Cardinal Strategic Wealth Guidance
Cardinal Strategic Wealth Guidance reported 60 stocks worth $444M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are IVV (32.6%), IUSG (12.7%) and EMXC (6.0%). Compared with Q2 2026, the fund opened new positions in XOM and VOO, added to IVV, IUSG and EMXC, trimmed QUAL, EFV and BAI and sold out of SPMO, HIMU and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $144M | 32.6% | 189K | +5,513 (+3%) | 8 of 8 | |
| 2 |  IUSG Ishares TR | $56.4M | 12.7% | 291K | +1,391 (+0%) | 8 of 8 | |
| 3 |  EMXC Ishares Msci Emerging Markets EX China ETF | $26.5M | 6.0% | 268K | +5,792 (+2%) | 8 of 8 | |
| 4 |  SPYV State Street | $24.5M | 5.5% | 401K | +19K (+5%) | 8 of 8 | |
| 5 |  QUAL Ishares TR | $22.5M | 5.1% | 101K | −5,158 (−5%) | 8 of 8 | |
| 6 |  DYNF Blackrock ETF Trust | $21.3M | 4.8% | 307K | +29K (+10%) | 2 of 8 | |
| 7 |  JMUB J P Morgan Exchange Traded F | $18.9M | 4.3% | 398K | +60K (+18%) | 2 of 8 | |
| 8 |  EFV Ishares TR | $12.5M | 2.8% | 158K | −6,018 (−4%) | 8 of 8 | |
| 9 |  BAI Blackrock ETF Trust | $11.3M | 2.5% | 240K | −21K (−8%) | 6 of 8 | |
| 10 |  EFG Ishares TR | $10M | 2.3% | 84K | +606 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SPMO Invesco S&P | $7.5M | 46K |
 HIMU Ishares High | $608K | 12K |
 XOM Exxon Mobil Corp | $386K | 2,820 |
 HONA Honeywell Aerospace Inc Com | $262K | 1,185 |
 CHDN Churchill Downs Inc | $229K | 2,558 |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Cardinal Strategic Wealth Guidance 13F FAQ
What does Cardinal Strategic Wealth Guidance own?
Cardinal Strategic Wealth Guidance reported 60 stocks worth $444M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are IVV (32.6%), IUSG (12.7%) and EMXC (6.0%). The table above lists every position in the filing (the top 10 without an account).
What did Cardinal Strategic Wealth Guidance buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 16 added to, 20 trimmed and 9 sold out. New positions include XOM and VOO. It sold all of SPMO, HIMU and XOM.
When will Cardinal Strategic Wealth Guidance file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Cardinal Strategic Wealth Guidance's portfolio worth?
The Q3 2026 filing reports $444M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.