Cardinal Point Capital Management, ULC
Latest statistics and disclosures from Cardinal Point Capital Management ULC's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, USFR, AAPL, VGIT, DFAX, and represent 31.08% of Cardinal Point Capital Management ULC's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$10M), EMA (+$10M), WTW (+$8.8M), VTI (+$6.7M), VGIT, VEU, MUB, DFAX, CNI, MTD.
- Started 39 new stock positions in SNPS, BABA, HEI, VEA, IYM, NVS, EMA, CPB, INDA, ESGV.
- Reduced shares in these 10 stocks: JNJ (-$14M), SCHX (-$9.9M), SCHB (-$5.3M), FIX, ZTS, MSFT, USFR, VNQ, GIB, .
- Sold out of its positions in AQMS, COF, GIL, PMAY, PFEB, PJAN, Mag Silver Corp, SCHZ, SCHO, TECK. TIXT, BNDX, VNQ, VUG, VZLA.
- Cardinal Point Capital Management ULC was a net buyer of stock by $39M.
- Cardinal Point Capital Management ULC has $1.4B in assets under management (AUM), dropping by 13.22%.
- Central Index Key (CIK): 0001950841
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Portfolio Holdings for Cardinal Point Capital Management ULC
Cardinal Point Capital Management ULC holds 266 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 13.0 | $186M | +3% | 570k | 326.93 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 5.0 | $72M | 1.4M | 50.33 |
|
|
| Apple (AAPL) | 4.9 | $71M | +17% | 278k | 253.78 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 4.2 | $60M | +7% | 991k | 60.25 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 3.9 | $56M | +5% | 1.8M | 31.19 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 3.9 | $56M | +7% | 780k | 71.26 |
|
| Ishares Tr U S Equity Factr (LRGF) | 3.5 | $49M | +3% | 723k | 68.38 |
|
| Ishares Tr National Mun Etf (MUB) | 2.6 | $37M | +8% | 350k | 107.01 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 2.5 | $36M | +6% | 934k | 38.17 |
|
| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 2.2 | $31M | +3% | 1.1M | 27.97 |
|
| Rbc Cad (RY) | 2.1 | $29M | -2% | 199k | 147.35 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 1.9 | $27M | +9% | 997k | 26.72 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $26M | 108k | 243.67 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 1.7 | $24M | -2% | 299k | 79.94 |
|
| Ishares Gold Tr Ishares New (IAU) | 1.6 | $23M | 300k | 77.43 |
|
|
| Bank Of Montreal Cadcom (BMO) | 1.6 | $23M | -2% | 177k | 130.27 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $19M | -2% | 60k | 315.43 |
|
| Oracle Corporation (ORCL) | 1.3 | $19M | 66k | 281.24 |
|
|
| Wal-Mart Stores (WMT) | 1.2 | $17M | 165k | 103.06 |
|
|
| Enbridge (ENB) | 1.2 | $17M | 329k | 50.43 |
|
|
| Cisco Systems (CSCO) | 1.2 | $17M | +6% | 241k | 68.38 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 1.1 | $16M | 322k | 50.49 |
|
|
| Suncor Energy (SU) | 1.1 | $16M | 386k | 41.84 |
|
|
| Bk Nova Cad (BNS) | 1.0 | $14M | 219k | 64.64 |
|
|
| Manulife Finl Corp (MFC) | 1.0 | $14M | 453k | 31.15 |
|
|
| Johnson & Johnson (JNJ) | 1.0 | $14M | -50% | 76k | 185.42 |
|
| Tc Energy Corp (TRP) | 1.0 | $14M | 252k | 54.36 |
|
|
| Microsoft Corporation (MSFT) | 1.0 | $14M | -5% | 26k | 517.04 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $13M | +3% | 27k | 496.42 |
|
| Agnico (AEM) | 0.8 | $12M | 70k | 168.38 |
|
|
| Newmont Mining Corporation (NEM) | 0.8 | $12M | 141k | 84.31 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.8 | $12M | 154k | 76.40 |
|
|
| Canadian Natl Ry (CNI) | 0.8 | $12M | +28% | 124k | 94.27 |
|
| Rogers Communications CL B (RCI) | 0.8 | $11M | 330k | 34.42 |
|
|
| Philip Morris International (PM) | 0.8 | $11M | 69k | 162.20 |
|
|
| International Business Machines (IBM) | 0.7 | $10M | +3% | 37k | 282.16 |
|
| Emera (EMA) | 0.7 | $10M | NEW | 213k | 47.96 |
|
| Pepsi (PEP) | 0.7 | $9.7M | +16% | 69k | 140.44 |
|
| Open Text Corp (OTEX) | 0.7 | $9.6M | 258k | 37.37 |
|
|
| Cgi Cl A Sub Vtg (GIB) | 0.7 | $9.6M | -6% | 107k | 89.05 |
|
| CVS Caremark Corporation (CVS) | 0.7 | $9.3M | 124k | 75.39 |
