account_balance

Investment manager · 13F filer · SEC CIK 1801989

Cardinal Strategic Wealth Guidance

Reported value$444Mas of Sep 30, 2026

Positions60 1 new, 8 sold out

Top 10 weight78.6%IVV alone is 33%

FiledNov 233 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Tr

32.6%Added +3%

IUSGiShares Tr

12.7%

EMXCiShares Inc

6.0%Added +2%

SPYVSPDR Series Trust

5.5%Added +5%

QUALiShares Tr

5.1%Trimmed −5%

DYNFBlackRock ETF Trust

4.8%Added +10%

JMUBJ P Morgan Exchange Traded F

4.3%Added +18%

EFViShares Tr

2.8%

BAIBlackRock ETF Trust

2.6%

EFGiShares Tr

2.3%

GOVTiShares Tr

2.2%Added +6%

JPST

IVViShares Tr

32.6%Added +3%

IUSGiShares Tr

12.7%

EMXCiShares Inc

6.0%+2%

SPYVSPDR Series Trust

5.5%

QUALiShares Tr

5.1%

DYNFBlackRock ETF Trust

4.8%

JMUBJ P Morgan Exchange Traded F

4.3%

EFV2.8%

BAI

EFG2.3%

GOVT2.2%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IVV iShares Tr 32.6% Added +3%

IUSG iShares Tr 12.7% Held

EMXC iShares Inc 6.0% Added +2%

SPYV SPDR Series Trust 5.5% Added +5%

QUAL iShares Tr 5.1% Trimmed −5%

DYNF BlackRock ETF Trust 4.8% Added +10%

JMUB J P Morgan Exchange Traded F 4.3% Added +18%

EFV iShares Tr 2.8% Trimmed −4%

BAI BlackRock ETF Trust 2.6% Trimmed −8%

EFG iShares Tr 2.3% Held

GOVT iShares Tr 2.2% Added +6%

JPST J P Morgan Exchange Traded F 2.0% Added +17%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 2, 2026, compared with the Jul 30, 2026 filing

add_circleNew

VOO $9.81K

arrow_upwardAdded

JPIB +51%
GLDM +19%
JMUB +18%
JPST +17%

arrow_downwardTrimmed

MUB −35%
OEF −10%
BAI −8%
SHLD −5%

remove_circleSold out

SPMO $7.48M
HIMU $608K
HONA $262K
CHDN $229K

Cardinal Strategic Wealth Guidance

Where the money is

Biggest moves since Jun 30, 2026

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