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Matthew Zienty

Cardinal Point Capital Management Ulc

Assets Managed
$1.765B
Holdings
294
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
8.22%(2Q avg: 7.42%)
Sustained Growth
14 quarters

Portfolio positions

This chart displays the top 10 holdings in Cardinal Point Capital Management Ulc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 294 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 14 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.765B in assets, with a quarterly growth rate of 8.22% and a 2-quarter average growth rate of 7.42%. The portfolio is managed by Matthew Zienty, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.16%
12.98%
$229.066M
619,030 shares@ $370.04 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 1.48%
4.36%
$76.901M
918,218 shares@ $83.76 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Increased 0.76%
4.1%
$72.344M
1.964M shares@ $36.85 avg price
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Decreased -2.59%
4.1%
$72.314M
1.436M shares@ $50.36 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 4.04%
3.97%
$69.979M
1.186M shares@ $58.99 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.74%
3.96%
$69.757M
241,074 shares@ $289.36 avg price
LRGF
Ishares Us Equity Factor Etf
Recent Activity
Increased 0.66%
3.16%
$55.714M
736,666 shares@ $75.63 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 0.94%
2.61%
$46.02M
1.037M shares@ $44.37 avg price
RY
Royal Bank Of Canada
Recent Activity
Decreased -1.9%
2.26%
$39.843M
192,782 shares@ $206.68 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Increased 2.42%
2.25%
$39.605M
368,010 shares@ $107.62 avg price

1-10 of 294