Cardinal Strategic Wealth Guidance holds a concentrated book of 67 stocks worth $441.0M as of Q2 2026 (disclosed Jul 30, 2026, a ~45-day 13F lag). This quarter they opened Ishrs US E F R A ETF-Usd Inc and trimmed Ishares Core S&P U.S. Growth. Their largest long position is Ishares Core S&P 500 ETF at 31% of the equity book. Cloning the disclosed picks since 2024 would be +28% (+15.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1801989/holdings"
Use Arkolith to show Cardinal Strategic Wealth Guidance's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.2 points over this window.
Growth of $10,000 cloning Cardinal Strategic Wealth Guidance's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
6% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Cardinal Strategic Wealth Guidance
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ASSETMARK, INC | 80 / 67 | $12.2B |
| Kestra Advisory Services, LLC | 80 / 67 | $8.1B |
| IFP Advisors, Inc | 80 / 67 | $1.4B |
| PRIVATE TRUST CO NA | 79 / 67 | $364.7M |
| MORGAN STANLEY | 78 / 67 | $530.3B |
| JPMORGAN CHASE & CO | 78 / 67 | $466.9B |
| BANK OF AMERICA CORP /DE/ | 78 / 67 | $427.2B |
| WELLS FARGO & COMPANY/MN | 78 / 67 | $154.1B |
Ranked by how many of Cardinal Strategic Wealth Guidance's top 67 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $137.1M | 183.1K | 31.1% | ▲+36% Added · +48K sh | |
| 2 | Ishares TR CORE S&P US GWT | $54.5M | 289.9K | 12.4% | ▼−15% Reduced · −49K sh | |
| 3 | Ishares Inc MSCI EMRG CHN | $26.8M | 261.9K | 6.1% | ▼−23% Reduced · −77K sh | |
| 4 | Ishares TR MSCI USA QLT FCT | $23.3M | 106.3K | 5.3% | ▼−32% Reduced · −49K sh | |
| 5 | SPDR Series Trust ST STR P500VAL | $23.2M | 382.3K | 5.3% | ▲+13% Added · +44K sh | |
| 6 | BlackRock ETF Trust ISHARES US EQUIT | $18.9M | 278.2K | 4.3% | ▲New New position | |
| 7 | J P Morgan Exchange Traded F MUNICIPAL ETF | $17.1M | 337.7K | 3.9% | ▲New New position | |
| 8 | BlackRock ETF Trust ISHA I IN TE ETF | $13.8M | 261.4K | 3.1% | ▼−8.6% Reduced · −25K sh | |
| 9 | Ishares TR EAFE VALUE ETF | $12.5M | 163.7K | 2.8% | ▼−50% Reduced · −165K sh | |
| 10 | Ishares TR EAFE GRWTH ETF | $10.3M | 83.0K | 2.3% | ▼−22% Reduced · −24K sh | |
| 11 | Ishares TR US TREAS BD ETF | $9.5M | 418.4K | 2.2% | ▲New New position | |
| 12 | Global X FDS DEFENSE TECH ETF | $9.2M | 154.4K | 2.1% | ▲+89% Added · +73K sh | |
| 13 | Ishares TR S&P 100 ETF | $8.9M | 24.4K | 2.0% | ▼−64% Reduced · −43K sh | |
| 14 | Ishares TR NATIONAL MUN ETF | $8.6M | 80.0K | 2.0% | ▼−55% Reduced · −97K sh | |
| 15 | Ishares TR GLOBAL TECH ETF | $8.6M | 59.4K | 1.9% | ▼−9.1% Reduced · −6K sh | |
| 16 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $7.6M | 151.0K | 1.7% | ▲+2.4% Added · +4K sh | |
| 17 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $7.5M | 46.3K | 1.7% | ▼−28% Reduced · −18K sh | |
| 18 | World Gold TR SPDR GLD MINIS | $7.1M | 89.1K | 1.6% | ▼−34% Reduced · −45K sh | |
| 19 | J P Morgan Exchange Traded F JPMORGAN INTL VL | $3.6M | 39.7K | 0.8% | ▲New New position | |
