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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, VO, DFUS, JCPB, and represent 34.44% of Cedar Point Capital Partners's stock portfolio.
Added to shares of these 10 stocks: VO (+$11M), XLRE (+$5.8M), SPHY, CGMU, DFAE, VNQ, MGK, CGXU, DFUS, ONEQ.
Started 8 new stock positions in VO, SPYM, SPHY, XOM, CGMU, XLRE, VNQ, DFAE.
Reduced shares in these 10 stocks: VFQY (-$10M), FLDR (-$6.3M), YLD, SMMU, JMUB, HMOP, JPEM, FLSP, GLDM, DFIV.
Sold out of its positions in FLDR, PRF, EFA, YLD, VFQY, VONG.
Cedar Point Capital Partners was a net seller of stock by $-1.5M.
Cedar Point Capital Partners has $154M in assets under management (AUM), dropping by -1.71%.
Central Index Key (CIK): 0001954337

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Portfolio Holdings for Cedar Point Capital Partners

Cedar Point Capital Partners holds 71 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Fundamental Us L (FNDX)	7.4	$11M		411k	27.85	View chart
Vanguard World Mega Grwth Ind (MGK)	6.9	$11M	+4%	29k	367.44	View chart
Vanguard Index Fds Mid Cap Etf (VO)	6.8	$11M	NEW	37k	287.18	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	6.8	$10M	+3%	147k	70.91	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	6.4	$9.9M	+2%	211k	47.08	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	5.4	$8.3M		117k	71.13	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	5.4	$8.3M	-6%	157k	52.78	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.4	$6.7M	+2%	124k	54.05	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	3.8	$5.8M	NEW	142k	40.83	View chart
World Gold Tr Spdr Gld Minis (GLDM)	3.7	$5.7M	-14%	61k	92.69	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	2.8	$4.4M	+5%	63k	69.40	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	2.8	$4.4M	+6%	52k	84.91	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	2.5	$3.9M	+5%	31k	125.13	View chart
Spdr Series Trust State Street Spd (SPHY)	2.1	$3.2M	NEW	136k	23.32	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.1	$3.2M	+2%	40k	79.27	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	1.9	$2.9M	+3%	42k	69.90	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	1.7	$2.6M	+15%	87k	29.49	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	1.6	$2.5M	NEW	92k	27.15	View chart
Vanguard Wellington Us Multifactor (VFMF)	1.6	$2.4M	+9%	16k	155.08	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.6	$2.4M	+9%	46k	52.19	View chart
Ishares Gold Tr Shares Represent (IAUM)	1.5	$2.4M	+6%	51k	46.70	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	1.3	$2.0M	+8%	61k	32.43	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.1	$1.7M	NEW	51k	33.86	View chart
Apple (AAPL)	1.1	$1.7M		6.7k	253.79	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.9	$1.4M	NEW	16k	88.70	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$1.4M	+11%	2.8k	479.20	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.8	$1.3M		32k	38.86	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.7	$1.1M	+3%	13k	82.75	View chart
NVIDIA Corporation (NVDA)	0.7	$1.1M	+3%	6.1k	174.40	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.7	$1.0M	+14%	42k	24.79	View chart
Deere & Company (DE)	0.6	$979k		1.7k	563.30	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$968k	+3%	9.7k	99.27	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.6	$962k	+3%	21k	45.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$874k	-6%	2.7k	320.81	View chart
Microsoft Corporation (MSFT)	0.5	$832k	+2%	2.2k	370.17	View chart
Ishares Tr Morningstar Valu (ILCV)	0.5	$753k		8.1k	93.14	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.5	$747k	+2%	7.8k	95.48	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.4	$671k	-14%	15k	44.72	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.4	$653k	+2%	14k	45.65	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.4	$652k	-67%	11k	62.13	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.4	$615k	+2%	12k	49.50	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.4	$585k	+7%	12k	50.49	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.4	$576k	-79%	11k	50.45	View chart
Spdr Series Trust State Street Spd (SPSB)	0.4	$575k	+4%	19k	30.07	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.3	$535k	-80%	11k	49.99	View chart
Archer Daniels Midland Company (ADM)	0.3	$478k		6.6k	72.69	View chart
Franklin Templeton Etf Tr Systmtc Styl Pre (FLSP)	0.3	$460k	-73%	17k	27.20	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$459k	+5%	1.6k	287.56	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.3	$450k	-78%	12k	38.74	View chart
Meta Platforms Cl A (META)	0.3	$437k	+2%	763.00	572.17	View chart
Rockwell Automation (ROK)	0.3	$407k		1.1k	358.88	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$380k		1.5k	261.92	View chart
Ishares Tr Faln Angls Usd (FALN)	0.2	$373k	+5%	14k	26.72	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$365k	+10%	1.9k	196.20	View chart
Amazon (AMZN)	0.2	$342k	+7%	1.6k	208.27	View chart
Coca-Cola Company (KO)	0.2	$339k		4.5k	76.05	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$325k	+42%	2.9k	111.37	View chart
Costco Wholesale Corporation (COST)	0.2	$294k		295.00	996.43	View chart
Nextera Energy (NEE)	0.2	$293k	-8%	3.2k	92.88	View chart
Cdw (CDW)	0.2	$289k		2.4k	121.02	View chart
Tesla Motors (TSLA)	0.2	$267k	+8%	719.00	371.75	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$266k		407.00	653.21	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$264k	-38%	4.1k	64.08	View chart
Wells Fargo & Company (WFC)	0.2	$263k		3.3k	79.61	View chart
Eli Lilly & Co. (LLY)	0.2	$253k	+14%	275.00	919.77	View chart
Alliant Energy Corporation (LNT)	0.2	$253k	-5%	3.5k	71.76	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$252k		7.4k	33.97	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$242k		405.00	597.55	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$229k	NEW	3.0k	76.54	View chart
Exxon Mobil Corporation (XOM)	0.1	$227k	NEW	1.3k	169.66	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$222k	-3%	385.00	577.18	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 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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