Cardinal Point Capital Management ULC
All 13F Filings
- Location
- Toronto, A6
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,765,123
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 294 | 1,765,123 | 13F-HR | Cardinal Point Capital Management ULC |
| Q1 2026 | 4/20/2026 | 286 | 1,631,143 | 13F-HR | Cardinal Point Capital Management ULC |
| Q4 2025 | 2/5/2026 | 260 | 1,529,865 | 13F-HR | Cardinal Point Capital Management ULC |
| Q3 2025 | 11/6/2025 | 266 | 1,429,036 | 13F-HR | Cardinal Point Capital Management ULC |
| Q2 2025 | 7/31/2025 | 242 | 1,262,216 | 13F-HR | Cardinal Point Capital Management ULC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 890.2 K | 51.0% | 23.78 K | 0 | 23.78 K |
| ETFs | 855.3 K | 49.0% | 117.6 K | 0 | 117.6 K |
| Debt | 657 | 0.0% | 0 | 246 | -246 |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
1,765,123
Holdings
294
QoQ value change ($000)
133,980
(8.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.