Cedar Point Capital Partners, LLC Top Holdings and 13F Report (2026) About Cedar Point Capital Partners, LLCInvestment ActivityCedar Point Capital Partners, LLC has $153.96 million in total holdings as of March 31, 2026.Cedar Point Capital Partners, LLC owns shares of 71 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 19.40% of the portfolio was purchased this quarter.About 20.39% of the portfolio was sold this quarter.This quarter, Cedar Point Capital Partners, LLC has purchased 69 new stocks and bought additional shares in 39 stocks.Cedar Point Capital Partners, LLC sold shares of 15 stocks and completely divested from 6 stocks this quarter.Largest Holdings Schwab Fundamental U.S. Large Company ETF $11,448,678Vanguard Mega Cap Growth ETF $10,676,462Vanguard Mid-Cap ETF $10,538,617Dimensional U.S. Equity ETF $10,424,293JPMorgan Core Plus Bond ETF $9,928,166 Largest New Holdings this Quarter 922908629 - Vanguard Mid-Cap ETF $10,538,617 Holding81369Y860 - Real Estate Select Sector SPDR Fund $5,797,212 Holding78468R606 - SPDR Portfolio High Yield Bond ETF $3,169,237 Holding14020Y201 - Capital Group Municipal Income ETF $2,493,511 Holding25434V302 - Dimensional Emerging Core Equity Market ETF $1,717,583 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 36,697 shares (about $10.54M)Real Estate Select Sector SPDR Fund 141,984 shares (about $5.80M)SPDR Portfolio High Yield Bond ETF 135,902 shares (about $3.17M)Capital Group Municipal Income ETF 91,842 shares (about $2.49M)Dimensional Emerging Core Equity Market ETF 50,726 shares (about $1.72M) Largest Sales this Quarter PIMCO Short Term Municipal Bond Exchange-Traded Fund 44,966 shares (about $2.27M)JPMorgan Municipal ETF 44,822 shares (about $2.24M)Hartford Municipal Opportunities ETF 42,574 shares (about $1.65M)JPMorgan Diversified Return Emerging Markets Equity ETF 21,989 shares (about $1.37M)Franklin Systematic Style Premia ETF 46,696 shares (about $1.27M) 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 PortfolioSectorFNDXSchwab Fundamental U.S. Large Company ETF$11,448,678$128,583 ▲1.1%411,0847.4%ETFMGKVanguard Mega Cap Growth ETF$10,676,462$489,068 ▲4.8%29,0566.9%ETFVOVanguard Mid-Cap ETF$10,538,617$10,538,617 ▲New Holding36,6976.8%ETFDFUSDimensional U.S. Equity ETF$10,424,293$333,632 ▲3.3%147,0076.8%ETFJCPBJPMorgan Core Plus Bond ETF$9,928,166$259,975 ▲2.7%210,8796.4%ETFDFASDimensional U.S. Small Cap ETF$8,306,540$72,268 ▲0.9%116,7805.4%ETFDFIVDimensional International Value ETF$8,291,469$615,414 ▼-6.9%157,0955.4%ETFVWOVanguard FTSE Emerging Markets ETF$6,721,413$194,689 ▲3.0%124,3554.4%ETFXLREReal Estate Select Sector SPDR Fund$5,797,212$5,797,212 ▲New Holding141,9843.8%ETFGLDMSPDR Gold MiniShares Trust$5,662,989$993,637 ▼-14.9%61,0963.7%FinanceFVALFidelity Value Factor ETF$4,387,052$219,373 ▲5.3%63,2142.8%ETFONEQFidelity NASDAQ Composite Index ETF$4,386,791$271,627 ▲6.6%51,6642.8%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$3,919,072$219,228 ▲5.9%31,3202.5%ETFSPHYSPDR Portfolio High Yield Bond ETF$3,169,237$3,169,237 ▲New Holding135,9022.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$3,166,295$88,941 ▲2.9%39,9432.1%ETFPXFInvesco RAFI Developed Markets ex-U.S. ETF$2,946,845$111,141 ▲3.9%42,1581.9%ETFCGXUCapital Group International Focus Equity ETF$2,574,419$352,966 ▲15.9%87,2981.7%ETFCGMUCapital Group Municipal Income ETF$2,493,511$2,493,511 ▲New Holding91,8421.6%ETFVFMFVanguard US Multifactor ETF$2,402,888$213,849 ▲9.8%15,4951.6%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$2,391,242$213,092 ▲9.8%45,8181.6%ETFIAUMiShares Gold Trust Micro$2,377,311$149,674 ▲6.7%50,9061.5%FinanceFNDASchwab Fundamental U.S. Small Company ETF$1,962,599$158,194 ▲8.8%60,5181.3%ETFDFAEDimensional Emerging Core Equity Market ETF$1,717,583$1,717,583 ▲New Holding50,7261.1%ETFAAPLApple$1,689,988$6,091 ▼-0.4%6,6591.1%Computer and TechnologyVNQVanguard Real Estate ETF$1,391,171$1,391,171 ▲New Holding15,6840.9%ETFBRK.BBerkshire Hathaway$1,361,408$144,239 ▲11.9%2,8410.9%FinanceDFACDimensional U.S. Core Equity 2 ETF$1,254,1680.0%32,2740.