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 $1.77B across 294 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($229.1M, 12.98%), VEU ($76.9M, 4.36%), USFR ($72.3M, 4.10%), DFAX ($72.3M, 4.10%), VGIT ($70.0M, 3.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $229.1M | 12.98% | 619,030 | Added |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | $76.9M | 4.36% | 918,218 | Added |
| 3 | USFR | WISDOMTREE TR | $72.3M | 4.10% | 1.4M | Trimmed |
| 4 | DFAX | DIMENSIONAL ETF TRUST | $72.3M | 4.10% | 2.0M | Added |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | $70.0M | 3.96% | 1.2M | Added |
| 6 | AAPL | APPLE INC | $69.8M | 3.95% | 241,074 | Added |
| 7 | LRGF | ISHARES TR | $55.7M | 3.16% | 736,666 | Added |
| 8 | DFAC | DIMENSIONAL ETF TRUST | $46.0M | 2.61% | 1.0M | Added |
| 9 | RY | ROYAL BK CDA | $39.8M | 2.26% | 192,782 | Trimmed |
| 10 | MUB | ISHARES TR | $39.6M | 2.24% | 368,010 | Added |
| 11 | DBMF | LITMAN GREGORY FDS TR | $38.5M | 2.18% | 1.3M | Added |
| 12 | GOOG | ALPHABET INC | $37.7M | 2.14% | 106,673 | Added |
| 13 | TD | TORONTO DOMINION BK ONT | $34.7M | 1.97% | 286,027 | Trimmed |
| 14 | PYLD | PIMCO ETF TR | $33.6M | 1.91% | 1.3M | Added |
| 15 | BMO | BANK MONTREAL MEDIUM | $31.0M | 1.75% | 175,545 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION | $30.8M | 1.74% | 153,736 | Added |
| 17 | MINO | PIMCO ETF TR | $27.0M | 1.53% | 589,978 | Added |
| 18 | VBIL | VANGUARD INSTL INDEX FD | $24.3M | 1.38% | 320,743 | Added |
| 19 | IAU | ISHARES GOLD TR | $22.3M | 1.26% | 295,330 | Trimmed |
| 20 | SU | SUNCOR ENERGY INC NEW | $19.9M | 1.13% | 370,018 | Trimmed |
| 21 | JPM | JPMORGAN CHASE & CO | $20.0M | 1.13% | 60,964 | Added |
| 22 | MFC | MANULIFE FINL CORP | $18.9M | 1.07% | 465,926 | Trimmed |
| 23 | TFLO | ISHARES TR | $18.9M | 1.07% | 373,096 | Trimmed |
| 24 | CSCO | CISCO SYS INC | $18.7M | 1.06% | 159,168 | Trimmed |
| 25 | JNJ | JOHNSON & JOHNSON | $18.5M | 1.05% | 72,763 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30