§ 13F · FUND PROFILE
Cardinal Point Capital Management ULC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.4B (13F)Positions · 266Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$67M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 612K | $196M | 12.0% | +5% |
| 2 | USFR | WISDOMTREE TR | 1.47M | $74M | 4.6% | +3% |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | 905K | $68M | 4.2% | +11% |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | 1.14M | $68M | 4.2% | +5% |
| 5 | DFAX | DIMENSIONAL ETF TRUST | 1.95M | $66M | 4.1% | +6% |
| 6 | AAPL | APPLE INC | 235K | $60M | 3.7% | −14% |
| 7 | LRGF | ISHARES TR | 732K | $48M | 3.0% | −1% |
| 8 | DFAC | DIMENSIONAL ETF TRUST | 1.03M | $40M | 2.4% | +6% |
| 9 | MUB | ISHARES TR | 359K | $38M | 2.3% | +1% |
| 10 | DBMF | LITMAN GREGORY FDS TR | 1.23M | $37M | 2.3% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CARDINAL SIGNAL
AC read
Cardinal Point Capital Management ULC is a Other fund managing $1.4 billion in assets. The fund runs a broad portfolio of 266 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed