Cardinal Strategic Wealth Guidance: 13F holdings
CIK 18019892026Q2
| Positions | 67 |
|---|
| Reported value | $441.0m |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 67 (+4 vs prior quarter) |
|---|
| Reported value | $441.0m (+16.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 183,116 | $137.1m | 31.1% |
| IUSG ISHARES TR | 289,900 | $54.5m | 12.4% |
| EMXC ISHARES INC | 261,857 | $26.8m | 6.1% |
| QUAL ISHARES TR | 106,281 | $23.3m | 5.3% |
| SPYV SPDR SERIES TRUST | 382,298 | $23.2m | 5.3% |
| DYNF BLACKROCK ETF TRUST | 278,176 | $18.9m | 4.3% |
| JMUB J P MORGAN EXCHANGE TRADED F | 337,742 | $17.1m | 3.9% |
| BAI BLACKROCK ETF TRUST | 261,414 | $13.8m | 3.1% |
| EFV ISHARES TR | 163,713 | $12.5m | 2.8% |
| EFG ISHARES TR | 82,980 | $10.3m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1801989")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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