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CIK: 0001801989
Total reported value
$441.0M
$441.0M
77 檔
41.9%
The Q2 2024 SEC filing reveals that Cardinal Strategic Wealth Guidance held a total portfolio value of $441.0M, covering 77 public equity positions.
During Q2 2024, Cardinal Strategic Wealth Guidance's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 23.97% | +7.88% | -5.74% | |
| 2 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 14.68% | -1.52% | +17.81% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 12.20% | -2.59% | +0.57% | |
| 4 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 8.12% | -0.79% | +11.56% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-Other | 7.66% | -3.02% | +0.78% | |
| 6 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 4.76% | -0.96% | +29.83% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 4.34% | -3.60% | -28.56% | |
| 8 | IXN | Ishares Global Tech ETF | ETF-Tech | 2.34% | +0.23% | +0.97% | |
| 9 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.09% | -3.62% | -0.31% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.04% | -0.24% | +0.31% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.97% | +0.22% | +22.65% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.81% | -0.15% | -1.01% | |
| 13 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.64% | — | EXIT | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.47% | -0.08% | +0.43% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.12% | -0.02% | +4.68% | |
| 16 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.07% | -0.74% | +2.00% | |
| 17 | IXC | Ishares Global Energy ETF | ETF-Other | 0.65% | — | -41.30% | |
| 18 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.62% | -0.74% | -24.14% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.45% | -0.05% | -0.75% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | -0.04% | +1.10% | |
| 21 | IFRA | Ishares US Infrastructure | ETF-Other | 0.42% | — | +3.61% | |
| 22 | CHDN | Churchill Downs Inc | Stock-Consumer Disc | 0.40% | -0.01% | — | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.03% | -3.86% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | -0.02% | — | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.32% | -0.03% | +5.28% | |
| 26 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.31% | -0.02% | — | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.31% | -0.04% | -9.49% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.28% | -0.02% | +0.91% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.24% | — | -1.50% | |
| 30 | HON | Honeywell International Inc | Stock-Industrials | 0.22% | -0.15% | EXIT | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.21% | — | +3.19% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.21% | -0.01% | +4.72% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.21% | +0.01% | -13.98% | |
| 34 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.20% | -0.01% | -1.86% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | — | -4.59% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.17% | — | -23.22% | |
| 37 | ADP | Automatic Data Processing | Stock-Tech | 0.16% | -0.01% | — | |
| 38 | UNP | Union Pacific CORP | Stock-Industrials | 0.15% | -0.01% | -15.74% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | -0.04% | +900.00% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.14% | -0.01% | — | |
| 41 | AMD | Advanced Micro Devices | Stock-Tech | 0.13% | +0.15% | — | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.12% | — | -2.86% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.12% | -0.08% | +3.61% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.11% | — | -6.90% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.10% | -0.02% | +2.88% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.10% | — | — | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.09% | +0.02% | +5.24% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.08% | — | — | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.07% | — | — | |
| 50 | WAT | Waters CORP | Stock-Healthcare | 0.07% | +0.05% | NEW |
According to official SEC Form 13F filings, Cardinal Strategic Wealth Guidance reported a total U.S. public equity portfolio value of $441.0M across 77 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IUSG, QUAL) accounted for 41.9% of total reported equity market value during Q2 2024.
During Q2 2024, Cardinal Strategic Wealth Guidance's top holdings by market value included IVV (24.0%)、IUSG (14.7%)、QUAL (12.2%). The largest single position, IVV, represented 24.0% of total portfolio value.
In Q2 2024, Cardinal Strategic Wealth Guidance made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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