Cardinal Point Capital Management ULC 13F Holdings
CIK 0001950841 · TORONTO, A6
As of Sep 30, 2025, Cardinal Point Capital Management ULC reported 266 positions worth
CIK 0001950841 · TORONTO, A6
As of Sep 30, 2025, Cardinal Point Capital Management ULC reported 266 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 569,574 | 86.2M | 13.18% |
| WISDOMTREE FLOATING RATE TREASURY FUND | USFR | — | 1,425,906 | $71.8M | 5.08% |
| APPLE INC | AAPL | Technology | 278,354 | $70.6M | 5.00% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 991,034 | $59.7M | 4.23% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 1,790,092 | $55.8M | 3.95% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 779,705 | $55.6M | 3.93% |
| ISHARES US EQUITY FACTOR ETF | LRGF | — | 722,756 | $49.4M | 3.50% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 349,470 | $37.4M | 2.65% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 934,099 | $35.7M | 2.52% |
| IMGP DBI MANAGED FUTURES STRATEGY ETF | DBMF | — | 1,123,011 | $31.4M | 2.22% |
| ROYAL BANK OF CANADA | RY | Financial Services | 199,081 | $29.3M | 2.08% |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | PYLD | — | 997,175 | $26.6M | 1.89% |
| ALPHABET INC | GOOG | Equity | 107,687 | $26.2M | 1.86% |
| TORONTO DOMINION BANK | TD | Financial Services | 298,640 | $23.9M | 1.69% |
| ISHARES GOLD TRUST | IAU | — | 300,056 | $23.2M | 1.64% |
| BANK OF MONTREAL | BMO | Financial Services | 177,447 | $23.1M | 1.64% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 59,463 | 8.8M | 1.33% |
| ORACLE CORP | ORCL | Technology | 66,433 | 8.7M | 1.32% |
| WALMART INC | WMT | Consumer Defensive | 164,808 | 7.0M | 1.20% |
| ENBRIDGE INC | ENB | Energy | 328,738 | 6.6M | 1.17% |
| CISCO SYSTEMS INC | CSCO | Technology | 241,236 | 6.5M | 1.17% |
| ISHARES TREASURY FLOATING RATE BOND ETF | TFLO | — | 321,727 | 6.2M | 1.15% |
| SUNCOR ENERGY INC | SU | Energy | 386,319 | 6.2M | 1.14% |
| BANK OF NOVA SCOTIA | BNS | Financial Services | 218,990 | 4.2M | 1.00% |
| MANULIFE FINANCIAL CORP | MFC | Financial Services | 453,336 | 4.1M | 1.00% |