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Cardinal Point Capital Management ULC - Portfolio Stock Holdings

Cardinal Point Capital Management ULC disclosed 312 stock positions in a recent SEC 13F filing. $1,765,221,652 of stock holdings were filed, with the largest holdings including VTI, VEU, and DFAX. This filing represented positions held on June 30, 2026, and was filed yesterday.

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:

June 30, 2026

No. of Stocks:

312

Est. Stock Holding Value:

$1,765,221,652

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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