Cedar Point Capital Partners, LLC Top Holdings and 13F Report (2026)

About Cedar Point Capital Partners, LLC

Investment Activity

Cedar Point Capital Partners, LLC has $173.83 million in total holdings as of June 30, 2026.
Cedar Point Capital Partners, LLC owns shares of 76 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
Approximately 15.28% of the portfolio was purchased this quarter.
About 0.88% of the portfolio was sold this quarter.
This quarter, Cedar Point Capital Partners, LLC has purchased 71 new stocks and bought additional shares in 48 stocks.
Cedar Point Capital Partners, LLC sold shares of 13 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Schwab Fundamental U.S. Large Company ETF: $13,155,884
Vanguard Mega Cap Growth ETF: $12,956,608
Dimensional U.S. Equity ETF: $12,353,191
Vanguard Mid-Cap ETF: $12,255,449
JPMorgan Core Plus Bond ETF: $10,096,221

Largest New Holdings this Quarter

22788C105 - CrowdStrike: $562,435 Holding
922908736 - Vanguard Growth ETF: $217,073 Holding
74727A104 - QCR: $213,294 Holding
808524730 - Schwab Fundamental Emerging Markets Equity ETF: $211,574 Holding
369604301 - GE Aerospace: $207,444 Holding

Largest Purchases this Quarter

Vanguard Mega Cap Growth ETF: 118,329 shares (about $10.40M)
Vanguard Mid-Cap ETF: 115,412 shares (about $9.30M)
CrowdStrike: 737 shares (about $562.44K)
Dimensional International Value ETF: 7,412 shares (about $400.40K)
Schwab Fundamental U.S. Large Company ETF: 11,935 shares (about $371.18K)

