Cardinal Strategic Wealth Guidance

CIK

1801989

Location

LOUISVILLE, KY

Portfolio Value

Micro $460,383

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,944 / 8,232 ▲ 211

Top Industry

Consumer Electronics 14.8%

3Y Alpha vs SPY

-4.6%

Period ended 2 months ago

Filed Apr 20, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+57.0%

SPY

+76.3%

Annualised alpha

-4.6%

Max drawdown

−15.4%

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

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

Top Position

37.0%

+3.6 pts

Top 5

62.9%

+0.5 pts

Top 10

76.9%

+0.5 pts

HHI

1,623

Moderately concentrated+206

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	44.7%	$15,025,820	2
Technology	21.9%	$7,344,427	7
Healthcare	6.9%	$2,324,657	5
Financial Services	6.8%	$2,273,398	3
Consumer Defensive	5.4%	$1,811,758	3
Consumer Cyclical	5.4%	$1,805,800	3
Industrials	2.6%	$882,146	2
Basic Materials	2.4%	$799,772	1
Energy	1.9%	$631,135	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

13 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
XOM	Exxon Mobil Corp	+68	3,720	$631,135
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
UNP	Union Pacific Corp	+19	1,305	$316,619
PG	PROCTER & GAMBLE Co	+19	3,305	$477,374
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	$565,527
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

1 positions · $460,383 total · Communication Services only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
GOOGL	Alphabet Inc. Communication Services	Reduced	1,601	-10	$460,383	−8.7%	100.00%