Cardinal Point Capital Management, Ulc Portfolio Holdings

Cardinal Point Capital Management, Ulc has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.43 Trillion distributed in 266 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $186B, Wisdomtree Floating Rate Treas with a value of $71.8B, Apple Inc. with a value of $70.6B, Vanguard Intermediate Term Tre with a value of $59.7B, and Dimensional ETF Tr with a value of $55.8B.

Examining the 13F form we can see an increase of $167B in the current position value, from $1.26T to 1.43T.

Cardinal Point Capital Management, Ulc is based out at Toronto, Z4

Below you can find more details about Cardinal Point Capital Management, Ulc portfolio as well as his latest detailed transactions.