|
|
| Willis Towers Watson SHS (WTW) | 0.6 | $8.8M | NEW | 26k | 345.45 |
|
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.6 | $8.8M | +7% | 127k | 68.87 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $8.1M | +11% | 33k | 243.25 |
|
| Pfizer (PFE) | 0.6 | $8.0M | 314k | 25.48 |
|
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.6 | $7.9M | +2% | 189k | 42.02 |
|
| Brookfield Business Partners Unit Ltd L P (BBU) | 0.5 | $7.7M | -2% | 236k | 32.79 |
|
| Visa Com Cl A (V) | 0.5 | $7.6M | 22k | 341.67 |
|
|
| Tesla Motors (TSLA) | 0.5 | $7.6M | +2% | 17k | 436.45 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $7.2M | 7.8k | 926.39 |
|
|
| Canadian Natural Resources (CNQ) | 0.5 | $7.0M | -5% | 219k | 31.97 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $6.9M | -3% | 37k | 187.30 |
|
| Comcast Corp Cl A (CMCSA) | 0.5 | $6.7M | 213k | 31.42 |
|
|
| FedEx Corporation (FDX) | 0.5 | $6.5M | +5% | 28k | 235.81 |
|
| Amazon (AMZN) | 0.4 | $6.4M | -4% | 29k | 219.75 |
|
| Kenvue (KVUE) | 0.4 | $5.5M | 338k | 16.23 |
|
|
| Walt Disney Company (DIS) | 0.3 | $4.7M | 41k | 114.50 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $4.7M | -10% | 6.2k | 755.44 |
|
| Cenovus Energy (CVE) | 0.3 | $4.2M | 245k | 16.97 |
|
|
| Brookfield Business Corp Cl A Exc Sub Vtg (BBUC) | 0.3 | $3.8M | -3% | 114k | 33.56 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $3.7M | +50% | 6.2k | 602.61 |
|
| Comfort Systems USA (FIX) | 0.3 | $3.7M | -47% | 4.5k | 825.18 |
|
| McDonald's Corporation (MCD) | 0.3 | $3.6M | -8% | 12k | 303.89 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $3.4M | +83% | 5.2k | 665.45 |
|
| Viatris (VTRS) | 0.2 | $3.2M | -3% | 327k | 9.90 |
|
| Dimensional Etf Trust International (DFSI) | 0.2 | $3.0M | +4% | 72k | 40.78 |
|
| Meta Platforms Cl A (META) | 0.2 | $2.7M | 3.6k | 729.10 |
|
|
| Telus Ord (TU) | 0.2 | $2.6M | -9% | 164k | 15.75 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $2.5M | 4.1k | 609.61 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $2.4M | 35k | 68.59 |
|
|
| Cibc Cad (CM) | 0.2 | $2.4M | 30k | 79.89 |
|
|
| Nike CL B (NKE) | 0.2 | $2.3M | 33k | 69.73 |
|
|
| Mettler-Toledo International (MTD) | 0.2 | $2.3M | NEW | 1.8k | 1227.61 |
|
| Transalta Corp (TAC) | 0.2 | $2.2M | -4% | 165k | 13.66 |
|
| Amrize SHS (AMRZ) | 0.2 | $2.2M | NEW | 46k | 48.24 |
|
| Corning Incorporated (GLW) | 0.2 | $2.2M | -13% | 27k | 82.03 |
|
| Netflix (NFLX) | 0.2 | $2.2M | 1.8k | 1203.90 |
|
|
| Ishares Tr Esg Aware 60/40 (EAOR) | 0.2 | $2.2M | +9% | 62k | 34.84 |
|
| Alamos Gold Com Cl A (AGI) | 0.1 | $2.1M | 60k | 34.85 |
|
|
| Cadence Design Systems (CDNS) | 0.1 | $2.0M | +2% | 5.7k | 351.26 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $2.0M | +6% | 78k | 25.30 |
|
| Bank of America Corporation (BAC) | 0.1 | $1.9M | +50% | 38k | 50.35 |
|
| Sun Life Financial (SLF) | 0.1 | $1.9M | -7% | 32k | 60.03 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $1.9M | 9.2k | 209.26 |
|
|
| Equinox Gold Corp equities (EQX) | 0.1 | $1.8M | -18% | 165k | 11.20 |
|
| Pimco Etf Tr Muni Income Opp (MINO) | 0.1 | $1.8M | NEW | 40k | 45.44 |
|
| Citigroup Com New (C) | 0.1 | $1.8M | -3% | 18k | 101.50 |
|
| Verizon Communications (VZ) | 0.1 | $1.6M | 37k | 43.95 |
|
|
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.1 | $1.6M | +2% | 7.1k | 225.99 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.6M | -7% | 5.6k | 282.54 |
|
| Synopsys (SNPS) | 0.1 | $1.6M | NEW | 3.5k | 448.00 |
|
| Abbvie (ABBV) | 0.1 | $1.5M | -5% | 6.6k | 231.54 |
|
| Lauder Estee Cos Cl A (EL) | 0.1 | $1.5M | +303% | 17k | 88.12 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.5M | 2.00 | 738130.00 |
|
|
| New Gold Inc Cda (NGD) | 0.1 | $1.5M | 206k | 7.16 |
|
|
| Lowe's Companies (LOW) | 0.1 | $1.4M | 5.7k | 251.31 |
|
|
