DOSSIER · 13F-HR · Q2 2026

Cardinal Point Capital Management ULC

$1.8B in tracked AUM across 294 positions as of Q2 2026.

CP
CIK 0001950841 · last filed Jun 30, 2026
Total AUM
$1.8B
as of Q2 2026
Holdings
294
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Cardinal Point Capital Management ULC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$229M619K13.0%
02
VEU
VANGUARD INTL EQUITY INDEX F
$77M918K4.4%
03
DFAX
DIMENSIONAL ETF TRUST
$72M2.0M4.1%
04
USFR
WISDOMTREE TR
$72M1.4M4.1%
05
VGIT
VANGUARD SCOTTSDALE FDS
$70M1.2M4.0%
06
AAPL
APPLE INC
$70M241K4.0%
07
LRGF
ISHARES TR
$56M737K3.2%
08
DFAC
DIMENSIONAL ETF TRUST
$46M1.0M2.6%
09
RY
ROYAL BK CDA
$40M193K2.3%
10
MUB
ISHARES TR
$40M368K2.2%

Filing history

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 positionsView →
2025Q2Jun 30
$1.3B 138.3%
242 positionsLocked
2025Q1Mar 31
$530M 15.9%
93 positionsLocked
2024Q4Dec 31
$630M 5.0%
84 positionsLocked
2024Q3Sep 30
$600M 4.4%
83 positionsLocked
2024Q2Jun 30
$575M 9.4%
73 positionsLocked
2024Q1Mar 31
$526M 27.1%
72 positionsLocked
2023Q4Dec 31
$413M 8.2%
69 positionsLocked
2023Q3Sep 30
$382M 15.0%
67 positionsLocked
Showing 12 of 15