Latest Cardinal Strategic Wealth Guidance Stock Portfolio
Cardinal Strategic Wealth Guidance Performance:
2025 Q2: 6.68%YTD: 3.12%2024: 12.27%
Performance for 2025 Q2 is 6.68%, and YTD is 3.12%, and 2024 is 12.27%.
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 $346.6 Millions as of 30 Jun, 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 14.5% of portfolio in ISHARES TR.
The fund managers got completely rid off ISHARES TR (AAXJ), INVESCO EXCH TRADED FD TR II (CGW) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), CHURCHILL DOWNS INC (CHDN) and ISHARES TR (AAXJ). Cardinal Strategic Wealth Guidance opened new stock positions in ISHARES TR (AGT) and BLACKROCK ETF TRUST (BECO). The fund showed a lot of confidence in some stocks as they added substantially to WORLD GOLD TR (GLDM), ISHARES TR (IJR) and ISHARES TR (AAXJ).
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 14.5% of portfolio in ISHARES TR.
The fund managers got completely rid off ISHARES TR (AAXJ), INVESCO EXCH TRADED FD TR II (CGW) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), CHURCHILL DOWNS INC (CHDN) and ISHARES TR (AAXJ). Cardinal Strategic Wealth Guidance opened new stock positions in ISHARES TR (AGT) and BLACKROCK ETF TRUST (BECO). The fund showed a lot of confidence in some stocks as they added substantially to WORLD GOLD TR (GLDM), ISHARES TR (IJR) and ISHARES TR (AAXJ).
Cardinal Strategic Wealth Guidance Annual Return Estimates Vs S&P 500
Our best estimate is that Cardinal Strategic Wealth Guidance made a return of 6.68% in the last quarter. In trailing 12 months, it's portfolio return was 7.08%.
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 3,795,990 |
| blackrock etf trust | 3,087,870 |
New stocks bought by Cardinal Strategic Wealth Guidance
Additions
| Ticker | % Inc. |
|---|---|
| world gold tr | 56.68 |
| ishares tr | 25.62 |
| ishares tr | 20.41 |
| spdr series trust | 11.09 |
| ishares tr | 8.54 |
| ishares tr | 7.64 |
| ishares tr | 3.45 |
| j p morgan exchange traded f | 0.24 |
Additions to existing portfolio by Cardinal Strategic Wealth Guidance
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -88.06 |
| ishares tr | -77.02 |
| churchill downs inc | -50.51 |
| ishares tr | -35.01 |
| ishares tr | -23.95 |
| ishares tr | -12.95 |
| costco whsl corp new | -11.39 |
| alphabet inc | -10.54 |
Cardinal Strategic Wealth Guidance reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -11,617 |
| invesco exch traded fd tr ii | -11,507 |
| spdr ser tr | -5,288 |
| ishares tr | -8,188 |
Cardinal Strategic Wealth Guidance got rid off the above stocks
Sector Distribution
Cardinal Strategic Wealth Guidance has about 93% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 93 |
| Technology | 2.3 |
| Utilities | 1.2 |
Market Cap. Distribution
Cardinal Strategic Wealth Guidance has about 5.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 93 |
| MEGA-CAP | 4.5 |
| LARGE-CAP | 1.4 |
| SMALL-CAP | 1.1 |
Stocks belong to which Index?
About 7% of the stocks held by Cardinal Strategic Wealth Guidance either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 93 |
| S&P 500 | 5.9 |
| RUSSELL 2000 | 1.1 |
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 62 stocks in it's portfolio. About 81.9% of the portfolio is in top 10 stocks. AAPL 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: 21 Jul, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| IJR | ishares tr | 24.72 | 137,988 | 85,676,800 | reduced | -0.44 | ||
Historical Trend of ISHARES TR Position Held By Cardinal Strategic Wealth GuidanceWhat % of Portfolio is IJR?:Number of IJR shares held:Change in No. of Shares Held: | ||||||||
| IJR | ishares tr | 14.51 | 334,365 | 50,288,500 | reduced | -6.32 | ||
| IBCE | ishares tr | 11.36 | 215,406 | 39,380,500 | reduced | -0.16 | ||
| AAXJ | ishares tr | 7.18 | 391,755 | 24,868,600 | added | 20.41 | ||
| AAXJ | ishares tr | 5.58 | 185,236 | 19,353,500 | reduced | -10.24 | ||
| EMGF | ishares inc | 5.08 | 278,826 | 17,605,100 | reduced | -3.79 | ||
| AAXJ | ishares tr | 4.70 | 145,454 | 16,290,800 | reduced | -23.95 | ||
| IJR | ishares tr | 3.96 | 45,078 | 13,719,500 | added | 25.62 | ||
| BIL | spdr series trust | 2.39 | 158,229 | 8,281,710 | added | 11.09 | ||
| GLDM | world gold tr | 2.39 | 126,347 | 8,278,260 | added | 56.68 | ||
| IJR | ishares tr | 2.36 | 88,463 | 8,168,670 | added | 7.64 | ||
| BBAX | j p morgan exchange traded f | 1.77 | 120,800 | 6,122,160 | added | 0.24 | ||
| CGW | invesco exch traded fd tr ii | 1.33 | 40,893 | 4,599,240 | reduced | -6.6 | ||
| MSFT | microsoft corp | 1.15 | 8,035 | 3,996,690 | reduced | -3.2 | ||
| IJR | ishares tr | 1.10 | 21,994 | 3,810,900 | reduced | -35.01 | ||
| AMPS | ishares tr | 1.10 | 40,484 | 3,800,230 | reduced | -0.06 | ||
| AGT | ishares tr | 1.09 | 74,300 | 3,795,990 | new | |||
| BECO | blackrock etf trust | 0.89 | 107,032 | 3,087,870 | new | |||
| AAPL | apple inc | 0.78 | 13,157 | 2,699,420 | reduced | -1.17 | ||
| AAXJ | ishares tr | 0.74 | 27,658 | 2,561,680 | added | 3.45 | ||