| Bce Com New (BCE) | 0.1 | $1.4M | -7% | 60k | 23.36 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $1.4M | +17% | 18k | 78.72 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.4M | +94% | 2.1k | 666.15 |
|
| Yeti Hldgs (YETI) | 0.1 | $1.4M | +44% | 42k | 33.18 |
|
| UnitedHealth (UNH) | 0.1 | $1.4M | 4.0k | 345.30 |
|
|
| Ishares Tr Esg Aware 80/20 (EAOA) | 0.1 | $1.4M | +5% | 33k | 40.54 |
|
| Fiserv (FI) | 0.1 | $1.2M | +9% | 9.4k | 128.93 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $1.2M | +8% | 25k | 48.20 |
|
| Paypal Holdings (PYPL) | 0.1 | $1.2M | +5% | 18k | 67.06 |
|
| Gilead Sciences (GILD) | 0.1 | $1.2M | -8% | 11k | 111.00 |
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $1.2M | 36k | 32.94 |
|
|
| Home Depot (HD) | 0.1 | $1.2M | -17% | 2.8k | 405.19 |
|
| Uber Technologies (UBER) | 0.1 | $1.1M | -13% | 12k | 97.97 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.1M | 1.9k | 568.90 |
|
|
| Pan American Silver Corp Can (PAAS) | 0.1 | $1.0M | +81% | 27k | 38.74 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $994k | +51% | 2.7k | 368.45 |
|
| Pembina Pipeline Corp (PBA) | 0.1 | $985k | 24k | 40.42 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $958k | -8% | 6.2k | 153.65 |
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| Goldman Sachs (GS) | 0.1 | $953k | -5% | 1.2k | 796.35 |
|
| Five9 (FIVN) | 0.1 | $946k | +10% | 39k | 24.20 |
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| Ge Vernova (GEV) | 0.1 | $938k | -7% | 1.5k | 623.46 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.1 | $885k | -16% | 20k | 45.45 |
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| Vodafone Group Sponsored Adr (VOD) | 0.1 | $864k | NEW | 75k | 11.60 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $844k | +29% | 1.8k | 468.58 |
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| Iron Mountain (IRM) | 0.1 | $838k | 8.2k | 102.17 |
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| TJX Companies (TJX) | 0.1 | $833k | 5.8k | 144.54 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $831k | +64% | 7.4k | 112.55 |
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| Dimensional Etf Trust Emerging Markets (DFSE) | 0.1 | $819k | +2% | 20k | 41.02 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $808k | +5% | 49k | 16.37 |
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| Magnite Ord (MGNI) | 0.1 | $808k | -24% | 37k | 21.78 |
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| Innovator Etfs Trust Intrnl Dev Aprl (IAPR) | 0.1 | $795k | 27k | 29.96 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $770k | +39% | 3.2k | 242.65 |
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| Bristol Myers Squibb (BMY) | 0.1 | $740k | 16k | 45.10 |
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| Medtronic SHS (MDT) | 0.1 | $735k | NEW | 7.7k | 95.24 |
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| Ishares Msci Cda Etf (EWC) | 0.1 | $720k | +9% | 14k | 50.55 |
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| Barrick Mng Corp Com Shs (B) | 0.1 | $716k | 22k | 32.84 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $714k | 11k | 67.60 |
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| Cae (CAE) | 0.0 | $692k | 23k | 29.60 |
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| Brookfield Renewable Partner Partnership Unit (BEP) | 0.0 | $690k | 27k | 25.77 |
|
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| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.0 | $634k | +8% | 13k | 48.16 |
|
| Intel Corporation (INTC) | 0.0 | $625k | -27% | 19k | 33.55 |
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| B2gold Corp (BTG) | 0.0 | $623k | -6% | 126k | 4.94 |
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| Textron (TXT) | 0.0 | $612k | 7.5k | 81.74 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $610k | 13k | 45.48 |
|
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| Wheaton Precious Metals Corp (WPM) | 0.0 | $568k | -16% | 5.1k | 111.87 |
