Cardinal Point Capital Management Ulc Portfolio Stock Holdings
Cardinal Point Capital Management Ulc disclosed 286 stock positions valued at approximately $1.6 billion in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, WISDOMTREE TR, and VANGUARD INTL EQUITY INDEX F. The filing reflects positions held as of March 31, 2026 and was filed on April 20, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 286
- Portfolio Value
- $1.6B
Holdings by Sector
Cardinal Point Capital Management Ulc Portfolio Holdings in Q1 2026
273 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 12.04% | 611,956 | +30,152 | +5.18% | $196,321,739 |
| WISDOMTREE TR | USFR | Other | 4.55% | 1,474,438 | +37,555 | +2.61% | $74,223,224 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 4.17% | 904,871 | +90,286 | +11.08% | $67,955,806 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 4.16% | 1,140,442 | +52,401 | +4.82% | $67,913,297 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 4.06% | 1,949,020 | +106,705 | +5.79% | $66,208,193 |
| APPLE INC | AAPL | Technology | 3.65% | 234,645 | -39,522 | -14.42% | $59,550,569 |
| ISHARES TR | LRGF | Other | 2.96% | 731,889 | -9,298 | -1.25% | $48,304,665 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 2.45% | 1,027,815 | +58,118 | +5.99% | $39,940,874 |
| ISHARES TR | MUB | Other | 2.34% | 359,320 | +2,872 | +0.81% | $38,141,818 |
| LITMAN GREGORY FDS TR | DBMF | Other | 2.28% | 1,234,297 | +69,681 | +5.98% | $37,214,040 |
| ROYAL BK CDA | RY | Financial Services | 1.94% | 196,519 | -1,520 | -0.77% | $31,704,772 |
| PIMCO ETF TR | PYLD | Other | 1.90% | 1,183,801 | +108,992 | +10.14% | $31,015,583 |
| ALPHABET INC | GOOG | Communication Services | 1.78% | 101,201 | -1,340 | -1.31% | $29,030,626 |
| TORONTO DOMINION BK ONT | TD | Financial Services | 1.67% | 293,001 | -3,897 | -1.31% | $27,309,447 |
| ISHARES GOLD TR | IAU | Other | 1.64% | 303,426 | +4,986 | +1.67% | $26,749,992 |
| NVIDIA CORPORATION | NVDA | Technology | 1.64% | 153,068 | +114,989 | +301.97% | $26,696,485 |
| PIMCO ETF TR | MINO | Other | 1.62% | 585,778 | +30,320 | +5.46% | $26,459,592 |
| ISHARES TR | TFLO | Other | 1.60% | 514,649 | +125,727 | +32.33% | $26,056,703 |
| SUNCOR ENERGY INC NEW | SU | Energy | 1.53% | 378,476 | -16,841 | -4.26% | $24,982,837 |
| BANK MONTREAL MEDIUM | BMO | Financial Services | 1.46% | 176,674 | -1,814 | -1.02% | $23,881,853 |
| WALMART INC | WMT | Consumer Defensive | 1.25% | 164,402 | -6,078 | -3.57% | $20,432,327 |
| CISCO SYS INC | CSCO | Technology | 1.13% | 237,609 | -6,556 | -2.69% | $18,436,110 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.11% | 74,043 | -2,342 | -3.07% | $18,099,071 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.10% | 60,898 | +732 | +1.22% | $17,913,628 |
| ENBRIDGE INC | ENB | Energy | 1.09% | 328,162 | +331 | +0.10% | $17,753,567 |
| MICROSOFT CORP | MSFT | Technology | 1.07% | 47,128 | +18,624 | +65.34% | $17,445,549 |
| MANULIFE FINL CORP | MFC | Financial Services | 0.99% | 471,351 | +6,686 | +1.44% | $16,204,276 |
| TC ENERGY CORP | TRP | Energy | 0.97% | 252,721 | -1,379 | -0.54% | $15,793,476 |
| NEWMONT CORP | NEM | Basic Materials | 0.95% | 142,570 | +2,080 | +1.48% | $15,433,203 |
