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, VEU, VGIT, DFAX, and represent 28.97% of Cardinal Point Capital Management ULC's stock portfolio.
- Added to shares of these 10 stocks: VBIL (+$21M), NVDA (+$20M), BBUC (+$11M), VTEB (+$11M), VTI (+$9.7M), MSFT (+$6.9M), VEU (+$6.8M), TFLO (+$6.4M), OTEX, DFAX.
- Started 48 new stock positions in TAP, ASML, JIRE, AVGO, BNDX, AVUS, AZN, ITRG, PWRD, AON.
- Reduced shares in these 10 stocks: AAPL (-$10M), Brookfield Business Partners unit (-$8.4M), CVE (-$5.6M), SCHW (-$5.2M), Brookfield Business-cl A, New Gold Inc Cda, FIX, PYPL, SU, MPC.
- Sold out of its positions in Brookfield Business-cl A, CARR, CVNA, CRWD, DAL, DXCM, DISV, EPD, FISV, KHC. MQ, New Gold Inc Cda, PK, PYPL, PSX, PINS, RSG, SPDW, SCHW, NOW, VTIP, Brookfield Business Partners unit.
- Cardinal Point Capital Management ULC was a net buyer of stock by $101M.
- Cardinal Point Capital Management ULC has $1.6B in assets under management (AUM), dropping by 6.62%.
- Central Index Key (CIK): 0001950841
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Portfolio Holdings for Cardinal Point Capital Management ULC
Cardinal Point Capital Management ULC holds 286 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 12.0 | $196M | +5% | 612k | 320.81 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 4.6 | $74M | +2% | 1.5M | 50.34 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 4.2 | $68M | +11% | 905k | 75.10 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 4.2 | $68M | +4% | 1.1M | 59.55 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 4.1 | $66M | +5% | 1.9M | 33.97 |
|
| Apple (AAPL) | 3.7 | $60M | -14% | 235k | 253.79 |
|
| Ishares Tr U S Equity Factr (LRGF) | 3.0 | $48M | 732k | 66.00 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 2.4 | $40M | +5% | 1.0M | 38.86 |
|
| Ishares Tr National Mun Etf (MUB) | 2.3 | $38M | 359k | 106.15 |
|
|
| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 2.3 | $37M | +5% | 1.2M | 30.15 |
|
| Rbc Cad (RY) | 1.9 | $32M | 197k | 161.33 |
|
|
| Pimco Etf Tr Multisector Bd (PYLD) | 1.9 | $31M | +10% | 1.2M | 26.20 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $29M | 101k | 286.86 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 1.7 | $27M | 293k | 93.21 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 1.6 | $27M | 303k | 88.16 |
|
|
| NVIDIA Corporation (NVDA) | 1.6 | $27M | +301% | 153k | 174.41 |
|
| Pimco Etf Tr Muni Income Opp (MINO) | 1.6 | $27M | +5% | 586k | 45.17 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 1.6 | $26M | +32% | 515k | 50.63 |
|
| Suncor Energy (SU) | 1.5 | $25M | -4% | 379k | 66.01 |
|
| Bank Of Montreal Cadcom (BMO) | 1.5 | $24M | 177k | 135.17 |
|
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 1.3 | $21M | NEW | 273k | 75.65 |
|
| Wal-Mart Stores (WMT) | 1.3 | $20M | -3% | 164k | 124.28 |
|
| Cisco Systems (CSCO) | 1.1 | $18M | -2% | 238k | 77.59 |
|
| Johnson & Johnson (JNJ) | 1.1 | $18M | -3% | 74k | 244.44 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $18M | 61k | 294.16 |
|
|
| Enbridge (ENB) | 1.1 | $18M | 328k | 54.10 |
|
|
| Microsoft Corporation (MSFT) | 1.1 | $17M | +65% | 47k | 370.17 |
|
| Manulife Finl Corp (MFC) | 1.0 | $16M | 471k | 34.38 |
|
|
| Tc Energy Corp (TRP) | 1.0 | $16M | 253k | 62.49 |
|
|
| Newmont Mining Corporation (NEM) | 0.9 | $15M | 143k | 108.25 |
|
|
| Bk Nova Cad (BNS) | 0.9 | $15M | -2% | 216k | 69.21 |
|
| Agnico (AEM) | 0.9 | $14M | 69k | 202.58 |
|
|
| Canadian Natl Ry (CNI) | 0.9 | $14M | 135k | 102.72 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.8 | $14M | 150k | 91.77 |
|
|
| Rogers Communications CL B (RCI) | 0.8 | $13M | 333k | 38.38 |
|
|
| Sunococorp Com Shs Llc (SUNC) | 0.8 | $13M | 204k | 61.65 |
|
|
| Philip Morris International (PM) | 0.7 | $12M | -4% | 73k | 165.34 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $12M | -7% | 25k | 479.20 |
|
| Canadian Natural Resources (CNQ) | 0.7 | $11M | 230k | 48.68 |
|
|
| Brookfield Business Corp Cl A Sub Vtg Sh (BBUC) | 0.7 | $11M | NEW | 353k | 31.48 |
|
| Pepsi (PEP) | 0.7 | $11M | 72k | 155.29 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.7 | $11M | NEW | 220k | 49.89 |
|
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.6 | $10M | +8% | 147k | 70.36 |
|