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| Fortis (FTS) | 0.0 | $561k | +2% | 11k | 50.71 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $559k | -7% | 5.7k | 97.54 |
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| Chevron Corporation (CVX) | 0.0 | $551k | 3.6k | 155.29 |
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| South Bow Corp (SOBO) | 0.0 | $551k | 20k | 28.29 |
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| Merck & Co (MRK) | 0.0 | $549k | -3% | 6.5k | 83.93 |
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| Waste Management (WM) | 0.0 | $537k | +6% | 2.5k | 217.69 |
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| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $536k | NEW | 65k | 8.27 |
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| Nutrien (NTR) | 0.0 | $533k | 9.1k | 58.71 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) | 0.0 | $525k | -21% | 13k | 41.07 |
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| Eli Lilly & Co. (LLY) | 0.0 | $512k | -9% | 645.00 | 793.69 |
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| Aris Mng Corp (ARMN) | 0.0 | $509k | -22% | 52k | 9.80 |
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| Iamgold Corp (IAG) | 0.0 | $506k | -9% | 39k | 12.92 |
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| McKesson Corporation (MCK) | 0.0 | $498k | 646.00 | 770.05 |
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| Abbott Laboratories (ABT) | 0.0 | $497k | -5% | 3.7k | 133.94 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $495k | 8.7k | 56.89 |
|
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $495k | +94% | 7.5k | 65.75 |
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| Starbucks Corporation (SBUX) | 0.0 | $478k | -12% | 5.6k | 84.60 |
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| Ge Aerospace Com New (GE) | 0.0 | $470k | -12% | 1.6k | 297.82 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $462k | NEW | 9.8k | 47.07 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.0 | $461k | NEW | 4.0k | 113.98 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $460k | NEW | 12k | 39.18 |
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| Invesco Db Commdy Indx Trck Unit (DBC) | 0.0 | $457k | NEW | 21k | 22.35 |
|
| MercadoLibre (MELI) | 0.0 | $456k | NEW | 195.00 | 2336.94 |
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| Southwest Airlines (LUV) | 0.0 | $454k | +30% | 14k | 31.90 |
|
| Kinross Gold Corp (KGC) | 0.0 | $450k | -8% | 18k | 24.81 |
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| Carrier Global Corporation (CARR) | 0.0 | $439k | +12% | 7.4k | 59.70 |
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| Tfii Cn (TFII) | 0.0 | $436k | +16% | 5.0k | 87.98 |
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| Diageo Spon Adr New (DEO) | 0.0 | $433k | NEW | 4.5k | 95.43 |
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.0 | $430k | -49% | 9.2k | 46.53 |
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| Pinterest Cl A (PINS) | 0.0 | $426k | NEW | 13k | 32.17 |
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| Cummins (CMI) | 0.0 | $422k | 1.0k | 422.37 |
|
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| Boeing Company (BA) | 0.0 | $412k | -13% | 1.9k | 215.83 |
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| Servicenow (NOW) | 0.0 | $411k | -22% | 445.00 | 923.70 |
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| Motorola Solutions Com New (MSI) | 0.0 | $411k | 898.00 | 457.39 |
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|
| Zoetis Cl A (ZTS) | 0.0 | $410k | -74% | 2.8k | 146.32 |
|
| Wells Fargo & Company (WFC) | 0.0 | $392k | 4.7k | 83.82 |
|
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| Franco-Nevada Corporation (FNV) | 0.0 | $392k | 1.8k | 222.52 |
|
