Cardinal Point Capital Management ULC holds a diversified book of 294 stocks worth $1.8B as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter they opened Fedex Freight Holding Co and trimmed Wisdomtree Floating Rate Tre. Their largest long position is Vanguard Total Stock MKT ETF at 13% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
47% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Cardinal Point Capital Management ULC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $534.7B |
| ROYAL BANK OF CANADA | 80 / 80 | $226.8B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $17.0B |
| JPMORGAN CHASE & CO | 79 / 80 | $511.6B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $92.9B |
| Integrated Wealth Concepts LLC | 79 / 80 | $4.0B |
| LPL Financial LLC | 78 / 80 | $79.7B |
| Farther Finance Advisors, LLC | 78 / 80 | $2.9B |
Ranked by the share of each fund's own book sitting in the names it shares with Cardinal Point Capital Management ULC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $229.1M | 619.0K | 13.0% | ▲+1.1% Added · +7K sh | |
| 2 | Vanguard Intl Equity Index F ALLWRLD EX US | $76.9M | 918.2K | 4.4% | ▲+1.5% Added · +13K sh | |
| 3 | Dimensional ETF Trust WORLD EX US CORE | $72.3M | 1.96M | 4.1% | ▲+0.8% Added · +15K sh | |
| 4 | Wisdomtree TR FLOATNG RAT TREA | $72.3M | 1.44M | 4.1% | ▼−2.6% Reduced · −38K sh | |
| 5 | Vanguard Scottsdale FDS INTER TERM TREAS | $70.0M | 1.19M | 4.0% | ▲+4.0% Added · +46K sh | |
| 6 | Apple Inc COM | $69.8M | 241.1K | 4.0% | ▲+2.7% Added · +6K sh | |
| 7 | Ishares TR U S EQUITY FACTR | $55.7M | 736.7K | 3.2% | ▲+0.7% Added · +5K sh | |
| 8 | Dimensional ETF Trust US COR EQU 2 ETF | $46.0M | 1.04M | 2.6% | ▲+0.9% Added · +10K sh | |
| 9 | Royal BK Cda COM | $39.8M | 192.8K | 2.3% | ▼−1.9% Reduced · −4K sh | |
| 10 | Ishares TR NATIONAL MUN ETF | $39.6M | 368.0K | 2.2% | ▲+2.4% Added · +9K sh | |
| 11 | Litman Gregory FDS TR IMGP DBI MAN ETF | $38.5M | 1.26M | 2.2% | ▲+1.9% Added · +24K sh | |
| 12 | Alphabet Inc CAP STK CL C | $37.7M | 106.7K | 2.1% | ▲+5.4% Added · +5K sh | |
| 13 | Toronto Dominion BK Ont COM NEW | $34.7M | 286.0K | 2.0% | ▼−2.4% Reduced · −7K sh | |
| 14 | Pimco ETF TR MULTISECTOR BD | $33.6M | 1.27M | 1.9% | ▲+7.1% Added · +85K sh | |
| 15 | Bank Montreal Medium COM | $31.0M | 175.5K | 1.8% | ▼−0.6% Reduced · −1K sh | |
| 16 | Nvidia Corporation COM | $30.8M | 153.7K | 1.7% | ▲+0.4% Added · +668 sh | |
| 17 | Pimco ETF TR MUNI INCOME OPP | $27.0M | 590.0K | 1.5% | ▲+0.7% Added · +4K sh | |
| 18 | Vanguard Instl Index FD 0 3 MO TR BI ETF | $24.3M | 320.7K | 1.4% | ▲+17% Added · +48K sh | |
| 19 | Ishares Gold TR ISHARES NEW | $22.3M | 295.3K | 1.3% | ▼−2.7% Reduced · −8K sh | |
| 20 | JPMorgan Chase & Co COM | $20.0M | 61.0K | 1.1% | ▲+0.1% Added · +66 sh | |
| 21 | Suncor Energy Inc New COM | $19.9M | 370.0K | 1.1% | ▼−2.2% Reduced · −8K sh | |
| 22 | Ishares TR TRS FLT RT BD | $18.9M | 373.1K | 1.1% | ▼−28% Reduced · −142K sh | |
| 23 | Manulife Finl Corp COM | $18.9M | 465.9K | 1.1% | ▼−1.1% Reduced · −5K sh | |
| 24 | Cisco Sys Inc COM | $18.7M | 159.2K | 1.1% | ▼−33% Reduced · −78K sh | |
| 25 | Bank Nova Scotia B C COM | $18.6M | 214.4K | 1.1% | ▼−0.5% Reduced · −1K sh | |
| 26 | Johnson & Johnson COM | $18.5M | 72.8K | 1.0% | ▼−1.7% Reduced · −1K sh | |
