§ 13F · FUND PROFILE
Cardinal Strategic Wealth Guidance.
AUM · $441M (13F)Positions · 67Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$55M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 183K | $137M | 31.1% | +36% |
| 2 | IUSG | ISHARES TR | 290K | $55M | 12.4% | −15% |
| 3 | EMXC | ISHARES INC | 262K | $27M | 6.1% | −23% |
| 4 | QUAL | ISHARES TR | 106K | $23M | 5.3% | −32% |
| 5 | SPYV | SPDR SERIES TRUST | 382K | $23M | 5.3% | +13% |
| 6 | DYNF | BLACKROCK ETF TRUST | 278K | $19M | 4.3% | NEW |
| 7 | JMUB | J P MORGAN EXCHANGE TRADED F | 338K | $17M | 3.9% | NEW |
| 8 | BAI | BLACKROCK ETF TRUST | 261K | $14M | 3.1% | −9% |
| 9 | EFV | ISHARES TR | 164K | $13M | 2.8% | −50% |
| 10 | EFG | ISHARES TR | 83K | $10M | 2.3% | −22% |
§ 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 $441 million in assets. The fund runs a portfolio of 67 positions.
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