Cardinal Strategic Wealth Guidance Top Holdings and 13F Report (2025) About Cardinal Strategic Wealth GuidanceInvestment ActivityCardinal Strategic Wealth Guidance has $346.60 million in total holdings as of June 30, 2025.Cardinal Strategic Wealth Guidance owns shares of 62 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 5.37% of the portfolio was purchased this quarter.About 4.70% of the portfolio was sold this quarter.This quarter, Cardinal Strategic Wealth Guidance has purchased 64 new stocks and bought additional shares in 8 stocks.Cardinal Strategic Wealth Guidance sold shares of 35 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $85,676,782iShares Core S&P U.S. Growth ETF $50,288,518iShares MSCI USA Quality Factor ETF $39,380,525iShares MSCI EAFE Value ETF $24,868,608iShares National Muni Bond ETF $19,353,458 Largest New Holdings this Quarter 46435G672 - iShares Core International Aggregate Bond ETF $3,795,987 Holding09290C780 - BLACKROCK ETF TRUST $3,087,874 Holding Largest Purchases this Quarter iShares MSCI EAFE Value ETF 66,411 shares (about $4.22M)iShares Core International Aggregate Bond ETF 74,300 shares (about $3.80M)BLACKROCK ETF TRUST 107,032 shares (about $3.09M)SPDR Gold MiniShares Trust 45,705 shares (about $2.99M)iShares S&P 100 ETF 9,193 shares (about $2.80M) Largest Sales this Quarter iShares MSCI EAFE Growth ETF 45,798 shares (about $5.13M)iShares Core S&P U.S. Growth ETF 22,552 shares (about $3.39M)iShares National Muni Bond ETF 21,134 shares (about $2.21M)iShares U.S. Technology ETF 11,846 shares (about $2.05M)iShares Global Energy ETF 26,963 shares (about $1.06M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCardinal Strategic Wealth Guidance Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$85,676,782$375,645 ▼-0.4%137,98824.7%ETFIUSGiShares Core S&P U.S. Growth ETF$50,288,518$3,391,822 ▼-6.3%334,36514.5%ManufacturingQUALiShares MSCI USA Quality Factor ETF$39,380,525$63,621 ▼-0.2%215,40611.4%ETFEFViShares MSCI EAFE Value ETF$24,868,608$4,215,770 ▲20.4%391,7557.2%ETFMUBiShares National Muni Bond ETF$19,353,458$2,208,080 ▼-10.2%185,2365.6%ETFEMXCiShares MSCI Emerging Markets ex China ETF$17,605,074$692,898 ▼-3.8%278,8265.1%ManufacturingEFGiShares MSCI EAFE Growth ETF$16,290,848$5,129,376 ▼-23.9%145,4544.7%ETFOEFiShares S&P 100 ETF$13,719,490$2,797,890 ▲25.6%45,0784.0%ETFSPYVSPDR Portfolio S&P 500 Value ETF$8,281,706$826,972 ▲11.1%158,2292.4%ETFGLDMSPDR Gold MiniShares Trust$8,278,256$2,994,592 ▲56.7%126,3472.4%FinanceIXNiShares Global Tech ETF$8,168,674$579,988 ▲7.6%88,4632.4%ETFJPSTJPMorgan Ultra-Short Income ETF$6,122,158$14,495 ▲0.2%120,8001.8%ETFSPMOInvesco S&P 500 Momentum ETF$4,599,236$324,813 ▼-6.6%40,8931.3%ETFMSFTMicrosoft$3,996,690$132,311 ▼-3.2%8,0351.2%Computer and TechnologyIYWiShares U.S. Technology ETF$3,810,901$2,052,557 ▼-35.0%21,9941.1%ManufacturingUSMViShares MSCI USA Min Vol Factor ETF$3,800,234$2,159 ▼-0.1%40,4841.1%ETFIAGGiShares Core International Aggregate Bond ETF$3,795,987$3,795,987 ▲New Holding74,3001.1%ETFBLACKROCK ETF TRUST$3,087,874$3,087,874 ▲New Holding107,0320.9%ISHARES A I INNOAAPLApple$2,699,422$32,007 ▼-1.2%13,1570.8%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$2,561,684$85,488 ▲3.5%27,6580.7%ETFTLTiShares 20+ Year Treasury Bond ETF$2,535,511$199,533 ▲8.5%28,7310.7%ETFHDHome Depot$1,300,106$3,300 ▼-0.3%3,5460.4%Retail/WholesaleJPMJPMorgan Chase & Co.