| Oracle Corporation (ORCL) | 0.6 | $10M | 70k | 147.11 |
|
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| FedEx Corporation (FDX) | 0.6 | $10M | 29k | 356.18 |
|
|
| Open Text Corp (OTEX) | 0.6 | $9.9M | +74% | 447k | 22.24 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $9.5M | -3% | 33k | 287.56 |
|
| Pfizer (PFE) | 0.6 | $9.2M | 329k | 28.08 |
|
|
| International Business Machines (IBM) | 0.6 | $9.0M | 37k | 242.39 |
|
|
| CVS Caremark Corporation (CVS) | 0.5 | $8.8M | 123k | 71.82 |
|
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| Cgi Cl A Sub Vtg (GIB) | 0.5 | $8.8M | +7% | 120k | 72.96 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $8.0M | 8.0k | 996.43 |
|
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| Amazon (AMZN) | 0.5 | $7.7M | +13% | 37k | 208.27 |
|
| Tesla Motors (TSLA) | 0.5 | $7.7M | +19% | 21k | 371.75 |
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.5 | $7.5M | -3% | 183k | 41.09 |
|
| Visa Com Cl A (V) | 0.4 | $6.7M | -2% | 22k | 302.23 |
|
| Comcast Corp Cl A (CMCSA) | 0.3 | $5.1M | +2% | 178k | 28.71 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $4.8M | +12% | 6.9k | 697.72 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $4.8M | +89% | 8.0k | 597.55 |
|
| Viatris (VTRS) | 0.3 | $4.4M | 329k | 13.51 |
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| Kenvue (KVUE) | 0.3 | $4.4M | -15% | 257k | 17.24 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $4.4M | +27% | 6.7k | 651.50 |
|
| Comfort Systems USA (FIX) | 0.3 | $4.3M | -28% | 3.1k | 1378.99 |
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| McDonald's Corporation (MCD) | 0.2 | $3.9M | 12k | 310.79 |
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| Walt Disney Company (DIS) | 0.2 | $3.7M | -5% | 38k | 96.38 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $3.5M | +13% | 6.1k | 577.18 |
|
| Corning Incorporated (GLW) | 0.2 | $3.1M | -12% | 23k | 135.97 |
|
| Dimensional Etf Trust International (DFSI) | 0.2 | $3.1M | -2% | 73k | 42.40 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $2.7M | +575% | 14k | 196.20 |
|
| Cibc Cad (CM) | 0.2 | $2.7M | -4% | 28k | 94.58 |
|
| Alamos Gold Com Cl A (AGI) | 0.2 | $2.7M | 60k | 44.40 |
|
|
| Boyd Group Services (BGSI) | 0.2 | $2.6M | +8% | 20k | 127.41 |
|
| Meta Platforms Cl A (META) | 0.2 | $2.5M | +34% | 4.3k | 572.10 |
|
| Transalta Corp (TAC) | 0.1 | $2.4M | +8% | 183k | 13.12 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $2.3M | +13% | 91k | 25.07 |
|
| Telus Ord (TU) | 0.1 | $2.2M | 175k | 12.83 |
|
|
| Nike CL B (NKE) | 0.1 | $2.2M | +18% | 41k | 52.82 |
|
| Ishares Tr Esg Aware 60/40 (EAOR) | 0.1 | $2.1M | 62k | 34.81 |
|
|
| Netflix (NFLX) | 0.1 | $2.1M | +17% | 22k | 96.15 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.1M | NEW | 4.9k | 436.79 |
|
| Sun Life Financial (SLF) | 0.1 | $2.1M | 34k | 62.52 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $2.1M | 52k | 40.44 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $2.0M | +29% | 15k | 132.91 |
|
| Tcw Etf Trust Transform System (PWRD) | 0.1 | $2.0M | NEW | 20k | 97.77 |
|
| Citigroup Com New (C) | 0.1 | $1.9M | 17k | 113.41 |
|
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| Bank of America Corporation (BAC) | 0.1 | $1.9M | -2% | 38k | 48.75 |
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| Verizon Communications (VZ) | 0.1 | $1.8M | -3% | 36k | 50.20 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $1.8M | -9% | 8.3k | 218.75 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $1.8M | -10% | 10k | 169.66 |
|
| Abbvie (ABBV) | 0.1 | $1.7M | +15% | 8.0k | 217.49 |
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| Lauder Estee Cos Cl A (EL) | 0.1 | $1.6M | +24% | 23k | 71.77 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.6M | NEW | 7.5k | 217.25 |
|
| Bce Com New (BCE) | 0.1 | $1.6M | +6% | 64k | 25.18 |
|
| Ge Vernova (GEV) | 0.1 | $1.6M | -6% | 1.8k | 872.97 |
|
| Ishares Tr Low Carbon Optim (CRBN) | 0.1 | $1.5M | 6.9k | 222.82 |
|
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| Yeti Hldgs (YETI) | 0.1 | $1.5M | 42k | 36.59 |
|
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| Colgate-Palmolive Company (CL) | 0.1 | $1.5M | 18k | 85.23 |
|
