13F Filings History of Cardinal Point Wealth Management LLC

Latest 13F report
Q3 2021 - 05 Nov 2021
Value $
$212,727,000
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 $212,727,000 as of Q3 2021. Top holdings included VTI, BOND, USMV, VEU, and TOTL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2021 42 $212,727,000 +$5,890,325 -$10,917,476 -$5,027,151 VTI, BOND, USMV, VEU, TOTL 13F-HR 05 Nov 2021, 14:29
Q2 2021 41 $221,369,000 +$24,922,199 -$12,484,822 +$12,437,377 VTI, BOND, ARKK, USMV, VEU 13F-HR 03 Aug 2021, 20:50
Q1 2021 38 $198,485,000 +$20,250,566 -$20,275,977 -$25,411 VTI, BOND, ARKK, USMV, VEU 13F-HR 02 Jul 2021, 11:08
Q4 2020 32 $196,826,000 $0 $0 $0 VTI, BOND, USMV, ARKK, VEU 13F-HR 02 Jul 2021, 10:54