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Cardinal Point Capital Management ULC - Portfolio Stock Holdings

Cardinal Point Capital Management ULC disclosed 307 stock positions in a recent SEC 13F filing. $1,799,141,402 of stock holdings were filed, with the largest holdings including VTI, AAPL, and USFR. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $4,808,296,667 and has 56 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

307

Est. Stock Holding Value:

$1,799,141,402

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Cardinal Point Capital Management ULC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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