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| Equinox Gold Corp equities (EQX) | 0.1 | $1.5M | -36% | 101k | 14.41 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.4M | 2.00 | 718140.00 |
|
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| Cae (CAE) | 0.1 | $1.4M | +138% | 55k | 25.98 |
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| Gilead Sciences (GILD) | 0.1 | $1.4M | -2% | 10k | 139.37 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.4M | 3.2k | 430.29 |
|
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| Ishares Tr Esg Aware 80/20 (EAOA) | 0.1 | $1.4M | 34k | 40.54 |
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|
| UnitedHealth (UNH) | 0.1 | $1.4M | +4% | 5.0k | 270.59 |
|
| Uber Technologies (UBER) | 0.1 | $1.3M | +53% | 18k | 71.93 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.3M | +71% | 3.0k | 426.34 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $1.3M | +13% | 27k | 47.55 |
|
| Brookfield Infrastructure Pa Lp Int Unit (BIP) | 0.1 | $1.3M | 35k | 36.00 |
|
|
| Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL) | 0.1 | $1.2M | NEW | 17k | 71.14 |
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| Goldman Sachs (GS) | 0.1 | $1.2M | +18% | 1.4k | 845.99 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $1.2M | NEW | 15k | 77.11 |
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| Magnite Ord (MGNI) | 0.1 | $1.1M | +38% | 95k | 11.88 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.1M | +314% | 17k | 67.53 |
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| Pembina Pipeline Corp (PBA) | 0.1 | $1.1M | +2% | 25k | 44.67 |
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| Ishares Msci Cda Etf (EWC) | 0.1 | $1.1M | 19k | 54.79 |
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| Home Depot (HD) | 0.1 | $1.1M | -22% | 3.2k | 328.89 |
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| Perpetua Resources (PPTA) | 0.1 | $1.1M | +150% | 38k | 28.12 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $1.0M | NEW | 21k | 49.37 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $1.0M | +185% | 5.2k | 191.80 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.0M | -28% | 1.5k | 653.23 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.1 | $980k | NEW | 30k | 32.95 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $954k | 1.9k | 499.66 |
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| Procter & Gamble Company (PG) | 0.1 | $953k | 6.6k | 144.44 |
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| TJX Companies (TJX) | 0.1 | $921k | 5.8k | 159.70 |
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| Ishares Tr Expanded Tech (IGV) | 0.1 | $902k | NEW | 11k | 80.05 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $900k | 49k | 18.29 |
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| Cenovus Energy (CVE) | 0.1 | $896k | -86% | 34k | 26.49 |
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| Southwest Airlines (LUV) | 0.1 | $892k | +66% | 24k | 37.75 |
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| Brookfield Renewable Energy Partnership Unit (BEP) | 0.1 | $881k | +5% | 27k | 32.56 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $880k | NEW | 4.8k | 181.43 |
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| Eli Lilly & Co. (LLY) | 0.1 | $865k | +43% | 941.00 | 919.55 |
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| Dimensional Etf Trust Emerging Markets (DFSE) | 0.1 | $846k | 20k | 42.37 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.1 | $846k | -5% | 18k | 45.97 |
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| Innovator Etfs Trust Intrnl Dev Aprl (IAPR) | 0.1 | $841k | 27k | 31.67 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $830k | +7% | 11k | 78.54 |
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| Cadence Design Systems (CDNS) | 0.1 | $824k | -46% | 3.0k | 277.87 |
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| Skeena Resources Com Npvpost Rev Split Isin Ca83056p7157 Sedo (SKE) | 0.0 | $803k | +80% | 27k | 29.72 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $796k | +244% | 8.2k | 97.13 |
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| Merck & Co (MRK) | 0.0 | $757k | 6.3k | 120.29 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $738k | 11k | 70.18 |
