Cardinal Point Capital Management ULC holds a diversified book of 294 stocks worth $1.8B as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Fedex FGHT Hldg Co Inc and trimmed Wisdomtree Floating Rate Tre. Their largest long position is Vanguard Total Stock MKT ETF at 13% of the equity book.
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.
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
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 |
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 ~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.