Cardinal Point Capital Management ULC 13F Holdings & Latest Moves

13F filer · Latest filing Oct 21, 2026

Latest 13F moves (filed Oct 21, 2026): 4 new positions, 27 added, 15 reduced, 5 sold out. Largest change by value: added $VTI ($234.05M held).

New positions
4
Added / reduced
27 / 15
Sold out
5

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VTI Added +6.38K (+1.03%) 625.41K $234.05M —
$WT Added +75.96K (+5.29%) 1.51M $76.20M —
$DFAX Added +38.65K (+1.97%) 2M $74.13M —
$VGIT Added +52.93K (+4.46%) 1.24M $70.23M —
$LRGF Added +17.97K (+2.44%) 754.63K $58.75M —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VEU Reduced -19.20K (-2.09%) 899.01K $74.59M —
$RY Reduced -4.12K (-2.14%) 188.66K $37.22M —
$TD Reduced -5.49K (-1.92%) 280.54K $33.09M —
$BMO Reduced -4.42K (-2.52%) 171.12K $28.70M —
$MSFT Reduced -1.02K (-2.13%) 46.92K $24.06M Read

New positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$IALT New +1.32M 1.32M $39.55M —
$MDA New +40.90K 40.90K $1.22M —
$XOM New +7.45K 7.45K $1.21M —
$JPST New +7.92K 7.92K $398.93K —

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VTI Added +6.38K (+1.03%) 625.41K $234.05M —
$WT Added +75.96K (+5.29%) 1.51M $76.20M —
$DFAX Added +38.65K (+1.97%) 2M $74.13M —
$VGIT Added +52.93K (+4.46%) 1.24M $70.23M —
$LRGF Added +17.97K (+2.44%) 754.63K $58.75M —
$DBMF Added +41.63K (+3.31%) 1.30M $42.27M —
$MUB Added +5.53K (+1.50%) 373.54K $37.76M —
$PYLD Added +94.52K (+7.45%) 1.36M $34.60M —
$MINO Added +24.84K (+4.21%) 614.81K $26.18M —
$WMT Added +11.53K (+7.23%) 170.97K $17.77M —
$ENB Added +13.06K (+4.07%) 334.21K $15.58M —
$AEM Added +6.18K (+8.72%) 77.01K $14.15M —
$CNQ Added +12.14K (+5.23%) 244.25K $11.52M —
$DFSU Added +41.01K (+22.46%) 223.57K $10.55M —
$ORCL Added +4.10K (+5.84%) 74.36K $10.21M —
$AMZN Added +1.69K (+4.45%) 39.79K $9.91M —
$IBM Added +3.40K (+8.71%) 42.43K $9.33M —
$GIB Added +6.30K (+5.07%) 130.55K $8.90M —
$SPY Added +2.42K (+35.31%) 9.27K $7.07M —
$BGSI Added +63.65K (+249.56%) 89.16K $7.02M —
$DFSI Added +19.51K (+26.63%) 92.77K $4.19M —
$XLK Added +2.91K (+19.77%) 17.65K $3.45M —
$GFL Added +64.17K (+785%) 72.35K $3.03M —
$AIRR Added +6.29K (+32.68%) 25.54K $2.64M —
$EAGG Added +23.66K (+87.17%) 50.80K $2.30M —
$EQX Added +47.95K (+51.95%) 140.25K $1.56M Read
$BMM Added +200K (+235.29%) 285K $1.43M —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VEU Reduced -19.20K (-2.09%) 899.01K $74.59M —
$RY Reduced -4.12K (-2.14%) 188.66K $37.22M —
$TD Reduced -5.49K (-1.92%) 280.54K $33.09M —
$BMO Reduced -4.42K (-2.52%) 171.12K $28.70M —
$MSFT Reduced -1.02K (-2.13%) 46.92K $24.06M Read
$TFLO Reduced -18.88K (-5.06%) 354.22K $17.95M —
$BRK.B Reduced -1.31K (-4.90%) 25.43K $12.67M —
$VOO Reduced -3.12K (-36.90%) 5.33K $3.74M —
$META Reduced -613 (-14.26%) 3.69K $2.67M —
$MGNI Reduced -18.48K (-20.05%) 73.67K $1.86M —
$UNH Reduced -1.17K (-21.38%) 4.30K $1.58M —
$FIVN Reduced -12.35K (-25.42%) 36.24K $1.23M —
$VTV Reduced -9.02K (-71.68%) 3.56K $770.11K —
$CP Reduced -4.75K (-44.93%) 5.82K $497.34K —
$VBIL Reduced -317.64K (-99.03%) 3.10K $235.13K —

