Cardinal Strategic Wealth Guidance
All 13F Filings
- Location
- Louisville, KY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 443,559
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/2/2026 | 60 | 443,559 | 13F-HR | Cardinal Strategic Wealth Guidance |
| Q2 2026 | 7/30/2026 | 67 | 441,030 | 13F-HR | Cardinal Strategic Wealth Guidance |
| Q1 2026 | 4/20/2026 | 63 | 379,201 | 13F-HR | Cardinal Strategic Wealth Guidance |
| 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 | 21.81 K | 4.9% | 0 | 208 | -208 |
| ETFs | 421.8 K | 95.1% | 2.733 K | 0 | 2.733 K |
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Fund Snapshot
Q3 2026
Latest filed
11/2/2026
Total value ($000)
443,559
Holdings
60
QoQ value change ($000)
2,529
(0.6%)
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.