Managers / Q1 2026
Cardinal Point Capital Management ULC
CIK 0001950841 · 3280 BLOOR STREET WEST, CENTRE TOWER, SUITE 500, TORONTO, A6, M8X 2X3 · 866-213-2036
Reported Value
$1.6B
Q1 2026
Positions
286
Filings on Record
16
2019–present window
Filed
Apr 20, 2026
original filing
Summary
Cardinal Point Capital Management Ulc reported $1.6B in U.S.-listed holdings across 286 positions for Q1 2026.
Its largest position, Vanguard Index Fds, represents 12.0% of the portfolio.
Compared with Q4 2025, the fund opened 48 new positions and exited 22.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 54.7% · $892M
- Common Stock · 45.0% · $735M
- Other · 0.2% · $4M
- REIT · 0.0% · $608,239
- ADR · 0.0% · $506,676
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
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 ↗.