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Cardinal Point Capital Management ULC

Q3 2026 13F filing

Updated 15 days ago

283 disclosed positions worth $1.8B

Portfolio value
$1.8B
Total holdings
283
New positions
17
Closed positions
28
Increased
105
Decreased
101
Turnover
15.9%
Filed
2026-10-21

Full holdings

Every line item disclosed in Q3 2026

V

VANGUARD INDEX FDS

+1.0%
Value
$234.1M
Shares
625.4K
% Port
13.00%
A

APPLE INC

-0.5%
Value
$79.9M
Shares
239.8K
% Port
4.44%
B

WISDOMTREE TR

+5.3%
Value
$76.2M
Shares
1.51M
% Port
4.23%
V

VANGUARD INTL EQUITY INDEX F

-2.1%
Value
$74.6M
Shares
899.0K
% Port
4.14%
D

DIMENSIONAL ETF TRUST

+2.0%
Value
$74.1M
Shares
2.00M
% Port
4.12%
V

VANGUARD SCOTTSDALE FDS

+4.5%
Value
$70.2M
Shares
1.24M
% Port
3.90%
E

ISHARES TR

+2.4%
Value
$58.7M
Shares
754.6K
% Port
3.26%
?
8.N/A

DIMENSIONAL ETF TRUST

+3.1%
Value
$47.6M
Shares
1.07M
% Port
2.64%
?
9.N/A

IM GLOBAL PARTNER FUNDS

+3.3%
Value
$42.3M
Shares
1.30M
% Port
2.35%
E
10.ETHA

BLACKROCK ETF TRUST

Value
$39.6M
Shares
1.32M
% Port
2.20%
E
11.ETHA

ISHARES TR

+1.5%
Value
$37.8M
Shares
373.5K
% Port
2.10%
R

ROYAL BK CDA

-2.1%
Value
$37.2M
Shares
188.7K
% Port
2.07%
G

ALPHABET INC

+0.1%
Value
$36.4M
Shares
106.8K
% Port
2.02%
N
14.NVDA

NVIDIA CORPORATION

+0.4%
Value
$35.3M
Shares
154.4K
% Port
1.96%
P
15.PDI

PIMCO ETF TR

+7.5%
Value
$34.6M
Shares
1.36M
% Port
1.92%
T

TORONTO DOMINION BK ONT

-1.9%
Value
$33.1M
Shares
280.5K
% Port
1.84%
O
17.OILD

BANK OF MONTREAL

-2.5%
Value
$28.7M
Shares
171.1K
% Port
1.59%
P
18.PDI

PIMCO ETF TR

+4.2%
Value
$26.2M
Shares
614.8K
% Port
1.45%
S
19.SU

SUNCOR ENERGY INC NEW

-0.9%
Value
$24.9M
Shares
366.7K
% Port
1.39%
M
20.MSFT

MICROSOFT CORP

-2.1%
Value
$24.1M
Shares
46.9K
% Port
1.34%
I
21.IAU

ISHARES GOLD TR

+0.5%
Value
$23.2M
Shares
296.9K
% Port
1.29%
J

JPMORGAN CHASE & CO

-0.9%
Value
$20M
Shares
60.4K
% Port
1.11%
M

MANULIFE FINL CORP

-1.4%
Value
$19.6M
Shares
459.4K
% Port
1.09%
J
24.JNJ

JOHNSON & JOHNSON

-0.3%
Value
$19.2M
Shares
72.6K
% Port
1.07%
B
25.BNS

BANK NOVA SCOTIA B C

-2.4%
Value
$19.1M
Shares
209.2K
% Port
1.06%
?
26.N/A

ISHARES TR

-5.1%
Value
$17.9M
Shares
354.2K
% Port
1.00%
W
27.WMT

WALMART INC

+7.2%
Value
$17.8M
Shares
171.0K
% Port
0.99%
C
28.CSCO

CISCO SYS INC

-1.3%
Value
$16.9M
Shares
157.2K
% Port
0.94%
C
29.CNI

CANADIAN NATL RY CO

-0.0%
Value
$16.1M
Shares
135.0K
% Port
0.90%
N

NEWMONT CORP

-1.9%
Value
$16M
Shares
138.8K
% Port
0.89%
E

ENBRIDGE INC

+4.1%
Value
$15.6M
Shares
334.2K
% Port
0.87%
S
32.SUNC

SUNOCOCORP LLC

-0.9%
Value
$14.6M
Shares
199.9K
% Port
0.81%
T

TC ENERGY CORP

-1.1%
Value
$14.5M
Shares
249.4K
% Port
0.80%
A
34.AEM

AGNICO EAGLE MINES LTD

+8.7%
Value
$14.1M
Shares
77.0K
% Port
0.79%
P
35.PM

PHILIP MORRIS INTL INC

-1.1%
Value
$13.9M
Shares
72.6K
% Port
0.77%
H
36.HODL

VANECK ETF TRUST

-0.8%
Value
$12.9M
Shares
147.4K
% Port
0.72%
B

BERKSHIRE HATHAWAY INC DEL

-4.9%
Value
$12.7M
Shares
25.4K
% Port
0.70%
F
38.FPF

FIRST TR EXCH TRADED FD III

-1.7%
Value
$11.6M
Shares
151.2K
% Port
0.64%
C
39.CNQ

CANADIAN NAT RES LTD MED TER

+5.2%
Value
$11.5M
Shares
244.3K
% Port
0.64%
G

ALPHABET INC

-0.8%
Value
$10.7M
Shares
31.2K
% Port
0.60%
R

ROGERS COMMUNICATIONS INC

+4.2%
Value
$10.7M
Shares
345.0K
% Port
0.59%
C
42.CVS

CVS HEALTH CORP

Unchanged
Value
$10.6M
Shares
123.8K
% Port
0.59%
?
43.N/A

DIMENSIONAL ETF TRUST

+22.5%
Value
$10.5M
Shares
223.6K
% Port
0.59%
O

ORACLE CORP

+5.8%
Value
$10.2M
Shares
74.4K
% Port
0.57%
O
45.OTEX

OPEN TEXT CORP

-1.3%
Value
$9.9M
Shares
441.7K
% Port
0.55%
A
46.AMZN

AMAZON COM INC

+4.5%
Value
$9.9M
Shares
39.8K
% Port
0.55%
P
47.PFE

PFIZER INC

+1.5%
Value
$9.6M
Shares
337.0K
% Port
0.53%
I
48.IBM

INTERNATIONAL BUSINESS MACHS

+8.7%
Value
$9.3M
Shares
42.4K
% Port
0.52%
B
49.BBUC

BROOKFIELD BUSINESS CORP

+0.6%
Value
$9.1M
Shares
357.0K
% Port
0.51%
P
50.PEP

PEPSICO INC

+0.0%
Value
$9.1M
Shares
71.9K
% Port
0.51%