Cardinal Strategic Wealth Guidance
•CIK: 1801989•Filing: Q4 2025
**Cardinal Strategic Wealth Guidance** manages $383M across a diversified portfolio of 59 positions. The strategy exhibits a notable allocation toward core market indices and thematic growth areas, highlighted by the largest holding in IVV at $89.8M. Significant concentration is also evident in IUSG ($56.2M) and QUAL ($31.7M), suggesting a focus on established market leaders and quality factors. This positioning reflects a disciplined, quantitative approach to wealth preservation and growth.
Total AUM
$382.7M
QoQ Performance
+2.9%
Positions
38
Top 10 Concentration
80.9%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IUSG
QUAL
EMXC
EFV
OEF
MUB
IVV23.5%
IUSG14.7%
QUAL8.3%
EMXC6.4%
EFV6.2%
OEF5.8%
MUB5.1%
SPYV4.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other71.5%
ETF23.5%
Technology2.6%
Consumer0.7%
Financial0.7%
Healthcare0.6%
Materials0.2%
Industrial0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑11 increased
↓25 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023