Cardinal Point Capital Management ULC

CIK 0001950841 · TORONTO, A6 · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source

Cardinal Point Capital Management ULC reported 294 positions worth $1.77B as of June 30, 2026 (13F filed July 14, 2026). Largest holding: VTI (13.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.77B
2026 Q2
Positions
294
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
43.7%
Est. Net Flow (Q)
2026 Q2
10 / 294 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VTIVANGUARD INDEX FDSSH$229.1M12.98%619,030
2VEUVANGUARD INTL EQUITY INDEX FSH$76.9M4.36%918,218
3DFAXDIMENSIONAL ETF TRUSTSH$72.3M4.10%1,963,742
4USFRWISDOMTREE TRSH$72.3M4.10%1,436,227
5VGITVANGUARD SCOTTSDALE FDSSH$70.0M3.96%1,186,491
6AAPLAPPLE INCSH$69.8M3.95%241,074
7LRGFISHARES TRSH$55.7M3.16%736,666
8DFACDIMENSIONAL ETF TRUSTSH$46.0M2.61%1,037,411
9RYROYAL BK CDASH$39.8M2.26%192,782
10MUBISHARES TRSH$39.6M2.24%368,010

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Cardinal Point Capital Management ULC hold as of Q2 2026?

Cardinal Point Capital Management ULC reported 294 positions worth $1.77B in its Q2 2026 13F filing. Largest positions: VTI (13.0%), VEU (4.4%), DFAX (4.1%), USFR (4.1%) and VGIT (4.0%).

What did Cardinal Point Capital Management ULC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Cardinal Point Capital Management ULC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.