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CIK: 0001950841
Total reported value
$1.8B
$1.8B
294 檔
28.9%
During the Q2 2026 filing period, Cardinal Point Capital Management ULC (CIK: 0001950841) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.8B across 294 reported positions.
In Q2 2026, Cardinal Point Capital Management ULC displayed an active expansion posture, initiating 26 new positions and adding to 87 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 294 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 12.98% | +0.02% | +1.16% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.36% | -0.22% | +1.48% | |
| 3 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.10% | +0.02% | +0.76% | |
| 4 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 4.10% | +0.13% | -2.59% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.96% | -0.06% | +4.04% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.95% | +0.49% | +2.74% | |
| 7 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 3.16% | +0.10% | +0.65% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.61% | +0.03% | +0.93% | |
| 9 | RY | Royal Bank Of Canada | Stock-Financials | 2.26% | -0.19% | -1.90% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 2.24% | -0.14% | +2.42% | |
| 11 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 2.18% | +0.17% | +1.91% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.14% | -0.12% | +5.41% | |
| 13 | TD | Toronto-dominion Bank | Stock-Financials | 1.97% | -0.13% | -2.38% | |
| 14 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.91% | +0.01% | +7.14% | |
| 15 | BMO | Bank Of Montreal | Stock-Financials | 1.75% | -0.16% | -0.64% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.74% | +0.22% | +0.44% | |
| 17 | MINO | Pimco Municipal Income Oppor | ETF-Other | 1.53% | -0.08% | +0.72% | |
| 18 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 1.38% | -1.37% | +17.44% | |
| 19 | IAU | Ishares Gold Trust | ETF-Commodities | 1.26% | +0.03% | -2.67% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | -0.02% | +0.11% | |
| 21 | SU | Suncor Energy Inc | Stock-Energy | 1.13% | +0.26% | -2.23% | |
| 22 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.07% | -0.07% | -27.50% | |
| 23 | MFC | Manulife Financial CORP | Stock-Financials | 1.07% | +0.02% | -1.15% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 1.06% | -0.12% | -33.01% | |
| 25 | BNS | Bank Of Nova Scotia | Stock-Financials | 1.05% | +0.01% | -0.52% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.05% | +0.02% | -1.73% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 1.02% | -0.03% | -3.02% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 1.01% | +0.33% | +1.72% | |
| 29 | ENB | Enbridge Inc | Stock-Energy | 0.98% | -0.11% | -2.14% | |
| 30 | TRP | Tc Energy CORP | Stock-Energy | 0.94% | -0.14% | -0.26% | |
| 31 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.91% | -0.01% | -0.09% | |
| 32 | SUNC | Sunococorp LLC | Stock-Other | 0.77% | +0.04% | -0.83% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.06% | +9.07% | |
| 34 | PM | Philip Morris International | Stock-Consumer Staples | 0.75% | +0.02% | +0.25% | |
| 35 | NEM | Newmont CORP | Stock-Materials | 0.75% | +0.14% | -0.81% | |
| 36 | CVS | Cvs Health CORP | Stock-Healthcare | 0.73% | -0.14% | +0.83% | |
| 37 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.64% | — | +4.28% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | -0.04% | -4.71% | |
| 39 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.64% | +0.08% | -0.83% | |
| 40 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.62% | +0.17% | +2.51% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.62% | -0.10% | +4.63% | |
| 42 | RCI | Rogers Communications Inc-b | Stock-Other | 0.61% | -0.02% | -0.59% | |
| 43 | BBUC | Brookfield Business Corp-a | Stock-Other | 0.60% | -0.09% | +0.56% | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.59% | -0.59% | EXIT | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.58% | -0.01% | +0.58% | |
