Cardinal Strategic Wealth Guidance holds a concentrated book of 67 reported positions worth $441.0M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; 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 reported non-option book. Cloning the disclosed picks since 2024 would be +31% (+15.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Cardinal Strategic Wealth Guidance is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Cardinal Strategic Wealth Guidance's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with 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.
7% mapped to company sectors
+4 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Cardinal Strategic Wealth Guidance
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 6 / 67 | $4.4B |
| Hoffman, Alan N Investment Management | 7 / 67 | $160.4M |
| Swiss Re Ltd | 29 / 67 | $1.0B |
| Prospect Hill Management, LLC | 8 / 67 | $238.5M |
| Emerald Advisors, LLC | 31 / 67 | $676.6M |
| H&H International Investment, LLC | 7 / 67 | $16.1B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 8 / 67 | $381.1M |
| Conway Capital Management, Inc. | 12 / 67 | $179.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Cardinal Strategic Wealth Guidance: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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Use Arkolith to show Cardinal Strategic Wealth Guidance's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 30d | 67 | $441.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 20d | 63 | $379.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 27d | 59 | $382.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 22d | 58 | $371.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 21d | 62 | $346.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 31d | 64 | $313.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 29d | 83 | $313.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 29, 2024 | 29d | 60 | $305.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.