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| Chevron Corporation (CVX) | 0.0 | $735k | 3.6k | 206.90 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $727k | NEW | 3.8k | 191.90 |
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| Micron Technology (MU) | 0.0 | $723k | +12% | 2.1k | 337.95 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $723k | NEW | 9.9k | 73.14 |
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| Nutrien (NTR) | 0.0 | $705k | +4% | 9.4k | 75.34 |
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| Five9 (FIVN) | 0.0 | $698k | +57% | 46k | 15.17 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $689k | +4% | 7.8k | 88.70 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $680k | NEW | 3.3k | 205.80 |
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| Wheaton Precious Metals Corp (WPM) | 0.0 | $671k | 5.1k | 131.00 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $666k | +5% | 6.0k | 110.47 |
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| McKesson Corporation (MCK) | 0.0 | $661k | +23% | 763.00 | 866.16 |
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| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.0 | $657k | +2% | 14k | 47.47 |
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| Bristol Myers Squibb (BMY) | 0.0 | $653k | -21% | 11k | 60.65 |
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| Vaneck Etf Trust Rare Earth And S (REMX) | 0.0 | $649k | 7.4k | 87.97 |
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| Osisko Development Corp Com New (ODV) | 0.0 | $641k | +195% | 198k | 3.24 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $634k | NEW | 21k | 30.68 |
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| Broadcom (AVGO) | 0.0 | $631k | NEW | 2.0k | 309.51 |
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| South Bow Corp (SOBO) | 0.0 | $628k | 19k | 33.20 |
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| Aris Mng Corp (ARIS) | 0.0 | $616k | -27% | 33k | 18.53 |
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| Waste Management (WM) | 0.0 | $615k | +6% | 2.7k | 229.76 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $609k | 14k | 45.12 |
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| Iron Mountain (IRM) | 0.0 | $608k | -22% | 5.9k | 103.00 |
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| Wells Fargo & Company (WFC) | 0.0 | $593k | +59% | 7.4k | 79.61 |
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| Invesco Db Commdy Indx Trck Unit (DBC) | 0.0 | $592k | 21k | 28.95 |
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| Fortis (FTS) | 0.0 | $591k | 11k | 55.68 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $588k | 2.4k | 248.00 |
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| Pubmatic Com Cl A (PUBM) | 0.0 | $585k | +58% | 72k | 8.18 |
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| Tfii Cn (TFII) | 0.0 | $575k | 5.3k | 108.63 |
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| Barrick Mng Corp Com Shs (B) | 0.0 | $568k | -29% | 14k | 40.78 |
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| Pan American Silver Corp Can (PAAS) | 0.0 | $567k | -57% | 10k | 54.59 |
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| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.0 | $540k | NEW | 7.1k | 75.74 |
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| Cummins (CMI) | 0.0 | $538k | -58% | 1.0k | 538.02 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.0 | $537k | +14% | 4.6k | 116.29 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) | 0.0 | $534k | 13k | 41.83 |
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| B2gold Corp (BTG) | 0.0 | $509k | -6% | 112k | 4.53 |
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| Textron (TXT) | 0.0 | $488k | 5.6k | 87.58 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $487k | +21% | 5.4k | 90.52 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $486k | -7% | 11k | 44.62 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $481k | +37% | 1.4k | 356.56 |
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| Allied Gold Corp Com New (AAUC) | 0.0 | $478k | 16k | 30.93 |
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| Solaris Res Com New (SLSR) | 0.0 | $470k | 55k | 8.62 |
