Cardinal Strategic Wealth Guidance has disclosed its latest 13F-HR filing, revealing a total investment value of approximately $443.6 million as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and positions within various sectors, including technology and healthcare.

Cardinal Strategic Wealth Guidance, based in Louisville, Kentucky, is a firm focused on wealth management and investment advisory services. The company operates under the Central Index Key (CIK) 0001801989 and has a fiscal year ending on December 31. The firm has consistently filed 13F-HR reports, with the most recent submission dated November 2, 2026, and previous filings on July 30, 2026, and April 20, 2026.

The latest filing indicates that Cardinal Strategic Wealth Guidance holds investments in a range of prominent companies. Notable holdings include:

  • Apple Inc: 10,179 shares valued at approximately $3.39 million.
  • Microsoft Corp: 5,794 shares valued at approximately $2.97 million.
  • Alphabet Inc: 4,339 shares valued at approximately $1.48 million.
  • Amazon.com Inc: 948 shares valued at approximately $236,195.
  • Johnson & Johnson: 2,711 shares valued at approximately $717,711.

The filing also highlights investments in various exchange-traded funds (ETFs) and other securities, indicating a diversified portfolio aimed at mitigating risks while maximizing returns. The total number of reported entries in this filing is 60, reflecting a strategic approach to asset allocation.

This update may affect both investors and competitors in the wealth management industry. As firms like Cardinal Strategic Wealth Guidance disclose their investment strategies, it can influence market perceptions and competitive dynamics within the sector. The filing serves as a benchmark for other firms to assess their own investment strategies and holdings.

Looking ahead, Cardinal Strategic Wealth Guidance has not specified what actions will follow this filing. However, given the competitive nature of the wealth management industry, stakeholders may anticipate further disclosures and strategic adjustments in response to market conditions.

The filing was made under accession number 0001398344-26-019258 and is available for public viewing on the SEC's website.