Cardinal Strategic Wealth Guidance

CIK

1801989

Location

LOUISVILLE, KY

Portfolio Value

Micro $32,997,042

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,311 / 8,603 ▲ 91 · as of Mar 2026

Top Industry

Consumer Electronics 15.3%

3Y Alpha vs SPY

-4.4%

Period ended 3 months ago

Filed Apr 20, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+56.9%

SPY

+76.5%

Annualised alpha

-4.7%

Max drawdown

−15.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

28 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

37.7%

+3.9 pts

Top 5

64.1%

+0.9 pts

Top 10

78.3%

+0.9 pts

HHI

1,679

Moderately concentrated+229

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	45.5%	$15,025,820	2
Technology	22.3%	$7,344,427	7
Healthcare	7.0%	$2,324,657	5
Financial Services	6.9%	$2,273,398	3
Consumer Defensive	5.5%	$1,811,758	3
Consumer Cyclical	5.5%	$1,805,800	3
Industrials	2.8%	$909,725	2
Basic Materials	2.4%	$799,772	1
Communication Services	1.4%	$460,383	1
Utilities	0.7%	$241,302	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	+962	134,223	$12,441,129
NVDA	Nvidia Corp	+426	5,086	$886,998
ABT	Abbott Laboratories	+58	2,842	$291,788
CSCO	Cisco Systems, Inc.	+57	4,666	$362,034
TSLA	Tesla, Inc.	+45	1,020	$379,185
PLTR	Palantir Technologies Inc.	+30	2,380	$348,146
AMD	Advanced Micro Devices Inc	+23	2,225	$452,631
MA	Mastercard Inc	+20	408	$203,861
PG	PROCTER & GAMBLE Co	+19	3,305	$477,374
UNP	Union Pacific Corp	+19	1,305	$316,619
HD	Home Depot, Inc.	+3	3,639	$1,196,830
ADP	Automatic Data Processing Inc	+1	1,855	$376,898
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
SIVR	abrdn Silver ETF Trust	−1,029	36,094	$2,584,691
NEE	Nextera Energy Inc	−660	2,598	$241,302
MSFT	Microsoft Corp	−647	5,862	$2,169,936
AAPL	Apple Inc.	−88	10,827	$2,747,784
CHDN	Churchill Downs Inc	−83	2,558	$229,785
ABBV	AbbVie Inc.	−78	3,269	$710,974
CL	Colgate Palmolive Co	−75	4,503	$383,790
BRK-B	Berkshire Hathaway Inc	−74	2,142	$1,026,446
LLY	ELI LILLY & Co	−67	494	$454,366
SHW	Sherwin Williams Co	−63	2,495	$799,772
JPM	Jpmorgan Chase & Co	−45	3,546	$1,043,091
HON	Honeywell International Inc	−29	2,502	$593,106
GOOGL	Alphabet Inc.	−10	1,601	$460,383
JNJ	Johnson & Johnson	−2	2,711	$662,676
COST	Costco Wholesale Corp /New	−1	954	$950,594
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
MRK	Merck & Co., Inc.	1,703	$204,853
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
WAT	Waters Corp /De/	623	$236,634
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

28 positions · $32,997,042 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLDM	World Gold Trust	Added	134,223	+962	$12,441,129	+9.4%	37.70%
AAPL	Apple Inc. Technology	Reduced	10,827	-88	$2,747,784	−7.4%	8.33%
SIVR	abrdn Silver ETF Trust	Reduced	36,094	-1,029	$2,584,691	+2.9%	7.83%
MSFT	Microsoft Corp Technology	Reduced	5,862	-647	$2,169,936	−31.1%	6.58%
HD	Home Depot, Inc. Consumer Cyclical	Added	3,639	+3	$1,196,830	−4.3%	3.63%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,546	-45	$1,043,091	−9.9%	3.16%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,142	-74	$1,026,446	−7.8%	3.11%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	954	-1	$950,594	+15.4%	2.88%
NVDA	Nvidia Corp Technology	Added	5,086	+426	$886,998	+2.1%	2.69%
SHW	Sherwin Williams Co Basic Materials	Reduced	2,495	-63	$799,772	−3.5%	2.42%
ABBV	AbbVie Inc. Healthcare	Reduced	3,269	-78	$710,974	−7.0%	2.15%
JNJ	Johnson & Johnson Healthcare	Reduced	2,711	-2	$662,676	+18.0%	2.01%
HON	Honeywell International Inc Industrials	Reduced	2,502	-29	$593,106	+14.5%	1.80%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,305	+19	$477,374	+1.4%	1.45%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,601	-10	$460,383	−8.7%	1.40%
LLY	ELI LILLY & Co Healthcare	Reduced	494	-67	$454,366	−24.6%	1.38%
AMD	Advanced Micro Devices Inc Technology	Added	2,225	+23	$452,631	−4.0%	1.37%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	4,503	-75	$383,790	+6.1%	1.16%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,020	+45	$379,185	−13.5%	1.15%
ADP	Automatic Data Processing Inc Technology	Added	1,855	+1	$376,898	−21.0%	1.14%
CSCO	Cisco Systems, Inc. Technology	Added	4,666	+57	$362,034	+2.0%	1.10%
PLTR	Palantir Technologies Inc. Technology	Added	2,380	+30	$348,146	−16.7%	1.06%
UNP	Union Pacific Corp Industrials	Added	1,305	+19	$316,619	+6.4%	0.96%
ABT	Abbott Laboratories Healthcare	Added	2,842	+58	$291,788	−16.3%	0.88%
NEE	Nextera Energy Inc Utilities	Reduced	2,598	-660	$241,302	−7.7%	0.73%
CHDN	Churchill Downs Inc Consumer Cyclical	Reduced	2,558	-83	$229,785	−23.5%	0.70%
MRK	Merck & Co., Inc. Healthcare	NEW	1,703	NEW	$204,853	NEW	0.62%
MA	Mastercard Inc Financial Services	Added	408	+20	$203,861	−8.0%	0.62%