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Cardinal Point Capital Management ULC — 13F Holdings & Portfolio

CIK 1950841 · latest 13F-HR filed 2026-07-14

Backtest portfolio

Cardinal Point Capital Management ULC manages $1.77B in 13F-reported U.S. long-equity assets across 294 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (12.98%), VEU (4.36%), DFAX (4.10%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 26 new positions, exited 18, added to 143, and trimmed 75.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
3280 BLOOR STREET WEST
CENTRE TOWER, SUITE 500
TORONTO, A6 M8X 2X3
Phone
(866) 213-2036
Filing Manager
Cardinal Point Capital Management ULC
TORONTO, A6
Signatory
Matthew Zienty
Chief Compliance Officer
Loading holdings…
AUM

$1.77B

Long-equity book

Holdings

294

Distinct positions

Period

2026-06-30

Filed 2026-07-14

Q/Q Activity

+26 / −18 / ↑143 / ↓75

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$32.7M +16.7%
  • APPLE INC$10.2M +17.1%
  • VANGUARD INTL EQUITY INDEX F$8.9M +13.2%
  • ALPHABET INC$8.7M +29.8%
  • ROYAL BK CDA$8.1M +25.7%
Show all 143 →

Top Trims

  • ISHARES TR-$7.2M -27.5%
  • SUNCOR ENERGY INC NEW-$5.1M -20.5%
  • ISHARES GOLD TR-$4.4M -16.6%
  • AGNICO EAGLE MINES LTD-$3.0M -21.5%
  • VANECK ETF TRUST-$2.5M -18.5%
Show all 75 →

New Positions

  • FEDEX FGHT HLDG CO INC$2.2M
  • SHOPIFY INC$573.6K
  • ADVANCED MICRO DEVICES INC$554.2K
  • BLUE MOON METALS INC$538.4K
  • MSCI INC$521.4K
Show all 26 →

Exited Positions

  • KENVUE INC$4.4M
  • CADENCE DESIGN SYSTEM INC$823.9K
  • PUBMATIC INC$584.9K
  • AMERICAN CENTY ETF TR$425.7K
  • HERC HLDGS INC$373.9K
Show all 18 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VTI 922908769 $229.1M 12.98% 619,030 SH
2 VANGUARD INTL EQUITY INDEX F VEU 922042775 $76.9M 4.36% 918,218 SH
3 DIMENSIONAL ETF TRUST DFAX 25434V880 $72.3M 4.10% 1,963,742 SH
4 WISDOMTREE TR USFR 97717Y527 $72.3M 4.10% 1,436,227 SH
5 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $70.0M 3.96% 1,186,491 SH
6 APPLE INC AAPL 037833100 $69.8M 3.95% 241,074 SH
7 ISHARES TR LRGF 46434V282 $55.7M 3.16% 736,666 SH
8 DIMENSIONAL ETF TRUST DFAC 25434V708 $46.0M 2.61% 1,037,411 SH
9 ROYAL BK CDA RY 780087102 $39.8M 2.26% 192,782 SH
10 ISHARES TR MUB 464288414 $39.6M 2.24% 368,010 SH
11 LITMAN GREGORY FDS TR DBMF 53700T827 $38.5M 2.18% 1,257,839 SH
12 ALPHABET INC GOOG 02079K107 $37.7M 2.14% 106,673 SH
13 TORONTO DOMINION BK ONT TD 891160509 $34.7M 1.97% 286,027 SH
14 PIMCO ETF TR PYLD 72201R585 $33.6M 1.91% 1,268,316 SH
15 BANK MONTREAL MEDIUM BMO 063671101 $31.0M 1.75% 175,545 SH
16 NVIDIA CORPORATION NVDA 67066G104 $30.8M 1.74% 153,736 SH
17 PIMCO ETF TR SSMUF 72201R635 $27.0M 1.53% 589,978 SH
18 VANGUARD INSTL INDEX FD VBIL 922040845 $24.3M 1.38% 320,743 SH
19 ISHARES GOLD TR IAU 464285204 $22.3M 1.26% 295,330 SH
20 JPMORGAN CHASE & CO JPM 46625H100 $20.0M 1.13% 60,964 SH
21 SUNCOR ENERGY INC NEW SU 867224107 $19.9M 1.13% 370,018 SH
22 ISHARES TR TFLO 46434V860 $18.9M 1.07% 373,096 SH
23 MANULIFE FINL CORP MFC 56501R106 $18.9M 1.07% 465,926 SH
24 CISCO SYS INC CSCO 17275R102 $18.7M 1.06% 159,168 SH
25 BANK NOVA SCOTIA B C BNS 064149107 $18.6M 1.05% 214,403 SH
26 JOHNSON & JOHNSON JNJ 478160104 $18.5M 1.05% 72,763 SH
27 WALMART INC WMT 931142103 $18.1M 1.02% 159,441 SH
28 MICROSOFT CORP MSFT 594918104 $17.9M 1.01% 47,939 SH
29 ENBRIDGE INC ENB 29250N105 $17.4M 0.98% 321,142 SH
30 TC ENERGY CORP TRP 87807B107 $16.7M 0.94% 252,072 SH
31 CANADIAN NATL RY CO CNI 136375102 $16.1M 0.91% 134,987 SH
32 SUNOCOCORP LLC SUNC 86765Q106 $13.7M 0.77% 201,830 SH
33 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $13.4M 0.76% 26,745 SH
34 PHILIP MORRIS INTL INC PM 718172109 $13.3M 0.75% 73,386 SH
35 NEWMONT CORP NEM 651639106 $13.2M 0.75% 141,413 SH
36 CVS HEALTH CORP CVS 126650100 $12.8M 0.73% 123,764 SH
37 FIRST TR EXCH TRADED FD III FTLS 33739P103 $11.3M 0.64% 153,708 SH
38 ALPHABET INC GOOGL 02079K305 $11.3M 0.64% 31,484 SH
39 VANECK ETF TRUST GDX 92189F106 $11.2M 0.64% 148,581 SH
40 AGNICO EAGLE MINES LTD AEM 008474108 $11.0M 0.62% 70,836 SH
41 INTERNATIONAL BUSINESS MACHS IBM 459200101 $11.0M 0.62% 39,033 SH
42 ROGERS COMMUNICATIONS INC RCI 775109200 $10.8M 0.61% 331,090 SH
43 BROOKFIELD BUSINESS CORP BBUC 113006100 $10.6M 0.60% 354,970 SH
44 VANGUARD MUN BD FDS VTEB 922907746 $10.4M 0.59% 204,989 SH
45 ORACLE CORP ORCL 68389X105 $10.3M 0.58% 70,256 SH
46 OPEN TEXT CORP OTEX 683715106 $9.9M 0.56% 447,449 SH
47 PEPSICO INC PEP 713448108 $9.7M 0.55% 71,831 SH
48 CANADIAN NAT RES LTD MED TER CNQ 136385101 $9.2M 0.52% 232,108 SH
49 AMAZON COM INC AMZN 023135106 $9.1M 0.51% 38,097 SH
50 TESLA INC TSLA 88160R101 $8.8M 0.50% 21,033 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-14 $1.77B 294 0001950841-26-000003
2026-03-31 2026-04-20 $1.63B 286 0001950841-26-000002
2025-12-31 2026-02-05 $1.53B 260 0001950841-26-000001