13F Insight
DOSSIER · 13F-HR · Q3 2026

Cardinal Point Capital Management ULC

$1.8B in tracked AUM across 283 positions as of Q3 2026.

CP
CIK 0001950841 · last filed Sep 30, 2026
Total AUM
$1.8B
as of Q3 2026
Holdings
283
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Cardinal Point Capital Management ULC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$234M625K13.0%02
AAPL
APPLE INC
$80M240K4.4%03
USFR
WISDOMTREE TR
$76M1.5M4.2%04
VEU
VANGUARD INTL EQUITY INDEX F
$75M899K4.1%05
DFAX
DIMENSIONAL ETF TRUST
$74M2.0M4.1%06
VGIT
VANGUARD SCOTTSDALE FDS
$70M1.2M3.9%07
LRGF
ISHARES TR
$59M755K3.3%08
DFAC
DIMENSIONAL ETF TRUST
$48M1.1M2.6%09
DBMF
IM GLOBAL PARTNER FUNDS
$42M1.3M2.3%10
IALT
BLACKROCK ETF TRUST
$40M1.3M2.2%

Filing history

2026Q3Sep 30
$1.8B▲ 2.0%
283 positionsView →2026Q2Jun 30
$1.8B▲ 8.2%
294 positionsView →2026Q1Mar 31
$1.6B▲ 6.6%
286 positionsView →2025Q4Dec 31
$1.5B▲ 7.1%
260 positionsView →2025Q3Sep 30
$1.4B▲ 13.2%
266 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 16