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CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC

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IRVINE CA Investment Advisor
13F Summary
Cardinal Point Wealth Management Partners is based out of Irvine. Cardinal Point Wealth Management Partners is a large advisory firm with 292 clients and discretionary assets under management (AUM) of $634,040,474 (Form ADV from 2022-06-03). Whalewisdom has at least 12 13F filings

2023-03-31

Top Buys (13F)

Name % Change

2023-03-31

Top Sells (13F)

Name % Change

2023-03-31

13F Holdings Summary

As of 10/12/2022, Cardinal Point Wealth Management Partners, LLC filed an ADV-W, ceased operations and has since been dissolved. The 13F Filing for the 1Q 2023 reporting period submitted on 5/10/2023 (0001085146-23-002188) was submitted in error. Please refer to Cardinal Point Capital Management, ULC (CIK: 1950841) for future filings.

2023-03-31

13F Activity

Market Value $0, Prior: $0
New Purchases 0 stocks
Added To 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks
Top 10 Holdings % 81.68%
Turnover %[1] %
Turnover Alt %[2] %
Time Held Top 20 quarters
Time Held Top 10 quarters
Time Held All quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-03-31

13F Sector Allocation Over Time

2023-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-03-31

Portfolio Performance