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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 FNDX, MGK, DFUS, VO, JCPB, and represent 34.99% of Cedar Point Capital Partners's stock portfolio.
Added to shares of these 10 stocks: MGK (+$10M), VO (+$9.3M), CRWD, DFIV, FNDX, GLDM, DFUS, DFAS, CGMU, VNQ.
Started 6 new stock positions in FNDE, QCRH, BA, CRWD, VUG, GE.
Reduced shares in these 10 stocks: JMUB, SMMU, HMOP, , FLSP, VTI, JPEM, WFC, COST, MUNI.
Sold out of its position in XOM.
Cedar Point Capital Partners was a net buyer of stock by $25M.
Cedar Point Capital Partners has $174M in assets under management (AUM), dropping by 12.90%.
Central Index Key (CIK): 0001954337

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Portfolio Holdings for Cedar Point Capital Partners

Cedar Point Capital Partners holds 76 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Fundamental Us L (FNDX)	7.6	$13M	+2%	423k	31.10	View chart
Vanguard World Mega Grwth Ind (MGK)	7.5	$13M	+407%	147k	87.91	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	7.1	$12M	+2%	151k	81.94	View chart
Vanguard Index Fds Mid Cap Etf (VO)	7.1	$12M	+314%	152k	80.57	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	5.8	$10M		215k	46.94	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	5.7	$9.9M	+2%	120k	82.34	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	5.1	$8.9M	+4%	165k	54.02	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.4	$7.7M	+3%	129k	59.69	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	3.6	$6.3M		144k	44.03	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	3.1	$5.4M		53k	103.22	View chart
World Gold Tr Spdr Gld Minis (GLDM)	3.0	$5.2M	+6%	65k	79.42	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	2.9	$5.1M	+3%	65k	77.93	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	2.6	$4.6M	+2%	32k	141.89	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	1.9	$3.3M	+3%	44k	75.64	View chart
Spdr Series Trust St Port High Etf (SPHY)	1.9	$3.2M		139k	23.44	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.9	$3.2M	+2%	41k	79.03	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	1.8	$3.2M	+4%	91k	34.62	View chart
Vanguard Wellington Us Multifactor (VFMF)	1.6	$2.8M	+2%	16k	176.97	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	1.6	$2.8M	+10%	101k	27.47	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	1.4	$2.4M	+4%	63k	38.06	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.4	$2.4M		46k	52.60	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.3	$2.2M	+9%	56k	40.21	View chart
Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM)	1.2	$2.2M	+5%	54k	40.01	View chart
Apple (AAPL)	1.1	$1.9M		6.6k	289.36	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$1.8M	+17%	18k	96.43	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$1.6M	+12%	3.2k	500.39	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.8	$1.4M		32k	44.36	View chart
NVIDIA Corporation (NVDA)	0.7	$1.2M		6.2k	200.09	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.7	$1.1M	+5%	14k	82.65	View chart
Deere & Company (DE)	0.6	$1.1M		1.7k	634.33	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.6	$1.1M	+3%	43k	25.17	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.6	$1.0M	+5%	22k	45.49	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$1.0M	+3%	10k	98.98	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.5	$936k	+2%	8.0k	117.02	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$888k	-11%	2.4k	370.04	View chart
Ishares Tr Morningstar Valu (ILCV)	0.5	$863k	+5%	8.5k	101.24	View chart
Microsoft Corporation (MSFT)	0.5	$850k		2.3k	373.02	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.5	$805k		15k	52.85	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.4	$749k	+3%	15k	50.39	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.4	$651k	+5%	13k	49.55	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$650k	+14%	1.8k	357.37	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.4	$633k	+10%	21k	30.01	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.3	$605k	+3%	12k	50.37	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$572k	+57%	4.6k	124.41	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$562k	NEW	737.00	763.14	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.3	$562k	-14%	8.9k	62.78	View chart
Rockwell Automation (ROK)	0.3	$561k		1.1k	495.08	View chart
Archer Daniels Midland Company (ADM)	0.3	$502k		6.6k	76.40	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$435k		1.4k	303.12	View chart
Meta Platforms Cl A (META)	0.2	$430k		763.00	563.33	View chart
Amazon (AMZN)	0.2	$423k	+7%	1.8k	238.34	View chart
Coca-Cola Company (KO)	0.2	$409k	+13%	5.0k	81.27	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$405k		1.9k	217.93	View chart
Eli Lilly & Co. (LLY)	0.2	$404k	+22%	337.00	1199.43	View chart
Ishares Tr Faln Angls Usd (FALN)	0.2	$404k	+6%	15k	27.24	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$382k	+37%	556.00	686.81	View chart
Cdw (CDW)	0.2	$336k		2.4k	140.64	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.2	$309k	+17%	3.5k	87.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$305k		407.00	748.89	View chart
Tesla Motors (TSLA)	0.2	$305k		724.00	420.60	View chart
Franklin Templeton Etf Tr Systmtc Styl Pre (FLSP)	0.2	$296k	-36%	11k	27.69	View chart
Nextera Energy (NEE)	0.2	$295k	+6%	3.4k	87.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$284k		385.00	736.40	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.2	$283k	-50%	5.6k	50.50	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$281k	-4%	3.9k	71.25	View chart
Alliant Energy Corporation (LNT)	0.2	$278k	+3%	3.6k	76.29	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$273k		7.4k	36.84	View chart
Costco Wholesale Corporation (COST)	0.2	$262k	-5%	280.00	935.47	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$247k	-54%	4.9k	50.66	View chart
Wells Fargo & Company (WFC)	0.1	$225k	-17%	2.7k	82.64	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$220k	-51%	5.6k	39.15	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$217k	NEW	2.5k	86.14	View chart
QCR Holdings (QCRH)	0.1	$213k	NEW	2.2k	97.35	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.1	$212k	NEW	5.3k	39.68	View chart
Ge Aerospace Com New (GE)	0.1	$207k	NEW	555.00	373.77	View chart
Boeing Company (BA)	0.1	$207k	NEW	955.00	216.47	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 2026 Q2 filed July 27, 2026
Cedar Point Capital Partners 2026 Q1 filed May 6, 2026
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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