Sold out positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VXF Sold out -3.30K — — —
$VTEB Sold out -204.99K — — —
$VBR Sold out -7.61K — — —
$VUG Sold out -25.79K — — —
$HEI Sold out -1.05K — — —

All tracked 13F moves by Cardinal Point Capital Management ULC

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VEU Reduced -19.20K (-2.09%) 899.01K $74.59M —
$TD Reduced -5.49K (-1.92%) 280.54K $33.09M —
$TFLO Reduced -18.88K (-5.06%) 354.22K $17.95M —
$RY Reduced -4.12K (-2.14%) 188.66K $37.22M —
$MSFT Reduced -1.02K (-2.13%) 46.92K $24.06M Read
$BRK.B Reduced -1.31K (-4.90%) 25.43K $12.67M —
$BMO Reduced -4.42K (-2.52%) 171.12K $28.70M —
$MDA New +40.90K 40.90K $1.22M —
$JPST New +7.92K 7.92K $398.93K —
$IALT New +1.32M 1.32M $39.55M —
$XOM New +7.45K 7.45K $1.21M —
$VXF Sold out -3.30K — — —
$VBIL Reduced -317.64K (-99.03%) 3.10K $235.13K —
$VTEB Sold out -204.99K — — —
$VOO Reduced -3.12K (-36.90%) 5.33K $3.74M —
$VTV Reduced -9.02K (-71.68%) 3.56K $770.11K —
$VBR Sold out -7.61K — — —
$VUG Sold out -25.79K — — —
$UNH Reduced -1.17K (-21.38%) 4.30K $1.58M —
$META Reduced -613 (-14.26%) 3.69K $2.67M —
$MGNI Reduced -18.48K (-20.05%) 73.67K $1.86M —
$HEI Sold out -1.05K — — —
$FIVN Reduced -12.35K (-25.42%) 36.24K $1.23M —
$CP Reduced -4.75K (-44.93%) 5.82K $497.34K —
$WT Added +75.96K (+5.29%) 1.51M $76.20M —
$WMT Added +11.53K (+7.23%) 170.97K $17.77M —
$VTI Added +6.38K (+1.03%) 625.41K $234.05M —
$VGIT Added +52.93K (+4.46%) 1.24M $70.23M —
$XLK Added +2.91K (+19.77%) 17.65K $3.45M —
$SPY Added +2.42K (+35.31%) 9.27K $7.07M —
$PYLD Added +94.52K (+7.45%) 1.36M $34.60M —
$ORCL Added +4.10K (+5.84%) 74.36K $10.21M —
$MINO Added +24.84K (+4.21%) 614.81K $26.18M —
$LRGF Added +17.97K (+2.44%) 754.63K $58.75M —
$MUB Added +5.53K (+1.50%) 373.54K $37.76M —
$IBM Added +3.40K (+8.71%) 42.43K $9.33M —
$GFL Added +64.17K (+785%) 72.35K $3.03M —
$EQX Added +47.95K (+51.95%) 140.25K $1.56M Read
$ENB Added +13.06K (+4.07%) 334.21K $15.58M —
$EAGG Added +23.66K (+87.17%) 50.80K $2.30M —
$DFSU Added +41.01K (+22.46%) 223.57K $10.55M —
$DFSI Added +19.51K (+26.63%) 92.77K $4.19M —
$DFAX Added +38.65K (+1.97%) 2M $74.13M —
$DBMF Added +41.63K (+3.31%) 1.30M $42.27M —
$GIB Added +6.30K (+5.07%) 130.55K $8.90M —
$CNQ Added +12.14K (+5.23%) 244.25K $11.52M —
$BGSI Added +63.65K (+249.56%) 89.16K $7.02M —
$BMM Added +200K (+235.29%) 285K $1.43M —
$AMZN Added +1.69K (+4.45%) 39.79K $9.91M —
$AIRR Added +6.29K (+32.68%) 25.54K $2.64M —
$AEM Added +6.18K (+8.72%) 77.01K $14.15M —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Cardinal Point Capital Management ULC holds or traded

Frequently asked questions

What did Cardinal Point Capital Management ULC buy and sell in its latest 13F?

It opened or added to $VTI, $WT, $DFAX, $VGIT and $LRGF; it cut or exited $VEU, $RY, $TD, $BMO and $MSFT.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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