Cedar Point Capital Partners, LLC Top Holdings and 13F Report (2025) About Cedar Point Capital Partners, LLCInvestment ActivityCedar Point Capital Partners, LLC has $152.52 million in total holdings as of September 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 3.28% of the portfolio was purchased this quarter.About 2.07% of the portfolio was sold this quarter.This quarter, Cedar Point Capital Partners, LLC has purchased 66 new stocks and bought additional shares in 36 stocks.Cedar Point Capital Partners, LLC sold shares of 17 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Mega Cap Growth ETF $12,228,457Schwab Fundamental U.S. Large Company ETF $11,145,702Dimensional U.S. Equity ETF $10,904,660Vanguard U.S. Quality Factor ETF $10,400,866JPMorgan Core Plus Bond ETF $9,367,339 Largest New Holdings this Quarter 41653L503 - Hartford Municipal Opportunities ETF $2,473,972 Holding88160R101 - Tesla $227,697 Holding922908363 - Vanguard S&P 500 ETF $203,311 Holding Largest Purchases this Quarter Hartford Municipal Opportunities ETF 63,484 shares (about $2.47M)Tesla 512 shares (about $227.70K)Vanguard S&P 500 ETF 332 shares (about $203.31K)Schwab Fundamental U.S. Large Company ETF 5,833 shares (about $153.41K)Fidelity Low Duration Bond Factor ETF 3,049 shares (about $153.06K) Largest Sales this Quarter Vanguard Mega Cap Growth ETF 212 shares (about $85.31K)NVIDIA 370 shares (about $69.03K)Fidelity NASDAQ Composite Index ETF 478 shares (about $42.60K)Berkshire Hathaway 84 shares (about $42.23K)Apple 141 shares (about $35.90K) 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$12,228,457$85,314 ▼-0.7%30,3878.0%ETFFNDXSchwab Fundamental U.S. Large Company ETF$11,145,702$153,408 ▲1.4%423,7917.3%ETFDFUSDimensional U.S. Equity ETF$10,904,660$55,054 ▲0.5%150,5347.1%ETFVFQYVanguard U.S. Quality Factor ETF$10,400,866$141,622 ▲1.4%68,9616.8%ETFJCPBJPMorgan Core Plus Bond ETF$9,367,339$137,895 ▲1.5%197,0006.1%ETFDFASDimensional U.S. Small Cap ETF$8,227,376$81,262 ▲1.0%120,1785.4%ETFDFIVDimensional International Value ETF$8,157,099$104,139 ▲1.3%176,8675.3%ETFVWOVanguard FTSE Emerging Markets ETF$6,809,734$47,570 ▲0.7%125,6874.5%ETFGLDMSPDR Gold MiniShares Trust$6,193,521$49,693 ▲0.8%81,0144.1%FinanceFLDRFidelity Low Duration Bond Factor ETF$6,036,104$153,060 ▲2.6%120,2414.0%ETFONEQFidelity NASDAQ Composite Index ETF$4,016,198$42,604 ▼-1.0%45,0602.6%ETFFVALFidelity Value Factor ETF$3,964,571$102,479 ▲2.7%57,5662.6%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$3,543,226$80,774 ▲2.3%27,1972.3%ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$3,189,096$53,604 ▲1.7%63,0632.1%ETFJMUBJPMorgan Municipal ETF$3,100,019$27,102 ▲0.9%61,4232.0%ETFYLDPrincipal Active High Yield ETF$3,047,363$33,141 ▲1.1%156,6832.