Cardinal Point Capital Management, Ulc Portfolio Holdings

Cardinal Point Capital Management, Ulc

  • $1.43 Trillion
  • Q3 2025

Cardinal Point Capital Management, Ulc has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.43 Trillion distributed in 266 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $186B, Wisdomtree Floating Rate Treas with a value of $71.8B, Apple Inc. with a value of $70.6B, Vanguard Intermediate Term Tre with a value of $59.7B, and Dimensional ETF Tr with a value of $55.8B.

Examining the 13F form we can see an increase of $167B in the current position value, from $1.26T to 1.43T.

Cardinal Point Capital Management, Ulc is based out at Toronto, Z4

Below you can find more details about Cardinal Point Capital Management, Ulc portfolio as well as his latest detailed transactions.

Portfolio value $1.43 Trillion
ETFs: $634 Billion
Financial Services: $171 Billion
Technology: $169 Billion
Communication Services: $70.3 Billion
Energy: $60.3 Billion
Consumer Defensive: $50.9 Billion
Healthcare: $45.5 Billion
Industrials: $35.6 Billion
Other: $77.7 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$70.6 Billion 4.94% of portfolio
278,354
Q3 2025 Added 17.24%
$205B
$29.3 Billion 2.05% of portfolio
199,081
Q3 2025 Reduced 2.08%
$1.74T
$26.2 Billion 1.84% of portfolio
107,687
Q3 2025 Reduced 1.28%
$148B
$23.9 Billion 1.67% of portfolio
298,640
Q3 2025 Reduced 2.35%
$83.6B
$23.1 Billion 1.62% of portfolio
177,447
Q3 2025 Reduced 2.72%
$593B
$18.7 Billion 1.31% of portfolio
66,433
Q3 2025 Reduced 1.12%
$881B
$18.8 Billion 1.31% of portfolio
59,463
Q3 2025 Reduced 2.47%
$279B
$17 Billion 1.19% of portfolio
164,808
Q3 2025 Reduced 0.91%
$96.7B
$16.6 Billion 1.16% of portfolio
328,738
Q3 2025 Reduced 1.03%
$319B
$16.5 Billion 1.15% of portfolio
241,236
Q3 2025 Added 6.04%
$60.5B
$16.2 Billion 1.13% of portfolio
386,319
Q3 2025 Reduced 1.41%
$64.9B
$14.1 Billion 0.99% of portfolio
453,336
Q3 2025 Reduced 1.82%
$80.2B
$14.2 Billion 0.99% of portfolio
218,990
Q3 2025 Reduced 1.53%
$522B
$14 Billion 0.98% of portfolio
75,657
Q3 2025 Reduced 50.45%
$55.9B
$13.7 Billion 0.96% of portfolio
252,443
Q3 2025 Reduced 1.11%
$3.78T
$13.6 Billion 0.95% of portfolio
26,371
Q3 2025 Reduced 5.22%
$76.5B
$11.9 Billion 0.83% of portfolio
70,396
Q3 2025 Reduced 1.09%
$69.1B
$11.8 Billion 0.83% of portfolio
140,460
Q3 2025 Reduced 1.71%
$64.7B
$11.7 Billion 0.82% of portfolio
124,426
Q3 2025 Added 28.85%
$15.1B
$11.4 Billion 0.8% of portfolio
330,330
Q3 2025 Reduced 1.76%
$237B
$11.2 Billion 0.78% of portfolio
68,786
Q3 2025 Reduced 0.6%
$266B
$10.3 Billion 0.72% of portfolio
36,671
Q3 2025 Added 3.12%
$0
$10.2 Billion 0.71% of portfolio
213,007
Q3 2025 New
$204B
$9.72 Billion 0.68% of portfolio
69,232
Q3 2025 Added 16.41%
$8.96B
$9.65 Billion 0.68% of portfolio
258,139
Q3 2025 Reduced 1.23%
$18.4B
$9.56 Billion 0.67% of portfolio
107,383
Q3 2025 Reduced 6.43%
$103B
$9.34 Billion 0.65% of portfolio
123,920
Q3 2025 Reduced 1.12%
$34.9B
$8.84 Billion 0.62% of portfolio
25,591
Q3 2025 New
$1.65T
$8.12 Billion 0.57% of portfolio
33,388
Q3 2025 Added 12.0%
$141B
$8.01 Billion 0.56% of portfolio
314,272
Q3 2025 Added 0.72%
-
$7.94 Billion 0.56% of portfolio
-
Q3 2025 Added 2.79%
$533B
$7.65 Billion 0.54% of portfolio
22,384
Q3 2025 Reduced 0.79%
$2.43B
$7.72 Billion 0.54% of portfolio
235,564
Q3 2025 Reduced 2.96%
$1.29T
$7.59 Billion 0.53% of portfolio
17,379
Q3 2025 Added 2.08%
$404B
$7.25 Billion 0.51% of portfolio
7,824
Q3 2025 Added 1.19%
$38.8B
$7.01 Billion 0.49% of portfolio
219,331
Q3 2025 Reduced 5.51%
$465B
$6.88 Billion 0.48% of portfolio
36,731
Q3 2025 Reduced 3.26%
$120B
$6.69 Billion 0.47% of portfolio
212,775
Q3 2025 Added 1.36%
$2.39T
$6.4 Billion 0.45% of portfolio
29,124
Q3 2025 Reduced 4.27%
$68.9B
$6.5 Billion 0.45% of portfolio
27,553
Q3 2025 Added 5.09%
$193B
$4.71 Billion 0.33% of portfolio
41,165
Q3 2025 Reduced 0.3%
$35B
$4.15 Billion 0.29% of portfolio
244,634
Q3 2025 Added 0.7%
$2.43B
$3.82 Billion 0.27% of portfolio
113,878
Q3 2025 Reduced 3.79%
$32.5B
$3.69 Billion 0.26% of portfolio
4,472
Q3 2025 Reduced 47.08%
$224B
$3.59 Billion 0.25% of portfolio
11,802
Q3 2025 Reduced 8.22%
$13B
$3.24 Billion 0.23% of portfolio
327,100
Q3 2025 Reduced 3.86%
-
$2.95 Billion 0.21% of portfolio
-
Q3 2025 Added 4.79%
$1.37T
$2.65 Billion 0.19% of portfolio
3,639
Q3 2025 Added 0.41%
$20.7B
$2.59 Billion 0.18% of portfolio
164,418
Q3 2025 Reduced 9.55%

Summary

  • Portfolio
  • No. of Stocks 266
  • Current Value $1.43 Trillion
  • Prior Value $1.26 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 39 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 103 stocks
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