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,075,088$37,900 ▲3.7%12,9920.7%ETFNVDANVIDIA$1,064,015$36,798 ▲3.6%6,1010.7%Computer and TechnologyFLMIFranklin Dynamic Municipal Bond ETF$1,027,967$127,123 ▲14.1%41,4670.7%ETFDEDeere & Company$979,016$11,266 ▲1.2%1,7380.6%IndustrialsAGGiShares Core U.S. Aggregate Bond ETF$967,486$34,546 ▲3.7%9,7460.6%FinanceFBNDFidelity Total Bond ETF$961,856$35,128 ▲3.8%21,0840.6%ETFVTIVanguard Total Stock Market ETF$873,887$57,425 ▼-6.2%2,7240.6%ETFMSFTMicrosoft$832,143$20,359 ▲2.5%2,2480.5%Computer and TechnologyILCViShares Morningstar Value ETF$753,072$9,035 ▲1.2%8,0850.5%ETFILCGiShares Morningstar Growth ETF$746,871$19,097 ▲2.6%7,8220.5%ETFFSMDFidelity Small-Mid Multifactor ETF$670,641$114,531 ▼-14.6%14,9960.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$652,854$13,558 ▲2.1%14,3010.4%ETFJPEMJPMorgan Diversified Return Emerging Markets Equity ETF$651,771$1,366,104 ▼-67.7%10,4910.4%ETFPULSPGIM Ultra Short Bond ETF$614,889$16,484 ▲2.8%12,4220.4%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$584,674$38,473 ▲7.0%11,5800.4%ManufacturingSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$576,190$2,268,537 ▼-79.7%11,4210.4%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$574,969$23,815 ▲4.3%19,1210.4%ETFJMUBJPMorgan Municipal ETF$534,544$2,240,656 ▼-80.7%10,6930.3%ETFADMArcher Daniels Midland$477,6460.0%6,5710.3%Consumer StaplesFLSPFranklin Systematic Style Premia ETF$459,599$1,270,133 ▼-73.4%16,8970.3%ETFGOOGLAlphabet$458,659$25,305 ▲5.8%1,5950.3%Computer and TechnologyHMOPHartford Municipal Opportunities ETF$449,811$1,649,320 ▼-78.6%11,6110.3%ETFMETAMeta Platforms$436,567$11,443 ▲2.7%7630.3%Computer and TechnologyROKRockwell Automation$406,9700.0%1,1340.3%Computer and TechnologyVBVanguard Small-Cap ETF$380,046$4,715 ▼-1.2%1,4510.2%ETFFALNiShares Fallen Angels USD Bond ETF$373,412$18,704 ▲5.3%13,9750.2%ManufacturingVTVVanguard Value ETF$365,325$35,120 ▲10.6%1,8620.2%ETFAMZNAmazon.com$342,396$22,701 ▲7.1%1,6440.2%Retail/WholesaleKOCocaCola$338,8030.0%4,4550.2%Consumer StaplesEFGiShares MSCI EAFE Growth ETF$325,421$97,114 ▲42.5%2,9220.2%ETFCOSTCostco Wholesale$293,947$996 ▲0.3%2950.2%Retail/WholesaleNEENextEra Energy$293,316$26,471 ▼-8.3%3,1580.2%UtilitiesCDWCDW$288,7540.0%2,3860.2%Computer and TechnologyTSLATesla$267,289$20,446 ▲8.3%7190.2%Auto/Tires/TrucksIVViShares Core S&P 500 ETF$265,8570.0%4070.2%ETFVEAVanguard FTSE Developed Markets ETF$264,395$162,059 ▼-38.0%4,1260.2%ETFWFCWells Fargo & Company$263,2710.0%3,3070.2%FinanceLLYEli Lilly and Company$252,937$32,192 ▲14.6%2750.2%MedicalLNTAlliant Energy$252,452$14,352 ▼-5.4%3,5180.2%UtilitiesDFAXDimensional World ex U.S. Core Equity 2 ETF$252,0580.0%7,4200.2%ETFVOOVanguard S&P 500 ETF$242,0080.0%4050.2%ETFSPLGSPDR Portfolio S&P 500 ETF$229,085$229,085 ▲New Holding2,9930.1%ETFXOMExxonMobil$226,497$226,497 ▲New Holding1,3350.1%EnergyQQQInvesco QQQ$222,215$8,658 ▼-3.8%3850.1%FinanceVFQYVanguard U.S. Quality Factor ETF$0$10,299,697 ▼-100.0%00.0%ETFFLDRFidelity Low Duration Bond Factor ETF$0$6,345,433 ▼-100.0%00.0%ETFYLDPrincipal Active High Yield ETF$0$3,061,816 ▼-100.0%00.0%ETFPRFInvesco RAFI US 1000 ETF$0$343,830 ▼-100.0%00.0%ETFVONGVanguard Russell 1000 Growth ETF$0$342,240 ▼-100.0%00.0%ETFEFAiShares MSCI EAFE ETF$0$205,425 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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