Cardinal Point Wealth Management LLC

13F Filings History

Latest 13F report
Q3 2021 - Nov 5, 2021
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.
Holdings Value