Cardinal Strategic Wealth Guidance
Top Portfolio Positions
29 positions ·
$33,600,598 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLDM |
World Gold Trust
|
134,223 | $12,441,129 | 37.03% | |
| AAPL |
Apple Inc.
Technology
|
10,827 | $2,747,784 | 8.18% | |
| SIVR |
abrdn Silver ETF Trust
|
36,094 | $2,584,691 | 7.69% | |
| MSFT |
Microsoft Corp
Technology
|
5,862 | $2,169,936 | 6.46% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
3,639 | $1,196,830 | 3.56% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,546 | $1,043,091 | 3.10% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
2,142 | $1,026,446 | 3.05% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
954 | $950,594 | 2.83% | |
| NVDA |
Nvidia Corp
Technology
|
5,086 | $886,998 | 2.64% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
2,495 | $799,772 | 2.38% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SIVR
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,584,691 | 36,094 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,510,999 | 37,123 | Shares | Sole | 2026-01-27 | |
| No 13F history on record for this holder in this stock. | ||||||