| BANK NOVA SCOTIA B C | BNS | Financial Services | 0.91% | 215,525 | -4,436 | -2.02% | $14,916,214 |
| AGNICO EAGLE MINES LTD | AEM | Basic Materials | 0.86% | 69,101 | -285 | -0.41% | $13,998,170 |
| CANADIAN NATL RY CO | CNI | Industrials | 0.85% | 135,114 | +2,641 | +1.99% | $13,878,822 |
| VANECK ETF TRUST | GDX | Other | 0.84% | 149,831 | -2,840 | -1.86% | $13,749,991 |
| ROGERS COMMUNICATIONS INC | RCI | Communication Services | 0.78% | 333,058 | +5,011 | +1.53% | $12,783,272 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.74% | 73,201 | -3,169 | -4.15% | $12,103,053 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.72% | 24,521 | -1,878 | -7.11% | $11,750,463 |
| CANADIAN NAT RES LTD MED TER | CNQ | Energy | 0.69% | 230,194 | +1,973 | +0.86% | $11,206,661 |
| PEPSICO INC | PEP | Consumer Defensive | 0.68% | 71,531 | +314 | +0.44% | $11,108,049 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.67% | 220,196 | +220,196 | +100.00% | $10,985,578 |
| FIRST TR EXCH TRADED FD III | FTLS | Other | 0.64% | 147,400 | +11,835 | +8.73% | $10,371,079 |
| ORACLE CORP | ORCL | Technology | 0.63% | 69,848 | +266 | +0.38% | $10,275,339 |
| FEDEX CORP | FDX | Industrials | 0.63% | 28,707 | -135 | -0.47% | $10,224,859 |
| OPEN TEXT CORP | OTEX | Technology | 0.61% | 446,889 | +190,405 | +74.24% | $9,938,704 |
| ALPHABET INC | GOOGL | Communication Services | 0.58% | 33,041 | -1,159 | -3.39% | $9,501,238 |
| PFIZER INC | PFE | Healthcare | 0.57% | 329,107 | +5,450 | +1.68% | $9,241,325 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.55% | 37,304 | +313 | +0.85% | $9,042,117 |
| CVS HEALTH CORP | CVS | Healthcare | 0.54% | 122,740 | +185 | +0.15% | $8,815,187 |
| CGI INC | GIB | Technology | 0.54% | 119,950 | +7,872 | +7.02% | $8,751,643 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.49% | 8,030 | +150 | +1.90% | $8,001,333 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.47% | 37,124 | +4,450 | +13.62% | $7,731,900 |
| TESLA INC | TSLA | Consumer Cyclical | 0.47% | 20,742 | +3,402 | +19.62% | $7,710,838 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.46% | 182,814 | -7,479 | -3.93% | $7,511,812 |
| VISA INC | V | Financial Services | 0.41% | 22,082 | -522 | -2.31% | $6,673,918 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.31% | 177,905 | +4,535 | +2.62% | $5,107,653 |
| VANGUARD WORLD FD | VGT | Other | 0.30% | 6,937 | +752 | +12.16% | $4,840,084 |
| VANGUARD INDEX FDS | VOO | Other | 0.29% | 8,010 | +3,773 | +89.05% | $4,786,375 |
| VIATRIS INC | VTRS | Healthcare | 0.27% | 328,681 | +1,000 | +0.31% | $4,440,480 |
| KENVUE INC | KVUE | Consumer Defensive | 0.27% | 257,127 | -46,563 | -15.33% | $4,432,869 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.27% | 6,696 | +1,464 | +27.98% | $4,362,476 |
| COMFORT SYS USA INC | FIX | Industrials | 0.27% | 3,145 | -1,252 | -28.47% | $4,336,924 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.24% | 12,439 | -100 | -0.80% | $3,865,915 |
| DISNEY WALT CO | DIS | Communication Services | 0.23% | 38,337 | -2,331 | -5.73% | $3,694,891 |
| INVESCO QQQ TR | QQQ | Other | 0.22% | 6,095 | +743 | +13.88% | $3,517,912 |
