Cardinal Strategic Wealth Guidance
All 13F Filings
- Location
- Louisville, KY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 382,660
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/27/2026 | 59 | 382,660 | 13F-HR | Cardinal Strategic Wealth Guidance |
| Q3 2025 | 10/22/2025 | 58 | 371,778 | 13F-HR | Cardinal Strategic Wealth Guidance |
| Q2 2025 | 7/21/2025 | 62 | 346,605 | 13F-HR | Cardinal Strategic Wealth Guidance |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 167.4 K | 43.7% | 6.879 K | 0 | 6.879 K |
| ETFs | 212.5 K | 55.5% | 3.938 K | 0 | 3.938 K |
| Other | 2.816 K | 0.7% | 70 | 0 | 70 |
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Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
382,660
Holdings
59
QoQ value change ($000)
10,882
(2.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.