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| Morgan Stanley Com New (MS) | 0.0 | $390k | 2.5k | 155.11 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $389k | -46% | 5.2k | 74.46 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $386k | +8% | 4.4k | 86.80 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $377k | NEW | 5.2k | 72.31 |
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| Asa Gold And Precious Mtls L SHS (ASA) | 0.0 | $368k | -15% | 8.0k | 45.80 |
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $358k | NEW | 4.1k | 87.77 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $357k | -24% | 981.00 | 364.04 |
|
| Vaneck Etf Trust Rare Earth And S (REMX) | 0.0 | $356k | 5.4k | 65.78 |
|
|
| Ishares Tr Core 60/40 Balan (AOR) | 0.0 | $354k | -30% | 5.5k | 64.09 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $354k | 1.8k | 192.93 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $352k | 3.6k | 99.03 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $351k | -9% | 3.7k | 93.61 |
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| Stanley Black & Decker (SWK) | 0.0 | $348k | -6% | 4.7k | 74.33 |
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| salesforce (CRM) | 0.0 | $341k | 1.4k | 237.00 |
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| Solaris Res Com New (SLSR) | 0.0 | $341k | -25% | 54k | 6.38 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $336k | 9.3k | 36.13 |
|
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| Archer Daniels Midland Company (ADM) | 0.0 | $333k | 5.6k | 59.74 |
|
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $329k | NEW | 5.5k | 59.80 |
|
| Pubmatic Com Cl A (PUBM) | 0.0 | $327k | NEW | 40k | 8.28 |
|
| Fortuna Mng Corp Com New (FSM) | 0.0 | $326k | -10% | 37k | 8.95 |
|
| Etsy (ETSY) | 0.0 | $318k | -4% | 4.8k | 66.39 |
|
| Powerfleet (AIOT) | 0.0 | $317k | +97% | 61k | 5.24 |
|
| At&t (T) | 0.0 | $317k | 11k | 28.24 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $316k | +4% | 2.3k | 139.54 |
|
| Ecolab (ECL) | 0.0 | $315k | -8% | 1.2k | 270.94 |
|
| Perpetua Resources (PPTA) | 0.0 | $303k | 15k | 20.23 |
|
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| Allied Gold Corp Com New (AAUC) | 0.0 | $303k | 17k | 17.47 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $301k | NEW | 2.3k | 128.24 |
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.0 | $300k | NEW | 3.4k | 87.67 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $299k | NEW | 1.5k | 201.57 |
|
| Mosaic (MOS) | 0.0 | $290k | 8.4k | 34.68 |
|
|
| Roblox Corp Cl A (RBLX) | 0.0 | $285k | 2.2k | 128.24 |
|
|
| Spdr Series Trust S&p Oilgas Exp (XOP) | 0.0 | $284k | 2.2k | 132.17 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) | 0.0 | $279k | 6.8k | 41.17 |
|
|
| Skeena Resources Com Npvpost Rev Split Isin Ca83056p7157 Sedo (SKE) | 0.0 | $276k | 15k | 18.41 |
|
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $276k | 5.9k | 46.49 |
|
|
| First Majestic Silver Corp (AG) | 0.0 | $275k | 22k | 12.28 |
|
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $271k | +31% | 10k | 27.08 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $268k | 2.6k | 103.04 |
|
|
| Campbell Soup Company (CPB) | 0.0 | $267k | NEW | 8.5k | 31.58 |
|
| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.0 | $267k | 6.3k | 42.36 |
|
|
| First Solar (FSLR) | 0.0 | $266k | -14% | 1.2k | 220.53 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $265k | -97% | 10k | 26.27 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $264k | NEW | 5.0k | 53.40 |
|
| Ishares Tr Us Industrials (IYJ) | 0.0 | $263k | 1.8k | 145.88 |
|
|
| Park Hotels & Resorts Inc-wi (PK) | 0.0 | $261k | 24k | 11.08 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $259k | NEW | 7.5k | 34.46 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $259k | +9% | 4.0k | 64.49 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $256k | NEW | 2.2k | 117.95 |
|
| Ishares Msci Eurzone Etf (EZU) | 0.0 | $253k | 4.1k | 61.48 |
|
|
| Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) | 0.0 | $252k | 7.4k | 34.30 |
|
|
| Wisdomtree Tr Futre Strat Fd (WTMF) | 0.0 | $251k | 6.5k | 38.45 |
|
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $250k | 3.9k | 64.13 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $250k | NEW | 1.4k | 178.73 |
|
| Micron Technology (MU) | 0.0 | $250k | NEW | 1.3k | 192.88 |
|
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $247k | NEW | 4.0k | 62.07 |
|
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.0 | $247k | +5% | 7.2k | 34.42 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.0 | $244k | -26% | 5.7k | 42.82 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $240k | -12% | 2.6k | 93.37 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $238k | 4.2k | 56.75 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $237k | -8% | 510.00 | 463.74 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $236k | NEW | 5.5k | 42.70 |
|
| Osisko Development Corp Com New (ODV) | 0.0 | $236k | 69k | 3.42 |
|
|
| Kraft Heinz (KHC) | 0.0 | $235k | +7% | 9.0k | 26.04 |
|
| HEICO Corporation (HEI) | 0.0 | $232k | NEW | 720.00 | 322.82 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $230k | -14% | 2.0k | 116.59 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $222k | 4.4k | 50.13 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $220k | -9% | 4.1k | 54.00 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $220k | -96% | 8.6k | 25.59 |
|
| Dollar General (DG) | 0.0 | $219k | +4% | 2.1k | 103.35 |
|
| Air Products & Chemicals (APD) | 0.0 | $218k | 800.00 | 272.72 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $218k | NEW | 225.00 | 968.09 |
|
| Hormel Foods Corporation (HRL) | 0.0 | $218k | 8.8k | 24.74 |
|
|
| Ishares Tr Core 40/60 Moder (AOM) | 0.0 | $217k | +4% | 4.6k | 47.33 |
|
| Innovator Etfs Trust Intrnl Dev Jan (IJAN) | 0.0 | $215k | 6.1k | 35.17 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $213k | 570.00 | 374.25 |
|
|
| Honeywell International (HON) | 0.0 | $212k | -42% | 1.0k | 210.50 |
|
| United Parcel Service CL B (UPS) | 0.0 | $211k | NEW | 2.5k | 83.53 |
|
| Dex (DXCM) | 0.0 | $209k | 3.2k | 65.20 |
|
|
| Flowers Foods (FLO) | 0.0 | $204k | NEW | 16k | 13.05 |
|
| Etf Ser Solutions Defiance Quantum (QTUM) | 0.0 | $203k | NEW | 1.8k | 111.95 |
|
| Spdr Series Trust S&p Biotech (XBI) | 0.0 | $202k | NEW | 1.9k | 105.29 |
|
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $202k | NEW | 1.4k | 147.90 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.0 | $201k | -10% | 5.7k | 35.43 |
|
| Ishares Tr Msci India Etf (INDA) | 0.0 | $201k | NEW | 3.8k | 52.97 |
|
| Marqeta Class A Com (MQ) | 0.0 | $169k | 32k | 5.28 |
|
|
| Hudson Technologies (HDSN) | 0.0 | $128k | 13k | 9.93 |
|
|
| Viemed Healthcare (VMD) | 0.0 | $85k | -32% | 13k | 6.79 |
|
Past Filings by Cardinal Point Capital Management ULC
SEC 13F filings are viewable for Cardinal Point Capital Management ULC going back to 2023
- Cardinal Point Capital Management ULC 2025 Q3 filed Nov. 6, 2025
- Cardinal Point Capital Management ULC 2025 Q2 filed July 31, 2025
- Cardinal Point Capital Management ULC 2025 Q1 filed May 8, 2025
- Cardinal Point Capital Management ULC 2024 Q4 filed Jan. 14, 2025
- Cardinal Point Capital Management ULC 2024 Q3 filed Oct. 8, 2024
- Cardinal Point Capital Management ULC 2024 Q2 filed July 12, 2024
- Cardinal Point Capital Management ULC 2024 Q1 filed April 24, 2024
- Cardinal Point Capital Management, ULC 2023 Q4 filed Jan. 12, 2024
- Cardinal Point Capital Management, ULC 2023 Q3 filed Oct. 19, 2023
- Cardinal Point Capital Management, ULC 2023 Q2 filed Aug. 10, 2023
- Cardinal Point Capital Management, ULC 2022 Q4 restated filed June 21, 2023
- Cardinal Point Capital Management, ULC 2023 Q1 restated filed June 21, 2023
- Cardinal Point Capital Management, ULC 2022 Q4 filed June 14, 2023
- Cardinal Point Capital Management, ULC 2023 Q1 filed June 14, 2023