Cardinal Point Capital Management, ULC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$618.77M
13F filings
2
Latest filing
Jun 21, 2023

Top 10 holdings

VTI $96.76M
29.40% of AUM
VTI $85.71M
29.59% of AUM
USFR $54.86M
16.67% of AUM
USFR $51.27M
17.70% of AUM
VEU $29.38M
8.93% of AUM
VEU $25.69M
8.87% of AUM
LRGF $23.39M
7.11% of AUM
LRGF $20.44M
7.06% of AUM
IAU $16.66M
5.06% of AUM
IAU $14.38M
4.96% of AUM

About this filer

FilingIQ has indexed 2 quarterly Form 13F filings from Cardinal Point Capital Management, ULC. Reported assets under management total $618.77M.

View live Cardinal Point Capital Management, ULC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Cardinal Point Capital Management, ULC have under management?
Per Cardinal Point Capital Management, ULC's most recent SEC Form 13F filing dated Jun 21, 2023, total assets under management are $618.77M. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Cardinal Point Capital Management, ULC submitted?
FilingIQ has indexed 2 quarterly Form 13F filings from Cardinal Point Capital Management, ULC. Filings are due 45 days after quarter-end.
Where does Cardinal Point Capital Management, ULC's holdings data come from?
Every position shown on this page sources back to Cardinal Point Capital Management, ULC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.