StockDriftsStockDriftsTop 50 Cardinal Point Capital Management Ulc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 13% | 625.4K | $234.1M | +1.03%(+6.38K) | $224.03(+68.90%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.44% | 239.8K | $79.9M | -0.51%(-1.23K) | $211.87(+64.35%) | 2026-09-30 | |
| USFR | WISDOMTREE TR | 4.23% | 1.51M | $76.2M | +5.29%(+75.96K) | $50.30(+0.41%) | 2026-09-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 4.14% | 899.0K | $74.6M | -2.09%(-19.20K) | $55.57(+47.43%) | 2026-09-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 4.12% | 2.00M | $74.1M | +1.97%(+38.65K) | $26.85(+34.39%) | 2026-09-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.9% | 1.24M | $70.2M | +4.46%(+52.93K) | $58.52(-2.71%) | 2026-09-30 | |
| LRGF | ISHARES TR | 3.26% | 754.6K | $58.7M | +2.44%(+17.97K) | $44.04(+77.06%) | 2026-09-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.64% | 1.07M | $47.6M | +3.15%(+32.68K) | $32.98(+36.54%) | 2026-09-30 | |
| DBMF | IM GLOBAL PARTNER FUNDS | 2.35% | 1.30M | $42.3M | +3.31%(+41.63K) | $27.69(+17.24%) | 2026-09-30 | |
| IALT | BLACKROCK ETF TRUST | 2.2% | 1.32M | $39.6M | new | $28.90(+2.68%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.48% | +50.02% | — | — | +60.96% |
| Top 20 Holdings Unweighted | +15.59% | +54.43% | — | — | +73.82% |
Cardinal Point Capital Management Ulc reports $1.80B in US-listed equity holdings across 283 positions in its most recent 13F filing. Its largest disclosed positions are VTI (13.0%), AAPL (4.4%) and USFR (4.2%). The top 20 holdings account for 61.96% of reported assets. Its disclosed equity book has returned +50.02% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cardinal Point Capital Management Ulc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1950841). View Cardinal Point Capital Management Ulc’s 13F filings on SEC