Cardinal Point Capital Management ULC
All 13F Filings
- Location
- Toronto, A6
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,631,143
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 866.5 K | 54.0% | 0 | 547.8 K | -547.8 K |
| ETFs | 737.7 K | 46.0% | 642.7 K | 0 | 642.7 K |
| Debt | 903 | 0.1% | 0 | 71 | -71 |
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Fund Snapshot
Q1 2026
Latest filed
4/20/2026
Total value ($000)
1,631,143
Holdings
286
QoQ value change ($000)
101,278
(6.6%)
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.