Cedar Point Capital Partners, LLC — 13F Holdings & Portfolio

CIK 1954337 · latest 13F-HR filed 2026-07-27

Cedar Point Capital Partners, LLC manages $173.8M in 13F-reported U.S. long-equity assets across 77 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are FNDX (7.57%), MGK (7.45%), DFUS (7.11%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions, exited 1, added to 49, and trimmed 10.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
329 12TH AVE SE
SUITE 106
CEDAR RAPIDS, IA 52401
Phone
(319) 582-6802
Filing Manager
Cedar Point Capital Partners, LLC
Cedar Rapids, IA
Signatory
Bridget Meier
Chief Compliance Officer
Loading holdings…
AUM

$173.8M

Long-equity book

Holdings

77

Distinct positions

Period

2026-06-30

Filed 2026-07-27

Q/Q Activity

+6 / −1 / ↑49 / ↓10

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD WORLD FD$2.3M +21.4%
  • DIMENSIONAL ETF TRUST$1.9M +18.5%
  • VANGUARD INDEX FDS$1.7M +16.3%
  • SCHWAB STRATEGIC TR$1.7M +14.9%
  • DIMENSIONAL ETF TRUST$1.6M +18.9%
Show all 49

Top Trims

  • WORLD GOLD TR-$480.4K -8.5%
  • PIMCO ETF TR-$293.4K -50.9%
  • J P MORGAN EXCHANGE TRADED F-$287.3K -53.8%
  • HARTFORD FDS EXCHANGE TRADED-$230.3K -51.2%
  • ISHARES GOLD TRUST MICRO-$226.9K -9.5%
Show all 10

New Positions

  • CROWDSTRIKE HLDGS INC$562.4K
  • VANGUARD INDEX FDS$217.1K
  • QCR HLDGS INC$213.3K
  • SCHWAB STRATEGIC TR$211.6K
  • GE AEROSPACE$207.4K
Show all 6

Exited Positions

  • EXXON MOBIL CORP$226.5K
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SCHWAB STRATEGIC TR FNDX 808524771 $13.2M 7.57% 423,019 SH
2 VANGUARD WORLD FD MGK 921910816 $13.0M 7.45% 147,385 SH
3 DIMENSIONAL ETF TRUST DFUS 25434V401 $12.4M 7.11% 150,759 SH
4 VANGUARD INDEX FDS VO 922908629 $12.3M 7.05% 152,109 SH
5 J P MORGAN EXCHANGE TRADED F JCPB 46641Q670 $10.1M 5.81% 215,088 SH
6 DIMENSIONAL ETF TRUST DFAS 25434V500 $9.9M 5.68% 119,981 SH
7 DIMENSIONAL ETF TRUST DFIV 25434V807 $8.9M 5.11% 164,507 SH
8 VANGUARD INTL EQUITY INDEX F VWO 922042858 $7.7M 4.42% 128,631 SH
9 SELECT SECTOR SPDR TR XLRE 81369Y860 $6.3M 3.65% 144,098 SH
10 FIDELITY COMWLTH TR ONEQ 315912808 $5.4M 3.12% 52,604 SH
11 WORLD GOLD TR GLDM 98149E303 $5.2M 2.98% 65,255 SH
12 FIDELITY COVINGTON TRUST FVAL 316092782 $5.1M 2.92% 65,137 SH
13 GOLDMAN SACHS ETF TR GSLC 381430503 $4.6M 2.63% 32,204 SH
14 INVESCO EXCH TRADED FD TR II PXF 46138E743 $3.3M 1.89% 43,538 SH
15 SPDR SERIES TRUST SPHY 78468R606 $3.2M 1.87% 138,497 SH
16 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $3.2M 1.86% 40,873 SH
17 CAPITAL GROUP INTL FOCUS EQT CGXU 14019W109 $3.2M 1.82% 91,443 SH
18 VANGUARD WELLINGTON FD VFMF 921935607 $2.8M 1.62% 15,926 SH
19 CAPITAL GRP FIXED INCM ETF T CGMU 14020Y201 $2.8M 1.60% 101,376 SH
20 SCHWAB STRATEGIC TR FNDA 808524763 $2.4M 1.38% 63,138 SH
21 PIMCO ETF TR MUNI 72201R866 $2.4M 1.38% 45,571 SH
22 DIMENSIONAL ETF TRUST DFAE 25434V302 $2.2M 1.29% 55,780 SH
23 ISHARES GOLD TRUST MICRO IAUM 46436F103 $2.2M 1.24% 53,747 SH
24 APPLE INC AAPL 037833100 $1.9M 1.11% 6,645 SH
25 VANGUARD INDEX FDS VNQ 922908553 $1.8M 1.02% 18,379 SH
26 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.6M 0.92% 3,208 SH
27 DIMENSIONAL ETF TRUST DFAC 25434V708 $1.4M 0.82% 32,274 SH
28 NVIDIA CORPORATION NVDA 67066G104 $1.2M 0.71% 6,201 SH
29 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $1.1M 0.65% 13,691 SH
30 DEERE & CO DE 244199105 $1.1M 0.63% 1,738 SH
31 FRANKLIN TEMPLETON ETF TR FLMI 35473P868 $1.1M 0.62% 42,723 SH
32 FIDELITY MERRIMACK STR TR FBND 316188309 $1.0M 0.58% 22,226 SH
33 ISHARES TR AGG 464287226 $1.0M 0.58% 10,125 SH
34 ISHARES TR ILCG 464287119 $936.4K 0.54% 8,002 SH
35 VANGUARD INDEX FDS VTI 922908769 $887.7K 0.51% 2,399 SH
36 ISHARES TR ILCV 464288109 $863.0K 0.50% 8,524 SH
37 MICROSOFT CORP MSFT 594918104 $850.1K 0.49% 2,279 SH
38 FIDELITY COVINGTON TRUST FSMD 316092527 $804.6K 0.46% 15,224 SH
39 SPDR INDEX SHS FDS SPDW 78463X889 $749.1K 0.43% 14,867 SH
40 PGIM ETF TR PULS 69344A107 $651.3K 0.37% 13,145 SH
41 ALPHABET INC GOOGL 02079K305 $650.4K 0.37% 1,820 SH
42 SPDR SERIES TRUST SPSB 78464A474 $632.8K 0.36% 21,085 SH
43 ISHARES TR SLQD 46434V100 $604.5K 0.35% 12,000 SH
44 ISHARES TR EFG 464288885 $572.0K 0.33% 4,598 SH
45 CROWDSTRIKE HLDGS INC CRWD 22788C105 $562.4K 0.32% 737 SH
46 J P MORGAN EXCHANGE TRADED F JPEM 46641Q308 $561.7K 0.32% 8,947 SH
47 ROCKWELL AUTOMATION INC ROK 773903109 $561.4K 0.32% 1,134 SH
48 VANGUARD INDEX FDS VB 922908751 $434.7K 0.25% 1,434 SH
49 META PLATFORMS INC META 30303M102 $429.8K 0.25% 763 SH
50 AMAZON COM INC AMZN 023135106 $422.8K 0.24% 1,774 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-27 $173.8M 77 0001172661-26-002835
2026-03-31 2026-05-06 $154.0M 71 0001172661-26-001611
2025-12-31 2026-02-11 $156.6M 69 0001172661-26-000629