Cardinal Point Capital Management ULC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Cardinal Point Capital Management ULC held in its portfolio 257 assets valued at $1,529,864,840 (i.e. $1.53B).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($195.06M), APPLE INC ($74.54M), and WISDOMTREE TR ($72.30M).
The chart below shows the top 10 valuable assets, and the table below shows the top 257 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Cardinal Point Capital Management ULC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 581804 | 195061392 | TOTAL STK MKT |
| APPLE INC | 274167 | 74534914 | COM |
| WISDOMTREE TR | 1436883 | 72303949 | FLOATNG RAT TREA |
| VANGUARD SCOTTSDALE FDS | 1088041 | 65206312 | INTER TERM TREAS |
| DIMENSIONAL ETF TRUST | 1842315 | 60298956 | WORLD EX US CORE |
| VANGUARD INTL EQUITY INDEX F | 814585 | 59920898 | ALLWRLD EX US |
| ISHARES TR | 741187 | 51460625 | U S EQUITY FACTR |
| DIMENSIONAL ETF TRUST | 969697 | 38390293 | US CORE EQUITY 2 |
| ISHARES TR | 356448 | 38179145 | NATIONAL MUN ETF |
| ROYAL BK CDA | 198039 | 33809455 | COM |
| LITMAN GREGORY FDS TR | 1164616 | 32679121 | IMGP DBI MANAGED |
| ALPHABET INC | 102541 | 32177496 | CAP STK CL C |
| PIMCO ETF TR | 1074809 | 28815522 | MULTISECTOR BD |
| TORONTO DOMINION BK ONT | 296898 | 28021796 | COM NEW |
| PIMCO ETF TR | 555458 | 25256675 | MUNI INCOME OPP |
| ISHARES GOLD TR | 298440 | 24224334 | ISHARES NEW |
| BANK MONTREAL QUE | 178488 | 23212816 | COM |
| ISHARES TR | 388922 | 19624983 | TRS FLT RT BD |
| JPMORGAN CHASE & CO. | 60166 | 19386548 | COM |
| WALMART INC | 170480 | 18994688 | COM |
| CISCO SYS INC | 244165 | 18808058 | COM |
| SUNCOR ENERGY INC NEW | 395317 | 17570926 | COM |
| MANULIFE FINL CORP | 464665 | 16896909 | COM |
| BANK NOVA SCOTIA HALIFAX | 219961 | 16245926 | COM |
| JOHNSON & JOHNSON | 76385 | 15807789 | COM |
| ENBRIDGE INC | 327831 | 15709864 | COM |
| NEWMONT CORP | 140490 | 14027926 | COM |
| TC ENERGY CORP | 254100 | 14012022 | COM |
| MICROSOFT CORP | 28504 | 13785048 | COM |
| ORACLE CORP | 69582 | 13562228 | COM |
| BERKSHIRE HATHAWAY INC DEL | 26399 | 13269457 | CL B NEW |
| CANADIAN NATL RY CO | 132473 | 13120730 | COM |
| VANECK ETF TRUST | 152671 | 13094592 | GOLD MINERS ETF |
| ROGERS COMMUNICATIONS INC | 328047 | 12400493 | CL B |
| PHILIP MORRIS INTL INC | 76370 | 12252740 | COM |
| AGNICO EAGLE MINES LTD | 69386 | 11783369 | COM |
| INTERNATIONAL BUSINESS MACHS | 36991 | 10957104 | COM |
| ALPHABET INC | 34200 | 10704595 | CAP STK CL A |
| CGI INC | 112078 | 10367174 | CL A SUB VTG |
| PEPSICO INC | 71217 | 10221064 | COM |
| SUNOCOCORP LLC | 204153 | 10060639 | COM SHS LLC |
