StockDriftsStockDriftsTop 50 Cardinal Point Capital Management ULC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 12.98% | 619.0K | $229.1M | +1.16%(+7.07K) | $224.03(+71.12%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 4.36% | 918.2K | $76.9M | +1.48%(+13.35K) | $55.57(+55.02%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 4.1% | 1.96M | $72.3M | +0.76%(+14.72K) | $26.66(+43.08%) | 2026-06-30 | |
| USFR | WISDOMTREE TR | 4.1% | 1.44M | $72.3M | -2.59%(-38.21K) | $50.29(+0.32%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.96% | 1.19M | $70.0M | +4.04%(+46.05K) | $58.55(-0.30%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.95% | 241.1K | $69.8M | +2.74%(+6.43K) | $211.87(+44.13%) | 2026-06-30 | |
| LRGF | ISHARES TR | 3.16% | 736.7K | $55.7M | +0.65%(+4.78K) | $43.24(+83.22%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.61% | 1.04M | $46.0M | +0.93%(+9.60K) | $32.62(+41.15%) | 2026-06-30 | |
| RY | ROYAL BK CDA | 2.26% | 192.8K | $39.8M | -1.90%(-3.74K) | $118.83(+82.48%) | 2026-06-30 | |
| MUB | ISHARES TR | 2.24% | 368.0K | $39.6M | +2.42%(+8.69K) | $106.83(-1.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.29% | +45.39% | — | — | +59.81% |
| Top 20 Holdings Unweighted | +14.79% | +51.27% | — | — | +73.34% |
Cardinal Point Capital Management ULC reports $1.77B in US-listed equity holdings across 294 positions in its most recent 13F filing. Its largest disclosed positions are VTI (13.0%), VEU (4.4%) and DFAX (4.1%). The top 20 holdings account for 60.71% of reported assets. Its disclosed equity book has returned +45.39% on a three-year cumulative basis. Figures reflect the Q2 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