Cardinal Strategic Wealth Guidance 13F Holdings · Q2 2026
Cardinal Strategic Wealth Guidance reported 67 securities worth $441.03M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (31.09%), IUSG (12.36%), EMXC (6.07%). Among its top 25 positions this quarter: 5 new, 4 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $137.1M | 31.09% | 183,116 | Added |
| 2 | IUSG | ISHARES TR | $54.5M | 12.36% | 289,900 | Trimmed |
| 3 | EMXC | ISHARES INC | $26.8M | 6.07% | 261,857 | Trimmed |
| 4 | QUAL | ISHARES TR | $23.3M | 5.29% | 106,281 | Trimmed |
| 5 | SPYV | SPDR SERIES TRUST | $23.2M | 5.27% | 382,298 | Added |
| 6 | DYNF | BLACKROCK ETF TRUST | $18.9M | 4.29% | 278,176 | New |
| 7 | JMUB | J P MORGAN EXCHANGE TRADED F | $17.1M | 3.88% | 337,742 | New |
| 8 | BAI | BLACKROCK ETF TRUST | $13.8M | 3.12% | 261,414 | Trimmed |
| 9 | EFV | ISHARES TR | $12.5M | 2.84% | 163,713 | Trimmed |
| 10 | EFG | ISHARES TR | $10.3M | 2.34% | 82,980 | Trimmed |
| 11 | GOVT | ISHARES TR | $9.5M | 2.16% | 418,426 | New |
| 12 | SHLD | GLOBAL X FDS | $9.2M | 2.09% | 154,389 | Added |
| 13 | OEF | ISHARES TR | $8.9M | 2.02% | 24,409 | Trimmed |
| 14 | IXN | ISHARES TR | $8.6M | 1.95% | 59,402 | Trimmed |
| 15 | MUB | ISHARES TR | $8.6M | 1.95% | 79,993 | Trimmed |
| 16 | JPST | J P MORGAN EXCHANGE TRADED F | $7.6M | 1.73% | 151,018 | Added |
| 17 | SPMO | INVESCO EXCH TRADED FD TR II | $7.5M | 1.70% | 46,286 | Trimmed |
| 18 | GLDM | WORLD GOLD TR | $7.1M | 1.60% | 89,116 | Trimmed |
| 19 | JIVE | J P MORGAN EXCHANGE TRADED F | $3.6M | 0.83% | 39,687 | New |
| 20 | USMV | ISHARES TR | $3.5M | 0.78% | 35,834 | Trimmed |
| 21 | AAPL | APPLE INC | $3.1M | 0.70% | 10,639 | Trimmed |
| 22 | JPIB | J P MORGAN EXCHANGE TRADED F | $2.8M | 0.63% | 57,389 | New |
| 23 | MSFT | MICROSOFT CORP | $2.2M | 0.49% | 5,837 | Trimmed |
| 24 | GOOG | ALPHABET INC | $1.6M | 0.35% | 4,411 | Trimmed |
| 25 | HD | HOME DEPOT INC | $1.2M | 0.28% | 3,535 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR