Managers / Q3 2023 · view latest →
Cardinal Point Capital Management ULC
CIK 0001950841 · 3280 BLOOR STREET WEST, CENTRE TOWER, SUITE 500, TORONTO, A6, M8X 2X3 · 866-213-2036
Reported Value
$382M
Q3 2023
Positions
67
Filings on Record
16
2019–present window
Filed
Oct 19, 2023
original filing
Summary
Cardinal Point Capital Management Ulc reported $382M in U.S.-listed holdings across 67 positions for Q3 2023.
The portfolio is heavily concentrated: VTI alone accounts for 26.5% of reported value.
Compared with Q2 2023, the fund opened 9 new positions and exited 10.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.6B | 286 | Apr 20, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.5B | 260 | Feb 5, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.4B | 266 | Nov 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.3B | 242 | Jul 31, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.1B | 179 | May 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $630M | 84 | Jan 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $600M | 83 | Oct 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $575M | 73 | Jul 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $526M | 72 | Apr 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $413M | 69 | Jan 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $382M | 67 | Oct 19, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $332M | 68 | Aug 10, 2023 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.