13F filer

Cardinal Point Capital Management ULC

As of Sep 30, 2026 Filed Oct 21, 2026 CIK 1950841 SEC filings ↗
13F Value
$1.80B
Positions
283
Top Position
VTI13.0%
Top 5
29.9%

Latest filing changes

vs Jun 30, 2026
Holdings283
# Trend (4Q)
1 VTI 13.0% $234.1M +1.0% 625.4K 13.0% ETF
2 AAPL 4.4% $79.9M -0.5% 239.8K 4.0% Common Stock
3 USFR 4.2% $76.2M +5.3% 1.51M 4.1% Equity
4 VEU 4.1% $74.6M -2.1% 899.0K 4.4% ETF
5 DFAX 4.1% $74.1M +2.0% 2.00M 4.1% ETF
6 VGIT 3.9% $70.2M +4.5% 1.24M 4.0% ETF
7 LRGF 3.3% $58.7M +2.4% 754.6K 3.2% ETF
8 DFAC 2.6% $47.6M +3.1% 1.07M 2.6% ETF
9 DBMF 2.3% $42.3M +3.3% 1.30M 2.2% ETF
10 IALT 2.2% $39.6M NEW 1.32M — ETF
11 MUB 2.1% $37.8M +1.5% 373.5K 2.2% ETF
12 RY 2.1% $37.2M -2.1% 188.7K 2.3% Common Stock
13 GOOG 2.0% $36.4M +0.1% 106.8K 2.1% Common Stock
14 NVDA 2.0% $35.3M +0.4% 154.4K 1.7% Common Stock
15 PYLD 1.9% $34.6M +7.5% 1.36M 1.9% ETF
16 TD 1.8% $33.1M -1.9% 280.5K 2.0% Common Stock
17 BMO 1.6% $28.7M -2.5% 171.1K 1.8% Common Stock
18 MINO 1.5% $26.2M +4.2% 614.8K 1.5% ETF
19 SU 1.4% $24.9M -0.9% 366.7K 1.1% Common Stock
20 MSFT 1.3% $24.1M -2.1% 46.9K 1.0% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing27
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.