Institutional Fund
Cardinal Point Capital Management Ulc
Toronto, OntarioCIK 19508415 filings on record
Portfolio Value
$1.63B
Q1 2026
Holdings
286
Reported positions
New Buys
48
Opened this quarter
QoQ Change
+6.6%
from $1.53B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds12.0%
- Wisdomtree Tr4.6%
- Vanguard Intl Equity Index F4.2%
- Vanguard Scottsdale Fds4.2%
- Dimensional ETF Trust4.1%
- Apple Inc3.7%
- Other67.4%
Portfolio Holdings
286 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 612.0K | $196.32M | 12.0% | +30.2K | Added |
| 2 | Wisdomtree Tr | 1.47M | $74.22M | 4.6% | +37.6K | Added |
| 3 | Vanguard Intl Equity Index F | 904.9K | $67.96M | 4.2% | +90.3K | Added |
| 4 | Vanguard Scottsdale Fds | 1.14M | $67.91M | 4.2% | +52.4K | Added |
| 5 | Dimensional ETF Trust | 1.95M | $66.21M | 4.1% | +106.7K | Added |
| 6 | Apple Inc | 234.6K | $59.55M | 3.7% | −39.5K | Reduced |
| 7 | Ishares Tr | 731.9K | $48.30M | 3.0% | −9.3K | Reduced |
| 8 | Dimensional ETF Trust | 1.03M | $39.94M | 2.4% | +58.1K | Added |
| 9 | Ishares Tr | 359.3K | $38.14M | 2.3% | +2.9K | Added |
| 10 | Litman Gregory Fds Tr | 1.23M | $37.21M | 2.3% | +69.7K | Added |
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