Cardinal Point Capital Management, Ulc Top Holdings and 13F Report (2026)

About Cardinal Point Capital Management, Ulc

Investment Activity

Cardinal Point Capital Management, Ulc has $1.63 billion in total holdings as of March 31, 2026.
Cardinal Point Capital Management, Ulc owns shares of 286 different stocks, but just 43 companies or ETFs make up 80% of its holdings.
Approximately 10.04% of the portfolio was purchased this quarter.
About 3.86% of the portfolio was sold this quarter.
This quarter, Cardinal Point Capital Management, Ulc has purchased 260 new stocks and bought additional shares in 107 stocks.
Cardinal Point Capital Management, Ulc sold shares of 91 stocks and completely divested from 22 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $196,321,739
WisdomTree Floating Rate Treasury Fund: $74,223,224
Vanguard FTSE All-World ex-US ETF: $67,955,806
Vanguard Intermediate-Term Treasury ETF: $67,913,297
Dimensional World ex U.S. Core Equity 2 ETF: $66,208,193

Largest New Holdings this Quarter

922040845 - VANGUARD INSTL INDEX FD: $20,660,393 Holding
113006100 - BROOKFIELD BUSINESS CORP: $11,112,604 Holding
922907746 - Vanguard Tax-Exempt Bond ETF: $10,985,578 Holding
922908736 - Vanguard Growth ETF: $2,125,420 Holding
29287L205 - TCW ETF TRUST: $1,975,778 Holding

Largest Purchases this Quarter

VANGUARD INSTL INDEX FD: 273,105 shares (about $20.66M)
NVIDIA: 114,989 shares (about $20.06M)
BROOKFIELD BUSINESS CORP: 353,005 shares (about $11.11M)
Vanguard Tax-Exempt Bond ETF: 220,196 shares (about $10.99M)
Vanguard Total Stock Market ETF: 30,152 shares (about $9.67M)

