Cardinal Point Capital Management, Ulc Incresed Positions in Q3 2025

Cardinal Point Capital Management, Ulc

  • $1.43 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
40.9K
+ 17.24%
$202.38 - $256.87 $8.28M - $10.5M
278K $70.6B
VTI
Vanguard Total Stock Market Et

ETFs
20.4K
+ 3.72%
$303.93 - $329.86 $6.21M - $6.74M
570K $186B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
920
+ 3.6%
$459.11 - $506.91 $422K - $466K
26.5K $13.1B
VEU
Vanguard Ftse All World Ex Us

ETFs
56.6K
+ 7.83%
$66.38 - $71.68 $3.76M - $4.06M
780K $55.6B
DFAX
Dimensional ETF Tr
90.6K
+ 5.33%
$29.25 - $31.56 $2.65M - $2.86M
1.79M $55.8B
LRGF
Ishares Tr

ETFs
25.1K
+ 3.6%
$64.13 - $69.24 $1.61M - $1.74M
723K $49.4B
VGIT
Vanguard Intermediate Term Tre

ETFs
67.3K
+ 7.29%
$58.97 - $60.36 $3.97M - $4.06M
991K $59.7B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
53.6K
+ 6.09%
$36.04 - $38.78 $1.93M - $2.08M
934K $35.7B
MUB
Ishares National Muni Bond ETF

ETFs
28.8K
+ 8.99%
$103.24 - $106.68 $2.98M - $3.07M
349K $37.4B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
38K
+ 3.5%
$25.43 - $27.31 $967K - $1.04M
1.12M $31.4B
TSLA
Tesla, Inc.

Consumer Cyclical
354
+ 2.08%
$293.94 - $444.72 $104K - $157K
17.4K $7.59B
GOOGL
Alphabet Inc.

Communication Services
3.58K
+ 12.0%
$174.36 - $254.72 $624K - $911K
33.4K $8.12B
PEP
Pepsico Inc

Consumer Defensive
9.76K
+ 16.41%
$133.81 - $152.16 $1.31M - $1.48M
69.2K $9.72B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.36K
+ 83.88%
$617.65 - $666.84 $1.46M - $1.58M
5.18K $3.45B
CNI
Canadian National Railway CO

Industrials
27.9K
+ 28.85%
$92.01 - $106.6 $2.56M - $2.97M
124K $11.7B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.06K
+ 50.12%
$546.99 - $602.2 $1.13M - $1.24M
6.17K $3.72B
EL
Estee Lauder Companies Inc

Consumer Defensive
12.7K
+ 303.35%
$83.65 - $95.26 $1.06M - $1.21M
16.9K $1.49B
FTLS
First Tr Long/Short Equity ETF

ETFs
8.36K
+ 7.02%
$65.78 - $69.95 $550K - $584K
127K $8.77B
CVE
Cenovus Energy Inc.

Energy
1.7K
+ 0.7%
$13.87 - $17.81 $23.5K - $30.2K
245K $4.15B
BAC
Bank Of America Corp

Financial Services
12.9K
+ 50.9%
$44.92 - $52.42 $578K - $675K
38.2K $1.92B
DFSU
Dimensional ETF Tr Dimen Us Su
5.12K
+ 2.79%
N/A
189K $7.94B
IVV
Ishares Core S&P 500 ETF

ETFs
1.01K
+ 94.77%
$620.67 - $670.08 $629K - $679K
2.08K $1.39B
CSCO
Cisco Systems, Inc.

Technology
13.8K
+ 6.04%
$66.2 - $71.79 $910K - $987K
241K $16.5B
PAAS
Pan American Silver Corp

Basic Materials
12.1K
+ 81.28%
$27.02 - $38.81 $327K - $470K
27K $1.05B
FDX
Fedex Corp

Industrials
1.33K
+ 5.09%
$217.1 - $243.2 $290K - $324K
27.6K $6.5B
YETI
Yeti Holdings, Inc.

Consumer Cyclical
12.7K
+ 44.18%
$31.86 - $39.7 $406K - $505K
41.5K $1.38B
GLD
Spdr Gold Trust

ETFs
920
+ 51.74%
$300.96 - $355.47 $277K - $327K
2.7K $994M
PFE
Pfizer Inc

Healthcare
2.24K
+ 0.72%
$23.29 - $25.88 $52.2K - $58K
314K $8.01B
XOM
Exxon Mobil Corp

Energy
2.89K
+ 64.11%
$105.83 - $117.22 $305K - $338K
7.39K $831M
CDNS
Cadence Design Systems Inc

Technology
120
+ 2.16%
$309.46 - $373.37 $37.1K - $44.8K
5.68K $2B
IWM
Ishares Russell 2000 ETF

ETFs
894
+ 39.21%
$214.92 - $244.84 $192K - $219K
3.17K $770M
Barrick Mng Corp
265
+ 1.23%
N/A
21.8K $715M
EAOR
Ishares Esg Aware Growth Alloc

Technology
5.26K
+ 9.29%
$33.06 - $35.0 $174K - $184K
61.9K $2.16B
Ishares Bitcoin Trust ETF
3.65K
+ 94.19%
N/A
7.53K $495M
IWF
Ishares Russell 1000 Gr ETF

ETFs
413
+ 29.73%
$420.11 - $472.68 $174K - $195K
1.8K $844M
DFSI
Dimensional ETF Tr Dimen Intl
3.31K
+ 4.79%
N/A
72.4K $2.95B
ICLN
Ishares

ETFs
2.45K
+ 5.21%
$13.22 - $15.48 $32.3K - $37.8K
49.4K $808M
PWFL
Power Fleet, Inc.

Technology
29.8K
+ 97.07%
N/A
60.5K $317M
LOW
Lowes Companies Inc

Consumer Cyclical
25
+ 0.44%
$215.01 - $273.02 $5.38K - $6.83K
5.72K $1.44B
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
177
+ 2.56%
$210.88 - $226.87 $37.3K - $40.2K
7.08K $1.6B
EAOA
Ishares Esg Aware Aggressive A

Technology
1.83K
+ 5.79%
$38.2 - $40.78 $69.7K - $74.4K
33.4K $1.35B
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
4.47K
+ 6.07%
$25.0 - $25.33 $112K - $113K
78.1K $1.98B
EWC
Ishares Msci Canada ETF

ETFs
1.25K
+ 9.62%
$45.86 - $50.88 $57.3K - $63.6K
14.2K $720M
TFLO
Ishares Treasury Floating Rate

ETFs
3.31K
+ 1.04%
$50.45 - $50.65 $167K - $167K
322K $16.2B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.96K
+ 8.48%
$46.86 - $48.27 $92K - $94.8K
25.1K $1.21B
LUV
Southwest Airlines CO

Industrials
3.35K
+ 30.83%
$29.06 - $37.7 $97.4K - $126K
14.2K $454M
PBA
Pembina Pipeline Corp

Energy
450
+ 1.88%
$35.5 - $40.58 $16K - $18.3K
24.4K $985M
DFSE
Dimensional ETF Tr Dimen Emrgn
475
+ 2.44%
N/A
20K $819M
BFB
Brown Forman Corp Cl B
2.4K
+ 31.58%
N/A
10K $271M
Activity Summary
Buys All Purchases 115 New Holdings 39 Increased Positions 76 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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