Cardinal Point Capital Management, Ulc Portfolio Holdings

Cardinal Point Capital Management, Ulc

  • $1.26 Trillion
  • Q2 2025

Cardinal Point Capital Management, Ulc has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.26 Trillion distributed in 242 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 $167B, Wisdomtree Floating Rate Treas with a value of $72.4B, Vanguard Intermediate Term Tre with a value of $55.2B, Dimensional ETF Tr with a value of $49.9B, and Apple Inc. with a value of $48.7B.

Examining the 13F form we can see an increase of $174B in the current position value, from $1.09T to 1.26T.

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 $1.26 Trillion
ETFs: $571 Billion
Financial Services: $144 Billion
Technology: $139 Billion
Communication Services: $63.2 Billion
Energy: $54.6 Billion
Healthcare: $51.3 Billion
Consumer Defensive: $48.2 Billion
Industrials: $32.3 Billion
Other: $55.3 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$256M
$386 Million 0.03% of portfolio
106,385
Q2 2025 New
$284M
$128 Million 0.01% of portfolio
18,480
Q2 2025 New
$191M
$148 Million 0.01% of portfolio
69,000
Q2 2025 New
$181M
$132 Million 0.01% of portfolio
30,700
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 242
  • Current Value $1.26 Trillion
  • Prior Value $1.09 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 76 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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