Largest Sales this Quarter

Apple: 39,522 shares (about $10.03M)
Cenovus Energy: 209,897 shares (about $5.56M)
Comfort Systems USA: 1,252 shares (about $1.73M)
Suncor Energy: 16,841 shares (about $1.11M)
Marathon Petroleum: 4,207 shares (about $1.03M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$196,321,739	$9,673,070 â–²	5.2%	611,956	12.0%	ETF
USFR WisdomTree Floating Rate Treasury Fund	$74,223,224	$1,890,519 â–²	2.6%	1,474,438	4.6%	Finance
VEU Vanguard FTSE All-World ex-US ETF	$67,955,806	$6,780,478 â–²	11.1%	904,871	4.2%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$67,913,297	$3,120,478 â–²	4.8%	1,140,442	4.2%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$66,208,193	$3,624,768 â–²	5.8%	1,949,020	4.1%	ETF
AAPL Apple	$59,550,569	$10,030,291 â–¼	-14.4%	234,645	3.7%	Computer and Technology
LRGF iShares U.S. Equity Factor ETF	$48,304,665	$613,668 â–¼	-1.3%	731,889	3.0%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$39,940,874	$2,258,465 â–²	6.0%	1,027,815	2.4%	ETF
MUB iShares National Muni Bond ETF	$38,141,818	$304,863 â–²	0.8%	359,320	2.3%	ETF
DBMF iMGP DBi Managed Futures Strategy ETF	$37,214,040	$2,100,881 â–²	6.0%	1,234,297	2.3%	ETF
RY Royal Bank Of Canada	$31,704,772	$245,224 â–¼	-0.8%	196,519	1.9%	Finance
PYLD PIMCO Multi Sector Bond Active ETF	$31,015,583	$2,855,590 â–²	10.1%	1,183,801	1.9%	ETF
GOOG Alphabet	$29,030,626	$384,394 â–¼	-1.3%	101,201	1.8%	Computer and Technology
TD Toronto Dominion Bank	$27,309,447	$363,224 â–¼	-1.3%	293,001	1.7%	Finance
IAU iShares Gold Trust	$26,749,992	$439,565 â–²	1.7%	303,426	1.6%	Finance
NVDA NVIDIA	$26,696,485	$20,055,153 â–²	302.0%	153,068	1.6%	Computer and Technology
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund	$26,459,592	$1,369,554 â–²	5.5%	585,778	1.6%	ETF
TFLO iShares Treasury Floating Rate Bond ETF	$26,056,703	$6,365,564 â–²	32.3%	514,649	1.6%	ETF
SU Suncor Energy	$24,982,837	$1,111,658 â–¼	-4.3%	378,476	1.5%	Energy
BMO Bank Of Montreal	$23,881,853	$245,207 â–¼	-1.0%	176,674	1.5%	Finance
VANGUARD INSTL INDEX FD	$20,660,393	$20,660,393 â–²	New Holding	273,105	1.3%	0-3 MO TREAS BIL
WALMART INC	$20,432,327	$755,390 â–¼	-3.6%	164,402	1.3%	COM
CSCO Cisco Systems	$18,436,110	$508,681 â–¼	-2.7%	237,609	1.1%	Computer and Technology
JNJ Johnson & Johnson	$18,099,071	$572,478 â–¼	-3.1%	74,043	1.1%	Medical
JPM JPMorgan Chase & Co.	$17,913,628	$215,324 â–²	1.2%	60,898	1.1%	Finance
ENB Enbridge	$17,753,567	$17,907 â–²	0.1%	328,162	1.1%	Energy
MSFT Microsoft	$17,445,549	$6,894,116 â–²	65.3%	47,128	1.1%	Computer and Technology
MFC Manulife Financial	$16,204,276	$229,854 â–²	1.4%	471,351	1.0%	Finance
TRP TC Energy	$15,793,476	$86,179 â–¼	-0.5%	252,721	1.0%	Energy
NEM Newmont	$15,433,203	$225,160 â–²	1.5%	142,570	0.9%	Basic Materials
BNS Bank of Nova Scotia	$14,916,214	$307,010 â–¼	-2.0%	215,525	0.9%	Finance
AEM Agnico Eagle Mines	$13,998,170	$57,734 â–¼	-0.4%	69,101	0.9%	Basic Materials
CNI Canadian National Railway	$13,878,822	$271,282 â–²	2.0%	135,114	0.9%	Transportation
GDX VanEck Gold Miners ETF	$13,749,991	$260,627 â–¼	-1.9%	149,831	0.8%	ETF
RCI Rogers Communication	$12,783,272	$192,330 â–²	1.5%	333,058	0.8%	Utilities
SUNOCOCORP LLC	$12,546,577	$39,456 â–¼	-0.3%	203,513	0.8%	COM SHS LLC
PM Philip Morris International	$12,103,053	$523,962 â–¼	-4.1%	73,201	0.7%	Consumer Staples
BRK.B Berkshire Hathaway	$11,750,463	$899,938 â–¼	-7.1%	24,521	0.7%	Finance
CNQ Canadian Natural Resources	$11,206,661	$96,053 â–²	0.9%	230,194	0.7%	Energy
BROOKFIELD BUSINESS CORP	$11,112,604	$11,112,604 â–²	New Holding	353,005	0.7%	CL A SUB VTG SH
PEP PepsiCo	$11,108,049	$48,761 â–²	0.4%	71,531	0.7%	Consumer Staples
VTEB Vanguard Tax-Exempt Bond ETF	$10,985,578	$10,985,578 â–²	New Holding	220,196	0.7%	ETF
FTLS First Trust Long/Short Equity ETF	$10,371,079	$832,712 â–²	8.7%	147,400	0.6%	ETF
ORCL Oracle	$10,275,339	$39,131 â–²	0.4%	69,848	0.6%	Computer and Technology
FDX FedEx	$10,224,859	$48,084 â–¼	-0.5%	28,707	0.6%	Transportation
OTEX Open Text	$9,938,704	$4,234,561 â–²	74.2%	446,889	0.6%	Computer and Technology
GOOGL Alphabet	$9,501,238	$333,281 â–¼	-3.4%	33,041	0.6%	Computer and Technology
PFE Pfizer	$9,241,325	$153,036 â–²	1.7%	329,107	0.6%	Medical
IBM International Business Machines	$9,042,117	$75,868 â–²	0.8%	37,304	0.6%	Computer and Technology
CVS CVS Health	$8,815,187	$13,287 â–²	0.2%	122,740	0.5%	Medical
