Latest Cardinal Strategic Wealth Guidance Stock Portfolio

Cardinal Strategic Wealth Guidance Performance:

2026 Q1: -2.47%YTD: -2.47%2025: 16.58%

Performance for 2026 Q1 is -2.47%, and YTD is -2.47%, and 2025 is 16.58%.

About Cardinal Strategic Wealth Guidance and 13F Hedge Fund Stock Holdings

On 2026-04-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cardinal Strategic Wealth Guidance reported an equity portfolio of $379.2 Millions as of 31 Mar, 2026.

The top stock holdings of Cardinal Strategic Wealth Guidance are IJR, IJR, IBCE. The fund has invested 23.2% of it's portfolio in ISHARES TR and 13.9% of portfolio in ISHARES TR.

The fund managers got completely rid off WATERS CORP (WAT) and VANGUARD INDEX FDS (VB) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), NEXTERA ENERGY INC (NEE) and ELI LILLY & CO (LLY). Cardinal Strategic Wealth Guidance opened new stock positions in MERCK & CO INC (MRK), ISHARES TR (AAXJ) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to BLACKROCK ETF TRUST II (HYMU), GLOBAL X FDS (BITS) and BLACKROCK ETF TRUST (BECO).

Cardinal Strategic Wealth Guidance Annual Return Estimates Vs S&P 500

Our best estimate is that Cardinal Strategic Wealth Guidance made a return of -2.47% in the last quarter. In trailing 12 months, it's portfolio return was 16.9%.

Performance
S&P 500

New Buys

Ticker	$ Bought
merck & co inc	204,854
ishares tr	25,381
ishares tr	10,213
ishares tr	5,625
invesco exch traded fd tr ii	4,036
j p morgan exchange traded f	2,608

New stocks bought by Cardinal Strategic Wealth Guidance

Additions

Ticker	% Inc.
blackrock etf trust ii	31.27
global x fds	17.81
blackrock etf trust	17.72
nvidia corporation	9.14
j p morgan exchange traded f	7.43
ishares tr	5.16
mastercard incorporated	5.15
spdr series trust	4.92

Additions to existing portfolio by Cardinal Strategic Wealth Guidance

Reductions

Ticker	% Reduced
ishares tr	-88.89
nextera energy inc	-20.26
ishares tr	-12.43
eli lilly & co	-11.94
microsoft corp	-9.94
ishares tr	-6.41
berkshire hathaway inc del	-3.34
churchill downs inc	-3.14

Cardinal Strategic Wealth Guidance reduced stake in above stock

Sold off

Ticker	$ Sold
waters corp	-236,635
vanguard index fds	-12,283

Cardinal Strategic Wealth Guidance got rid off the above stocks

Sector Distribution

Cardinal Strategic Wealth Guidance has about 94.1% of it's holdings in Others sector.

Sector	%
Others	94.1
Technology	1.8

Market Cap. Distribution

Cardinal Strategic Wealth Guidance has about 4.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	94.1
MEGA-CAP	4.1

Stocks belong to which Index?

About 4.8% of the stocks held by Cardinal Strategic Wealth Guidance either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	94.2
S&P 500	4.8

Top 5 Winners (%)		%
XOM	exxon mobil corp	40.5 %
JNJ	johnson & johnson	18.1 %
HON	honeywell intl inc	15.8 %
COST	costco wholesale corporation	15.5 %
NEE	nextera energy inc	14.1 %

Top 5 Winners ($)		$
EMGF	ishares inc	2.0 M
GLDM	world gold tr	1.0 M
AAXJ	ishares tr	1.0 M
BITS	global x fds	0.5 M
XOM	exxon mobil corp	0.2 M

Top 5 Losers (%)		%
MSFT	microsoft corp	-22.3 %
ADP	automatic data processing in	-21.0 %
CHDN	churchill downs inc	-20.7 %
ABT	abbott laboratories	-17.9 %
PLTR	palantir technologies inc	-17.6 %

Top 5 Losers ($)		$
IJR	ishares tr	-4.3 M
IJR	ishares tr	-4.2 M
IJR	ishares tr	-1.6 M
IBCE	ishares tr	-1.1 M
MSFT	microsoft corp	-0.7 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 63 stocks in it's portfolio. About 80.5% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. EMGF was the most profitable stock for Cardinal Strategic Wealth Guidance last quarter.

Last Reported on: 20 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.72	10,827	2,747,780	reduced	-0.81

AAXJ	ishares tr	6.44	328,617	24,432,700	reduced	-0.39

AAXJ	ishares tr	4.97	177,441	18,835,400	reduced	-2.69

AAXJ	ishares tr	3.13	106,682	11,881,200	reduced	-0.99

AAXJ	ishares tr	0.74	29,753	2,794,700	added	1.74

AAXJ	ishares tr	0.01	214	25,381	new

ABBV	abbvie inc	0.19	3,269	710,975	reduced	-2.33

ABT	abbott laboratories	0.08	2,842	291,789	added	2.08

ADP	automatic data processing in	0.10	1,855	376,899	added	0.05

AGT	ishares tr	0.10	7,991	399,870	added	1.81

AMD	advanced micro devices inc	0.12	2,225	452,632	added	1.04

AMPS	ishares tr	0.93	38,174	3,540,260	added	5.16

BBAX	j p morgan exchange traded f	1.97	147,437	7,461,800	added	7.43

BBAX	j p morgan exchange traded f	0.00	46.00	2,608	new

BECO	blackrock etf trust	2.49	286,144	9,428,440	added	17.72

BIL	spdr series trust	5.05	338,317	19,142,000	added	4.92

BITS	global x fds	1.52	81,519	5,774,810	added	17.81

CGW	invesco exch traded fd tr ii	1.91	64,652	7,248,140	added	2.86

CGW	invesco exch traded fd tr ii	0.00	51.00	4,036	new

CHDN	churchill downs inc	0.06	2,558	229,786	reduced	-3.14