Cardinal Point Wealth Management Partners, LLC

13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Irvine, CA
CIK
0001909054
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2023 1 0 RESTATEMENT 6/21/2023 000108514623002532
Q4 2022 1 0 RESTATEMENT 6/21/2023 000108514623002533
Q3 2022 49 209,504 VTI, USFR, VEU, DYNF 13F-HR 11/2/2022 000108514622003734
Q2 2022 50 208,533 VTI, USFR, VEU, DYNF 13F-HR 7/18/2022 000108514622002465
Q1 2022 51 224,305 VTI, BOND, DYNF, VEU 13F-HR 5/2/2022 000108514622001664
Q4 2021 49 230,662 VTI, BOND, VEU, USMV 13F-HR 2/10/2022 000108514622000792
Additional filings from Cardinal Point Wealth Management Partners, LLC that have since been restated