| CVS HEALTH CORP | 122555 | 9725964 | COM |
| FIRST TR EXCH TRADED FD III | 135565 | 9623763 | LNG/SHT EQUITY |
| BROOKFIELD BUSINESS PARTNERS | 236389 | 8376925 | UNIT LTD L P |
| OPEN TEXT CORP | 256484 | 8364829 | COM |
| FEDEX CORP | 28842 | 8331230 | COM |
| DIMENSIONAL ETF TRUST | 190293 | 8264422 | US SUSTAINABILTY |
| PFIZER INC | 323657 | 8059059 | COM |
| VISA INC | 22604 | 7927292 | COM CL A |
| TESLA INC | 17340 | 7798145 | COM |
| CANADIAN NAT RES LTD | 228221 | 7741131 | COM |
| AMAZON COM INC | 32674 | 7541813 | COM |
| NVIDIA CORPORATION | 38079 | 7101659 | COM |
| COSTCO WHSL CORP NEW | 7880 | 6795666 | COM |
| KENVUE INC | 303690 | 5238653 | COM |
| SCHWAB CHARLES CORP | 52034 | 5198717 | COM |
| COMCAST CORP NEW | 173370 | 5182029 | CL A |
| VANGUARD WORLD FD | 6185 | 4662129 | INF TECH ETF |
| DISNEY WALT CO | 40668 | 4626749 | COM |
| BROOKFIELD BUSINESS CORP | 119133 | 4263442 | CL A EXC SUB VTG |
| CENOVUS ENERGY INC | 243739 | 4129301 | COM |
| COMFORT SYS USA INC | 4397 | 4103676 | COM |
| VIATRIS INC | 327681 | 4079629 | COM |
| MCDONALDS CORP | 12539 | 3832293 | COM |
| SPDR S&P 500 ETF TR | 5232 | 3573712 | TR UNIT |
| INVESCO QQQ TR | 5352 | 3287787 | UNIT SER 1 |
| DIMENSIONAL ETF TRUST | 74795 | 3204590 | INTERNATIONAL |
| BOYD GROUP SERVICES INC | 18600 | 2966962 | COM |
| CANADIAN IMPERIAL BANK OF CO | 29449 | 2673529 | COM |
| VANGUARD INDEX FDS | 4237 | 2657150 | S&P 500 ETF SHS |
| BROOKFIELD CORP | 52106 | 2395827 | CL A LTD VT SH |
| ALAMOS GOLD INC NEW | 60092 | 2323709 | COM CL A |
| TELUS CORPORATION | 174338 | 2301017 | COM |
| CORNING INC | 26222 | 2295998 | COM |
| EQUINOX GOLD CORP | 159075 | 2238842 | COM |
| NIKE INC | 34902 | 2223606 | CL B |
| ISHARES TR | 61660 | 2179021 | ESG AWARE 60/40 |
| BANK AMERICA CORP | 38848 | 2136625 | COM |
| TRANSALTA CORP | 168411 | 2133091 | COM |
| META PLATFORMS INC | 3210 | 2118889 | CL A |
| SUN LIFE FINANCIAL INC. | 33241 | 2077987 | COM |
| ISHARES TR | 80278 | 2026216 | ESG AWRE 1 5 YR |
| INNOVATOR ETFS TRUST | 44708 | 1970781 | US EQTY PWR BUF |
| ISHARES TR | 9170 | 1968707 | US AER DEF ETF |
| LAUDER ESTEE COS INC | 18475 | 1934702 | CL A |
| CITIGROUP INC | 16439 | 1918250 | COM NEW |
| YETI HLDGS INC | 41845 | 1848294 | COM |
| NEW GOLD INC CDA | 205600 | 1794087 | COM |
| NETFLIX INC | 18850 | 1767376 | COM |
| CADENCE DESIGN SYSTEM INC | 5550 | 1734819 | COM |
| SELECT SECTOR SPDR TR | 11608 | 1671031 | STATE STREET TEC |
| ISHARES TR | 6998 | 1613326 | LOW CARBON OPTIM |
| UNITEDHEALTH GROUP INC | 4796 | 1583208 | COM |
| ABBVIE INC | 6870 | 1569726 | COM |
