Cardinal Strategic Wealth Guidance
CIK 1801989
13F filing for Q2 2026・No. 4,240
- Holdings
- US$441.03M
- Quarter change
- +US$61.83M
- Entries
- 67
- Net bought (estimate)
- +US$6.61M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 12
- Sold out 8
- Cut 38
- Added 4
- Corporate actions 2
- Unchanged 13
Largest holdings
67 stocks worth US$441.03M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 183,116 | US$137.13M | 31.09% |
| ISHARES TRCORE S&P US GWT | Cut | 289,900 | US$54.53M | 12.36% |
| EMXCISHARES INCMSCI EMRG CHN | Cut | 261,857 | US$26.79M | 6.07% |
| ISHARES TRMSCI USA QLT FCT | Cut | 106,281 | US$23.32M | 5.29% |
| SPDR SERIES TRUSTST STR P500VAL | Added | 382,298 | US$23.24M | 5.27% |
| BLACKROCK ETF TRUSTISHARES US EQUIT | New | 278,176 | US$18.92M | 4.29% |
| J P MORGAN EXCHANGE TRADED FMUNICIPAL ETF | New | 337,742 | US$17.11M | 3.88% |
| BLACKROCK ETF TRUSTISHA I IN TE ETF | Cut | 261,414 | US$13.78M | 3.12% |
| ISHARES TREAFE VALUE ETF | Cut | 163,713 | US$12.53M | 2.84% |
| ISHARES TREAFE GRWTH ETF | Cut | 82,980 | US$10.32M | 2.34% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 30, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.