Cardinal Strategic Wealth Guidance - Portfolio overview

Cardinal Strategic Wealth Guidance has 66 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 23.18%
2. IUSG - ISHARES TR, 13.86%
3. QUAL - ISHARES TR, 7.87%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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