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$3,000,164$44,121 ▲1.5%37,5352.0%ETFHMOPHartford Municipal Opportunities ETF$2,473,972$2,473,972 ▲New Holding63,4841.6%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$2,440,901$148,789 ▲6.5%46,6891.6%ETFPXFInvesco RAFI Developed Markets ex-U.S. ETF$2,244,512$41,844 ▲1.9%36,6901.5%ETFVIGIVanguard International Dividend Appreciation ETF$2,172,969$78,195 ▲3.7%24,2601.4%ETFVFMFVanguard US Multifactor ETF$1,739,801$24,382 ▲1.4%12,0591.1%ETFJPEMJPMorgan Diversified Return Emerging Markets Equity ETF$1,731,291$71,562 ▲4.3%29,3461.1%ETFAAPLApple$1,693,290$35,903 ▼-2.1%6,6501.1%Computer and TechnologyIAUMiShares Gold Trust Micro$1,488,025$85,701 ▲6.1%38,6501.0%FinanceFNDASchwab Fundamental U.S. Small Company ETF$1,435,542$76,030 ▲5.6%46,0700.9%ETFFLSPFranklin Systematic Style Premia ETF$1,417,070$118,757 ▲9.1%53,4340.9%ETFDFACDimensional U.S. Core Equity 2 ETF$1,244,8090.0%32,2740.8%ETFBRK.BBerkshire Hathaway$1,176,412$42,230 ▼-3.5%2,3400.8%FinanceMSFTMicrosoft$1,122,398$9,323 ▼-0.8%2,1670.7%Computer and TechnologyNVDANVIDIA$1,077,500$69,035 ▼-6.0%5,7750.7%Computer and TechnologyFLMIFranklin Dynamic Municipal Bond ETF$979,134$43,694 ▲4.7%39,5290.6%ETFVTIVanguard Total Stock Market ETF$972,040$3,282 ▼-0.3%2,9620.6%ETFFBNDFidelity Total Bond ETF$971,280$13,502 ▲1.4%21,0050.6%ETFILCGiShares Morningstar Growth ETF$893,670$3,025 ▲0.3%8,5680.6%ETFFSMDFidelity Small-Mid Multifactor ETF$808,040$21,081 ▲2.7%18,3600.5%ETFILCViShares Morningstar Value ETF$805,528$15,484 ▲2.0%8,9480.5%ETFDEDeere & Company$757,2230.0%1,6560.5%IndustrialsSPDWSPDR Portfolio Developed World ex-US ETF$684,770$24,947 ▲3.8%16,0030.4%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$556,631$3,558 ▲0.6%10,9510.4%ManufacturingMETAMeta Platforms$553,029$2,938 ▼-0.5%7530.4%Computer and TechnologyCDWCDW$430,2160.0%2,7010.3%Computer and TechnologyVBVanguard Small-Cap ETF$404,560$2,797 ▼-0.7%1,5910.3%ETFROKRockwell Automation$396,3680.0%1,1340.3%Computer and TechnologyADMArcher Daniels Midland$392,5520.0%6,5710.3%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$391,098$20,433 ▼-5.0%6,5270.3%ETFGOOGLAlphabet$356,385$1,945 ▲0.5%1,4660.2%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$349,814$12,196 ▲3.6%4,1590.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$345,261$13,534 ▲4.1%3,4440.2%FinanceVTVVanguard Value ETF$336,615$3,543 ▲1.1%1,8050.2%ETFAMZNAmazon.com$334,406$23,055 ▼-6.4%1,5230.2%Retail/WholesaleVONGVanguard Russell 1000 Growth ETF$327,158$25,185 ▼-7.1%2,7150.2%ETFPRFInvesco RAFI US 1000 ETF$309,418$6,601 ▼-2.1%6,8440.2%ETFIVViShares Core S&P 500 ETF$301,8550.0%4510.2%ETFKOCocaCola$295,456$7,627 ▼-2.5%4,4550.2%Consumer StaplesQQQInvesco QQQ$285,176$5,403 ▼-1.9%4750.2%FinancePULSPGIM Ultra Short Bond ETF$279,397$11,810 ▲4.4%5,6070.2%ETFWFCWells Fargo & Company$278,870$2,096 ▼-0.7%3,3270.2%FinanceSPSBSPDR Portfolio Short Term Corporate Bond ETF$274,610$13,328 ▲5.1%9,0660.2%ETFNEENextEra Energy$259,535$31,328 ▼-10.8%3,4380.2%UtilitiesEFAiShares MSCI EAFE ETF$253,9030.0%2,7190.2%FinanceLNTAlliant Energy$241,8680.0%3,5880.2%UtilitiesCOSTCostco Wholesale$237,8870.0%2570.2%Retail/WholesaleDFAXDimensional World ex U.S. Core Equity 2 ETF$232,8400.0%7,4200.2%ETFTSLATesla$227,697$227,697 ▲New Holding5120.1%Auto/Tires/TrucksVOOVanguard S&P 500 ETF$203,311$203,311 ▲New Holding3320.1%ETFMUBiShares National Muni Bond ETF$0$2,527,058 ▼-100.0%00.0%ETFEEMViShares MSCI Emerging Markets Min Vol Factor ETF$0$200,584 ▼-100.0%00.0%ETFTPICTPI Composites$0$17,186 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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