Cardinal Strategic Wealth Guidance
Cardinal Strategic Wealth Guidance is an investment adviser firm headquartered in Louisville, Kentucky, United States. Founded in or around 2019, the firm reports approximately $347 million in assets under management as of June 2025. Cardinal Strategic Wealth Guidance offers bespoke wealth and investment management services, serving individual and institutional clients with portfolio management, strategic asset allocation, and financial planning. The firm operates with a team that remains relatively small and specialized to provide tailored guidance to its clients.
Investment Strategy
Cardinal Strategic Wealth Guidance employs diversified asset management strategies through portfolio holdings that include major ETFs and individual equities. Their approach focuses on strategic asset allocation, with significant investments in broad-market index funds and sector ETFs, emphasizing risk management and long-term capital appreciation. The firm's investment philosophy prioritizes core US and global equities, as seen by top holdings such as IVV, IUSG, QUAL, and MUB, and actively manages positions to respond to changing market dynamics. Periodic portfolio rebalancing and tactical buying and selling are central elements of their approach.
Top Holdings
Equity Positions (58)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 24.69% | $91.8M | 137,130 | $398.87 | $669.30 | +$6.1M |
I IUSG | ISHARES TR | 14.72% | $54.7M | 332,687 | $99.01 | $164.54 | +$4.5M |
Q QUAL | ISHARES TR | 11.17% | $41.5M | 213,417 | $138.95 | $194.50 | +$2.1M |
E EFV | ISHARES TR | 7.15% | $26.6M | 391,736 | $52.34 | $67.83 | +$1.7M |
M MUB | ISHARES TR | 5.98% | $22.2M | 208,906 | $107.71 | $106.49 | +$2.9M |