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 $1.77 billion in total holdings as of June 30, 2026.
Cardinal Point Capital Management, Ulc owns shares of 294 different stocks, but just 43 companies or ETFs make up 80% of its holdings.
Approximately 3.04% of the portfolio was purchased this quarter.
About 2.27% of the portfolio was sold this quarter.
This quarter, Cardinal Point Capital Management, Ulc has purchased 286 new stocks and bought additional shares in 117 stocks.
Cardinal Point Capital Management, Ulc sold shares of 95 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $229,065,746
Vanguard FTSE All-World ex-US ETF: $76,900,793
Dimensional World ex U.S. Core Equity 2 ETF: $72,344,262
WisdomTree Floating Rate Treasury Fund: $72,314,054
Vanguard Intermediate-Term Treasury ETF: $69,979,258

Largest New Holdings this Quarter

314352105 - FEDEX FGHT HLDG CO INC: $2,204,903 Holding
82509L107 - SHOPIFY INC: $573,562 Holding
007903107 - Advanced Micro Devices: $554,188 Holding
09570Q509 - BLUE MOON METALS INC: $538,353 Holding
55354G100 - MSCI: $521,397 Holding

Largest Purchases this Quarter

Vanguard Information Technology ETF: 45,935 shares (about $5.49M)
VANGUARD INSTL INDEX FD: 47,638 shares (about $3.61M)
Vanguard Intermediate-Term Treasury ETF: 46,049 shares (about $2.72M)
Vanguard Total Stock Market ETF: 7,074 shares (about $2.62M)
PIMCO Multi Sector Bond Active ETF: 84,515 shares (about $2.24M)

Largest Sales this Quarter

Cisco Systems: 78,441 shares (about $9.21M)
iShares Treasury Floating Rate Bond ETF: 141,553 shares (about $7.17M)
WisdomTree Floating Rate Treasury Fund: 38,211 shares (about $1.92M)
Toronto Dominion Bank: 6,974 shares (about $846.30K)
Royal Bank Of Canada: 3,737 shares (about $772.33K)

