Cardinal Strategic Wealth Guidance has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing, signed by Emily Saling, Chief Compliance Officer, lists a total of 60 equity positions held by the firm.
The largest position disclosed in the filing is the iShares Core S&P 500 ETF, which holds 144,461,868 shares. Other significant equity holdings include the iShares Core S&P 500 Growth ETF with 18,863,732 shares and the iShares Core MSCI EAFE ETF with 588,837 shares. The filing also lists substantial positions in individual companies such as Apple Inc., with 3,389,811 shares, and Microsoft Corporation, with 2,971,743 shares.
The portfolio includes a mix of large-cap technology stocks, including Alphabet Inc., Amazon.com Inc., NVIDIA Corporation, and Meta Platforms Inc. (Palantir Technologies Inc. is also listed). The filing also includes several exchange-traded funds (ETFs) and other investment vehicles, such as the iShares U.S. Treasury Bond ETF, the iShares Core S&P US Growth ETF, and the iShares Systematic Bond ET.
The filing provides a detailed list of all holdings, including the name of the issuer, CUSIP number, number of shares, and the total value of the position. The total number of shares held across all positions is 44,355,937,373.
