§ 13F · FUND PROFILE
Cardinal Strategic Wealth Guidance.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $372M (13F)Positions · 58Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$253K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 135K | $88M | 23.2% | +3% |
| 2 | IUSG | ISHARES TR | 339K | $53M | 13.9% | +1% |
| 3 | QUAL | ISHARES TR | 156K | $30M | 7.9% | −2% |
| 4 | EMXC | ISHARES INC | 339K | $27M | 7.0% | ±0% |
| 5 | EFV | ISHARES TR | 329K | $24M | 6.4% | ±0% |
| 6 | OEF | ISHARES TR | 67K | $21M | 5.6% | +3% |
| 7 | SPYV | SPDR SERIES TRUST | 338K | $19M | 5.0% | +5% |
| 8 | MUB | ISHARES TR | 177K | $19M | 5.0% | −3% |
| 9 | GLDM | WORLD GOLD TR | 134K | $12M | 3.3% | +1% |
| 10 | EFG | ISHARES TR | 107K | $12M | 3.1% | −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 $372 million in assets. The fund runs a portfolio of 58 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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