| 46 | OTEX | Open Text CORP | Stock-Other | 0.56% | -0.01% | +0.13% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.55% | -0.04% | +0.42% | |
| 48 | CNQ | Canadian Natural Resources | Stock-Energy | 0.52% | +0.12% | +0.83% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | +0.04% | +2.62% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | -0.08% | +1.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +0.9% | +1.16% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.4% | +5.41% | Add |
| 3 | RY | Royal Bank Of Canada | +0.3% | -1.90% | Trim |
| 4 | AAPL | Apple Inc | +0.3% | +2.74% | Add |
| 5 | TD | Toronto-dominion Bank | +0.3% | -2.38% | Trim |
| 6 | BMO | Bank Of Montreal | +0.3% | -0.64% | Trim |
| 7 | LRGF | Ishares US Equity Factor ETF | +0.2% | +0.65% | Add |
| 8 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +1.48% | Add |
| 9 | CVS | Cvs Health CORP | +0.2% | +0.83% | Add |
| 10 | DFAC | Dimensional US Core Equity 2 | +0.2% | +0.93% | Add |
| 11 | BNS | Bank Of Nova Scotia | +0.1% | -0.52% | Trim |
| 12 | GLW | Corning Inc | +0.1% | -3.06% | Trim |
| 13 | ✓ | +0.1% | NEW | New buy | |
| 14 | AIRR | First Trust Rba American Ind | +0.1% | +410.48% | Add |
| 15 | VBIL | Vanguard 0-3m T-bill ETF | +0.1% | +17.44% | Add |
| 16 | NVDA | Nvidia CORP | +0.1% | +0.44% | Add |
| 17 | MU | Micron Technology Inc | +0.1% | +2.29% | Add |
| 18 | MFC | Manulife Financial CORP | +0.1% | -1.15% | Trim |
| 19 | FIX | Comfort Systems USA Inc | +0.1% | +0.13% | Add |
| 20 | IVV | Ishares Core S&p 500 ETF | +0.1% | +113.71% | Add |
| 21 | IBM | Intl Business Machines CORP | +0.1% | +4.63% | Add |
| 22 | CNI | Canadian Natl Railway Co | +0.1% | -0.09% | Trim |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | -4.71% | Trim |
| 24 | VGT | Vanguard Info Tech ETF | +0.1% | +662.17% | Add |
| 25 | UNH | Unitedhealth Group Inc | +0.1% | +9.66% | Add |
| 26 | DFAX | Dimensional World Ex US Core | 0% | +0.76% | Add |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +9.07% | Add |
| 28 | AMZN | Amazon.com Inc | 0% | +2.62% | Add |
| 29 | QQQ | Invesco Qqq Trust Series 1 | 0% | +3.31% | Add |
| 30 | VOO | Vanguard S&p 500 ETF | 0% | +5.46% | Add |
| 31 | XLK | Ss Technology Select Sector | 0% | -1.90% | Trim |
| 32 | JPM | Jpmorgan Chase & Co | 0% | +0.11% | Add |
| 33 | TSLA | Tesla Inc | 0% | +1.40% | Add |
| 34 | VTRS | Viatris Inc | 0% | +0.38% | Add |
| 35 | GEV | GE Vernova Inc | 0% | +7.78% | Add |
| 36 | CM | Can Imperial Bk Of Commerce | 0% | +3.13% | Add |
| 37 | MGNI | Magnite Inc | 0% | -2.95% | Trim |
| 38 | BAI | Ishrs Ai In And Tech Act ETF | 0% | — | Unchanged |
| 39 | BAC | Bank Of America CORP | 0% | +12.63% | Add |
| 40 | SHOP | Shopify Inc - Class A | 0% | NEW | New buy |
| 41 | AMD | Advanced Micro Devices | 0% | NEW | New buy |
| 42 | BMM | Blue Moon Metals Inc | 0% | NEW | New buy |
| 43 | MSCI | Msci Inc | 0% | NEW | New buy |
| 44 | CLS | Celestica Inc | 0% | NEW | New buy |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | 0% | NEW | New buy |
| 46 | DFSU | Dimensional US Sus Core1 ETF | 0% | -0.14% | Trim |
| 47 | V | Visa Inc-class A Shares | 0% | -0.29% | Trim |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +2.26% | Add |
| 49 | SLF | Sun Life Financial Inc | 0% | +1.63% | Add |
| 50 | PWRD | Tcw Transform Systems ETF | 0% | +0.03% | Add |
According to official SEC Form 13F filings, Cardinal Point Capital Management ULC reported a total U.S. public equity portfolio value of $1.8B across 294 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VEU, DFAX) accounted for 28.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $2.2M
Top Position Liquidated / Trimmed
KVUE
前期市值: $4.4M
During Q2 2026, Cardinal Point Capital Management ULC's top holdings by market value included VTI (13.0%)、VEU (4.4%)、DFAX (4.1%). The largest single position, VTI, represented 13.0% of total portfolio value.
In Q2 2026, Cardinal Point Capital Management ULC made 189 total portfolio adjustments, initiating 26 new buys, adding to 87 positions, trimming 58 holdings, and fully liquidating 18 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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