StockDriftsStockDriftsTop 50 Cardinal Strategic Wealth Guidance Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 31.09% | 183.1K | $137.1M | +35.91%(+48.38K) | $482.17(+61.55%) | 2026-06-30 | |
| IUSG | ISHARES TR | 12.36% | 289.9K | $54.5M | -14.54%(-49.32K) | $98.85(+96.52%) | 2026-06-30 | |
| EMXC | ISHARES INC | 6.07% | 261.9K | $26.8M | -22.75%(-77.12K) | $55.71(+78.47%) | 2026-06-30 | |
| QUAL | ISHARES TR | 5.29% | 106.3K | $23.3M | -31.77%(-49.49K) | $134.87(+66.84%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 5.27% | 382.3K | $23.2M | +13.00%(+43.98K) | $53.54(+18.44%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 4.29% | 278.2K | $18.9M | new | $62.22(+12.77%) | 2026-06-30 | |
| JMUB | J P MORGAN EXCHANGE TRADED F | 3.88% | 337.7K | $17.1M | new | $50.30(-1.19%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 3.12% | 261.4K | $13.8M | -8.64%(-24.73K) | $30.57(+52.99%) | 2026-06-30 | |
| EFV | ISHARES TR | 2.84% | 163.7K | $12.5M | -50.18%(-164.90K) | $50.26(+62.74%) | 2026-06-30 | |
| EFG | ISHARES TR | 2.34% | 83.0K | $10.3M | -22.22%(-23.70K) | $88.47(+43.27%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.11% | +60.60% | +9.30% | +56.02% |
| Top 20 Holdings Unweighted | +14.56% | +50.35% | +8.50% | +50.37% |
Cardinal Strategic Wealth Guidance reports $441.03M in US-listed equity holdings across 67 positions in its most recent 13F filing. Its largest disclosed positions are IVV (31.1%), IUSG (12.4%) and EMXC (6.1%). The top 20 holdings account for 93.36% of reported assets. Its disclosed equity book has returned +60.60% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cardinal Strategic Wealth Guidance’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1801989). View Cardinal Strategic Wealth Guidance’s 13F filings on SEC