Cardinal Point Capital Management ULC

Est. AUM

$1.63B

13F long equity, this entity only

Positions

281

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$196.3M	611956	12.07%	SOLE
2	WISDOMTREE TR	FLOATNG RAT TREA	$74.2M	1474438	4.56%	SOLE
3	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$68.0M	904871	4.18%	SOLE
4	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$67.9M	1140442	4.18%	SOLE
5	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$66.2M	1949020	4.07%	SOLE
6	APPLE INC	COM	$59.6M	234645	3.66%	SOLE
7	ISHARES TR	U S EQUITY FACTR	$48.3M	731889	2.97%	SOLE
8	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$39.9M	1027815	2.46%	SOLE
9	ISHARES TR	NATIONAL MUN ETF	$38.1M	359320	2.35%	SOLE
10	LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$37.2M	1234297	2.29%	SOLE
11	ROYAL BK CDA	COM	$31.7M	196519	1.95%	SOLE
12	PIMCO ETF TR	MULTISECTOR BD	$31.0M	1183801	1.91%	SOLE
13	ALPHABET INC	CAP STK CL C	$29.0M	101201	1.79%	SOLE
14	TORONTO DOMINION BK ONT	COM NEW	$27.3M	293001	1.68%	SOLE
15	ISHARES GOLD TR	ISHARES NEW	$26.8M	303426	1.64%	SOLE
16	NVIDIA CORPORATION	COM	$26.7M	153068	1.64%	SOLE
17	PIMCO ETF TR	MUNI INCOME OPP	$26.5M	585778	1.63%	SOLE
18	ISHARES TR	TRS FLT RT BD	$26.1M	514649	1.60%	SOLE
19	SUNCOR ENERGY INC NEW	COM	$25.0M	378476	1.54%	SOLE
20	BANK MONTREAL MEDIUM	COM	$23.9M	176674	1.47%	SOLE
21	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$20.7M	273105	1.27%	SOLE
22	WALMART INC	COM	$20.4M	164402	1.26%	SOLE
23	CISCO SYS INC	COM	$18.4M	237609	1.13%	SOLE
24	JOHNSON & JOHNSON	COM	$18.1M	74043	1.11%	SOLE
25	JPMORGAN CHASE & CO	COM	$17.9M	60898	1.10%	SOLE
26	ENBRIDGE INC	COM	$17.8M	328162	1.09%	SOLE
27	MICROSOFT CORP	COM	$17.4M	47128	1.07%	SOLE
28	MANULIFE FINL CORP	COM	$16.2M	471351	1.00%	SOLE
29	TC ENERGY CORP	COM	$15.8M	252721	0.97%	SOLE
30	NEWMONT CORP	COM	$15.4M	142570	0.95%	SOLE
31	BANK NOVA SCOTIA B C	COM	$14.9M	215525	0.92%	SOLE
32	AGNICO EAGLE MINES LTD	COM	$14.0M	69101	0.86%	SOLE
33	CANADIAN NATL RY CO	COM	$13.9M	135114	0.85%	SOLE
34	VANECK ETF TRUST	GOLD MINERS ETF	$13.8M	149831	0.85%	SOLE
35	ROGERS COMMUNICATIONS INC	CL B	$12.8M	333058	0.79%	SOLE
36	SUNOCOCORP LLC	COM SHS LLC	$12.5M	203513	0.77%	SOLE
37	PHILIP MORRIS INTL INC	COM	$12.1M	73201	0.74%	SOLE
38	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$11.8M	24521	0.72%	SOLE
39	CANADIAN NAT RES LTD MED TER	COM	$11.2M	230194	0.69%	SOLE
40	BROOKFIELD BUSINESS CORP	CL A SUB VTG SH	$11.1M	353005	0.68%	SOLE
41	PEPSICO INC	COM	$11.1M	71531	0.68%	SOLE
42	VANGUARD MUN BD FDS	TAX EXEMPT BD	$11.0M	220196	0.68%	SOLE
43	FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$10.4M	147400	0.64%	SOLE
44	ORACLE CORP	COM	$10.3M	69848	0.63%	SOLE
45	FEDEX CORP	COM	$10.2M	28707	0.63%	SOLE
46	OPEN TEXT CORP	COM	$9.9M	446889	0.61%	SOLE
47	ALPHABET INC	CAP STK CL A	$9.5M	33041	0.58%	SOLE
48	PFIZER INC	COM	$9.2M	329107	0.57%	SOLE
49	INTERNATIONAL BUSINESS MACHS	COM	$9.0M	37304	0.56%	SOLE
50	CVS HEALTH CORP	COM	$8.8M	122740	0.54%	SOLE

1–50 of 281

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.