13F Insight
DOSSIER · 13F-HR · Q2 2026

Cardinal Strategic Wealth Guidance

$441M in tracked AUM across 67 positions as of Q2 2026.

CS
CIK 0001801989 · last filed Jun 30, 2026
Total AUM
$441M
as of Q2 2026
Holdings
67
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Cardinal Strategic Wealth Guidance filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$137M183K31.1%02
IUSG
ISHARES TR
$55M290K12.4%03
EMXC
ISHARES INC
$27M262K6.1%04
QUAL
ISHARES TR
$23M106K5.3%05
SPYV
SPDR SERIES TRUST
$23M382K5.3%06
DYNF
BLACKROCK ETF TRUST
$19M278K4.3%07
JMUB
J P MORGAN EXCHANGE TRADED F
$17M338K3.9%08
BAI
BLACKROCK ETF TRUST
$14M261K3.1%09
EFV
ISHARES TR
$13M164K2.8%10
EFG
ISHARES TR
$10M83K2.3%

Filing history

2026Q2Jun 30
$441M▲ 16.3%
67 positionsView →2026Q1Mar 31
$379M▼ 0.9%
63 positionsView →2025Q4Dec 31
$383M▲ 2.9%
59 positionsView →2025Q3Sep 30
$372M▲ 7.3%
58 positionsView →2025Q2Jun 30
$347M▲ 10.7%
62 positionsLocked2025Q1Mar 31
$313M▼ 0.3%
64 positionsLocked2024Q4Dec 31
$314M▲ 2.7%
83 positionsLocked2024Q3Sep 30
$305M▲ 10.1%
60 positionsLocked2024Q2Jun 30
$277M▲ 4.3%
77 positionsLocked2024Q1Mar 31
$266M▲ 5.7%
57 positionsLocked2023Q4Dec 31
$252M▲ 16.6%
75 positionsLocked2023Q3Sep 30
$216M▼ 4.1%
85 positionsLocked
Showing 12 of 27