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	$229,065,746	$2,617,662 â–²	1.2%	619,030	13.0%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$76,900,793	$1,117,812 â–²	1.5%	918,218	4.4%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$72,344,262	$542,359 â–²	0.8%	1,963,742	4.1%	ETF
USFR WisdomTree Floating Rate Treasury Fund	$72,314,054	$1,923,925 â–¼	-2.6%	1,436,227	4.1%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$69,979,258	$2,715,971 â–²	4.0%	1,186,491	4.0%	ETF
AAPL Apple	$69,757,158	$1,860,295 â–²	2.7%	241,074	4.0%	Technology
LRGF iShares U.S. Equity Factor ETF	$55,714,022	$361,284 â–²	0.7%	736,666	3.2%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$46,019,562	$425,679 â–²	0.9%	1,037,411	2.6%	ETF
RY Royal Bank Of Canada	$39,842,600	$772,332 â–¼	-1.9%	192,782	2.3%	Finance
MUB iShares National Muni Bond ETF	$39,605,236	$935,218 â–²	2.4%	368,010	2.2%	ETF
DBMF iMGP DBi Managed Futures Strategy ETF	$38,502,461	$720,621 â–²	1.9%	1,257,839	2.2%	ETF
GOOG Alphabet	$37,690,710	$1,933,419 â–²	5.4%	106,673	2.1%	Communication Services
TD Toronto Dominion Bank	$34,709,660	$846,302 â–¼	-2.4%	286,027	2.0%	Finance
PYLD PIMCO Multi Sector Bond Active ETF	$33,635,728	$2,241,337 â–²	7.1%	1,268,316	1.9%	ETF
BMO Bank Of Montreal	$30,966,830	$199,160 â–¼	-0.6%	175,545	1.8%	Finance
NVDA NVIDIA	$30,760,964	$133,660 â–²	0.4%	153,736	1.7%	Technology
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund	$26,997,393	$192,192 â–²	0.7%	589,978	1.5%	ETF
VANGUARD INSTL INDEX FD	$24,273,805	$3,605,240 â–²	17.4%	320,743	1.4%	0 3 MO TR BI ETF
IAU iShares Gold Trust	$22,300,331	$611,328 â–¼	-2.7%	295,330	1.3%	ETF
JPM JPMorgan Chase & Co.	$19,955,320	$21,604 â–²	0.1%	60,964	1.1%	Finance
SU Suncor Energy	$19,867,962	$454,149 â–¼	-2.2%	370,018	1.1%	Energy
TFLO iShares Treasury Floating Rate Bond ETF	$18,889,850	$7,166,828 â–¼	-27.5%	373,096	1.1%	ETF
MFC Manulife Financial	$18,860,002	$219,596 â–¼	-1.2%	465,926	1.1%	Finance
CSCO Cisco Systems	$18,695,916	$9,213,701 â–¼	-33.0%	159,168	1.1%	Technology
BNS Bank of Nova Scotia	$18,599,209	$97,332 â–¼	-0.5%	214,403	1.1%	Finance
JNJ Johnson & Johnson	$18,479,619	$325,082 â–¼	-1.7%	72,763	1.0%	Healthcare
WALMART INC	$18,058,288	$561,883 â–¼	-3.0%	159,441	1.0%	COM
MSFT Microsoft	$17,882,339	$302,521 â–²	1.7%	47,939	1.0%	Technology
ENB Enbridge	$17,381,444	$379,949 â–¼	-2.1%	321,142	1.0%	Energy
TRP TC Energy	$16,660,522	$42,895 â–¼	-0.3%	252,072	0.9%	Energy
CNI Canadian National Railway	$16,077,853	$15,127 â–¼	-0.1%	134,987	0.9%	Industrials
SUNOCOCORP LLC	$13,657,836	$113,889 â–¼	-0.8%	201,830	0.8%	COM SHS LLC
BRK.B Berkshire Hathaway	$13,382,931	$1,112,867 â–²	9.1%	26,745	0.8%	Finance
PM Philip Morris International	$13,276,261	$33,468 â–²	0.3%	73,386	0.8%	Consumer Staples
NEM Newmont	$13,207,975	$108,064 â–¼	-0.8%	141,413	0.7%	Materials
CVS CVS Health	$12,803,386	$105,933 â–²	0.8%	123,764	0.7%	Healthcare
FTLS First Trust Long/Short Equity ETF	$11,343,633	$465,530 â–²	4.3%	153,708	0.6%	ETF
GOOGL Alphabet	$11,251,269	$556,417 â–¼	-4.7%	31,484	0.6%	Communication Services
GDX VanEck Gold Miners ETF	$11,210,437	$94,313 â–¼	-0.8%	148,581	0.6%	ETF
AEM Agnico Eagle Mines	$10,984,814	$269,053 â–²	2.5%	70,836	0.6%	Materials
IBM International Business Machines	$10,976,470	$486,212 â–²	4.6%	39,033	0.6%	Technology
RCI Rogers Communication	$10,750,523	$63,901 â–¼	-0.6%	331,090	0.6%	Communication Services
BROOKFIELD BUSINESS CORP	$10,586,649	$58,604 â–²	0.6%	354,970	0.6%	CL A SUB VTG SH
VTEB Vanguard Tax-Exempt Bond ETF	$10,368,344	$769,170 â–¼	-6.9%	204,989	0.6%	ETF
ORCL Oracle	$10,296,017	$59,792 â–²	0.6%	70,256	0.6%	Technology
OTEX Open Text	$9,884,183	$12,370 â–²	0.1%	447,449	0.6%	Technology
PEP PepsiCo	$9,725,918	$40,620 â–²	0.4%	71,831	0.6%	Consumer Staples
CNQ Canadian Natural Resources	$9,166,714	$75,590 â–²	0.8%	232,108	0.5%	Energy
AMZN Amazon.com	$9,080,136	$231,907 â–²	2.6%	38,097	0.5%	Consumer Discretionary