Largest Sales this Quarter

JPMorgan Municipal ETF: 5,813 shares (about $294.46K)
PIMCO Short Term Municipal Bond Exchange-Traded Fund: 5,821 shares (about $293.96K)
Hartford Municipal Opportunities ETF: 6,004 shares (about $235.03K)
Franklin Systematic Style Premia ETF: 6,198 shares (about $171.62K)
Vanguard Total Stock Market ETF: 325 shares (about $120.26K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
FNDX Schwab Fundamental U.S. Large Company ETF	$13,155,884	$371,178 â–²	2.9%	423,019	7.6%	ETF
MGK Vanguard Mega Cap Growth ETF	$12,956,608	$10,402,296 â–²	407.2%	147,385	7.5%	ETF
DFUS Dimensional U.S. Equity ETF	$12,353,191	$307,439 â–²	2.6%	150,759	7.1%	ETF
VO Vanguard Mid-Cap ETF	$12,255,449	$9,298,765 â–²	314.5%	152,109	7.1%	ETF
JCPB JPMorgan Core Plus Bond ETF	$10,096,221	$197,570 â–²	2.0%	215,088	5.8%	ETF
DFAS Dimensional U.S. Small Cap ETF	$9,879,222	$263,570 â–²	2.7%	119,981	5.7%	ETF
DFIV Dimensional International Value ETF	$8,886,691	$400,397 â–²	4.7%	164,507	5.1%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$7,677,960	$255,234 â–²	3.4%	128,631	4.4%	ETF
XLRE Real Estate Select Sector SPDR Fund	$6,344,616	$93,079 â–²	1.5%	144,098	3.6%	ETF
ONEQ Fidelity NASDAQ Composite Index ETF	$5,429,785	$97,027 â–²	1.8%	52,604	3.1%	ETF
GLDM SPDR Gold MiniShares Trust	$5,182,553	$330,308 â–²	6.8%	65,255	3.0%	ETF
FVAL Fidelity Value Factor ETF	$5,076,413	$149,868 â–²	3.0%	65,137	2.9%	ETF
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$4,569,426	$125,431 â–²	2.8%	32,204	2.6%	ETF
PXF Invesco RAFI Developed Markets ex-U.S. ETF	$3,293,215	$104,383 â–²	3.3%	43,538	1.9%	ETF
SPHY SPDR Portfolio High Yield Bond ETF	$3,246,360	$60,827 â–²	1.9%	138,497	1.9%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$3,230,221	$73,499 â–²	2.3%	40,873	1.9%	ETF
CGXU Capital Group International Focus Equity ETF	$3,165,757	$143,500 â–²	4.7%	91,443	1.8%	ETF
VFMF Vanguard US Multifactor ETF	$2,818,425	$76,274 â–²	2.8%	15,926	1.6%	ETF
CGMU Capital Group Municipal Income ETF	$2,784,799	$261,899 â–²	10.4%	101,376	1.6%	ETF
FNDA Schwab Fundamental U.S. Small Company ETF	$2,403,033	$99,717 â–²	4.3%	63,138	1.4%	ETF
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$2,397,035	$12,992 â–¼	-0.5%	45,571	1.4%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$2,242,914	$203,221 â–²	10.0%	55,780	1.3%	ETF
IAUM iShares Gold Trust Micro	$2,150,418	$113,668 â–²	5.6%	53,747	1.2%	ETF
AAPL Apple	$1,922,798	$4,051 â–¼	-0.2%	6,645	1.1%	Technology
VNQ Vanguard Real Estate ETF	$1,772,287	$259,879 â–²	17.2%	18,379	1.0%	ETF
BRK.B Berkshire Hathaway	$1,605,252	$183,643 â–²	12.9%	3,208	0.9%	Finance
DFAC Dimensional U.S. Core Equity 2 ETF	$1,431,675		0.0%	32,274	0.8%	ETF
NVDA NVIDIA	$1,240,759	$20,009 â–²	1.6%	6,201	0.7%	Technology
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$1,131,562	$57,772 â–²	5.4%	13,691	0.7%	ETF
DE Deere & Company	$1,102,466		0.0%	1,738	0.6%	Industrials
FLMI Franklin Dynamic Municipal Bond ETF	$1,075,338	$31,614 â–²	3.0%	42,723	0.6%	ETF
FBND Fidelity Total Bond ETF	$1,011,072	$51,950 â–²	5.4%	22,226	0.6%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$1,002,173	$37,513 â–²	3.9%	10,125	0.6%	ETF
ILCG iShares Morningstar Growth ETF	$936,427	$21,064 â–²	2.3%	8,002	0.5%	ETF
VTI Vanguard Total Stock Market ETF	$887,726	$120,263 â–¼	-11.9%	2,399	0.5%	ETF
ILCV iShares Morningstar Value ETF	$863,011	$44,446 â–²	5.4%	8,524	0.5%	ETF
MSFT Microsoft	$850,113	$11,564 â–²	1.4%	2,279	0.5%	Technology
FSMD Fidelity Small-Mid Multifactor ETF	$804,615	$12,050 â–²	1.5%	15,224	0.5%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$749,125	$28,520 â–²	4.0%	14,867	0.4%	ETF
PULS PGIM Ultra Short Bond ETF	$651,335	$35,825 â–²	5.8%	13,145	0.4%	ETF
GOOGL Alphabet	$650,414	$80,408 â–²	14.1%	1,820	0.4%	Communication Services
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$632,761	$58,940 â–²	10.3%	21,085	0.4%	ETF
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF	$604,454	$21,156 â–²	3.6%	12,000	0.3%	ETF
EFG iShares MSCI EAFE Growth ETF	$572,041	$208,513 â–²	57.4%	4,598	0.3%	ETF
CRWD CrowdStrike	$562,435	$562,435 â–²	New Holding	737	0.3%	Technology
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF	$561,693	$96,932 â–¼	-14.7%	8,947	0.3%	ETF
ROK Rockwell Automation	$561,421		0.0%	1,134	0.3%	Industrials
ADM Archer Daniels Midland	$502,025		0.0%	6,571	0.3%	Consumer Staples
VB Vanguard Small-Cap ETF	$434,675	$5,153 â–¼	-1.2%	1,434	0.3%	ETF
META Meta Platforms	$429,822		0.0%	763	0.2%	Communication Services
AMZN Amazon.com	$422,816	$30,984 â–²	7.9%	1,774	0.2%	Consumer Discretionary
KO CocaCola	$409,276	$47,218 â–²	13.0%	5,036	0.2%	Consumer Staples
VTV Vanguard Value ETF	$404,914	$872 â–¼	-0.2%	1,858	0.2%	ETF
LLY Eli Lilly and Company	$404,208	$74,365 â–²	22.5%	337	0.2%	Healthcare
FALN iShares Fallen Angels USD Bond ETF	$403,643	$22,963 â–²	6.0%	14,818	0.2%	ETF
VOO Vanguard S&P 500 ETF	$381,867	$103,708 â–²	37.3%	556	0.2%	ETF
CDW CDW	$335,568		0.0%	2,386	0.2%	Technology
SPLG SPDR Portfolio S&P 500 ETF	$309,426	$46,401 â–²	17.6%	3,521	0.2%	ETF
IVV iShares Core S&P 500 ETF	$304,799		0.0%	407	0.2%	ETF
TSLA Tesla	$304,515	$2,103 â–²	0.7%	724	0.2%	Consumer Discretionary
FLSP Franklin Systematic Style Premia ETF	$296,256	$171,623 â–¼	-36.7%	10,699	0.2%	ETF
NEE NextEra Energy	$294,732	$17,554 â–²	6.3%	3,358	0.2%	Utilities
QQQ Invesco QQQ	$283,514		0.0%	385	0.2%	ETF
SMMU PIMCO Short Term Municipal Bond Exchange-Traded Fund	$282,800	$293,961 â–¼	-51.0%	5,600	0.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$281,224	$12,754 â–¼	-4.3%	3,947	0.2%	ETF
LNT Alliant Energy	$277,925	$9,536 â–²	3.6%	3,643	0.2%	Utilities
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$273,353		0.0%	7,420	0.2%	ETF
COST Costco Wholesale	$261,932	$14,032 â–¼	-5.1%	280	0.2%	Consumer Staples
JMUB JPMorgan Municipal ETF	$247,197	$294,458 â–¼	-54.4%	4,880	0.1%	ETF
WFC Wells Fargo & Company	$224,947	$48,345 â–¼	-17.7%	2,722	0.1%	Finance
HMOP Hartford Municipal Opportunities ETF	$219,487	$235,028 â–¼	-51.7%	5,607	0.1%	ETF
VUG Vanguard Growth ETF	$217,073	$217,073 â–²	New Holding	2,520	0.1%	ETF
QCRH QCR	$213,294	$213,294 â–²	New Holding	2,191	0.1%	Finance
FNDE Schwab Fundamental Emerging Markets Equity ETF	$211,574	$211,574 â–²	New Holding	5,332	0.1%	ETF
GE GE Aerospace	$207,444	$207,444 â–²	New Holding	555	0.1%	Industrials
BA Boeing	$206,729	$206,729 â–²	New Holding	955	0.1%	Industrials
XOM ExxonMobil	$0	$226,497 â–¼	-100.0%	0	0.0%	Energy

Showing largest 100 holdings. View all holdings.

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Cedar Point Capital Partners, LLC Top Holdings and 13F Report (2026)

About Cedar Point Capital Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Cedar Point Capital Partners, LLC Top Holdings and 13F Report (2026)

About Cedar Point Capital Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCedar Point Capital Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools