Cardinal Point Capital Management Ulc Portfolio Stock Holdings
According to the SEC 13F filed on July 14, 2026, Cardinal Point Capital Management Ulc disclosed 286 stock positions valued at approximately $1.77B as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD INTL EQUITY INDEX F, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 286
- Portfolio Value
- $1.77B
Holdings by Sector
Cardinal Point Capital Management Ulc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 12.98% | 619,030 | +7,074 | +1.16% | $229,065,746 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 4.36% | 918,218 | +13,347 | +1.48% | $76,900,793 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 4.10% | 1,963,742 | +14,722 | +0.76% | $72,344,262 |
| WISDOMTREE TR | USFR | Other | 4.10% | 1,436,227 | -38,211 | -2.59% | $72,314,054 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 3.96% | 1,186,491 | +46,049 | +4.04% | $69,979,258 |
| APPLE INC | AAPL | Technology | 3.95% | 241,074 | +6,429 | +2.74% | $69,757,158 |
| ISHARES TR | LRGF | Other | 3.16% | 736,666 | +4,777 | +0.65% | $55,714,022 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 2.61% | 1,037,411 | +9,596 | +0.93% | $46,019,562 |
| ROYAL BK CDA | RY | Financial Services | 2.26% | 192,782 | -3,737 | -1.90% | $39,842,600 |
| ISHARES TR | MUB | Other | 2.24% | 368,010 | +8,690 | +2.42% | $39,605,236 |
| LITMAN GREGORY FDS TR | DBMF | Other | 2.18% | 1,257,839 | +23,542 | +1.91% | $38,502,461 |
| ALPHABET INC | GOOG | Communication Services | 2.14% | 106,673 | +5,472 | +5.41% | $37,690,710 |
| TORONTO DOMINION BK ONT | TD | Financial Services | 1.97% | 286,027 | -6,974 | -2.38% | $34,709,660 |
| PIMCO ETF TR | PYLD | Other | 1.91% | 1,268,316 | +84,515 | +7.14% | $33,635,728 |
| BANK MONTREAL MEDIUM | BMO | Financial Services | 1.75% | 175,545 | -1,129 | -0.64% | $30,966,830 |
| NVIDIA CORPORATION | NVDA | Technology | 1.74% | 153,736 | +668 | +0.44% | $30,760,964 |
| PIMCO ETF TR | MINO | Other | 1.53% | 589,978 | +4,200 | +0.72% | $26,997,393 |
| ISHARES GOLD TR | IAU | Other | 1.26% | 295,330 | -8,096 | -2.67% | $22,300,331 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.13% | 60,964 | +66 | +0.11% | $19,955,320 |
| SUNCOR ENERGY INC NEW | SU | Energy | 1.13% | 370,018 | -8,458 | -2.23% | $19,867,962 |
| ISHARES TR | TFLO | Other | 1.07% | 373,096 | -141,553 | -27.50% | $18,889,850 |
| MANULIFE FINL CORP | MFC | Financial Services | 1.07% | 465,926 | -5,425 | -1.15% | $18,860,002 |
| CISCO SYS INC | CSCO | Technology | 1.06% | 159,168 | -78,441 | -33.01% | $18,695,916 |
| BANK NOVA SCOTIA B C | BNS | Financial Services | 1.05% | 214,403 | -1,122 | -0.52% | $18,599,209 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.05% | 72,763 | -1,280 | -1.73% | $18,479,619 |
| WALMART INC | WMT | Consumer Defensive | 1.02% | 159,441 | -4,961 | -3.02% | $18,058,288 |
| MICROSOFT CORP | MSFT | Technology | 1.01% | 47,939 | +811 | +1.72% | $17,882,339 |
| ENBRIDGE INC | ENB | Energy | 0.98% | 321,142 | -7,020 | -2.14% | $17,381,444 |
| TC ENERGY CORP | TRP | Energy | 0.94% | 252,072 | -649 | -0.26% | $16,660,522 |
| CANADIAN NATL RY CO | CNI | Industrials | 0.91% | 134,987 | -127 | -0.09% | $16,077,853 |
Showing 30 of 286 holdings in the latest reporting period.