Notify me when Cardinal Strategic Wealth Guidance files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 59 | $382,660,036 | +$38,960,907 | -$37,363,235 | +$1,597,672 | IVV, IUSG, QUAL, EMXC, EFV | 13F-HR | 27 Jan 2026, 13:46 |
| Q3 2025 | 58 | $371,777,841 | +$5,041,121 | -$4,978,713 | +$62,408 | IVV, IUSG, QUAL, EFV, MUB | 13F-HR | 22 Oct 2025, 15:59 |
| Q2 2025 | 62 | $346,604,625 | +$18,598,589 | -$16,291,565 | +$2,307,024 | IVV, IUSG, QUAL, EFV, MUB | 13F-HR | 21 Jul 2025, 14:38 |
| Q1 2025 | 64 | $313,002,796 | +$26,030,546 | -$18,222,285 | +$7,808,261 | IVV, IUSG, QUAL, MUB, EFV | 13F-HR | 01 May 2025, 14:06 |
| Q4 2024 | 83 | $313,824,554 | +$16,701,798 | -$6,081,751 | +$10,620,047 | IVV, IUSG, QUAL, MUB, EFG | 13F-HR | 29 Jan 2025, 12:08 |
| Q3 2024 | 60 | $305,477,874 | +$18,751,902 | -$3,330,285 | +$15,421,617 | IVV, IUSG, QUAL, EFG, MUB | 13F-HR | 29 Oct 2024, 17:05 |
| Q2 2024 | 77 | $277,386,371 | +$14,973,208 | -$11,536,462 | +$3,436,746 | IVV, IUSG, QUAL, EFG, MUB | 13F-HR | 22 Jul 2024, 12:27 |
| Q1 2024 | 57 | $266,052,487 | +$19,274,927 | -$24,502,097 | -$5,227,170 | IVV, QUAL, IUSG, MUB, EFG | 13F-HR | 25 Apr 2024, 14:29 |
| Q4 2023 | 75 | $251,697,965 | +$35,299,151 | -$20,730,134 | +$14,569,017 | IVV, IUSG, QUAL, MUB, EFG | 13F-HR | 30 Jan 2024, 13:25 |
| Q3 2023 | 85 | $215,841,804 | +$10,055,680 | -$10,228,876 | -$173,196 | IVV, IUSG, EFG, QUAL, EFV | 13F-HR | 31 Oct 2023, 09:21 |
| Q2 2023 | 81 | $225,109,825 | +$5,158,324 | -$7,009,180 | -$1,850,856 | IVV, EFG, QUAL, IUSG, MUB | 13F-HR | 20 Jul 2023, 16:01 |
| Q1 2023 | 85 | $215,612,152 | +$60,620,385 | -$62,379,540 | -$1,759,155 | IVV, EFG, QUAL, IUSG, MUB | 13F-HR | 21 Apr 2023, 13:20 |
| Q4 2022 | 89 | $208,041,087 | +$64,263,350 | -$58,843,868 | +$5,419,482 | IVV, SUB, QUAL, ACWV, IUSG | 13F-HR | 18 Jan 2023, 15:35 |
| Q3 2022 | 84 | $188,188,000 | +$19,525,566 | -$15,126,281 | +$4,399,285 | IVV, IEFA, MUB, QUAL, ESGU | 13F-HR | 20 Oct 2022, 13:49 |
| Q2 2022 | 93 | $196,141,000 | +$22,123,665 | -$14,702,311 | +$7,421,354 | IVV, IEFA, MUB, QUAL, ESGU | 13F-HR | 27 Jul 2022, 13:04 |
| Q1 2022 | 92 | $217,977,000 | +$32,006,201 | -$16,099,409 | +$15,906,792 | IVV, IEFA, QUAL, JPST, MUB | 13F-HR | 26 Apr 2022, 17:00 |
| Q4 2021 | 68 | $214,505,000 | +$16,004,270 | -$5,386,267 | +$10,618,003 | IVV, IEFA, QUAL, MUB, ESGU | 13F-HR | 26 Jan 2022, 14:14 |
| Q3 2021 | 67 | $190,927,000 | +$19,456,574 | -$14,431,741 | +$5,024,833 | IVV, IEFA, MUB, QUAL, IEMG | 13F-HR | 05 Nov 2021, 14:09 |
| Q2 2021 | 65 | $190,124,000 | +$14,285,671 | -$4,584,191 | +$9,701,480 | IVV, MUB, IEFA, IEMG, QUAL | 13F-HR | 27 Jul 2021, 14:00 |
| Q1 2021 | 62 | $170,604,000 | +$44,385,555 | -$46,902,232 | -$2,516,677 | IVV, MUB, IEFA, IEMG, QUAL | 13F-HR | 29 Apr 2021, 17:17 |
| Q4 2020 | 53 | $168,455,000 | +$16,750,056 | -$1,402,268 | +$15,347,788 | IVV, JPST, MUB, USMV, EFAV | 13F-HR | 29 Jan 2021, 09:08 |
| Q3 2020 | 51 | $141,378,000 | +$5,023,084 | -$2,859,161 | +$2,163,923 | IVV, USMV, MUB, JPST, EFAV | 13F-HR | 21 Oct 2020, 15:38 |
| Q2 2020 | 51 | $134,449,000 | +$14,917,050 | -$3,290,497 | +$11,626,553 | IVV, USMV, MUB, JPST, EFAV | 13F-HR | 12 Aug 2020, 13:34 |
| Q1 2020 | 47 | $109,128,000 | +$20,000,852 | -$9,592,669 | +$10,408,183 | IVV, USMV, EFAV, JPST, IMTB | 13F-HR | 27 Apr 2020, 13:32 |
| Q4 2019 | 55 | $116,280,000 | $0 | $0 | $0 | IVV, EFAV, USMV, JPST, IMTB | 13F-HR | 05 Feb 2020, 09:10 |