Cardinal Strategic Wealth Guidance

RIA/Wealth

Cardinal Strategic Wealth Guidance is a RIA/Wealth based in San Francisco, CA led by Adrianne Sanders Yamaki, managing $368.1M across 57 long positions as of Q3 2025 with 91% ETF concentration, 83% concentrated in top 10 holdings, and 25% allocation to IVV.

Managing PartnerAdrianne Sanders Yamaki

Portfolio Value: $368.1M
Positions: 57
Top Holding: IVV at 24.93%
Last Reported: Q3 2025

Address345 California Street, 6th Floor, San Francisco, CA, 94104, United States

Top Holdings

Largest long holdings in Cardinal Strategic Wealth Guidance's portfolio (83% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$91.8M	24.93%	-$574.3K Sold	— 137.1K shares	Q4 2019 Held for 5y 11m
2 iShares Core S&P U.S. Growth IUSG	ETF ETF	$54.7M	14.87%	-$276.1K Sold	— 332.7K shares	Q4 2019 Held for 5y 11m
3 iShares MSCI USA Quality Factor QUAL	ETF ETF	$41.5M	11.28%	-$386.9K Sold	— 213.4K shares	Q2 2020 Held for 5y 5m
4 EFV iShares MSCI EAFE Value EFV	ETF ETF	$26.6M	7.22%	-$1.3K Sold	— 391.7K shares	Q4 2022 Held for 2y 11m
5 iShares National Muni Bond MUB	ETF ETF	$22.2M	6.04%	+$2.5M Bought	— 208.9K shares	Q1 2020 Held for 5y 8m
6 iShares MSCI Emerging Markets ex China EMXC	ETF ETF	$18.7M	5.09%	-$93.0K Sold	— 277.4K shares	Q4 2023 Held for 1y 11m
7 iShares MSCI EAFE Growth EFG	ETF ETF	$15.9M	4.32%	-$672.8K Sold	— 139.5K shares	Q4 2022 Held for 2y 11m
8 iShares S&P 100 OEF	ETF ETF	$14.8M	4.03%	-$184.4K Sold	— 44.5K shares	Q4 2022 Held for 2y 11m
9 GLDM SPDR Gold MiniShares Trust GLDM	Unknown Unknown	$10.3M	2.80%	+$645.6K Bought	— 134.8K shares	Q1 2025 Held for 8 months
10 iShares Global Tech IXN	ETF ETF	$9.0M	2.43%	-$173.9K Sold	— 86.8K shares	Q4 2022 Held for 2y 11m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Cardinal Strategic Wealth Guidance's latest filing

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GthenC

Market Value

$368.1M

Prior: $343.5M

Q/Q Change

+7.17%

+$24.6M

Net Flows % of MV

+0.02%

Turnover Ratio

1.36%

New Purchases

2 stocks

$862.3K

Added To

8 stocks

+$4.2M

Sold Out Of

6 stocks

$756.1K

Reduced Holdings

31 stocks

-$4.2M

Increased Positions

Position	Shares Δ	Change
1 Tesla, Inc. TSLA	New	0 → 975.0 +$433.6K
2 Palantir Technologies Inc. PLTR	New	0 → 2.4K +$428.7K
3 Nvidia NVDA	+34.68%	3.5K → 4.7K +$223.9K
4 iShares National Muni Bond MUB	+12.78%	185.2K → 208.9K +$2.5M
5 GLDM SPDR Gold MiniShares Trust GLDM	+6.68%	126.3K → 134.8K +$645.6K

Decreased Positions

Position	Shares Δ	Change
1 IXC iShares Global Energy IXC	Sold	8.0K → 0 −$316.1K
2 Waters Corporation WAT	Sold	693.0 → 0 −$241.9K
3 iShares Core MSCI Emerging Markets IEMG	Sold	2.5K → 0 −$151.9K
4 Vanguard Small-Cap Value VBR	Sold	210.0 → 0 −$41.0K
5 iShares Core S&P Mid-Cap ETF IJH	Sold	57.0 → 0 −$3.5K