Cardinal Point Capital Management Ulc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.63B
Q ending 2026-03-31
Prior quarter
$1.53B
Q ending 2025-12-31
Change
+6.6% QoQ · +49.9% YoY
Positions
286
reported holdings
Largest positions
Top 100 of 286 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTI | Shares | $196.3M | 612K |
| Wisdomtree Tr | USFR | Shares | $74.2M | 1.5M |
| Vanguard Intl Equity Index F | VEU | Shares | $68.0M | 905K |
| Vanguard Scottsdale Fds | VGIT | Shares | $67.9M | 1.1M |
| Dimensional Etf Trust | DFAX | Shares | $66.2M | 1.9M |
| Apple Inc | AAPL | Shares | $59.6M | 235K |
| Ishares Tr | LRGF | Shares | $48.3M | 732K |
| Dimensional Etf Trust | DFAC | Shares | $39.9M | 1.0M |
| Ishares Tr | MUB | Shares | $38.1M | 359K |
| Litman Gregory Fds Tr | DBMF | Shares | $37.2M | 1.2M |
| Royal Bk Cda | RY | Shares | $31.7M | 197K |
| Pimco Etf Tr | PYLD | Shares | $31.0M | 1.2M |
| Alphabet Inc | GOOG | Shares | $29.0M | 101K |
| Toronto Dominion Bk Ont | TD | Shares | $27.3M | 293K |
| Ishares Gold Tr | IAU | Shares | $26.7M | 303K |
| Nvidia Corporation | NVDA | Shares | $26.7M | 153K |
| Pimco Etf Tr | MINO | Shares | $26.5M | 586K |
| Ishares Tr | TFLO | Shares | $26.1M | 515K |
| Suncor Energy Inc New | SU | Shares | $25.0M | 378K |
| Bank Montreal Medium | BMO | Shares | $23.9M | 177K |
| Vanguard Instl Index Fd | VBIL | Shares | $20.7M | 273K |
| Walmart Inc | WMT | Shares | $20.4M | 164K |
| Cisco Sys Inc | CSCO | Shares | $18.4M | 238K |
| Johnson & Johnson | JNJ | Shares | $18.1M | 74K |
| Jpmorgan Chase & Co | JPM | Shares | $17.9M | 61K |
| Enbridge Inc | ENB | Shares | $17.8M | 328K |
| Microsoft Corp | MSFT | Shares | $17.4M | 47K |
| Manulife Finl Corp | MFC | Shares | $16.2M | 471K |
| Tc Energy Corp | TRP | Shares | $15.8M | 253K |
| Newmont Corp | NEM | Shares | $15.4M | 143K |
| Bank Nova Scotia B C | BNS | Shares | $14.9M | 216K |
| Agnico Eagle Mines Ltd | AEM | Shares | $14.0M | 69K |
| Canadian Natl Ry Co | CNI | Shares | $13.9M | 135K |
| Vaneck Etf Trust | GDX | Shares | $13.7M | 150K |
| Rogers Communications Inc | RCI | Shares | $12.8M | 333K |
| Sunococorp Llc | SUNC | Shares | $12.5M | 204K |
| Philip Morris Intl Inc | PM | Shares | $12.1M | 73K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $11.8M | 25K |
| Canadian Nat Res Ltd Med Ter | CNQ | Shares | $11.2M | 230K |
| Brookfield Business Corp | BBUC | Shares | $11.1M | 353K |
| Pepsico Inc | PEP | Shares | $11.1M | 72K |
| Vanguard Mun Bd Fds | VTEB | Shares | $11.0M | 220K |
| First Tr Exch Traded Fd Iii | FTLS | Shares | $10.4M | 147K |
| Oracle Corp | ORCL | Shares | $10.3M | 70K |
| Fedex Corp | FDX | Shares | $10.2M | 29K |
| Open Text Corp | OTEX | Shares | $9.9M | 447K |
