Cardinal Strategic Wealth Guidance

Est. AUM

$372.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$88.0M	134734	23.66%	SOLE
2	ISHARES TR	CORE S&P US GWT	$52.6M	339219	14.15%	SOLE
3	ISHARES TR	MSCI USA QLT FCT	$29.9M	155768	8.03%	SOLE
4	ISHARES INC	MSCI EMRG CHN	$26.7M	338981	7.17%	SOLE
5	ISHARES TR	EAFE VALUE ETF	$24.4M	328617	6.57%	SOLE
6	ISHARES TR	S&P 100 ETF	$21.4M	67234	5.75%	SOLE
7	SPDR SERIES TRUST	STATE STREET SPD	$19.1M	338317	5.15%	SOLE
8	ISHARES TR	NATIONAL MUN ETF	$18.8M	177441	5.06%	SOLE
9	WORLD GOLD TR	SPDR GLD MINIS	$12.4M	134223	3.34%	SOLE
10	ISHARES TR	EAFE GRWTH ETF	$11.9M	106682	3.19%	SOLE
11	BLACKROCK ETF TRUST	ISHARES A I INNO	$9.4M	286144	2.53%	SOLE
12	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$7.5M	147437	2.01%	SOLE
13	ISHARES TR	GLOBAL TECH ETF	$6.5M	65350	1.76%	SOLE
14	GLOBAL X FDS	DEFENSE TECH ETF	$5.8M	81519	1.55%	SOLE
15	BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$3.6M	75239	0.97%	SOLE
16	ISHARES TR	MSCI USA MIN VOL	$3.5M	38174	0.95%	SOLE
17	ISHARES TR	20 YR TR BD ETF	$2.8M	32387	0.75%	SOLE
18	ISHARES TR	JPMORGAN USD EMG	$2.8M	29753	0.75%	SOLE
19	APPLE INC	COM	$2.7M	10827	0.74%	SOLE
20	ABRDN SILVER ETF TRUST	PHYSCL SILVR SHS	$2.6M	36094	0.69%	SOLE
21	MICROSOFT CORP	COM	$2.2M	5862	0.58%	SOLE
22	ALPHABET INC	CAP STK CL C	$1.4M	4842	0.37%	SOLE
23	HOME DEPOT INC	COM	$1.2M	3639	0.32%	SOLE
24	JPMORGAN CHASE & CO	COM	$1.0M	3546	0.28%	SOLE
25	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.0M	2142	0.28%	SOLE
26	COSTCO WHOLESALE CORPORATION	COM	$951K	954	0.26%	SOLE
27	NVIDIA CORPORATION	COM	$887K	5086	0.24%	SOLE
28	SHERWIN WILLIAMS CO	COM	$800K	2495	0.22%	SOLE
29	ABBVIE INC	COM	$711K	3269	0.19%	SOLE
30	JOHNSON & JOHNSON	COM	$663K	2711	0.18%	SOLE
31	EXXON MOBIL CORP	COM	$631K	3720	0.17%	SOLE
32	HONEYWELL INTL INC	COM	$566K	2502	0.15%	SOLE
33	ISHARES TR	CORE MSCI EAFE	$523K	5778	0.14%	SOLE
34	VANGUARD INDEX FDS	TOTAL STK MKT	$500K	1557	0.13%	SOLE
35	PROCTER & GAMBLE CO	COM	$477K	3305	0.13%	SOLE
36	ALPHABET INC	CAP STK CL A	$460K	1601	0.12%	SOLE
37	ELI LILLY & CO	COM	$454K	494	0.12%	SOLE
38	ADVANCED MICRO DEVICES INC	COM	$453K	2225	0.12%	SOLE
39	ISHARES TR	RUS 1000 GRW ETF	$432K	1014	0.12%	SOLE
40	ISHARES TR	CORE INTL AGGR	$400K	7991	0.11%	SOLE
41	COLGATE PALMOLIVE CO	COM	$384K	4503	0.10%	SOLE
42	TESLA INC	COM	$379K	1020	0.10%	SOLE
43	AUTOMATIC DATA PROCESSING IN	COM	$377K	1855	0.10%	SOLE
44	CISCO SYS INC	COM	$362K	4666	0.10%	SOLE
45	PALANTIR TECHNOLOGIES INC	CL A	$348K	2380	0.09%	SOLE
46	UNION PAC CORP	COM	$317K	1305	0.09%	SOLE
47	ABBOTT LABORATORIES	COM	$292K	2842	0.08%	SOLE
48	NEXTERA ENERGY INC	COM	$241K	2598	0.06%	SOLE
49	CHURCHILL DOWNS INC	COM	$230K	2558	0.06%	SOLE
50	MERCK & CO INC	COM	$205K	1703	0.06%	SOLE

1–50 of 62

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.