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| Qxo Com New (QXO) | 0.0 | $458k | +72% | 24k | 19.42 |
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| Morgan Stanley Com New (MS) | 0.0 | $455k | +9% | 2.8k | 164.57 |
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| Mosaic (MOS) | 0.0 | $442k | NEW | 17k | 25.50 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $435k | NEW | 4.3k | 100.66 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $426k | NEW | 3.8k | 111.18 |
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| Powerfleet (AIOT) | 0.0 | $418k | +124% | 136k | 3.08 |
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| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.0 | $418k | NEW | 3.8k | 110.78 |
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| Abbott Laboratories (ABT) | 0.0 | $411k | 4.0k | 102.67 |
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| Teck Resources CL B (TECK) | 0.0 | $409k | 7.9k | 51.73 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $406k | NEW | 4.2k | 96.47 |
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| Coreweave Com Cl A (CRWV) | 0.0 | $403k | NEW | 5.2k | 77.47 |
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| Starbucks Corporation (SBUX) | 0.0 | $401k | -14% | 4.5k | 89.59 |
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| Innovator Etfs Trust Equity Dual Dire (DDFJ) | 0.0 | $398k | NEW | 21k | 18.76 |
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| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $393k | NEW | 5.5k | 70.83 |
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| Boeing Company (BA) | 0.0 | $392k | 2.0k | 199.02 |
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| Spdr Series Trust State Street Spd (XOP) | 0.0 | $391k | 2.2k | 181.71 |
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| Etsy (ETSY) | 0.0 | $387k | +65% | 7.7k | 49.98 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $385k | +51% | 10k | 38.42 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $375k | -11% | 3.1k | 120.04 |
|
| Herc Hldgs (HRI) | 0.0 | $374k | NEW | 3.8k | 99.55 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $368k | -42% | 6.0k | 61.26 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.0 | $368k | 5.7k | 64.35 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $366k | 9.4k | 38.96 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $364k | -8% | 5.0k | 72.69 |
|
| Iamgold Corp (IAG) | 0.0 | $362k | -38% | 19k | 18.77 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $359k | 8.1k | 44.37 |
|
|
| Ecolab (ECL) | 0.0 | $358k | +2% | 1.3k | 266.78 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $357k | -3% | 14k | 25.64 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $355k | NEW | 1.4k | 261.92 |
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.0 | $353k | +11% | 4.0k | 88.49 |
|
| First Majestic Silver Corp (AG) | 0.0 | $336k | -29% | 16k | 21.39 |
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $335k | +12% | 13k | 26.44 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $334k | NEW | 6.9k | 48.05 |
|
| Gildan Activewear Inc Com Cad (GIL) | 0.0 | $334k | 6.0k | 55.58 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $332k | 3.0k | 112.27 |
|
|
| Lowe's Companies (LOW) | 0.0 | $332k | -72% | 1.4k | 236.28 |
|
| Kinross Gold Corp (KGC) | 0.0 | $328k | -23% | 11k | 30.51 |
|
| Franco-Nevada Corporation (FNV) | 0.0 | $327k | -24% | 1.3k | 247.11 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $320k | -4% | 2.2k | 148.13 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $316k | -19% | 727.00 | 435.18 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $312k | 1.5k | 213.67 |
|
|
| Asa Gold And Precious Mtls L SHS (ASA) | 0.0 | $310k | -23% | 5.0k | 62.03 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $309k | -16% | 4.8k | 64.08 |
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.0 | $306k | -31% | 6.4k | 48.15 |
|
| Ge Aerospace Com New (GE) | 0.0 | $304k | -41% | 1.1k | 283.95 |
|
| Hormel Foods Corporation (HRL) | 0.0 | $297k | +29% | 13k | 22.65 |
|
| Stanley Black & Decker (SWK) | 0.0 | $297k | -13% | 4.2k | 71.06 |
|
| Booking Holdings (BKNG) | 0.0 | $295k | NEW | 70.00 | 4216.63 |
|
| Shell Spon Ads (SHEL) | 0.0 | $289k | NEW | 3.1k | 93.00 |
|
