Cardinal Point Capital Management, Ulc Top Holdings and 13F Report (2026) About Cardinal Point Capital Management, UlcInvestment ActivityCardinal Point Capital Management, Ulc has $1.80 billion in total holdings as of September 30, 2026.Cardinal Point Capital Management, Ulc owns shares of 283 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 5.23% of the portfolio was purchased this quarter.About 3.94% of the portfolio was sold this quarter.This quarter, Cardinal Point Capital Management, Ulc has purchased 294 new stocks and bought additional shares in 105 stocks.Cardinal Point Capital Management, Ulc sold shares of 101 stocks and completely divested from 28 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $234,052,581Apple $79,871,375WisdomTree Floating Rate Treasury Fund $76,199,041Vanguard FTSE All-World ex-US ETF $74,591,262Dimensional World ex U.S. Core Equity 2 ETF $74,128,684 Largest New Holdings this Quarter 09290C665 - BLACKROCK ETF TRUST $39,550,914 Holding55293N109 - MDA SPACE LTD $1,215,066 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $1,212,593 Holding68827X105 - OSISKO GOLD GROUP INC $723,005 Holding74347B557 - ProShares S&P 500 Ex-Technology ETF $551,946 Holding Largest Purchases this Quarter BLACKROCK ETF TRUST 1,324,545 shares (about $39.55M)Boyd Group Services 63,650 shares (about $5.01M)WisdomTree Floating Rate Treasury Fund 75,959 shares (about $3.83M)Vanguard Intermediate-Term Treasury ETF 52,927 shares (about $3.00M)GFL Environmental 64,174 shares (about $2.69M) Largest Sales this Quarter VANGUARD INSTL INDEX FD 317,638 shares (about $24.05M)Vanguard S&P 500 ETF 3,117 shares (about $2.18M)Vanguard Value ETF 9,020 shares (about $1.95M)Vanguard FTSE All-World ex-US ETF 19,203 shares (about $1.59M)iShares Treasury Floating Rate Bond ETF 18,876 shares (about $956.45K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCardinal Point Capital Management, Ulc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$234,052,581$2,386,902 ▲1.0%625,40813.0%ETFAAPLApple$79,871,375$410,946 ▼-0.5%239,8404.4%TechnologyUSFRWisdomTree Floating Rate Treasury Fund$76,199,041$3,827,573 ▲5.3%1,512,1864.2%ETFVEUVanguard FTSE All-World ex-US ETF$74,591,262$1,593,273 ▼-2.1%899,0154.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$74,128,684$1,430,971 ▲2.0%2,002,3964.1%ETFVGITVanguard Intermediate-Term Treasury ETF$70,225,443$2,998,845 ▲4.5%1,239,4183.9%ETFLRGFiShares U.S. Equity Factor ETF$58,748,148$1,398,730 ▲2.4%754,6333.3%ETFDFACDimensional U.S. Core Equity 2 ETF$47,565,475$1,452,538 ▲3.1%1,070,0892.6%ETFDBMFiMGP DBi Managed Futures Strategy ETF$42,271,813$1,354,227 ▲3.3%1,299,4692.3%ETFBLACKROCK ETF TRUST$39,550,914$39,550,914 ▲New Holding1,324,5452.2%ISHA SYST AL ETFMUBiShares National Muni Bond ETF$37,764,793$558,982 ▲1.5%373,5392.1%ETFRYRoyal Bank Of Canada$37,224,522$812,909 ▼-2.1%188,6622.1%FinanceGOOGAlphabet$36,401,597$53,837 ▲0.1%106,8312.0%Communication ServicesNVDANVIDIA$35,261,134$150,959 ▲0.4%154,3972.0%TechnologyPYLDPIMCO Multi Sector Bond Active ETF$34,602,346$2,399,811 ▲7.5%1,362,8341.9%ETFTDToronto Dominion Bank$33,086,076$647,241 ▼-1.9%280,5391.8%FinanceBMOBank Of Montreal$28,701,651$741,853 ▼-2.5%171,1221.6%FinanceMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$26,184,886$1,057,723 ▲4.2%614,8131.5%ETFSUSuncor Energy$24,940,639$226,219 ▼-0.9%366,6921.4%EnergyMSFTMicrosoft$24,063,143$524,695 ▼-2.1%46,9161.3%TechnologyIAUiShares Gold Trust$23,188,554$123,320 ▲0.5%296,9091.3%ETFJPMJPMorgan Chase & Co.$19,994,998$173,685 ▼-0.9%60,4391.1%FinanceMFCManulife Financial$19,637,051$276,786 ▼-1.4%459,4501.1%FinanceJNJJohnson & Johnson$19,214,829$48,447 ▼-0.3%72,5801.1%HealthcareBNSBank of Nova Scotia$19,085,799$470,101 ▼-2.4%209,2491.1%FinanceTFLOiShares Treasury Floating Rate Bond ETF$17,948,327$956,447 ▼-5.1%354,2201.0%ETFWALMART INC$17,766,787$1,197,678 ▲7.2%170,9661.0%COMCSCOCisco Systems$16,916,008$215,260 ▼-1.3%157,1680.9%TechnologyCNICanadian National Railway$16,115,264$1,791 ▼0.0%134,9720.9%IndustrialsNEMNewmont$16,009,574$301,038 ▼-1.8%138,8030.9%MaterialsENBEnbridge$15,581,990$609,095 ▲4.1%334,2060.9%EnergySUNOCOCORP LLC$14,622,587$139,259 ▼-0.9%199,9260.8%COM SHS LLCTRPTC Energy$14,480,559$157,312 ▼-1.1%249,3630.8%EnergyAEMAgnico Eagle Mines$14,145,650$1,134,752 ▲8.7%77,0140.8%MaterialsPMPhilip Morris International$13,853,723$149,794 ▼-1.1%72,6010.8%Consumer StaplesGDXVanEck Gold Miners ETF$12,943,564$101,848 ▼-0.8%147,4210.7%ETFBRK.BBerkshire Hathaway$12,665,428$652,318 ▼-4.9%25,4350.7%FinanceFTLSFirst Trust Long/Short Equity ETF$11,592,453$195,406 ▼-1.7%151,1600.6%ETFCNQCanadian Natural Resources$11,522,168$572,783 ▲5.2%244,2500.6%EnergyGOOGLAlphabet$10,744,954$88,085 ▼-0.8%31,2280.6%Communication ServicesRCIRogers Communication$10,655,691$429,892 ▲4.2%345,0090.6%Communication ServicesCVSCVS Health$10,605,3370.0%123,7640.6%HealthcareDFSUDimensional US Sustainability Core 1 ETF$10,545,556$1,934,209 ▲22.5%223,5700.6%ETFORCLOracle$10,209,394$563,207 ▲5.8%74,3580.6%TechnologyOTEXOpen Text$9,934,248$129,255 ▼-1.3%441,7020.6%TechnologyAMZNAmazon.com$9,913,869$422,058 ▲4.4%39,7910.6%Consumer DiscretionaryPFEPfizer$9,611,554$141,145 ▲1.5%337,0110.5%HealthcareIBMInternational Business Machines$9,331,850$747,322 ▲8.7%42,4310.5%TechnologyBROOKFIELD BUSINESS CORP$9,112,297$52,906 ▲0.6%357,0430.5%CL A SUB VTG SHPEPPepsiCo$9,105,846$3,421 ▲0.0%71,8580.5%Consumer StaplesGIBCGI Group$8,902,596$429,333 ▲5.1%130,5530.5%TechnologyFDXFedEx$8,159,276$133,422 ▲1.7%28,6200.5%IndustrialsVVisa$7,984,117$72,586 ▲0.9%22,2190.4%FinanceTSLATesla$7,524,956$62,093 ▲0.8%21,2080.4%Consumer DiscretionaryCOSTCostco Wholesale$7,459,444$156,581 ▼-2.1%8,1940.4%Consumer StaplesSPYSPDR S&P 500 ETF Trust$7,065,781$1,844,043 ▲35.3%9,2650.4%ETFBYDGFBoyd Group Services$7,019,040$5,011,069 ▲249.6%89,1550.4%IndustrialsVGTVanguard