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Cardinal Point Capital Management ULC

Q2 2026 13F filing

Updated 61 days ago

294 disclosed positions worth $1.8B

Portfolio value
$1.8B
Total holdings
294
New positions
26
Closed positions
18
Increased
117
Decreased
95
Turnover
15.0%
Filed
2026-07-14

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD INDEX FDS

+1.2%
Value
$229.1M
Shares
619.0K
% Port
12.98%
V

VANGUARD INTL EQUITY INDEX F

+1.5%
Value
$76.9M
Shares
918.2K
% Port
4.36%
?
3.N/A

DIMENSIONAL ETF TRUST

+0.8%
Value
$72.3M
Shares
1.96M
% Port
4.10%
?
4.N/A

WISDOMTREE TR

-2.6%
Value
$72.3M
Shares
1.44M
% Port
4.10%
?
5.N/A

VANGUARD SCOTTSDALE FDS

+4.0%
Value
$70M
Shares
1.19M
% Port
3.96%
A

APPLE INC

+2.7%
Value
$69.8M
Shares
241.1K
% Port
3.95%
?
7.N/A

ISHARES TR

+0.7%
Value
$55.7M
Shares
736.7K
% Port
3.16%
?
8.N/A

DIMENSIONAL ETF TRUST

+0.9%
Value
$46M
Shares
1.04M
% Port
2.61%
R

ROYAL BK CDA

-1.9%
Value
$39.8M
Shares
192.8K
% Port
2.26%
E
10.ETHA

ISHARES TR

+2.4%
Value
$39.6M
Shares
368.0K
% Port
2.24%
?
11.N/A

LITMAN GREGORY FDS TR

+1.9%
Value
$38.5M
Shares
1.26M
% Port
2.18%
G

ALPHABET INC

+5.4%
Value
$37.7M
Shares
106.7K
% Port
2.14%
T

TORONTO DOMINION BK ONT

-2.4%
Value
$34.7M
Shares
286.0K
% Port
1.97%
?
14.N/A

PIMCO ETF TR

+7.1%
Value
$33.6M
Shares
1.27M
% Port
1.91%
O
15.OILD

BANK MONTREAL MEDIUM

-0.6%
Value
$31M
Shares
175.5K
% Port
1.75%
N
16.NVDA

NVIDIA CORPORATION

+0.4%
Value
$30.8M
Shares
153.7K
% Port
1.74%
?
17.N/A

PIMCO ETF TR

+0.7%
Value
$27M
Shares
590.0K
% Port
1.53%
?
18.N/A

VANGUARD INSTL INDEX FD

+17.4%
Value
$24.3M
Shares
320.7K
% Port
1.38%
I
19.IAU

ISHARES GOLD TR

-2.7%
Value
$22.3M
Shares
295.3K
% Port
1.26%
J

JPMORGAN CHASE & CO

+0.1%
Value
$20M
Shares
61.0K
% Port
1.13%
S
21.SU

SUNCOR ENERGY INC NEW

-2.2%
Value
$19.9M
Shares
370.0K
% Port
1.13%
?
22.N/A

ISHARES TR

-27.5%
Value
$18.9M
Shares
373.1K
% Port
1.07%
M

MANULIFE FINL CORP

-1.1%
Value
$18.9M
Shares
465.9K
% Port
1.07%
C
24.CSCO

CISCO SYS INC

-33.0%
Value
$18.7M
Shares
159.2K
% Port
1.06%
B
25.BNS

BANK NOVA SCOTIA B C

-0.5%
Value
$18.6M
Shares
214.4K
% Port
1.05%
J
26.JNJ

JOHNSON & JOHNSON

-1.7%
Value
$18.5M
Shares
72.8K
% Port
1.05%
W
27.WMT

WALMART INC

-3.0%
Value
$18.1M
Shares
159.4K
% Port
1.02%
M
28.MSFT

MICROSOFT CORP

+1.7%
Value
$17.9M
Shares
47.9K
% Port
1.01%
E

ENBRIDGE INC

-2.1%
Value
$17.4M
Shares
321.1K
% Port
0.98%
T

TC ENERGY CORP

-0.3%
Value
$16.7M
Shares
252.1K
% Port
0.94%
C
31.CNI

CANADIAN NATL RY CO

-0.1%
Value
$16.1M
Shares
135.0K
% Port
0.91%
S
32.SUNC

SUNOCOCORP LLC

-0.8%
Value
$13.7M
Shares
201.8K
% Port
0.77%
B

BERKSHIRE HATHAWAY INC DEL

+9.1%
Value
$13.4M
Shares
26.7K
% Port
0.76%
P
34.PM

PHILIP MORRIS INTL INC

+0.3%
Value
$13.3M
Shares
73.4K
% Port
0.75%
N

NEWMONT CORP

-0.8%
Value
$13.2M
Shares
141.4K
% Port
0.75%
C
36.CVS

CVS HEALTH CORP

+0.8%
Value
$12.8M
Shares
123.8K
% Port
0.73%
?
37.N/A

FIRST TR EXCH TRADED FD III

+4.3%
Value
$11.3M
Shares
153.7K
% Port
0.64%
G

ALPHABET INC

-4.7%
Value
$11.3M
Shares
31.5K
% Port
0.64%
?
39.N/A

VANECK ETF TRUST

-0.8%
Value
$11.2M
Shares
148.6K
% Port
0.64%
A
40.AEM

AGNICO EAGLE MINES LTD

+2.5%
Value
$11M
Shares
70.8K
% Port
0.62%
I
41.IBM

INTERNATIONAL BUSINESS MACHS

+4.6%
Value
$11M
Shares
39.0K
% Port
0.62%
R

ROGERS COMMUNICATIONS INC

-0.6%
Value
$10.8M
Shares
331.1K
% Port
0.61%
B
43.BBUC

BROOKFIELD BUSINESS CORP

+0.6%
Value
$10.6M
Shares
355.0K
% Port
0.60%
?
44.N/A

VANGUARD MUN BD FDS

-6.9%
Value
$10.4M
Shares
205.0K
% Port
0.59%
O

ORACLE CORP

+0.6%
Value
$10.3M
Shares
70.3K
% Port
0.58%
O
46.OTEX

OPEN TEXT CORP

+0.1%
Value
$9.9M
Shares
447.4K
% Port
0.56%
P
47.PEP

PEPSICO INC

+0.4%
Value
$9.7M
Shares
71.8K
% Port
0.55%
C
48.CNQ

CANADIAN NAT RES LTD MED TER

+0.8%
Value
$9.2M
Shares
232.1K
% Port
0.52%
A
49.AMZN

AMAZON COM INC

+2.6%
Value
$9.1M
Shares
38.1K
% Port
0.51%
T
50.TSLA

TESLA INC

+1.4%
Value
$8.8M
Shares
21.0K
% Port
0.50%