13F Insight
DOSSIER · 13F-HR · Q1 2026

Cardinal Point Capital Management ULC

$1.6B in tracked AUM across 286 positions as of Q1 2026.

CP
CIK 0001950841 · last filed Mar 31, 2026
Total AUM
$1.6B
as of Q1 2026
Holdings
286
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Cardinal Point Capital Management ULC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$196M612K12.0%02
USFR
WISDOMTREE TR
$74M1.5M4.6%03
VEU
VANGUARD INTL EQUITY INDEX F
$68M905K4.2%04
VGIT
VANGUARD SCOTTSDALE FDS
$68M1.1M4.2%05
DFAX
DIMENSIONAL ETF TRUST
$66M1.9M4.1%06
AAPL
APPLE INC
$60M235K3.7%07
LRGF
ISHARES TR
$48M732K3.0%08
DFAC
DIMENSIONAL ETF TRUST
$40M1.0M2.4%09
MUB
ISHARES TR
$38M359K2.3%10
DBMF
LITMAN GREGORY FDS TR
$37M1.2M2.3%

Filing history

2026Q1Mar 31
$1.6B▲ 6.6%
286 positionsView →2025Q4Dec 31
$1.5B▲ 7.1%
260 positionsView →2025Q3Sep 30
$1.4B▲ 13.2%
266 positionsView →2025Q2Jun 30
$1.3B▲ 138.3%
242 positionsLocked2025Q1Mar 31
$530M▼ 15.9%
93 positionsLocked2024Q4Dec 31
$630M▲ 5.0%
84 positionsLocked2024Q3Sep 30
$600M▲ 4.4%
83 positionsLocked2024Q2Jun 30
$575M▲ 9.4%
73 positionsLocked2024Q1Mar 31
$526M▲ 27.1%
72 positionsLocked2023Q4Dec 31
$413M▲ 8.2%
69 positionsLocked2023Q3Sep 30
$382M▲ 15.0%
67 positionsLocked2023Q2Jun 30
$332M▲ 0.9%
68 positionsLocked
Showing 12 of 14