GIB CGI Group	$8,751,643	$574,347 â–²	7.0%	119,950	0.5%	Computer and Technology
COST Costco Wholesale	$8,001,333	$149,465 â–²	1.9%	8,030	0.5%	Retail/Wholesale
AMZN Amazon.com	$7,731,900	$926,812 â–²	13.6%	37,124	0.5%	Retail/Wholesale
TSLA Tesla	$7,710,838	$1,264,693 â–²	19.6%	20,742	0.5%	Auto/Tires/Trucks
DFSU Dimensional US Sustainability Core 1 ETF	$7,511,812	$307,311 â–¼	-3.9%	182,814	0.5%	ETF
V Visa	$6,673,918	$157,766 â–¼	-2.3%	22,082	0.4%	Business Services
CMCSA Comcast	$5,107,653	$130,200 â–²	2.6%	177,905	0.3%	Consumer Discretionary
VGT Vanguard Information Technology ETF	$4,840,084	$524,685 â–²	12.2%	6,937	0.3%	ETF
VOO Vanguard S&P 500 ETF	$4,786,375	$2,254,556 â–²	89.0%	8,010	0.3%	ETF
VTRS Viatris	$4,440,480	$13,510 â–²	0.3%	328,681	0.3%	Medical
KVUE Kenvue	$4,432,869	$802,746 â–¼	-15.3%	257,127	0.3%	Consumer Staples
SPY SPDR S&P 500 ETF Trust	$4,362,476	$953,803 â–²	28.0%	6,696	0.3%	Finance
FIX Comfort Systems USA	$4,336,924	$1,726,496 â–¼	-28.5%	3,145	0.3%	Construction
MCD McDonald's	$3,865,915	$31,079 â–¼	-0.8%	12,439	0.2%	Retail/Wholesale
DIS Walt Disney	$3,694,891	$224,660 â–¼	-5.7%	38,337	0.2%	Consumer Discretionary
QQQ Invesco QQQ	$3,517,912	$428,845 â–²	13.9%	6,095	0.2%	Finance
GLW Corning	$3,110,586	$454,820 â–¼	-12.8%	22,877	0.2%	Computer and Technology
DFSI Dimensional International Sustainability Core 1 ETF	$3,105,878	$65,423 â–¼	-2.1%	73,252	0.2%	ETF
VTV Vanguard Value ETF	$2,672,636	$2,277,097 â–²	575.7%	13,622	0.2%	ETF
CM Canadian Imperial Bank of Commerce	$2,671,890	$113,500 â–¼	-4.1%	28,249	0.2%	Finance
AGI Alamos Gold	$2,664,036	$4,085 â–¼	-0.2%	60,000	0.2%	Basic Materials
BYDGF Boyd Group Services	$2,560,206	$190,471 â–²	8.0%	20,095	0.2%	Consumer Staples
META Meta Platforms	$2,465,163	$628,734 â–²	34.2%	4,309	0.2%	Computer and Technology
TAC TransAlta	$2,396,765	$186,968 â–²	8.5%	182,660	0.1%	Utilities
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF	$2,274,052	$261,880 â–²	13.0%	90,726	0.1%	Manufacturing
TU TELUS	$2,237,893	$1,603 â–²	0.1%	174,463	0.1%	Utilities
NKE NIKE	$2,181,994	$338,471 â–²	18.4%	41,310	0.1%	Consumer Discretionary
EAOR iShares ESG Aware 60/40 Balanced Allocation ETF	$2,143,067	$3,133 â–¼	-0.1%	61,570	0.1%	ETF
NFLX Netflix	$2,134,151	$321,719 â–²	17.8%	22,196	0.1%	Consumer Discretionary
VUG Vanguard Growth ETF	$2,125,420	$2,125,420 â–²	New Holding	4,866	0.1%	ETF
SLF Sun Life Financial	$2,108,944	$30,636 â–²	1.5%	33,731	0.1%	Finance
BN Brookfield	$2,107,192		0.0%	52,106	0.1%	Finance
XLK Technology Select Sector SPDR Fund	$1,996,622	$453,766 â–²	29.4%	15,022	0.1%	ETF
TCW ETF TRUST	$1,975,778	$1,975,778 â–²	New Holding	20,209	0.1%	TRANSFORM SYSTEM
C Citigroup	$1,898,354	$34,023 â–²	1.8%	16,739	0.1%	Financial Services
BAC Bank of America	$1,855,849	$37,976 â–¼	-2.0%	38,069	0.1%	Finance
VZ Verizon Communications	$1,825,824	$56,475 â–¼	-3.0%	36,371	0.1%	Computer and Technology
ITA iShares U.S. Aerospace & Defense ETF	$1,809,063	$196,875 â–¼	-9.8%	8,270	0.1%	ETF
XOM ExxonMobil	$1,756,019	$199,524 â–¼	-10.2%	10,350	0.1%	Energy
ABBV AbbVie	$1,730,765	$236,626 â–²	15.8%	7,958	0.1%	Medical
EL Estee Lauder Companies	$1,645,686	$319,735 â–²	24.1%	22,930	0.1%	Consumer Staples
VBR Vanguard Small-Cap Value ETF	$1,628,289	$1,628,289 â–²	New Holding	7,495	0.1%	ETF
BCE BCE	$1,604,946	$101,958 â–²	6.8%	63,736	0.1%	Utilities
GE VERNOVA INC	$1,593,169	$114,359 â–¼	-6.7%	1,825	0.1%	COM
CRBN iShares MSCI ACWI Low Carbon Target ETF	$1,530,322	$28,966 â–¼	-1.9%	6,868	0.1%	ETF
YETI YETI	$1,518,302	$12,806 â–¼	-0.8%	41,495	0.1%	Consumer Discretionary
CL Colgate-Palmolive	$1,505,929	$24,802 â–¼	-1.6%	17,669	0.1%	Consumer Staples
EQX Equinox Gold	$1,454,612	$838,104 â–¼	-36.6%	100,925	0.1%	Basic Materials
BRK.A Berkshire Hathaway	$1,436,280		0.0%	2	0.1%	Finance
CAE CAE	$1,435,938	$833,458 â–²	138.3%	55,261	0.1%	Aerospace

Showing largest 100 holdings. View all holdings.

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Cardinal Point Capital Management, Ulc Top Holdings and 13F Report (2026)

About Cardinal Point Capital Management, Ulc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Cardinal Point Capital Management, Ulc Top Holdings and 13F Report (2026)

About Cardinal Point Capital Management, Ulc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCardinal Point Capital Management, Ulc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools