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

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

Backtest portfolio

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 and exited 1; 49 existing positions rose in reported value and 10 fell.

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.

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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

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
FNDX7.6% · +3%MGK7.5% · +407%DFUS7.1% · +3%VO7.1% · +314%JCPB5.8% · +2%DFAS5.7% · +3%DFIV5.1% · +5%VWO4.4% · +3%XLRE3.7% · +2%ONEQ3.1% · +2%GLDM3.0% · +7%FVAL2.9% · +3%GSLC2.6% · +3%PXF1.9% · +3%SPHY1.9% · +2%VCSH1.9% · +2%CGXU1.8% · +5%VFMF1.6% · +3%CGMU1.6% · +10%FNDA1.4% · +4%MUNI1.4% · -0%DFAE1.3% · +10%IAUM1.2% · +6%AAPL1.1% · -0%VNQ1.0% · +17%BRK.B0.9% · +13%DFAC0.8% · 0%NVDA0.7% · +2%VCIT0.7% · +5%DE0.6% · 0%FLMI0.6% · +3%FBND0.6% · +5%AGG0.6% · +4%ILCG0.5% · +2%VTI0.5% · -12%ILCV0.5% · +5%MSFT0.5% · +1%FSMD0.5% · +2%SPDW0.4% · +4%PULS0.4% · +6%GOOGL0.4% · +14%SPSB0.4% · +10%SLQD0.3% · +4%EFG0.3% · +57%CRWD0.3% · newJPEM0.3% · -15%ROK0.3% · 0%VB0.2% · -1%META0.2% · 0%AMZN0.2% · +8%KO0.2% · +13%VTV0.2% · -0%LLY0.2% · +22%FALN0.2% · +6%ADM0.2% · -23%VOO0.2% · +37%CDW0.2% · 0%SPYM0.2% · +18%IVV0.2% · 0%TSLA0.2% · +1%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 57%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 2, 2026.

Assets Under Management
$248.1M
Discretionary
$248.1M
Employees
7
Accounts
969
Address
329 12TH AVE SE
SUITE 106
CEDAR RAPIDS, IA 52401
Phone
(800) 501-6403
Website
Name Title / Status Ownership Type
EAST CEDAR LLC ControlOWNER
since Feb 2022
25–50%Domestic Entity
MEIER, BRIDGET, CELIA DAVIS ControlCHIEF COMPLIANCE OFFICER
since Jan 2024
Less than 5%Individual
NORTH CEDAR LLC ControlOWNER
since Feb 2022
25–50%Domestic Entity
WEST CEDAR LLCOWNER
since Feb 2022
10–25%Domestic Entity
ERNST, DAVID, BRIAN Control
Indirect owner via NORTH CEDAR LLC
PRESIDENT
since Feb 2022
75% or moreIndividual
MEIER, BRIDGET, CELIA DAVIS Control
Indirect owner via WEST CEDAR LLC
PRESIDENT
since Feb 2022
75% or moreIndividual
VON AHSEN, TRENT, LEE Control
Indirect owner via EAST CEDAR LLC
PRESIDENT
since Feb 2022
75% or moreIndividual
Ownership & leadership changes · 3 filings with changes since Jan 4, 2022

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Feb 5, 2024 filing
  • No longer listedVON AHSEN, TRENT, LEE · MANAGING PARTNER & CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Feb 2022
  • AddedMEIER, BRIDGET, CELIA DAVIS · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedERNST, DAVID, BRIAN · indirect via NORTH CEDAR LLC: title PARTNER → PRESIDENT
  • ChangedMEIER, BRIDGET, CELIA DAVIS · indirect via WEST CEDAR LLC: title PARTNER → PRESIDENT
  • ChangedVON AHSEN, TRENT, LEE · indirect via EAST CEDAR LLC: title MANAGING PARTNER & CHIEF COMPLIANCE OFFICER → PRESIDENT
Mar 14, 2023 filing
  • ChangedVON AHSEN, TRENT, LEE · ownership 25–50% → Less than 5%
May 11, 2022 filing
  • ChangedERNST, DAVID, BRIAN · indirect via NORTH CEDAR LLC: title MANAGING PARTNER → PARTNER
  • ChangedMEIER, BRIDGET, CELIA DAVIS · indirect via WEST CEDAR LLC: title MANAGING PARTNER → PARTNER
Jan 4, 2022 filing (earliest on record)
  • ListedEAST CEDAR LLC · OWNER · 25–50% · control person
  • ListedERNST, DAVID, BRIAN · MANAGING PARTNER · 75% or more · indirect via NORTH CEDAR LLC · control person
  • ListedMEIER, BRIDGET, CELIA DAVIS · MANAGING PARTNER · 75% or more · indirect via WEST CEDAR LLC · control person
  • ListedNORTH CEDAR LLC · OWNER · 25–50% · control person
  • ListedVON AHSEN, TRENT, LEE · MANAGING PARTNER & CHIEF COMPLIANCE OFFICER · 75% or more · indirect via EAST CEDAR LLC · control person
  • ListedVON AHSEN, TRENT, LEE · MANAGING PARTNER & CHIEF COMPLIANCE OFFICER · 25–50% · control person
  • ListedWEST CEDAR LLC · OWNER · 10–25%

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 49 →

Top Trims

Show all 10 →

New Positions

Show all 6 →

Exited Positions

Show all 1 →

Cedar Point Capital Partners, LLC Holdings (2026-06-30)

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
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