| VERIZON COMMUNICATIONS INC | 37496 | 1527212 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| PAYPAL HLDGS INC | 25470 | 1486939 | COM |
| ISHARES TR | 2138 | 1464346 | CORE S&P500 ETF |
| HOME DEPOT INC | 4154 | 1429370 | COM |
| BCE INC | 59687 | 1425764 | COM NEW |
| COLGATE PALMOLIVE CO | 17960 | 1419199 | COM |
| EXXON MOBIL CORP | 11526 | 1387043 | COM |
| ISHARES TR | 33485 | 1385606 | ESG AWARE 80/20 |
| GE VERNOVA INC | 1956 | 1278145 | COM |
| PAN AMERN SILVER CORP | 24416 | 1267651 | COM |
| GILEAD SCIENCES INC | 10323 | 1267045 | COM |
| SPDR GOLD TR | 3197 | 1267003 | GOLD SHS |
| LOWES COS INC | 5165 | 1245591 | COM |
| CUMMINS INC | 2412 | 1231205 | COM |
| BROOKFIELD INFRAST PARTNERS | 35226 | 1226202 | LP INT UNIT |
| SYNOPSYS INC | 2507 | 1177588 | COM |
| ISHARES TR | 23859 | 1141664 | ESG AWR US AGRGT |
| MAGNITE INC | 68525 | 1112161 | COM |
| MASTERCARD INCORPORATED | 1914 | 1092512 | CL A |
| GOLDMAN SACHS GROUP INC | 1197 | 1052163 | COM |
| ISHARES INC | 19204 | 1035695 | MSCI CDA ETF |
| UBER TECHNOLOGIES INC | 11860 | 969081 | COM |
| PROCTER AND GAMBLE CO | 6598 | 945559 | COM |
| PEMBINA PIPELINE CORP | 23876 | 910897 | COM |
| TJX COS INC NEW | 5765 | 885562 | COM |
| BARRICK MNG CORP | 19690 | 858941 | COM SHS |
| MARATHON PETE CORP | 5207 | 846814 | COM |
| ISHARES TR | 1772 | 838688 | RUS 1000 GRW ETF |
| DIMENSIONAL ETF TRUST | 20166 | 836491 | EMERGING MARKETS |
| ISHARES TR | 50061 | 822496 | GL CLEAN ENE ETF |
| INNOVATOR ETFS TRUST | 26550 | 818802 | INTRNL DEV APRL |
| ARIS MNG CORP | 45800 | 743841 | COM |
| BRISTOL-MYERS SQUIBB CO | 13763 | 742376 | COM |
| ISHARES TR | 10664 | 740314 | CORE DIV GRWTH |
| CANADIAN PACIFIC KANSAS CITY | 9822 | 724145 | COM |
| CAE INC | 23186 | 706102 | COM |
| ELI LILLY & CO | 656 | 704990 | COM |
| BROOKFIELD RENEWABLE PARTNER | 25571 | 691980 | PARTNERSHIP UNIT |
| MERCK & CO INC | 6390 | 672611 | COM |
| VANGUARD INDEX FDS | 7400 | 654826 | REAL ESTATE ETF |
| ISHARES TR | 13436 | 644058 | USD GRN BOND ETF |
| IRON MTN INC DEL | 7610 | 637825 | COM |
| DIMENSIONAL ETF TRUST | 13454 | 629649 | US CORE EQT MKT |
| WHEATON PRECIOUS METALS CORP | 5218 | 614312 | COM |
| REPUBLIC SVCS INC | 2892 | 612902 | COM |
| SOUTHWEST AIRLS CO | 14221 | 590314 | COM |
| FIVE9 INC | 29190 | 585260 | COM |
| AMERICAN CENTY ETF TR | 5733 | 584651 | US SML CP VALU |
| ISHARES TR | 2370 | 583399 | RUSSELL 2000 ETF |
| GE AEROSPACE | 1817 | 560265 | COM NEW |
| WASTE MGMT INC DEL | 2521 | 553889 | COM |
| NUTRIEN LTD | 8953 | 553406 | COM |
| TFI INTL INC | 5340 | 552740 | COM |
| FORTIS INC | 10601 | 551939 | COM |
| VANECK ETF TRUST | 7375 | 543980 | RARE EARTH AND S |
| MICRON TECHNOLOGY INC | 1896 | 541286 | COM |
| CHEVRON CORP NEW | 3550 | 541055 | COM |
| B2GOLD CORP | 119450 | 538597 | COM |
| IAMGOLD CORP | 31550 | 521383 | COM |
| SOUTH BOW CORP | 18907 | 520749 | COM |
| ABBOTT LABS | 4077 | 510807 | COM |
| MCKESSON CORP | 616 | 506132 | COM |
| ETFS GOLD TR | 11742 | 482361 | PHYSCL GOLD SHS |
| TEXTRON INC | 5484 | 478150 | COM |
| SELECT SECTOR SPDR TR | 10503 | 469577 | STATE STREET ENE |
| EA SERIES TRUST | 4045 | 465580 | ALPHA ARCH 1-3 |
| INVESCO DB COMMDY INDX TRCK | 20450 | 457262 | UNIT |
| FISERV INC | 6802 | 456890 | COM |
| WISDOMTREE TR | 9236 | 449424 | ITL HDG QTLY DIV |
| MORGAN STANLEY | 2521 | 447499 | COM NEW |
| STARBUCKS CORP | 5240 | 441260 | COM |
| WELLS FARGO CO NEW | 4675 | 435710 | COM |
| SOLARIS RES INC | 53500 | 429374 | COM NEW |
| BROOKFIELD ASSET MANAGMT LTD | 8162 | 428169 | CL A LMT VTG SHS |
| BOEING CO | 1970 | 427715 | COM |
| VANECK ETF TRUST | 3550 | 403919 | JUNIOR GOLD MINE |
| PUBMATIC INC | 45000 | 399150 | COM CL A |
| ISHARES TR | 4441 | 397261 | CORE MSCI EAFE |
| KINROSS GOLD CORP | 14050 | 396303 | COM |
| ASA GOLD AND PRECIOUS MTLS L | 6575 | 392330 | SHS |
| SCHWAB STRATEGIC TR | 14490 | 389926 | US LRG CAP ETF |
| VANGUARD INDEX FDS | 2016 | 385036 | VALUE ETF |
| TECK RESOURCES LTD | 7900 | 378746 | CL B |
| GILDAN ACTIVEWEAR INC | 6000 | 375558 | COM |
| FIRST MAJESTIC SILVER CORP | 22400 | 374259 | COM |
| SALESFORCE INC | 1400 | 370874 | COM |
| ISHARES TR | 5681 | 369322 | CORE 60/40 BALAN |
| ISHARES TR | 979 | 365598 | RUS 1000 ETF |
| FRANCO NEV CORP | 1760 | 365342 | COM |
| ISHARES TR | 1834 | 364354 | MSCI USA QLT FCT |
| PERPETUA RESOURCES CORP | 15000 | 363673 | COM |
| VANGUARD TAX-MANAGED FDS | 5774 | 360702 | VAN FTSE DEV MKT |
| VANGUARD WORLD FD | 2960 | 358042 | ESG US STK ETF |
| SERVICENOW INC | 2335 | 357699 | COM |
| DIMENSIONAL ETF TRUST | 9367 | 356983 | INTL CORE EQT MK |
| SKEENA RES LTD NEW | 15000 | 356778 | COM |
| STANLEY BLACK & DECKER INC | 4800 | 356544 | COM |
| ALLIED GOLD CORP | 15453 | 354587 | COM NEW |
| ECOLAB INC | 1312 | 345384 | COM |
| MOTOROLA SOLUTIONS INC | 898 | 345308 | COM NEW |
| VANGUARD BD INDEX FDS | 4187 | 329977 | SHORT TRM BOND |
| ISHARES BITCOIN TRUST ETF | 6610 | 328187 | SHS BEN INT |
| VANGUARD WHITEHALL FDS | 2263 | 324847 | HIGH DIV YLD |
| POWERFLEET INC | 60500 | 321860 | COM |
| ISHARES TR | 3593 | 321789 | CORE 80/20 AGGRE |
| FIRST SOLAR INC | 1205 | 314782 | COM |
| ARCHER DANIELS MIDLAND CO | 5475 | 314758 | COM |
| ISHARES TR | 1458 | 306676 | RUS 1000 VAL ETF |
| PIMCO ETF TR | 3241 | 302913 | ACTIVE BD ETF |
