Cedar Point Capital Partners, LLC Top Holdings and 13F Report (2025) About Cedar Point Capital Partners, LLCInvestment ActivityCedar Point Capital Partners, LLC has $141.77 million in total holdings as of June 30, 2025.Cedar Point Capital Partners, LLC owns shares of 66 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 3.41% of the portfolio was purchased this quarter.About 14.95% of the portfolio was sold this quarter.This quarter, Cedar Point Capital Partners, LLC has purchased 62 new stocks and bought additional shares in 22 stocks.Cedar Point Capital Partners, LLC sold shares of 35 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Mega Cap Growth ETF $11,204,308Schwab Fundamental U.S. Large Company ETF $10,256,701Dimensional U.S. Equity ETF $10,037,870Vanguard U.S. Quality Factor ETF $9,776,120JPMorgan Core Plus Bond ETF $9,134,327 Largest New Holdings this Quarter 35473P546 - Franklin Systematic Style Premia ETF $1,179,840 Holding25434V708 - Dimensional U.S. Core Equity 2 ETF $1,156,701 Holding12514G108 - CDW $482,372 Holding464287465 - iShares MSCI EAFE ETF $243,080 Holding25434V880 - Dimensional World ex U.S. Core Equity 2 ETF $217,926 Holding Largest Purchases this Quarter Franklin Systematic Style Premia ETF 48,956 shares (about $1.18M)Dimensional U.S. Core Equity 2 ETF 32,274 shares (about $1.16M)CDW 2,701 shares (about $482.37K)iShares MSCI EAFE ETF 2,719 shares (about $243.08K)Dimensional World ex U.S. Core Equity 2 ETF 7,420 shares (about $217.93K) Largest Sales this Quarter JPMorgan Core Plus Bond ETF 46,686 shares (about $2.20M)Fidelity Low Duration Bond Factor ETF 33,724 shares (about $1.69M)SPDR Gold MiniShares Trust 23,376 shares (about $1.53M)Dimensional International Value ETF 32,196 shares (about $1.38M)Vanguard Short-Term Corporate Bond ETF 11,478 shares (about $912.49K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCedar Point Capital Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMGKVanguard Mega Cap Growth ETF$11,204,308$511,167 ▼-4.4%30,5997.9%ETFFNDXSchwab Fundamental U.S. Large Company ETF$10,256,701$561,549 ▼-5.2%417,9587.2%ETFDFUSDimensional U.S. Equity ETF$10,037,870$517,797 ▼-4.9%149,7747.1%ETFVFQYVanguard U.S. Quality Factor ETF$9,776,120$222,910 ▼-2.2%68,0226.9%ETFJCPBJPMorgan Core Plus Bond ETF$9,134,327$2,197,039 ▼-19.4%194,1006.4%ETFDFASDimensional U.S. Small Cap ETF$7,580,897$24,465 ▲0.3%118,9915.3%ETFDFIVDimensional International Value ETF$7,478,493$1,378,953 ▼-15.6%174,6095.3%ETFVWOVanguard FTSE Emerging Markets ETF$6,173,068$630,666 ▼-9.3%124,8094.4%ETFFLDRFidelity Low Duration Bond Factor ETF$5,867,827$1,688,567 ▼-22.3%117,1924.1%ETFGLDMSPDR Gold MiniShares Trust$5,265,450$1,531,596 ▼-22.5%80,3643.7%FinanceONEQFidelity NASDAQ Composite Index ETF$3,647,594$145,542 ▲4.2%45,5382.6%ETFFVALFidelity Value Factor ETF$3,581,702$200,360 ▲5.9%56,0782.5%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$3,225,917$135,339 ▲4.4%26,5772.3%ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$3,110,691$240,766 ▼-7.2%62,0032.2%ETFJMUBJPMorgan Municipal ETF$3,022,382$213,204 ▼-6.6%60,8862.1%ETFYLDPrincipal Active High Yield ETF$3,001,943$810,557 ▼-21.3%154,9792.