-
Value $
-
$213M
-
Signature - Title
-
Matthew Zienty - Chief Compliance Officer
-
Location
-
Irvine, CA
-
Summary
-
This page shows a list of all the recent 13F filings made by Cardinal Point Wealth Management LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Cardinal Point Wealth Management LLC reported 42 stock holdings with total value $213M as of Q3 2021. Top holdings included VTI, BOND, USMV, VEU, and TOTL.