TSLA Tesla	$8,846,480	$122,395 â–²	1.4%	21,033	0.5%	Consumer Discretionary
FDX FedEx	$8,815,236	$173,787 â–¼	-1.9%	28,152	0.5%	Industrials
DFSU Dimensional US Sustainability Core 1 ETF	$8,512,972	$11,658 â–¼	-0.1%	182,564	0.5%	ETF
GIB CGI Group	$8,015,932	$277,848 â–²	3.6%	124,257	0.5%	Technology
PFE Pfizer	$7,996,053	$71,156 â–²	0.9%	332,062	0.5%	Healthcare
COST Costco Wholesale	$7,826,142	$314,318 â–²	4.2%	8,366	0.4%	Consumer Staples
V Visa	$7,553,844	$22,301 â–¼	-0.3%	22,017	0.4%	Finance
VGT Vanguard Information Technology ETF	$6,319,261	$5,490,151 â–²	662.2%	52,872	0.4%	ETF
FIX Comfort Systems USA	$6,241,244	$7,928 â–²	0.1%	3,149	0.4%	Industrials
VOO Vanguard S&P 500 ETF	$5,801,634	$300,144 â–²	5.5%	8,447	0.3%	ETF
GLW Corning	$5,664,671	$178,801 â–¼	-3.1%	22,177	0.3%	Technology
VTRS Viatris	$5,239,145	$19,691 â–²	0.4%	329,921	0.3%	Healthcare
SPY SPDR S&P 500 ETF Trust	$5,121,877	$112,955 â–²	2.3%	6,847	0.3%	ETF
QQQ Invesco QQQ	$4,640,989	$148,877 â–²	3.3%	6,297	0.3%	ETF
CMCSA Comcast	$4,496,210	$128,642 â–²	2.9%	183,145	0.3%	Communication Services
MCD McDonald's	$3,386,712	$24,328 â–²	0.7%	12,529	0.2%	Consumer Discretionary
CM Canadian Imperial Bank of Commerce	$3,348,232	$101,486 â–²	3.1%	29,132	0.2%	Finance
DFSI Dimensional International Sustainability Core 1 ETF	$3,304,090	$406 â–²	0.0%	73,261	0.2%	ETF
DIS Walt Disney	$3,036,851	$653,050 â–¼	-17.7%	31,552	0.2%	Communication Services
XLK Technology Select Sector SPDR Fund	$2,806,904	$54,283 â–¼	-1.9%	14,737	0.2%	ETF
VTV Vanguard Value ETF	$2,742,431	$226,211 â–¼	-7.6%	12,584	0.2%	ETF
SLF Sun Life Financial	$2,686,270	$43,098 â–²	1.6%	34,281	0.2%	Finance
AIRR First Trust RBA American Industrial Renaissance ETF	$2,564,396	$2,062,044 â–²	410.5%	19,245	0.1%	ETF
MU Micron Technology	$2,525,419	$56,556 â–²	2.3%	2,188	0.1%	Technology
TAC TransAlta	$2,520,638	$1,381 â–¼	-0.1%	182,560	0.1%	Utilities
TCW ETF TRUST	$2,485,652	$738 â–²	0.0%	20,215	0.1%	TRANS SYSTE ETF
IVV iShares Core S&P 500 ETF	$2,463,223	$1,310,623 â–²	113.7%	3,289	0.1%	ETF
BAC Bank of America	$2,443,058	$273,901 â–²	12.6%	42,876	0.1%	Finance
META Meta Platforms	$2,421,567	$5,633 â–¼	-0.2%	4,299	0.1%	Communication Services
BYDGF Boyd Group Services	$2,410,321	$511,266 â–²	26.9%	25,505	0.1%	Industrials
GE VERNOVA INC	$2,311,153	$166,845 â–²	7.8%	1,967	0.1%	COM
C Citigroup	$2,289,326	$53,465 â–¼	-2.3%	16,357	0.1%	Finance
UNH UnitedHealth Group	$2,274,863	$200,344 â–²	9.7%	5,473	0.1%	Healthcare
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF	$2,274,117	$6,872 â–²	0.3%	91,001	0.1%	ETF
VUG Vanguard Growth ETF	$2,221,378	$1,802,221 â–²	430.0%	25,788	0.1%	ETF
BN Brookfield	$2,214,555	$4,258 â–¼	-0.2%	52,006	0.1%	Finance
FEDEX FGHT HLDG CO INC	$2,204,903	$2,204,903 â–²	New Holding	14,602	0.1%	COMMON STOCK
ITA iShares U.S. Aerospace & Defense ETF	$2,128,448	$123,634 â–²	6.2%	8,780	0.1%	ETF
ABBV AbbVie	$2,123,047	$120,533 â–²	6.0%	8,437	0.1%	Healthcare
EAOR iShares ESG Aware 60/40 Balanced Allocation ETF	$2,043,869	$290,194 â–¼	-12.4%	53,915	0.1%	ETF
EL Estee Lauder Companies	$2,032,568	$222,244 â–²	12.3%	25,745	0.1%	Consumer Staples
YETI YETI	$1,952,664	$103,828 â–¼	-5.0%	39,400	0.1%	Consumer Discretionary
CAE CAE	$1,940,705	$559,763 â–²	40.5%	77,661	0.1%	Industrials
TU TELUS	$1,888,955	$47,333 â–²	2.6%	178,947	0.1%	Communication Services
VBR Vanguard Small-Cap Value ETF	$1,849,640	$28,430 â–²	1.6%	7,612	0.1%	ETF
AGI Alamos Gold	$1,815,623		0.0%	60,000	0.1%	Materials
EAOA iShares ESG Aware 80/20 Aggressive Allocation ETF	$1,772,582	$249,138 â–²	16.4%	39,025	0.1%	ETF
MGNI Magnite	$1,749,007	$53,144 â–¼	-2.9%	92,150	0.1%	Communication Services
CRBN iShares MSCI ACWI Low Carbon Target ETF	$1,718,667	$18,720 â–¼	-1.1%	6,794	0.1%	ETF
IWF iShares Russell 1000 Growth ETF	$1,674,654	$1,296,438 â–²	342.8%	13,487	0.1%	ETF
NFLX Netflix	$1,611,145	$26,347 â–²	1.7%	22,565	0.1%	Communication Services

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