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,940,113$912,490 ▼-23.7%36,9832.1%ETFMUBiShares National Muni Bond ETF$2,527,058$38,449 ▼-1.5%24,1871.8%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$2,251,777$110,219 ▼-4.7%43,8431.6%ETFVIGIVanguard International Dividend Appreciation ETF$2,107,637$93,094 ▲4.6%23,3871.5%ETFPXFInvesco RAFI Developed Markets ex-U.S. ETF$2,067,465$92,963 ▲4.7%36,0061.5%ETFVFMFVanguard US Multifactor ETF$1,599,177$203,495 ▲14.6%11,8901.1%ETFJPEMJPMorgan Diversified Return Emerging Markets Equity ETF$1,587,062$108,990 ▲7.4%28,1331.1%ETFAAPLApple$1,393,310$1,231 ▼-0.1%6,7911.0%Computer and TechnologyFNDASchwab Fundamental U.S. Small Company ETF$1,250,000$75,063 ▲6.4%43,6300.9%ETFIAUMiShares Gold Trust Micro$1,201,628$140,372 ▲13.2%36,4240.8%FinanceFLSPFranklin Systematic Style Premia ETF$1,179,840$1,179,840 ▲New Holding48,9560.8%ETFBRK.BBerkshire Hathaway$1,177,507$53,435 ▲4.8%2,4240.8%FinanceDFACDimensional U.S. Core Equity 2 ETF$1,156,701$1,156,701 ▲New Holding32,2740.8%ETFMSFTMicrosoft$1,086,841$115,399 ▼-9.6%2,1850.8%Computer and TechnologyNVDANVIDIA$970,849$1,580 ▲0.2%6,1450.7%Computer and TechnologyFBNDFidelity Total Bond ETF$947,606$617,021 ▼-39.4%20,7130.7%ETFFLMIFranklin Dynamic Municipal Bond ETF$916,179$31,320 ▼-3.3%37,7650.6%ETFVTIVanguard Total Stock Market ETF$903,280$5,167 ▼-0.6%2,9720.6%ETFDEDeere & Company$842,060$22,882 ▲2.8%1,6560.6%IndustrialsILCGiShares Morningstar Growth ETF$827,454$28,586 ▼-3.3%8,5390.6%ETFFSMDFidelity Small-Mid Multifactor ETF$741,539$52,709 ▼-6.6%17,8810.5%ETFILCViShares Morningstar Value ETF$731,855$10,924 ▼-1.5%8,7760.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$624,357$48,953 ▼-7.3%15,4200.4%ETFMETAMeta Platforms$558,775$3,691 ▲0.7%7570.4%Computer and TechnologySLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$550,469$602,577 ▼-52.3%10,8810.4%ManufacturingCDWCDW$482,372$482,372 ▲New Holding2,7010.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$391,545$43,613 ▼-10.0%6,8680.3%ETFVBVanguard Small-Cap ETF$379,642$2,844 ▼-0.7%1,6020.3%ETFROKRockwell Automation$376,681$4,983 ▲1.3%1,1340.3%Computer and TechnologyAMZNAmazon.com$357,167$23,255 ▲7.0%1,6280.3%Retail/WholesaleADMArcher Daniels Midland$346,8180.0%6,5710.2%Consumer StaplesVCITVanguard Intermediate-Term Corporate Bond ETF$332,841$1,990 ▼-0.6%4,0140.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$328,253$25,494 ▼-7.2%3,3090.2%FinanceKOCocaCola$323,328$425 ▼-0.1%4,5700.2%Consumer StaplesVONGVanguard Russell 1000 Growth ETF$319,301$31,886 ▼-9.1%2,9240.2%ETFVTVVanguard Value ETF$315,658$1,237 ▲0.4%1,7860.2%ETFPRFInvesco RAFI US 1000 ETF$295,468$52,669 ▼-15.1%6,9900.2%ETFIVViShares Core S&P 500 ETF$280,0260.0%4510.2%ETFWFCWells Fargo & Company$268,563$1,602 ▲0.6%3,3520.2%FinanceNEENextEra Energy$267,476$58,591 ▼-18.0%3,8530.2%UtilitiesPULSPGIM Ultra Short Bond ETF$267,212$18,461 ▼-6.5%5,3700.2%ETFQQQInvesco QQQ$266,994$14,343 ▼-5.1%4840.2%FinanceSPSBSPDR Portfolio Short Term Corporate Bond ETF$260,419$7,397 ▲2.9%8,6260.2%ETFGOOGLAlphabet$256,944$6,168 ▲2.5%1,4580.2%Computer and TechnologyCOSTCostco Wholesale$254,415$1,980 ▲0.8%2570.2%Retail/WholesaleEFAiShares MSCI EAFE ETF$243,080$243,080 ▲New Holding2,7190.2%FinanceDFAXDimensional World ex U.S. Core Equity 2 ETF$217,926$217,926 ▲New Holding7,4200.2%ETFLNTAlliant Energy$216,967$605 ▲0.3%3,5880.2%UtilitiesEEMViShares MSCI Emerging Markets Min Vol Factor ETF$200,584$200,584 ▲New Holding3,1940.1%ETFTPICTPI Composites$17,1860.0%20,0000.0%IndustrialsEFGiShares MSCI EAFE Growth ETF$0$7,480,467 ▼-100.0%00.0%ETFHYDBiShares High Yield Systematic Bond ETF$0$379,653 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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