Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cardinal Strategic Wealth Guidance (CIK 1801989) reported $379.2M across 63 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($88.0M, 23.21%), IUSG ($52.6M, 13.88%), QUAL ($29.9M, 7.88%), EMXC ($26.7M, 7.03%), EFV ($24.4M, 6.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $88.0M | 23.21% | 134,734 | Added |
| 2 | IUSG | ISHARES TR | $52.6M | 13.88% | 339,219 | Added |
| 3 | QUAL | ISHARES TR | $29.9M | 7.88% | 155,768 | Trimmed |
| 4 | EMXC | ISHARES INC | $26.7M | 7.03% | 338,981 | Added |
| 5 | EFV | ISHARES TR | $24.4M | 6.44% | 328,617 | Trimmed |
| 6 | OEF | ISHARES TR | $21.4M | 5.64% | 67,234 | Added |
| 7 | SPYV | SPDR SERIES TRUST | $19.1M | 5.05% | 338,317 | Added |
| 8 | MUB | ISHARES TR | $18.8M | 4.97% | 177,441 | Trimmed |
| 9 | GLDM | WORLD GOLD TR | $12.4M | 3.28% | 134,223 | Added |
| 10 | EFG | ISHARES TR | $11.9M | 3.13% | 106,682 | Trimmed |
| 11 | BAI | BLACKROCK ETF TRUST | $9.4M | 2.49% | 286,144 | Added |
| 12 | JPST | J P MORGAN EXCHANGE TRADED F | $7.5M | 1.97% | 147,437 | Added |
| 13 | SPMO | INVESCO EXCH TRADED FD TR II | $7.2M | 1.91% | 64,652 | Added |
| 14 | IXN | ISHARES TR | $6.5M | 1.72% | 65,350 | Trimmed |
| 15 | SHLD | GLOBAL X FDS | $5.8M | 1.52% | 81,519 | Added |
| 16 | HIMU | BLACKROCK ETF TRUST II | $3.6M | 0.95% | 75,239 | Added |
| 17 | USMV | ISHARES TR | $3.5M | 0.93% | 38,174 | Added |
| 18 | EMB | ISHARES TR | $2.8M | 0.74% | 29,753 | Added |
| 19 | TLT | ISHARES TR | $2.8M | 0.74% | 32,387 | Added |
| 20 | AAPL | APPLE INC | $2.7M | 0.72% | 10,827 | Trimmed |
| 21 | SIVR | ABRDN SILVER ETF TRUST | $2.6M | 0.68% | 36,094 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $2.2M | 0.57% | 5,862 | Trimmed |
| 23 | GOOG | ALPHABET INC | $1.4M | 0.37% | 4,842 | Added |
| 24 | HD | HOME DEPOT INC | $1.2M | 0.32% | 3,639 | Added |
| 25 | JPM | JPMORGAN CHASE & CO | $1.0M | 0.28% | 3,546 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31