Information Technology ETF$6,708,767$64,343 ▲1.0%53,3840.4%ETFVTRSViatris$5,781,079$65,121 ▼-1.1%326,2460.3%HealthcareFIXComfort Systems USA$5,175,734$33,082 ▼-0.6%3,1290.3%IndustrialsQQQInvesco QQQ$4,620,603$37,728 ▼-0.8%6,2460.3%ETFDFSIDimensional International Sustainability Core 1 ETF$4,190,405$881,218 ▲26.6%92,7700.2%ETFCMCSAComcast$3,839,987$145,248 ▼-3.6%176,4700.2%Communication ServicesVOOVanguard S&P 500 ETF$3,735,608$2,184,595 ▼-36.9%5,3300.2%ETFXLKTechnology Select Sector SPDR Fund$3,454,149$570,245 ▲19.8%17,6510.2%ETFGLWCorning$3,402,248$7,688 ▼-0.2%22,1270.2%TechnologyDISWalt Disney$3,358,027$48,254 ▲1.5%32,0120.2%Communication ServicesCMCanadian Imperial Bank of Commerce$3,130,844$87,269 ▼-2.7%28,3420.2%FinanceGFLGFL Environmental$3,032,049$2,689,446 ▲785.0%72,3490.2%IndustrialsMCDMcDonald's$2,743,335$150,111 ▼-5.2%11,8790.2%Consumer DiscretionaryIVViShares Core S&P 500 ETF$2,683,767$164,672 ▲6.5%3,5040.1%ETFMETAMeta Platforms$2,672,678$444,480 ▼-14.3%3,6860.1%Communication ServicesAIRRFirst Trust RBA American Industrial Renaissance ETF$2,636,233$649,380 ▲32.7%25,5350.1%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$2,589,870$366,718 ▲16.5%106,0120.1%ETFSLFSun Life Financial$2,574,895$105,150 ▼-3.9%32,9360.1%FinanceMUMicron Technology$2,490,415$159,779 ▲6.9%2,3380.1%TechnologyELEstee Lauder Companies$2,457,013$68,650 ▲2.9%26,4850.1%Consumer StaplesBACBank of America$2,314,923$18,833 ▼-0.8%42,5300.1%FinanceEAGGiShares ESG Aware U.S. Aggregate Bond ETF$2,298,905$1,070,650 ▲87.2%50,8050.1%ETFABBVAbbVie$2,232,868$25,897 ▲1.2%8,5360.1%HealthcareTACTransAlta$2,209,059$6,675 ▼-0.3%182,0100.1%UtilitiesTCW ETF TRUST$2,126,5060.0%20,2150.1%TRANS SYSTE ETFCCitigroup$2,098,482$19,422 ▼-0.9%16,2070.1%FinanceGE VERNOVA INC$2,073,342$203,437 ▲10.9%2,1810.1%COMAGIAlamos Gold$1,948,2660.0%60,0000.1%MaterialsCAECAE$1,928,369$54,718 ▲2.9%79,9290.1%IndustrialsBNBrookfield$1,866,200$36,924 ▼-1.9%50,9970.1%FinanceMGNIMagnite$1,861,031$466,679 ▼-20.0%73,6750.1%Communication ServicesITAiShares U.S. Aerospace & Defense ETF$1,814,897$4,144 ▼-0.2%8,7600.1%ETFNFLXNetflix$1,809,471$239,421 ▲15.2%26,0060.1%Communication ServicesFEDEX FGHT HLDG CO INC$1,764,628$167,461 ▲10.5%16,1330.1%COMMON STOCKCRBNiShares MSCI ACWI Low Carbon Target ETF$1,764,562$24,333 ▲1.4%6,8890.1%ETFIWFiShares Russell 1000 Growth ETF$1,689,4180.0%13,4870.1%ETFYETIYETI$1,638,544$22,356 ▲1.4%39,9450.1%Consumer DiscretionaryVZVerizon Communications$1,628,202$28,669 ▼-1.7%35,4960.1%Communication ServicesUNHUnitedHealth Group$1,579,691$429,523 ▼-21.4%4,3030.1%HealthcareEQXEquinox Gold$1,561,848$533,979 ▲52.0%140,2500.1%MaterialsBRK.ABerkshire Hathaway$1,494,0100.0%20.1%FinanceLLYEli Lilly and Company$1,493,929$327,484 ▲28.1%1,2910.1%HealthcareGSThe Goldman Sachs Group$1,480,111$207,071 ▲16.3%1,6440.1%FinanceShowing largest 100 holdings. 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