| Alphabet Inc | GOOGL | Shares | $9.5M | 33K |
| Pfizer Inc | PFE | Shares | $9.2M | 329K |
| International Business Machs | IBM | Shares | $9.0M | 37K |
| Cvs Health Corp | CVS | Shares | $8.8M | 123K |
| Cgi Inc | GIB | Shares | $8.8M | 120K |
| Costco Wholesale Corporation | COST | Shares | $8.0M | 8K |
| Amazon Com Inc | AMZN | Shares | $7.7M | 37K |
| Tesla Inc | TSLA | Shares | $7.7M | 21K |
| Dimensional Etf Trust | DFSU | Shares | $7.5M | 183K |
| Visa Inc | V | Shares | $6.7M | 22K |
| Comcast Corp New | CMCSA | Shares | $5.1M | 178K |
| Vanguard World Fd | VGT | Shares | $4.8M | 7K |
| Vanguard Index Fds | VOO | Shares | $4.8M | 8K |
| Viatris Inc | VTRS | Shares | $4.4M | 329K |
| Kenvue Inc | KVUE | Shares | $4.4M | 257K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $4.4M | 7K |
| Comfort Sys Usa Inc | FIX | Shares | $4.3M | 3K |
| Mcdonalds Corp | MCD | Shares | $3.9M | 12K |
| Disney Walt Co | DIS | Shares | $3.7M | 38K |
| Invesco Qqq Tr | QQQ | Shares | $3.5M | 6K |
| Corning Inc | GLW | Shares | $3.1M | 23K |
| Dimensional Etf Trust | DFSI | Shares | $3.1M | 73K |
| Vanguard Index Fds | VTV | Shares | $2.7M | 14K |
| Canadian Imperial Bank Of Co | CM | Shares | $2.7M | 28K |
| Alamos Gold Inc | AGI | Shares | $2.7M | 60K |
| Boyd Group Services Inc | BGSI | Shares | $2.6M | 20K |
| Meta Platforms Inc | META | Shares | $2.5M | 4K |
| Transalta Corp | TAC | Shares | $2.4M | 183K |
| Ishares Tr | SUSB | Shares | $2.3M | 91K |
| Telus Corporation | TU | Shares | $2.2M | 174K |
| Nike Inc | NKE | Shares | $2.2M | 41K |
| Ishares Tr | EAOR | Shares | $2.1M | 62K |
| Netflix Inc. | NFLX | Shares | $2.1M | 22K |
| Vanguard Index Fds | VUG | Shares | $2.1M | 5K |
| Sun Life Financial Inc. | SLF | Shares | $2.1M | 34K |
| Brookfield Corp | BN | Shares | $2.1M | 52K |
| Select Sector Spdr Tr | XLK | Shares | $2.0M | 15K |
| Tcw Etf Trust | PWRD | Shares | $2.0M | 20K |
| Citigroup Inc | C | Shares | $1.9M | 17K |
| Bank America Corp | BAC | Shares | $1.9M | 38K |
| Verizon Communications Inc | VZ | Shares | $1.8M | 36K |
| Ishares Tr | ITA | Shares | $1.8M | 8K |
| Exxon Mobil Corp | XOM | Shares | $1.8M | 10K |
| Abbvie Inc | ABBV | Shares | $1.7M | 8K |
| Lauder Estee Cos Inc | EL | Shares | $1.6M | 23K |
| Vanguard Index Fds | VBR | Shares | $1.6M | 7K |
| Bce Inc | BCE | Shares | $1.6M | 64K |
| Ge Vernova Inc | GEV | Shares | $1.6M | 2K |
| Ishares Tr | CRBN | Shares | $1.5M | 7K |
| Yeti Hldgs Inc | YETI | Shares | $1.5M | 41K |
| Colgate Palmolive Co | CL | Shares | $1.5M | 18K |
| Equinox Gold Corp | EQX | Shares | $1.5M | 101K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $1.4M | 2 |
| Cae Inc | CAE | Shares | $1.4M | 55K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.