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Matthew Zienty

Cardinal Point Capital Management Ulc

Assets Managed
$1.631B
Holdings
286
Last Quarter
2026 - Q1
Filed Date
2mo 4d ago
Growth Rate
6.63%(2Q avg: 6.84%)
Sustained Growth
13 quarters

Portfolio positions

This chart displays the top 10 holdings in Cardinal Point Capital Management Ulc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 286 positions.

Assets under management

The assets under management (AUM) of Cardinal Point Capital Management Ulc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 13 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.631B in assets, with a quarterly growth rate of 6.63% and a 2-quarter average growth rate of 6.84%. The portfolio is managed by Matthew Zienty, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 5.19%
12.04%
$196.322M
611,956 shares@ $320.82 avg price
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Increased 2.62%
4.56%
$74.223M
1.474M shares@ $50.35 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 11.09%
4.17%
$67.956M
904,871 shares@ $75.1 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 4.82%
4.17%
$67.913M
1.14M shares@ $59.55 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Increased 5.8%
4.06%
$66.208M
1.949M shares@ $33.97 avg price
AAPL
Apple Inc
Recent Activity
Decreased -14.41%
3.66%
$59.551M
234,645 shares@ $253.8 avg price
LRGF
Ishares Us Equity Factor Etf
Recent Activity
Decreased -1.25%
2.97%
$48.305M
731,889 shares@ $66.0 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 6%
2.45%
$39.941M
1.028M shares@ $38.86 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Increased 0.81%
2.34%
$38.142M
359,320 shares@ $106.15 avg price
DBMF
Imgp Dbi Managed Futures Str
Recent Activity
Increased 5.99%
2.29%
$37.214M
1.234M shares@ $30.15 avg price

1-10 of 286