Cardinal Point Wealth Management LLC current holdings: USA Stocks
Cardinal Point Wealth Management LLC reported $0.02 billion in share positions in stocks (listed in the US), 8 positions, in its Form 13F for the quarter ended 2021-09-30; the largest are IAU, TSLA, BRKB.
- IAU: Country of operation United States; Class ISHARES NEW; Shares 316,899; Value $10,588,000.
- TSLA: Country of operation United States; Class COM; Shares 5,175; Value $4,013,000.
- BRKB: Country of operation —; Class CL B NEW; Shares 9,551; Value $2,607,000.
- AAPL: Country of operation United States; Class COM; Shares 17,753; Value $2,512,000.
Form 13F-HR as filed (SEC CIK 1869778): quarter ended 2021-09-30, filed 2021-11-05. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2021-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| IAU ISHARES GOLD TR | United States | ISHARES NEW | 316,899 | $10,588,000 | 44.94% | 2021-09-30 | 2021-11-05 | +135.02% |
| TSLA TESLA INC | United States | COM | 5,175 | $4,013,000 | 17.03% | 2021-09-30 | 2021-11-05 | +36.50% |
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 9,551 | $2,607,000 | 11.06% | 2021-09-30 | 2021-11-05 | ||
| AAPL APPLE INC | United States | COM | 17,753 | $2,512,000 | 10.66% | 2021-09-30 | 2021-11-05 | |
| FSV FIRSTSERVICE CORP NEW | COM | 13,636 | $2,461,000 | 10.45% | 2021-09-30 | 2021-11-05 | -28.41% | |
| GLD SPDR GOLD TR | United States | GOLD SHS | 5,076 | $834,000 | 3.54% | 2021-09-30 | 2021-11-05 | +133.16% |
| CL COLGATE PALMOLIVE CO | United States | COM | 4,554 | $344,000 | 1.46% | 2021-09-30 | 2021-11-05 | +14.40% |
| WFC WELLS FARGO CO NEW | United States | COM | 4,347 | $202,000 | 0.86% | 2021-09-30 | 2021-11-05 | +73.41% |
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