Cardinal Strategic Wealth Guidance ETF holdings
Louisville, KY
Reported $419.0M in 36 ETFs in its Form 13F for June 30, 2026.
ETF value
$419.0M
ETFs held
36
Change from prior quarter
+16.6%
With price moves
ETFs as a share of its 13F
95.0%
of $441.0M
Top 10 of 36 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $137.1M | 183,116 | +48,382 shares |
| IUSG | iShares Core S&P U.S. Growth ETF | $54.5M | 289,900 | −49,319 shares |
| EMXC | iShares MSCI Emerging Markets ex China ETF | $26.8M | 261,857 | −77,124 shares |
| QUAL | iShares MSCI USA Quality Factor ETF | $23.3M | 106,281 | −49,487 shares |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $23.2M | 382,298 | +43,981 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $18.9M | 278,176 | New position |
| JMUB | JPMorgan Municipal ETF | $17.1M | 337,742 | New position |
| BAI | iShares A.I. Innovation and Tech Active ETF | $13.8M | 261,414 | −24,730 shares |
| EFV | iShares MSCI EAFE Value ETF | $12.5M | 163,713 | −164,904 shares |
| EFG | iShares MSCI EAFE Growth ETF | $10.3M | 82,980 | −23,702 shares |
26 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001801989. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Cardinal Strategic Wealth Guidance own?
Cardinal Strategic Wealth Guidance reported 36 ETF positions worth $419.0M in its Form 13F for June 30, 2026. The largest was IVV, at $137.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.