Cedar Point Capital Partners

Cedar Point Capital Partners as of Dec. 31, 2025

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