Portfolio (Quarterly) Guide ↗

Cardinal Strategic Wealth Guidance

· CIK 0001801989

13F Portfolio $379M AUM 63 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 New 25 Added 19 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	WAT	WATERS CORP	Healthcare	623	$237K	0.06%	SOLD
2	VOT	VANGUARD INDEX FDS	—	44	$12K	0.00%	SOLD

Sector Allocation

Financial Services 50.0%

Technology 21.4%

Healthcare 7.1%

Consumer Defensive 5.6%

Consumer Cyclical 5.5%

Industrials 3.9%

Basic Materials 2.5%

Energy 1.9%

Communication Services 1.4%

Utilities 0.7%