§ 13F · FUND PROFILE
Cardinal Strategic Wealth Guidance.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $346.6T (13F)Positions · 62Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 131K | $89.8T | 23.5% | −4% |
| 2 | IUSG | ISHARES TR | 335K | $56.2T | 14.7% | +1% |
| 3 | QUAL | ISHARES TR | 159K | $31.7T | 8.3% | −25% |
| 4 | EMXC | ISHARES INC | 339K | $24.6T | 6.4% | +22% |
| 5 | EFV | ISHARES TR | 330K | $23.6T | 6.2% | −16% |
| 6 | OEF | ISHARES TR | 65K | $22.3T | 5.8% | +46% |
| 7 | MUB | ISHARES TR | 182K | $19.5T | 5.1% | −13% |
| 8 | SPYV | SPDR SERIES TRUST | 322K | $18.3T | 4.8% | +102% |
| 9 | EFG | ISHARES TR | 108K | $12.3T | 3.2% | −23% |
| 10 | GLDM | WORLD GOLD TR | 133K | $11.4T | 3.0% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CARDINAL SIGNAL
AC read
Cardinal Strategic Wealth Guidance is a Other fund managing $346604.6 trillion in assets. The fund runs a portfolio of 62 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed