Cedar Point Capital Partners, LLC Top Holdings and 13F Report (2025) About Cedar Point Capital Partners, LLCInvestment ActivityCedar Point Capital Partners, LLC has $148.95 million in total holdings as of March 31, 2025.Cedar Point Capital Partners, LLC owns shares of 62 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 1.65% of the portfolio was purchased this quarter.About 0.16% of the portfolio was sold this quarter.This quarter, Cedar Point Capital Partners, LLC has purchased 62 new stocks and bought additional shares in 50 stocks.Cedar Point Capital Partners, LLC sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings JPMorgan Core Plus Bond ETF $11,326,561Schwab Fundamental U.S. Large Company Index ETF $10,408,266Vanguard Mega Cap Growth ETF $9,882,539Dimensional U.S. Equity ETF $9,525,621Vanguard U.S. Quality Factor ETF $9,298,690 Largest Purchases this Quarter Vanguard U.S. Quality Factor ETF 1,332 shares (about $178.03K)Dimensional U.S. Small Cap ETF 2,840 shares (about $169.69K)iShares Gold Trust Micro 5,213 shares (about $162.49K)Schwab Fundamental U.S. Large Company Index ETF 6,573 shares (about $155.19K)Dimensional U.S. Equity ETF 2,253 shares (about $136.26K) Largest Sales this Quarter SPDR Gold MiniShares Trust 1,503 shares (about $93.02K)NextEra Energy 1,094 shares (about $77.55K)Microsoft 106 shares (about $39.79K)Vanguard Total Stock Market ETF 77 shares (about $21.16K)Alliant Energy 84 shares (about $5.41K) 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 PortfolioSectorJCPBJPMorgan Core Plus Bond ETF$11,326,561$122,257 ▲1.1%240,7867.6%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$10,408,266$155,189 ▲1.5%440,8417.0%ETFMGKVanguard Mega Cap Growth ETF$9,882,539$134,980 ▲1.4%31,9956.6%ETFDFUSDimensional U.S. Equity ETF$9,525,621$136,262 ▲1.5%157,5006.4%ETFVFQYVanguard U.S. Quality Factor ETF$9,298,690$178,027 ▲2.0%69,5736.2%ETFDFIVDimensional International Value ETF$8,139,842$6,770 ▲0.1%206,8055.5%ETFFLDRFidelity Low Duration Bond Factor ETF$7,563,934$16,941 ▲0.2%150,9165.1%ETFEFGiShares MSCI EAFE Growth ETF$7,480,467$102,800 ▲1.4%74,8055.0%ETFDFASDimensional U.S. Small Cap ETF$7,086,790$169,691 ▲2.5%118,6074.8%ETFGLDMSPDR Gold MiniShares Trust$6,420,469$93,021 ▼-1.4%103,7404.3%FinanceVWOVanguard FTSE Emerging Markets ETF$6,225,948$88,619 ▲1.4%137,5604.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$3,825,495$2,368 ▼-0.1%48,4612.6%ETFYLDPrincipal Active High Yield ETF$3,749,511$12,363 ▲0.3%196,8252.5%ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$3,341,437$91,186 ▲2.8%66,8022.2%ETFJMUBJPMorgan Municipal ETF$3,259,050$72,050 ▲2.3%65,1812.2%ETFFVALFidelity Value Factor ETF$3,154,755$39,747 ▲1.3%52,9412.1%ETFONEQFidelity NASDAQ Composite Index ETF$2,975,871$37,300 ▲1.3%43,7212.0%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$2,802,857$48,986 ▲1.8%25,4621.9%ETFMUBiShares National Muni Bond ETF$2,589,080$75,601 ▲3.0%24,5551.7%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$2,370,733$75,572 ▲3.3%45,9891.6%ETFVIGIVanguard International Dividend Appreciation ETF$1,854,041$63,532 ▲3.5%22,3541.2%ETFPXFInvesco FTSE RAFI Developed Markets ex-U.S. ETF$1,787,781$65,299 ▲3.8%34,3871.2%ETFFBNDFidelity Total Bond ETF$1,561,224$2,785 ▲0.2%34,2001.0%ETFAAPLApple$1,509,818$1,777 ▼-0.1%6,7971.0%Computer and TechnologyJPEMJPMorgan Diversified Return Emerging Markets Equity ETF$1,381,338$35,165 ▲2.6%26,2010.9%ETFVFMFVanguard US Multifactor ETF$1,310,717$62,776 ▲5.0%10,3770.9%ETFBRK.BBerkshire Hathaway$1,232,391$19,173 ▲1.6%2,3140.8%FinanceSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$1,145,968$2,564 ▲0.2%22,7920.8%ManufacturingFNDASchwab Fundamental U.S. Small Company Index ETF$1,123,264$45,194 ▲4.2%41,0100.8%ETFIAUMiShares Gold Trust Micro$1,002,708$162,489 ▲19.3%32,1690.7%FinanceFLMIFranklin Dynamic Municipal Bond ETF$954,529$16,937 ▲1.8%39,0560.6%ETFMSFTMicrosoft$907,318$39,791 ▼-4.2%2,4170.6%Computer and TechnologyVTIVanguard Total Stock Market ETF$821,497$21,163 ▼-2.5%2,9890.6%ETFDEDeere & Company$756,123$4,694 ▲0.6%1,6110.5%IndustrialsFSMDFidelity Small-Mid Multifactor ETF$750,004$32,503 ▲4.5%19,1520.5%ETFILCViShares Morningstar Value ETF$725,496$4,154 ▲0.6%8,9070.5%ETFILCGiShares Morningstar Growth ETF$715,486$6,803 ▲1.0%8,8340.5%ETFNVDANVIDIA$664,912$11,813 ▲1.8%6,1350.4%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$605,455$13,799 ▲2.3%16,6290.4%ETFMETAMeta Platforms$433,455$9,222 ▲2.2%7520.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$387,986$14,080 ▲3.8%7,6330.3%ETFHYDBiShares High Yield Bond Factor ETF$379,653$848 ▼-0.2%8,0620.3%ETFVBVanguard Small-Cap ETF$357,905$32,154 ▲9.9%1,6140.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$352,749$40,162 ▲12.8%3,5660.2%FinanceNEENextEra Energy$332,971$77,554 ▼-18.9%4,6970.2%UtilitiesPRFInvesco FTSE RAFI US 1000 ETF$332,817$18,387 ▲5.8%8,2360.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$330,147$36,792 ▲12.5%4,0380.2%ETFKOCoca-Cola$327,734$215 ▲0.1%4,5760.2%Consumer StaplesADMArcher-Daniels-Midland$315,4740.0%6,5710.2%Consumer StaplesVTVVanguard Value ETF$307,305$6,910 ▲2.3%1,7790.2%ETFVONGVanguard Russell 1000 Growth ETF$298,413$17,537 ▲6.2%3,2160.2%ETFAMZNAmazon.com$289,576$26,827 ▲10.2%1,5220.2%Retail/WholesaleROKRockwell Automation$289,128$775 ▲0.3%1,1190.2%Computer and TechnologyPULSPGIM Ultra Short Bond ETF$285,500$43,812 ▲18.1%5,7410.2%ETFIVViShares Core S&P 500 ETF$253,4170.0%4510.2%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$252,269$31,906 ▲14.5%8,3810.2%ETFCOSTCostco Wholesale$241,174$4,729 ▲2.0%2550.2%Retail/WholesaleWFCWells Fargo & Company$239,2050.0%3,3320.2%FinanceQQQInvesco QQQ$239,150$30,949 ▲14.9%5100.2%FinanceLNTAlliant Energy$230,245$5,405 ▼-2.3%3,5780.2%UtilitiesGOOGLAlphabet$220,053$26,598 ▲13.7%1,4230.1%Computer and TechnologyTPICTPI Composites$16,1200.0%20,0000.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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