| CARRIER GLOBAL CORPORATION | 5540 | 292734 | COM |
| BROWN FORMAN CORP | 11200 | 291872 | CL B |
| DELTA AIR LINES INC DEL | 4200 | 291480 | COM NEW |
| UNITED PARCEL SERVICE INC | 2925 | 290131 | CL B |
| FORTUNA MNG CORP | 28750 | 282130 | COM NEW |
| VANGUARD INDEX FDS | 956 | 277375 | MID CAP ETF |
| FIDELITY MERRIMACK STR TR | 5930 | 274601 | TOTAL BD ETF |
| ISHARES TR | 2600 | 272584 | GLOBAL TECH ETF |
| INNOVATOR ETFS TRUST | 6295 | 272259 | US EQTY PWR BF |
| BROOKFIELD RENEWABLE CORP | 7068 | 271509 | CL A EX SUB VTG |
| SPDR SERIES TRUST | 2150 | 271459 | STATE STREET SPD |
| ISHARES TR | 4950 | 270815 | MSCI EMG MKT ETF |
| AT&T INC | 10675 | 265167 | COM |
| ISHARES TR | 4010 | 264654 | CORE S&P MCP ETF |
| QXO INC | 13670 | 263694 | COM NEW |
| ISHARES INC | 4110 | 263451 | MSCI EURZONE ETF |
| INNOVATOR ETFS TRUST | 7360 | 258557 | US SML CP PWR ET |
| ETSY INC | 4660 | 258350 | COM |
| DOLLAR GEN CORP NEW | 1920 | 254918 | COM |
| CARVANA CO | 600 | 253212 | CL A |
| ISHARES TR | 1700 | 251889 | US INDUSTRIALS |
| RESTAURANT BRANDS INTL INC | 3597 | 245801 | COM |
| SPDR INDEX SHS FDS | 5530 | 245587 | PORTFOLIO DEVLPD |
| SPDR DOW JONES INDL AVERAGE | 510 | 245091 | UT SER 1 |
| VANGUARD INTL EQUITY INDEX F | 4479 | 240777 | FTSE EMR MKT ETF |
| HORMEL FOODS CORP | 10100 | 239370 | COM |
| PHILLIPS 66 | 1854 | 239240 | COM |
| ISHARES TR | 1967 | 236452 | CORE S&P SCP ETF |
| PINTEREST INC | 9050 | 234305 | CL A |
| HEICO CORP NEW | 720 | 232985 | COM |
| ISHARES TR | 2380 | 228551 | MSCI EAFE ETF |
| CAPITAL ONE FINL CORP | 940 | 227818 | COM |
| OSISKO DEVELOPMENT CORP | 67000 | 227309 | COM NEW |
| ENTERPRISE PRODS PARTNERS L | 6980 | 223779 | COM |
| SCHWAB STRATEGIC TR | 8481 | 222457 | US BRD MKT ETF |
| EATON CORP PLC | 695 | 221364 | SHS |
| INNOVATOR ETFS TRUST | 6100 | 220576 | INTRNL DEV JAN |
| ISHARES TR | 4584 | 218794 | CORE 40/60 MODER |
| VANGUARD MALVERN FDS | 4421 | 218663 | STRM INFPROIDX |
| DIMENSIONAL ETF TRUST | 5685 | 216030 | INTL SMALL CAP V |
| DELL TECHNOLOGIES INC | 1700 | 213996 | CL C |
| DEXCOM INC | 3200 | 212384 | COM |
| ISHARES TR | 1365 | 209596 | U.S. BAS MTL ETF |
| CROWDSTRIKE HLDGS INC | 445 | 208598 | CL A |
| TEXAS CAP BANCSHARES INC | 2300 | 208242 | COM |
| TARGET CORP | 2100 | 205275 | COM |
| KRAFT HEINZ CO | 8325 | 201881 | COM |
| RTX CORPORATION | 1100 | 201740 | COM |
| BAXTER INTL INC | 10250 | 195877 | COM |
| PARK HOTELS & RESORTS INC | 17175 | 179651 | COM |
| MARQETA INC | 31969 | 151853 | CLASS A COM |
| VIEMED HEALTHCARE INC | 12480 | 92726 | COM |
| HUDSON TECHNOLOGIES INC | 12850 | 88023 | COM |
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