| CORNING INC | GLW | Technology | 0.19% | 22,877 | -3,345 | -12.76% | $3,110,586 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.19% | 73,252 | -1,543 | -2.06% | $3,105,878 |
| VANGUARD INDEX FDS | VTV | Other | 0.16% | 13,622 | +11,606 | +575.69% | $2,672,636 |
| CANADIAN IMPERIAL BANK OF CO | CM | Financial Services | 0.16% | 28,249 | -1,200 | -4.07% | $2,671,890 |
| ALAMOS GOLD INC | AGI | Basic Materials | 0.16% | 60,000 | -92 | -0.15% | $2,664,036 |
| META PLATFORMS INC | META | Communication Services | 0.15% | 4,309 | +1,099 | +34.24% | $2,465,163 |
| TRANSALTA CORP | TAC | Utilities | 0.15% | 182,660 | +14,249 | +8.46% | $2,396,765 |
| ISHARES TR | SUSB | Other | 0.14% | 90,726 | +10,448 | +13.01% | $2,274,052 |
| TELUS CORPORATION | TU | Communication Services | 0.14% | 174,463 | +125 | +0.07% | $2,237,893 |
| NIKE INC | NKE | Consumer Cyclical | 0.13% | 41,310 | +6,408 | +18.36% | $2,181,994 |
| NETFLIX INC. | NFLX | Communication Services | 0.13% | 22,196 | +3,346 | +17.75% | $2,134,151 |
| VANGUARD INDEX FDS | VUG | Other | 0.13% | 4,866 | +4,866 | +100.00% | $2,125,420 |
| SUN LIFE FINANCIAL INC. | SLF | Financial Services | 0.13% | 33,731 | +490 | +1.47% | $2,108,944 |
| BROOKFIELD CORP | BN | Financial Services | 0.13% | 52,106 | - | - | $2,107,192 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.12% | 15,022 | +3,414 | +29.41% | $1,996,622 |
| TCW ETF TRUST | NETZ | Other | 0.12% | 20,209 | +20,209 | +100.00% | $1,975,778 |
| CITIGROUP INC | C | Financial Services | 0.12% | 16,739 | +300 | +1.82% | $1,898,354 |
| BANK AMERICA CORP | BAC | Financial Services | 0.11% | 38,069 | -779 | -2.01% | $1,855,849 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.11% | 36,371 | -1,125 | -3.00% | $1,825,824 |
| ISHARES TR | ITA | Other | 0.11% | 8,270 | -900 | -9.81% | $1,809,063 |
| EXXON MOBIL CORP | XOM | Energy | 0.11% | 10,350 | -1,176 | -10.20% | $1,756,019 |
| ABBVIE INC | ABBV | Healthcare | 0.11% | 7,958 | +1,088 | +15.84% | $1,730,765 |
| LAUDER ESTEE COS INC | EL | Consumer Defensive | 0.10% | 22,930 | +4,455 | +24.11% | $1,645,686 |
| VANGUARD INDEX FDS | VBR | Other | 0.10% | 7,495 | +7,495 | +100.00% | $1,628,289 |
| BCE INC | BCE | Communication Services | 0.10% | 63,736 | +4,049 | +6.78% | $1,604,946 |
| GE VERNOVA INC | GEV | Utilities | 0.10% | 1,825 | -131 | -6.70% | $1,593,169 |
| ISHARES TR | CRBN | Other | 0.09% | 6,868 | -130 | -1.86% | $1,530,322 |
| YETI HLDGS INC | YETI | Consumer Cyclical | 0.09% | 41,495 | -350 | -0.84% | $1,518,302 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.09% | 17,669 | -291 | -1.62% | $1,505,929 |
| EQUINOX GOLD CORP | EQX | Basic Materials | 0.09% | 100,925 | -58,150 | -36.56% | $1,454,612 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.09% | 2 | - | - | $1,436,280 |
| CAE INC | CAE | Industrials | 0.09% | 55,261 | +32,075 | +138.34% | $1,435,938 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.09% | 10,048 | -275 | -2.66% | $1,400,390 |
| SPDR GOLD TR | GLD | Other | 0.08% | 3,197 | - | - | $1,375,637 |
| ISHARES TR | EAOA | Other | 0.08% | 33,540 | +55 | +0.16% | $1,359,591 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.08% | 4,991 | +195 | +4.07% | $1,350,515 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.08% | 18,158 | +6,298 | +53.10% | $1,306,105 |