Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cardinal Point Capital Management ULC (CIK 1950841) reported $1.63B across 284 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($196.3M, 12.04%), USFR ($74.2M, 4.55%), VEU ($68.0M, 4.17%), VGIT ($67.9M, 4.16%), DFAX ($66.2M, 4.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $196.3M | 12.04% | 611,956 | Added |
| 2 | USFR | WISDOMTREE TR | $74.2M | 4.55% | 1.5M | Added |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | $68.0M | 4.17% | 904,871 | Added |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | $67.9M | 4.16% | 1.1M | Added |
| 5 | DFAX | DIMENSIONAL ETF TRUST | $66.2M | 4.06% | 1.9M | Added |
| 6 | AAPL | APPLE INC | $59.6M | 3.65% | 234,645 | Trimmed |
| 7 | LRGF | ISHARES TR | $48.3M | 2.96% | 731,889 | Trimmed |
| 8 | DFAC | DIMENSIONAL ETF TRUST | $39.9M | 2.45% | 1.0M | Added |
| 9 | MUB | ISHARES TR | $38.1M | 2.34% | 359,320 | Added |
| 10 | DBMF | LITMAN GREGORY FDS TR | $37.2M | 2.28% | 1.2M | Added |
| 11 | RY | ROYAL BK CDA | $31.7M | 1.94% | 196,519 | Trimmed |
| 12 | PYLD | PIMCO ETF TR | $31.0M | 1.90% | 1.2M | Added |
| 13 | GOOG | ALPHABET INC | $29.0M | 1.78% | 101,201 | Trimmed |
| 14 | TD | TORONTO DOMINION BK ONT | $27.3M | 1.67% | 293,001 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $26.7M | 1.64% | 153,068 | Added |
| 16 | IAU | ISHARES GOLD TR | $26.7M | 1.64% | 303,426 | Added |
| 17 | MINO | PIMCO ETF TR | $26.5M | 1.62% | 585,778 | Added |
| 18 | TFLO | ISHARES TR | $26.1M | 1.60% | 514,649 | Added |
| 19 | SU | SUNCOR ENERGY INC NEW | $25.0M | 1.53% | 378,476 | Trimmed |
| 20 | BMO | BANK MONTREAL MEDIUM | $23.9M | 1.46% | 176,674 | Trimmed |
| 21 | VBIL | VANGUARD INSTL INDEX FD | $20.7M | 1.27% | 273,105 | New |
| 22 | WMT | WALMART INC | $20.4M | 1.25% | 164,402 | Trimmed |
| 23 | CSCO | CISCO SYS INC | $18.4M | 1.13% | 237,609 | Trimmed |
| 24 | JNJ | JOHNSON & JOHNSON | $18.1M | 1.11% | 74,043 | Trimmed |
| 25 | JPM | JPMORGAN CHASE & CO | $17.9M | 1.10% | 60,898 | Added |
Source: SEC Form 13F filings · as of 2026-03-31