Cardinal Strategic Wealth Guidance

Institutional manager (13F) · CIK 1801989

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $378M

#	Issuer	Value	Shares
1	ISHARES TR	$88M	134,734
2	ISHARES TR	$53M	339,219
3	ISHARES TR	$30M	155,768
4	ISHARES INC	$27M	338,981
5	ISHARES TR	$24M	328,617
6	ISHARES TR	$21M	67,234
7	SPDR SERIES TRUST	$19M	338,317
8	ISHARES TR	$19M	177,441
9	WORLD GOLD TR	$12M	134,223
10	ISHARES TR	$12M	106,682
11	BLACKROCK ETF TRUST	$9M	286,144
12	J P MORGAN EXCHANGE TRADED F	$7M	147,437
13	INVESCO EXCH TRADED FD TR II	$7M	64,652
14	ISHARES TR	$7M	65,350
15	GLOBAL X FDS	$6M	81,519
16	BLACKROCK ETF TRUST II	$4M	75,239
17	ISHARES TR	$4M	38,174
18	ISHARES TR	$3M	32,387
19	ISHARES TR	$3M	29,753
20	APPLE INC	$3M	10,827
21	ABRDN SILVER ETF TRUST	$3M	36,094
22	MICROSOFT CORP	$2M	5,862
23	ALPHABET INC	$1M	4,842
24	HOME DEPOT INC	$1M	3,639
25	JPMORGAN CHASE & CO	$1M	3,546
26	BERKSHIRE HATHAWAY INC DEL	$1M	2,142
27	COSTCO WHOLESALE CORPORATION	$951k	954
28	NVIDIA CORPORATION	$887k	5,086
29	SHERWIN WILLIAMS CO	$800k	2,495
30	ABBVIE INC	$711k	3,269
31	JOHNSON & JOHNSON	$663k	2,711
32	EXXON MOBIL CORP	$631k	3,720
33	HONEYWELL INTL INC	$566k	2,502
34	ISHARES TR	$523k	5,778
35	VANGUARD INDEX FDS	$500k	1,557
36	PROCTER & GAMBLE CO	$477k	3,305
37	ALPHABET INC	$460k	1,601
38	ELI LILLY & CO	$454k	494
39	ADVANCED MICRO DEVICES INC	$453k	2,225
40	ISHARES TR	$432k	1,014
41	ISHARES TR	$400k	7,991
42	COLGATE PALMOLIVE CO	$384k	4,503
43	TESLA INC	$379k	1,020
44	AUTOMATIC DATA PROCESSING IN	$377k	1,855
45	CISCO SYS INC	$362k	4,666
46	PALANTIR TECHNOLOGIES INC	$348k	2,380
47	UNION PAC CORP	$317k	1,305
48	ABBOTT LABORATORIES	$292k	2,842
49	NEXTERA ENERGY INC	$241k	2,598
50	CHURCHILL DOWNS INC	$230k	2,558

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.