| 27 | Walmart Inc COM | $18.1M | 159.4K | 1.0% | ▼−3.0% Reduced · −5K sh | |
| 28 | Microsoft Corp COM | $17.9M | 47.9K | 1.0% | ▲+1.7% Added · +811 sh | |
| 29 | Enbridge Inc COM | $17.4M | 321.1K | 1.0% | ▼−2.1% Reduced · −7K sh | |
| 30 | TC Energy Corp COM | $16.7M | 252.1K | 0.9% | ▼−0.3% Reduced · −649 sh | |
| 31 | Canadian Natl Ry Co COM | $16.1M | 135.0K | 0.9% | ▼−0.1% Reduced · −127 sh | |
| 32 | Sunococorp LLC COM SHS LLC | $13.7M | 201.8K | 0.8% | ▼−0.8% Reduced · −2K sh | |
| 33 | Berkshire Hathaway Inc Del CL B NEW | $13.4M | 26.7K | 0.8% | ▲+9.1% Added · +2K sh | |
| 34 | Philip Morris Intl Inc COM | $13.3M | 73.4K | 0.8% | ▲+0.3% Added · +185 sh | |
| 35 | Newmont Corp COM | $13.2M | 141.4K | 0.7% | ▼−0.8% Reduced · −1K sh | |
| 36 | CVS Health Corp COM | $12.8M | 123.8K | 0.7% | ▲+0.8% Added · +1K sh | |
| 37 | First TR Exch Traded FD III LNG/SHT EQUITY | $11.3M | 153.7K | 0.6% | ▲+4.3% Added · +6K sh | |
| 38 | Alphabet Inc CAP STK CL A | $11.3M | 31.5K | 0.6% | ▼−4.7% Reduced · −2K sh | |
| 39 | Vaneck ETF Trust GOLD MINERS ETF | $11.2M | 148.6K | 0.6% | ▼−0.8% Reduced · −1K sh | |
| 40 | Agnico Eagle Mines Ltd COM | $11.0M | 70.8K | 0.6% | ▲+2.5% Added · +2K sh | |
| 41 | International Business Machs COM | $11.0M | 39.0K | 0.6% | ▲+4.6% Added · +2K sh | |
| 42 | Rogers Communications Inc CL B | $10.8M | 331.1K | 0.6% | ▼−0.6% Reduced · −2K sh | |
| 43 | Brookfield Business Corp CL A SUB VTG SH | $10.6M | 355.0K | 0.6% | ▲+0.6% Added · +2K sh | |
| 44 | Vanguard Mun BD FDS TAX EXEMPT BD | $10.4M | 205.0K | 0.6% | ▼−6.9% Reduced · −15K sh | |
| 45 | Oracle Corp COM | $10.3M | 70.3K | 0.6% | ▲+0.6% Added · +408 sh | |
| 46 | Open Text Corp COM | $9.9M | 447.4K | 0.6% | ▲+0.1% Added · +560 sh | |
| 47 | Pepsico Inc COM | $9.7M | 71.8K | 0.6% | ▲+0.4% Added · +300 sh | |
| 48 | Canadian Nat Res Ltd Med Ter COM | $9.2M | 232.1K | 0.5% | ▲+0.8% Added · +2K sh | |
| 49 | Amazon Com Inc COM | $9.1M | 38.1K | 0.5% | ▲+2.6% Added · +973 sh | |
| 50 | Tesla Inc COM | $8.8M | 21.0K | 0.5% | ▲+1.4% Added · +291 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1950841/holdings"
Use Arkolith to show Cardinal Point Capital Management ULC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 294 | $1.8B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 286 | $1.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 260 | $1.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 266 | $1.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 242 | $1.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 8, 2025 | 179 | $1.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 84 | $629.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 8, 2024 | 83 | $599.9M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 12, 2024 | 73 | $574.8M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 24, 2024 | 72 | $525.6M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 12, 2024 | 69 | $413.5M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 19, 2023 | 67 | $382.2M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 10, 2023 | 68 | $332.3M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Jun 21, 2023 | 80 | $329.2M | 13F-HR/A |
| Q4 2022 | Dec 31, 2022 | Jun 21, 2023 | 69 | $289.6M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.