Cedar Point Capital Partners

Cedar Point Capital Partners as of Sept. 30, 2025

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