinal Strategic Wealth Guidance opened new stock positions in TESLA INC (TSLA) and PALANTIR TECHNOLOGIES INC (PLTR). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORPORATION (NVDA), ISHARES TR (AAXJ) and WORLD GOLD TR (GLDM).
The top stock holdings of Cardinal Strategic Wealth Guidance are IJR, IJR, IBCE. The fund has invested 24.7% of it's portfolio in ISHARES TR and 14.7% of portfolio in ISHARES TR.
The fund managers got completely rid off ISHARES TR (IJR), WATERS CORP (WAT) and ISHARES INC (EMGF) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), MASTERCARD INCORPORATED (MA) and ISHARES TR (IJR). Cardinal Strategic Wealth Guidance opened new stock positions in TESLA INC (TSLA) and PALANTIR TECHNOLOGIES INC (PLTR). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORPORATION (NVDA), ISHARES TR (AAXJ) and WORLD GOLD TR (GLDM).
Cardinal Strategic Wealth Guidance Annual Return Estimates Vs S&P 500
Our best estimate is that Cardinal Strategic Wealth Guidance made a return of 4.62% in the last quarter. In trailing 12 months, it's portfolio return was 9.81%.
New Buys
| Ticker | $ Bought |
|---|---|
| tesla inc | 433,602 |
| palantir technologies inc | 428,687 |
New stocks bought by Cardinal Strategic Wealth Guidance
Additions
| Ticker | % Inc. |
|---|---|
| nvidia corporation | 34.68 |
| ishares tr | 12.78 |
| world gold tr | 6.68 |
| j p morgan exchange traded f | 6.13 |
| ishares tr | 4.31 |
| ishares tr | 3.67 |
| ishares tr | 3.45 |
| spdr series trust | 0.82 |
Additions to existing portfolio by Cardinal Strategic Wealth Guidance
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard index fds | -43.06 |
| mastercard incorporated | -41.03 |
| ishares tr | -28.41 |
| ishares tr | -14.53 |
| costco whsl corp new | -13.57 |
| alphabet inc | -12.77 |
| colgate palmolive co | -12.01 |
| sherwin williams co | -11.1 |
Cardinal Strategic Wealth Guidance reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -316,089 |
| ishares inc | -151,936 |
| waters corp | -241,885 |
| vanguard index fds | -40,953 |
| ishares tr | -3,536 |
| ishares tr | -1,749 |
Cardinal Strategic Wealth Guidance got rid off the above stocks
Sector Distribution
Cardinal Strategic Wealth Guidance has about 93.2% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 93.2 |
| Technology | 2.4 |
Market Cap. Distribution
Cardinal Strategic Wealth Guidance has about 5.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 93.2 |
| MEGA-CAP | 4.6 |
| LARGE-CAP | 1.2 |
Stocks belong to which Index?
About 5.7% of the stocks held by Cardinal Strategic Wealth Guidance either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 93.3 |
| S&P 500 | 5.7 |
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 58 stocks in it's portfolio. About 82.2% of the portfolio is in top 10 stocks. COST proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Cardinal Strategic Wealth Guidance last quarter.
Last Reported on: 22 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.84 | 12,212 | 3,109,540 | reduced | -7.18 | ||
| AAXJ | ishares tr | 7.15 | 391,736 | 26,571,500 | reduced | 0.00 | ||
| AAXJ | ishares tr | 5.98 | 208,906 | 22,246,400 | added | 12.78 | ||
| AAXJ | ishares tr | 4.27 | 139,546 | 15,891,500 | reduced | -4.06 | ||
| AAXJ | ishares tr | 0.74 | 28,849 | 2,746,140 | added | 4.31 | ||
| ABBV | abbvie inc | 0.23 | 3,715 | 860,172 | unchanged | 0.00 | ||
| ABT | abbott labs | 0.10 | 2,784 | 372,889 | unchanged | 0.00 | ||
| ADP | automatic data processing in | 0.15 | 1,854 | 544,149 | unchanged | 0.00 | ||
| AGT | ishares tr | 1.06 | 77,024 | 3,945,940 | added | 3.67 | ||
| AMD | advanced micro devices inc | 0.10 | 2,202 | 356,262 | unchanged | 0.00 | ||
| AMPS | ishares tr | 0.92 | 36,162 | 3,440,450 | reduced | -10.68 | ||
| BBAX | j p morgan exchange traded f | 1.75 | 128,207 | 6,503,960 | added | 6.13 | ||
| BECO | blackrock etf trust | 0.98 | 106,727 | 3,645,800 | reduced | -0.28 | ||
| BIL | spdr series trust | 2.37 | 159,522 | 8,826,350 | added | 0.82 | ||
| CGW | invesco exch traded fd tr ii | 1.32 | 40,689 | 4,925,810 | reduced | -0.5 | ||
| CHDN | churchill downs inc | 0.07 | 2,641 | 256,204 | reduced | -0.38 | ||
| CL | colgate palmolive co | 0.10 | 4,578 | 365,966 | reduced | -12.01 | ||
| COST | costco whsl corp new | 0.24 | 955 | 883,977 | reduced | -13.57 | ||
| CSCO | cisco sys inc | 0.10 | 5,465 | 373,916 | unchanged | 0.00 | ||
| DIS | disney walt co | 0.06 | 2,025 | 231,863 | reduced | -4.71 | ||