Cardinal Strategic Wealth Guidance
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
31 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 31.0% | $8,529,528 |
| Unclassified | 25.7% | $7,077,592 |
| Healthcare | 10.1% | $2,775,539 |
| Financial Services | 8.7% | $2,399,248 |
| Consumer Cyclical | 7.7% | $2,130,980 |
| Consumer Defensive | 6.4% | $1,771,514 |
| Industrials | 3.1% | $851,193 |
| Basic Materials | 3.0% | $839,452 |
| Communication Services | 2.0% | $541,772 |
| Energy | 1.4% | $385,550 |
| Utilities | 0.8% | $228,026 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLDM | World Gold Trust | −45,107 | 89,116 | $7,077,592 | |
| GOOGL | Alphabet Inc. | −4,927 | 1,516 | $541,772 | |
| HON | Honeywell International Inc | −1,317 | 1,185 | $265,321 | |
| XOM | ExxonMobil Holdings Corp | −900 | 2,820 | $385,550 | |
| NVDA | Nvidia Corp | −800 | 4,286 | $857,585 | |
| AMD | Advanced Micro Devices Inc | −202 | 2,023 | $1,175,180 | |
| AAPL | Apple Inc. | −188 | 10,639 | $3,078,501 | |
| MRK | Merck & Co., Inc. | −130 | 1,573 | $202,130 | |
| JPM | Jpmorgan Chase & Co | −114 | 3,432 | $1,123,396 | |
| UNP | Union Pacific Corp | −113 | 1,192 | $324,224 | |
| PG | PROCTER & GAMBLE Co | −108 | 3,197 | $468,808 | |
| HD | Home Depot, Inc. | −104 | 3,535 | $1,246,723 | |
| ABT | Abbott Laboratories | −68 | 2,774 | $251,712 | |
| SHW | Sherwin Williams Co | −57 | 2,438 | $839,452 | |
| CL | Colgate Palmolive Co | −28 | 4,475 | $410,268 | |
| MSFT | Microsoft Corp | −25 | 5,837 | $2,177,317 | |
| LLY | ELI LILLY & Co | −13 | 481 | $576,925 | |
| BRK-B | Berkshire Hathaway Inc | −9 | 2,133 | $1,067,331 | |
| MA | Mastercard Inc | −2 | 406 | $208,521 | |
| ADP | Automatic Data Processing Inc | −1 | 1,854 | $415,203 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLDM |
World Gold Trust
|
Reduced | 89,116 | $7,077,592 | 25.71% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 10,639 | $3,078,501 | 11.18% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 5,837 | $2,177,317 | 7.91% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 3,535 | $1,246,723 | 4.53% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 2,023 | $1,175,180 | 4.27% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 3,432 | $1,123,396 | 4.08% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 2,133 | $1,067,331 | 3.88% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 954 | $892,438 | 3.24% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 4,286 | $857,585 | 3.12% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Reduced | 2,438 | $839,452 | 3.05% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 3,269 | $822,611 | 2.99% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 2,711 | $688,512 | 2.50% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 481 | $576,925 | 2.10% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 4,666 | $548,068 | 1.99% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,516 | $541,772 | 1.97% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 3,197 | $468,808 | 1.70% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 1,020 | $429,012 | 1.56% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 1,854 | $415,203 | 1.51% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Reduced | 4,475 | $410,268 | 1.49% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 2,820 | $385,550 | 1.40% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 1,192 | $324,224 | 1.18% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 2,380 | $277,674 | 1.01% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 1,185 | $265,321 | 0.96% | |
| HONA |
Honeywell Aerospace Inc.
Industrials
|
NEW | 1,185 | $261,648 | 0.95% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 2,774 | $251,712 | 0.91% | |
| WAT |
Waters Corp /De/
Healthcare
|
NEW | 623 | $233,649 | 0.85% | |
| CHDN |
Churchill Downs Inc
Consumer Cyclical
|
Held | 2,558 | $229,299 | 0.83% | |
| NEE |
Nextera Energy Inc
Utilities
|
Held | 2,598 | $228,026 | 0.83% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
NEW | 948 | $225,946 | 0.82% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 406 | $208,521 | 0.76% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 1,573 | $202,130 | 0.73% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.