Cardinal Point Capital Management ULC - Portfolio overview

Cardinal Point Capital Management ULC has 328 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 11.75%
2. USFR - WISDOMTREE TR, 4.44%
3. VEU - VANGUARD INTL EQUITY INDEX F, 4.07%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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