Cedar Point Capital Partners

Cedar Point Capital Partners as of March 31, 2026

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