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Cedar Point Capital Partners

Latest statistics and disclosures from Cedar Point Capital Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are MGK, FNDX, DFUS, VFQY, JCPB, and represent 33.89% of Cedar Point Capital Partners's stock portfolio.
Added to shares of these 10 stocks: CGXU, VCIT, AGG, JCPB, IAUM, FALN, PULS, GSLC, ONEQ, VFMF.
Started 4 new stock positions in EFG, LLY, CGXU, FALN.
Reduced shares in these 10 stocks: VIGI, MGK, GLDM, DFUS, FNDX, DFIV, HMOP, SMMU, DFAS, JMUB.
Sold out of its position in VIGI.
Cedar Point Capital Partners was a net buyer of stock by $430k.
Cedar Point Capital Partners has $157M in assets under management (AUM), dropping by 2.70%.
Central Index Key (CIK): 0001954337

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Portfolio Holdings for Cedar Point Capital Partners

Cedar Point Capital Partners holds 69 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard World Mega Grwth Ind (MGK)	7.3	$11M	-8%	28k	412.77	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	7.1	$11M	-4%	407k	27.21	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	6.7	$11M	-5%	142k	74.17	View chart
Vanguard Wellington Us Quality (VFQY)	6.6	$10M	-2%	67k	153.41	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	6.2	$9.7M	+4%	205k	47.35	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	5.4	$8.4M	-4%	169k	49.90	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	5.1	$8.1M	-3%	116k	69.67	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.1	$6.5M	-3%	121k	53.76	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	4.1	$6.3M	+5%	126k	50.23	View chart
World Gold Tr Spdr Gld Minis (GLDM)	3.9	$6.1M	-11%	72k	85.37	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	2.8	$4.4M	+7%	49k	91.40	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	2.8	$4.3M	+4%	60k	72.27	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	2.5	$3.9M	+8%	30k	132.37	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.0	$3.1M	+3%	39k	79.73	View chart
Principal Exchange Traded Active High Yl (YLD)	2.0	$3.1M	+2%	161k	19.00	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	1.8	$2.8M	-10%	56k	50.43	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.8	$2.8M	-9%	56k	50.50	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	1.7	$2.7M	+10%	41k	65.55	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	1.4	$2.2M	NEW	75k	29.55	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.4	$2.2M	-10%	42k	52.41	View chart
Vanguard Wellington Us Multifactor (VFMF)	1.4	$2.1M	+17%	14k	150.72	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	1.4	$2.1M	-14%	54k	39.11	View chart
Ishares Gold Tr Shares Represent (IAUM)	1.3	$2.1M	+23%	48k	42.99	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	1.3	$2.0M	+10%	33k	60.73	View chart
Apple (AAPL)	1.2	$1.8M		6.7k	271.86	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	1.1	$1.8M	+20%	56k	31.51	View chart
Franklin Templeton Etf Tr Systmtc Styl Pre (FLSP)	1.1	$1.7M	+19%	64k	26.91	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.8	$1.3M		32k	39.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$1.3M	+8%	2.5k	502.65	View chart
NVIDIA Corporation (NVDA)	0.7	$1.1M		5.9k	186.50	View chart
Microsoft Corporation (MSFT)	0.7	$1.1M		2.2k	483.62	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.7	$1.0M	+201%	13k	83.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$973k		2.9k	335.27	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$939k	+172%	9.4k	99.88	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.6	$935k	-3%	20k	46.04	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.6	$904k	-8%	36k	24.87	View chart
Deere & Company (DE)	0.5	$800k	+3%	1.7k	465.57	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.5	$793k	-11%	7.6k	104.04	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.5	$775k	-4%	18k	44.13	View chart
Ishares Tr Morningstar Valu (ILCV)	0.5	$754k	-10%	8.0k	94.36	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$622k	-12%	14k	44.41	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.4	$600k	+115%	12k	49.59	View chart
Spdr Series Trust State Street Spd (SPSB)	0.4	$554k	+102%	18k	30.20	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.4	$549k		11k	50.70	View chart
Meta Platforms Cl A (META)	0.3	$491k		743.00	660.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$472k	+2%	1.5k	313.00	View chart
Rockwell Automation (ROK)	0.3	$441k		1.1k	389.07	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$416k		6.7k	62.47	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$379k	-7%	1.5k	257.95	View chart
Archer Daniels Midland Company (ADM)	0.2	$378k		6.6k	57.49	View chart
Ishares Tr Faln Angls Usd (FALN)	0.2	$362k	NEW	13k	27.30	View chart
Amazon (AMZN)	0.2	$354k		1.5k	230.82	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$344k	+7%	7.3k	46.92	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$342k	+3%	2.8k	121.75	View chart
Cdw (CDW)	0.2	$325k	-11%	2.4k	136.20	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$321k	-6%	1.7k	190.99	View chart
Coca-Cola Company (KO)	0.2	$311k		4.5k	69.91	View chart
Wells Fargo & Company (WFC)	0.2	$308k		3.3k	93.20	View chart
Tesla Motors (TSLA)	0.2	$299k	+29%	664.00	449.72	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$279k	-9%	407.00	684.94	View chart
Nextera Energy (NEE)	0.2	$276k		3.4k	80.28	View chart
Eli Lilly & Co. (LLY)	0.2	$258k	NEW	240.00	1074.68	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$254k	+21%	405.00	627.13	View chart
Costco Wholesale Corporation (COST)	0.2	$254k	+14%	294.00	862.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$246k	-15%	400.00	614.31	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$243k		7.4k	32.73	View chart
Alliant Energy Corporation (LNT)	0.2	$242k	+3%	3.7k	65.01	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$234k	NEW	2.1k	113.90	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$205k	-21%	2.1k	96.04	View chart

Past Filings by Cedar Point Capital Partners

SEC 13F filings are viewable for Cedar Point Capital Partners going back to 2023

Cedar Point Capital Partners 2025 Q4 filed Feb. 11, 2026
Cedar Point Capital Partners 2025 Q3 filed Oct. 22, 2025
Cedar Point Capital Partners 2025 Q2 filed Aug. 1, 2025
Cedar Point Capital Partners 2025 Q1 filed May 14, 2025
Cedar Point Capital Partners 2024 Q4 filed Jan. 17, 2025
Cedar Point Capital Partners 2024 Q3 filed Oct. 29, 2024
Cedar Point Capital Partners 2024 Q2 filed July 16, 2024
Cedar Point Capital Partners 2024 Q1 filed May 22, 2024
Cedar Point Capital Partners 2023 Q4 filed Jan. 31, 2024

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