| HEICO Corporation (HEI) | 0.0 | $289k | +46% | 1.1k | 274.20 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $288k | 2.9k | 98.38 |
|
|
| AutoZone (AZO) | 0.0 | $287k | NEW | 85.00 | 3377.78 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $283k | +16% | 5.2k | 54.05 |
|
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.0 | $281k | 7.1k | 39.77 |
|
|
| First Solar (FSLR) | 0.0 | $277k | +16% | 1.4k | 197.26 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) | 0.0 | $277k | 6.8k | 40.86 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $275k | +10% | 770.00 | 357.67 |
|
| Aon Shs Cl A (AON) | 0.0 | $270k | NEW | 836.00 | 322.89 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $270k | -4% | 4.8k | 56.79 |
|
| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.0 | $269k | 6.3k | 42.72 |
|
|
| Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) | 0.0 | $267k | 7.4k | 36.25 |
|
|
| salesforce (CRM) | 0.0 | $261k | 1.4k | 186.67 |
|
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $258k | 2.6k | 99.19 |
|
|
| Ishares Msci Eurzone Etf (EZU) | 0.0 | $257k | 4.1k | 62.64 |
|
|
| At&t (T) | 0.0 | $257k | -16% | 8.9k | 28.99 |
|
| Target Corporation (TGT) | 0.0 | $255k | 2.1k | 121.20 |
|
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $254k | -6% | 5.6k | 45.80 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $254k | NEW | 2.2k | 114.99 |
|
| Ishares Tr Us Industrials (IYJ) | 0.0 | $251k | 1.7k | 147.54 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $246k | -24% | 3.1k | 78.41 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.0 | $245k | 5.7k | 43.06 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $245k | 2.0k | 124.28 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $244k | -80% | 1.0k | 244.18 |
|
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $240k | 1.4k | 175.89 |
|
|
| Baxter International (BAX) | 0.0 | $239k | +39% | 14k | 16.80 |
|
| Astrazeneca Ord (AZN) | 0.0 | $239k | NEW | 1.2k | 197.18 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $238k | NEW | 3.4k | 69.74 |
|
| Molson Coors Beverage CL B (TAP) | 0.0 | $237k | NEW | 5.5k | 43.06 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $236k | 510.00 | 463.19 |
|
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $236k | -11% | 3.2k | 73.85 |
|
| Applied Materials (AMAT) | 0.0 | $233k | NEW | 681.00 | 341.95 |
|
| Air Products & Chemicals (APD) | 0.0 | $232k | NEW | 800.00 | 290.49 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $229k | NEW | 496.00 | 460.99 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $228k | -16% | 794.00 | 287.18 |
|
| Dollar General (DG) | 0.0 | $228k | 1.9k | 118.73 |
|
|
| Capital One Financial (COF) | 0.0 | $226k | +31% | 1.2k | 182.43 |
|
| Fortuna Mng Corp Com New (FSM) | 0.0 | $225k | -21% | 23k | 9.92 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $224k | NEW | 169.00 | 1323.47 |
|
| Innovator Etfs Trust Intrnl Dev Jan (IJAN) | 0.0 | $221k | 6.1k | 36.28 |
|
|
| Texas Capital Bancshares (TCBI) | 0.0 | $218k | 2.3k | 94.88 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $217k | NEW | 3.7k | 59.30 |
|
| Ishares Tr Core 40/60 Moder (AOM) | 0.0 | $217k | 4.6k | 47.37 |
|
|
| Synopsys (SNPS) | 0.0 | $217k | -78% | 547.00 | 396.48 |
|
| Whirlpool Corporation (WHR) | 0.0 | $216k | NEW | 4.0k | 53.92 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $216k | NEW | 860.00 | 250.58 |
|
| Totalenergies Se Act (TTE) | 0.0 | $214k | NEW | 2.3k | 91.96 |
|
| Dell Technologies CL C (DELL) | 0.0 | $213k | -23% | 1.3k | 164.13 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $213k | -28% | 2.3k | 92.28 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $213k | 8.5k | 25.10 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $212k | 1.1k | 192.90 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $206k | NEW | 834.00 | 247.14 |
|
| Integra Res Corp (ITRG) | 0.0 | $189k | NEW | 70k | 2.70 |
|
| Viemed Healthcare (VMD) | 0.0 | $115k | 13k | 9.21 |
|
|
| Vizsla Silver Corp Com New (VZLA) | 0.0 | $109k | NEW | 33k | 3.31 |
|
| Hudson Technologies (HDSN) | 0.0 | $76k | 13k | 5.88 |
|
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 2026 Q1 filed April 20, 2026
- Cardinal Point Capital Management ULC 2025 Q4 filed Feb. 5, 2026
- 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