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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 35.44% of Cedar Point Capital Partners's stock portfolio.
Added to shares of these 10 stocks: HMOP, TSLA, VOO, FNDX, FLDR, MUNI, VFQY, JCPB, FLSP, DFIV.
Started 3 new stock positions in TSLA, VOO, HMOP.
Reduced shares in these 10 stocks: MUB, EEMV, MGK, NVDA, ONEQ, BRK.B, AAPL, NEE, VONG, AMZN.
Sold out of its positions in EEMV, MUB, TPICQ.
Cedar Point Capital Partners was a net buyer of stock by $1.8M.
Cedar Point Capital Partners has $153M in assets under management (AUM), dropping by 7.58%.
Central Index Key (CIK): 0001954337

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Portfolio Holdings for Cedar Point Capital Partners

Cedar Point Capital Partners holds 66 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard World Mega Grwth Ind (MGK)	8.0	$12M		30k	402.42	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	7.3	$11M		424k	26.30	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	7.1	$11M		151k	72.44	View chart
Vanguard Wellington Us Quality (VFQY)	6.8	$10M		69k	150.82	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	6.1	$9.4M		197k	47.55	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	5.4	$8.2M		120k	68.46	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	5.3	$8.2M		177k	46.12	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.5	$6.8M		126k	54.18	View chart
World Gold Tr Spdr Gld Minis (GLDM)	4.1	$6.2M		81k	76.45	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	4.0	$6.0M	+2%	120k	50.20	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	2.6	$4.0M		45k	89.13	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	2.6	$4.0M	+2%	58k	68.87	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	2.3	$3.5M	+2%	27k	130.28	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	2.1	$3.2M		63k	50.57	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	2.0	$3.1M		61k	50.47	View chart
Principal Exchange Traded Active High Yl (YLD)	2.0	$3.0M		157k	19.45	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.0	$3.0M		38k	79.93	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	1.6	$2.5M	NEW	64k	38.97	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.6	$2.4M	+6%	47k	52.28	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	1.5	$2.2M		37k	61.17	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.4	$2.2M	+3%	24k	89.57	View chart
Vanguard Wellington Us Multifactor (VFMF)	1.1	$1.7M		12k	144.27	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	1.1	$1.7M	+4%	29k	59.00	View chart
Apple (AAPL)	1.1	$1.7M	-2%	6.7k	254.63	View chart
Ishares Gold Tr Shares Represent (IAUM)	1.0	$1.5M	+6%	39k	38.50	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.9	$1.4M	+5%	46k	31.16	View chart
Franklin Templeton Etf Tr Systmtc Styl Pre (FLSP)	0.9	$1.4M	+9%	53k	26.52	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.8	$1.2M		32k	38.57	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$1.2M	-3%	2.3k	502.74	View chart
Microsoft Corporation (MSFT)	0.7	$1.1M		2.2k	517.95	View chart
NVIDIA Corporation (NVDA)	0.7	$1.1M	-6%	5.8k	186.58	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.6	$979k	+4%	40k	24.77	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$972k		3.0k	328.17	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.6	$971k		21k	46.24	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.6	$894k		8.6k	104.30	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.5	$808k	+2%	18k	44.01	View chart
Ishares Tr Morningstar Valu (ILCV)	0.5	$806k		8.9k	90.02	View chart
Deere & Company (DE)	0.5	$757k		1.7k	457.26	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$685k	+3%	16k	42.79	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.4	$557k		11k	50.83	View chart
Meta Platforms Cl A (META)	0.4	$553k		753.00	734.43	View chart
Cdw (CDW)	0.3	$430k		2.7k	159.28	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$405k		1.6k	254.28	View chart
Rockwell Automation (ROK)	0.3	$396k		1.1k	349.53	View chart
Archer Daniels Midland Company (ADM)	0.3	$393k		6.6k	59.74	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$391k	-4%	6.5k	59.92	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$356k		1.5k	243.10	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$350k	+3%	4.2k	84.11	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$345k	+4%	3.4k	100.25	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$337k		1.8k	186.49	View chart
Amazon (AMZN)	0.2	$334k	-6%	1.5k	219.57	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$327k	-7%	2.7k	120.50	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$309k	-2%	6.8k	45.21	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$302k		451.00	669.30	View chart
Coca-Cola Company (KO)	0.2	$296k	-2%	4.5k	66.32	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$285k		475.00	600.37	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$279k	+4%	5.6k	49.83	View chart
Wells Fargo & Company (WFC)	0.2	$279k		3.3k	83.82	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.2	$275k	+5%	9.1k	30.29	View chart
Nextera Energy (NEE)	0.2	$260k	-10%	3.4k	75.49	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$254k		2.7k	93.38	View chart
Alliant Energy Corporation (LNT)	0.2	$242k		3.6k	67.41	View chart
Costco Wholesale Corporation (COST)	0.2	$238k		257.00	925.63	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$233k		7.4k	31.38	View chart
Tesla Motors (TSLA)	0.1	$228k	NEW	512.00	444.72	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$203k	NEW	332.00	612.38	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 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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