| 20 | Ishares TR MSCI USA MIN ETF | $3.5M | 35.8K | 0.8% | ▼−6.1% Reduced · −2K sh | |
| 21 | Apple Inc COM | $3.1M | 10.6K | 0.7% | ▼−1.7% Reduced · −188 sh | |
| 22 | J P Morgan Exchange Traded F INTL BD OPP ETF | $2.8M | 57.4K | 0.6% | ▲New New position | |
| 23 | Microsoft Corp COM | $2.2M | 5.8K | 0.5% | ▼−0.4% Reduced · −25 sh | |
| 24 | Alphabet Inc CAP STK CL C | $1.6M | 4.4K | 0.4% | ▼−8.9% Reduced · −431 sh | |
| 25 | Home Depot Inc COM | $1.2M | 3.5K | 0.3% | ▼−2.9% Reduced · −104 sh | |
| 26 | Ishares TR SYSTEMATIC BD ET | $1.2M | 13.9K | 0.3% | ▲New New position | |
| 27 | Advanced Micro Devices Inc COM | $1.2M | 2.0K | 0.3% | ▼−9.1% Reduced · −202 sh | |
| 28 | JPMorgan Chase & Co COM | $1.1M | 3.4K | 0.3% | ▼−3.2% Reduced · −114 sh | |
| 29 | Berkshire Hathaway Inc Del CL B NEW | $1.1M | 2.1K | 0.2% | ▼−0.4% Reduced · −9 sh | |
| 30 | Costco Wholesale Corporation COM | $892K | 954 | 0.2% | —Held | |
| 31 | Nvidia Corporation COM | $858K | 4.3K | 0.2% | ▼−16% Reduced · −800 sh | |
| 32 | Sherwin Williams Co COM | $839K | 2.4K | 0.2% | ▼−2.3% Reduced · −57 sh | |
| 33 | Abbvie Inc COM | $823K | 3.3K | 0.2% | —Held | |
| 34 | Ishares TR 0-5 YR TIPS ETF | $693K | 6.8K | 0.2% | ▲New New position | |
| 35 | Johnson & Johnson COM | $689K | 2.7K | 0.2% | —Held | |
| 36 | BlackRock ETF Trust II ISH HIG MUN ETF | $608K | 12.2K | 0.1% | ▼−84% Reduced · −63K sh | |
| 37 | Eli Lilly & Co COM | $577K | 481 | 0.1% | ▼−2.6% Reduced · −13 sh | |
| 38 | Cisco Sys Inc COM | $548K | 4.7K | 0.1% | —Held | |
| 39 | Alphabet Inc CAP STK CL A | $542K | 1.5K | 0.1% | ▼−5.3% Reduced · −85 sh | |
| 40 | Vanguard Index FDS TOTAL STK MKT | $522K | 1.4K | 0.1% | ▼−9.4% Reduced · −146 sh | |
| 41 | Ishares TR RUS 1000 GRW ETF | $504K | 4.1K | 0.1% | ▲+300% Added · +3K sh | |
| 42 | Procter & Gamble Co COM | $469K | 3.2K | 0.1% | ▼−3.3% Reduced · −108 sh | |
| 43 | Tesla Inc COM | $429K | 1.0K | 0.1% | —Held | |
| 44 | Ishares TR CORE MSCI EAFE | $428K | 4.4K | 0.1% | ▼−23% Reduced · −1K sh | |
| 45 | Automatic Data Processing In COM | $415K | 1.9K | 0.1% | ▼−0.1% Reduced · −1 sh | |
| 46 | Colgate Palmolive Co COM | $410K | 4.5K | 0.1% | ▼−0.6% Reduced · −28 sh | |
| 47 | Exxon Mobil Corp COM | $386K | 2.8K | 0.1% | ▼−24% Reduced · −900 sh | |
| 48 | Union Pac Corp COM | $324K | 1.2K | 0.1% | ▼−8.7% Reduced · −113 sh | |
| 49 | Palantir Technologies Inc CL A | $278K | 2.4K | 0.1% | —Held | |
| 50 | Honeywell Intl Inc COM | $265K | 1.2K | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 67 | $441.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 63 | $379.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 59 | $382.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 58 | $371.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 62 | $346.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 64 | $313.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 83 | $313.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 29, 2024 | 60 | $305.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.