$1,192,980$4,349 ▼-0.4%4,1150.3%FinanceBRK.BBerkshire Hathaway$1,188,194$20,402 ▼-1.7%2,4460.3%FinanceCOSTCostco Wholesale$1,093,884$140,572 ▼-11.4%1,1050.3%Retail/WholesaleSHWSherwin-Williams$990,251$2,060 ▼-0.2%2,8840.3%Basic MaterialsGOOGAlphabet$981,854$3,548 ▼-0.4%5,5350.3%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$705,240$72,294 ▼-9.3%8,4480.2%ETFABBVAbbVie$689,579$21,532 ▼-3.0%3,7150.2%MedicalPGProcter & Gamble$662,931$30,271 ▼-4.4%4,1610.2%Consumer StaplesHONHoneywell International$592,214$2,329 ▼-0.4%2,5430.2%Multi-Sector ConglomeratesADPAutomatic Data Processing$571,774$3,084 ▼-0.5%1,8540.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$553,653$82,369 ▼-13.0%1,3040.2%ETFNVDANVIDIA$546,6460.0%3,4600.2%Computer and TechnologyJNJJohnson & Johnson$531,570$3,055 ▼-0.6%3,4800.2%MedicalLLYEli Lilly and Company$476,293$22,606 ▼-4.5%6110.1%MedicalCLColgate-Palmolive$472,9530.0%5,2030.1%Consumer StaplesVTIVanguard Total Stock Market ETF$472,0040.0%1,5530.1%ETFXOMExxon Mobil$406,0830.0%3,7670.1%EnergyUNPUnion Pacific$396,658$19,557 ▼-4.7%1,7240.1%TransportationCSCOCisco Systems$379,162$2,359 ▼-0.6%5,4650.1%Computer and TechnologyABTAbbott Laboratories$378,652$816 ▼-0.2%2,7840.1%MedicalMAMastercard$369,757$8,429 ▼-2.2%6580.1%Business ServicesGOOGLAlphabet$339,596$40,004 ▼-10.5%1,9270.1%Computer and TechnologyIXCiShares Global Energy ETF$316,089$1,059,379 ▼-77.0%8,0450.1%ETFAMDAdvanced Micro Devices$312,4640.0%2,2020.1%Computer and TechnologyCHDNChurchill Downs$267,751$273,306 ▼-50.5%2,6510.1%Consumer DiscretionaryDISWalt Disney$263,522$7,813 ▼-2.9%2,1250.1%Consumer DiscretionaryWATWaters$241,8850.0%6930.1%MedicalPGRProgressive$240,174$13,343 ▼-5.3%9000.1%FinanceNEENextEra Energy$226,1710.0%3,2580.1%UtilitiesIEMGiShares Core MSCI Emerging Markets ETF$151,9360.0%2,5310.0%ETFIVWiShares S&P 500 Growth ETF$145,9930.0%1,3260.0%ETFVBKVanguard Small-Cap Growth ETF$57,8810.0%2090.0%ETFVBRVanguard Small-Cap Value ETF$40,9530.0%2100.0%ETFVTVVanguard Value ETF$36,0740.0%2030.0%ETFVUGVanguard Growth ETF$35,1130.0%800.0%ETFIWMiShares Russell 2000 ETF$25,2480.0%1170.0%FinanceVOTVanguard Mid-Cap Growth ETF$12,5320.0%440.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$11,8840.0%880.0%ETFIJHiShares Core S&P Mid-Cap ETF$3,5360.0%570.0%ETFIJRiShares Core S&P Small-Cap ETF$1,749$12,899 ▼-88.1%160.0%ETFIHIiShares U.S. Medical Devices ETF$0$11,617 ▼-100.0%00.0%ETFSPLVInvesco S&P 500 Low Volatility ETF$0$11,507 ▼-100.0%00.0%ETFIGViShares Expanded Tech-Software Sector ETF$0$8,188 ▼-100.0%00.0%ETFKRESPDR S&P Regional Banking ETF$0$5,288 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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