Cardinal Strategic Wealth Guidance Q2 2025 Filing
Filed July 21, 2025
Portfolio Value
$346.6B
Holdings
62
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (62 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 137,988 | $85.7B | 24.72% | |
| 2 | IUSGISHARES TR | 334,365 | $50.3B | 14.51% | |
| 3 | QUALISHARES TR | 215,406 | $39.4B | 11.36% | |
| 4 | EFVISHARES TR | 391,755 | $24.9B | 7.17% | |
| 5 | MUBISHARES TR | 185,236 | $19.4B | 5.58% | |
| 6 | EMXCISHARES INC | 278,826 | $17.6B | 5.08% | |
| 7 | EFGISHARES TR | 145,454 | $16.3B | 4.70% | |
| 8 | OEFISHARES TR | 45,078 | $13.7B | 3.96% | |
| 9 | SPYVSPDR SERIES TRUST | 158,229 | $8.3B | 2.39% | |
| 10 | GLDMWORLD GOLD TR | 126,347 | $8.3B | 2.39% | |
| 11 | IXNISHARES TR | 88,463 | $8.2B | 2.36% | |
| 12 | JPSTJ P MORGAN EXCHANGE TRADED F | 120,800 | $6.1B | 1.77% | |
| 13 | KLMNINVESCO EXCH TRADED FD TR II | 40,893 | $4.6B | 1.33% | |
| 14 | MSFTMICROSOFT CORP | 8,035 | $4.0B | 1.15% | |
| 15 | IYWISHARES TR | 21,994 | $3.8B | 1.10% | |
| 16 | USMVISHARES TR | 40,484 | $3.8B | 1.10% | |
| 17 | IAGGISHARES TR | 74,300 | $3.8B | 1.10% | |
| 18 | BAIBLACKROCK ETF TRUST | 107,032 | $3.1B | 0.89% | |
| 19 | AAPLAPPLE INC | 13,157 | $2.7B | 0.78% | |
| 20 | EMBISHARES TR | 27,658 | $2.6B | 0.74% | |
| 21 | TLTISHARES TR | 28,731 | $2.5B | 0.73% | |
| 22 | HDHOME DEPOT INC | 3,546 | $1.3B | 0.38% | |
| 23 | JPMJPMORGAN CHASE & CO. | 4,115 | $1.2B | 0.34% | |
| 24 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,446 | $1.2B | 0.34% | |
| 25 | COSTCOSTCO WHSL CORP NEW | 1,105 | $1.1B | 0.32% | |
| 26 | SHWSHERWIN WILLIAMS CO | 2,884 | $990.3M | 0.29% | |
| 27 | GOOGALPHABET INC | 5,535 | $981.9M | 0.28% | |
| 28 | AQLTISHARES TR | 8,448 | $705.2M | 0.20% | |
| 29 | ABBVABBVIE INC | 3,715 | $689.6M | 0.20% | |
| 30 | PGPROCTER AND GAMBLE CO | 4,161 | $662.9M | 0.19% | |
| 31 | HONHONEYWELL INTL INC | 2,543 | $592.2M | 0.17% | |
| 32 | ADPAUTOMATIC DATA PROCESSING IN | 1,854 | $571.8M | 0.16% | |
| 33 | IWFISHARES TR | 1,304 | $553.7M | 0.16% | |
| 34 | NVDANVIDIA CORPORATION | 3,460 | $546.6M | 0.16% | |
| 35 | JNJJOHNSON & JOHNSON | 3,480 | $531.6M | 0.15% | |
| 36 | LLYELI LILLY & CO | 611 | $476.3M | 0.14% | |
| 37 | CLCOLGATE PALMOLIVE CO | 5,203 | $473.0M | 0.14% | |
| 38 | VTIVANGUARD INDEX FDS | 1,553 | $472.0M | 0.14% | |
| 39 | XOMEXXON MOBIL CORP | 3,767 | $406.1M | 0.12% | |
| 40 | UNPUNION PAC CORP | 1,724 | $396.7M | 0.11% | |
| 41 | CSCOCISCO SYS INC | 5,465 | $379.2M | 0.11% | |
| 42 | ABTABBOTT LABS | 2,784 | $378.7M | 0.11% | |
| 43 | MAMASTERCARD INCORPORATED | 658 | $369.8M | 0.11% | |
| 44 | GOOGLALPHABET INC | 1,927 | $339.6M | 0.10% | |
| 45 | IXCISHARES TR | 8,045 | $316.1M | 0.09% | |
| 46 | AMDADVANCED MICRO DEVICES INC | 2,202 | $312.5M | 0.09% | |
| 47 | CHRCHURCHILL DOWNS INC | 2,651 | $267.8M | 0.08% | |
| 48 | DISDISNEY WALT CO | 2,125 | $263.5M | 0.08% | |
| 49 | WATWATERS CORP | 693 | $241.9M | 0.07% | |
| 50 | PGRPROGRESSIVE CORP | 900 | $240.2M | 0.07% | |
| 51 | NEENEXTERA ENERGY INC | 3,258 | $226.2M | 0.07% | |
| 52 | IEMGISHARES INC | 2,531 | $151.9M | 0.04% | |
| 53 | IVWISHARES TR | 1,326 | $146.0M | 0.04% | |
| 54 | VBKVANGUARD INDEX FDS | 209 | $57.9M | 0.02% | |
| 55 | VBRVANGUARD INDEX FDS | 210 | $41.0M | 0.01% | |
| 56 | VTVVANGUARD INDEX FDS | 203 | $36.1M | 0.01% | |
| 57 | VUGVANGUARD INDEX FDS | 80 | $35.1M | 0.01% | |
| 58 | IWMISHARES TR | 117 | $25.2M | 0.01% | |
| 59 | VOTVANGUARD INDEX FDS | 44 | $12.5M | 0.00% | |
| 60 | ITOTISHARES TR | 88 | $11.9M | 0.00% | |
| 61 | IJHISHARES TR | 57 | $3.5M | 0.00% | |
| 62 | IJRISHARES TR | 16 | $1.7M | 0.00% |