Cedar Point Capital Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$154.0M
Q ending 2026-03-31
Prior quarter
$156.6M
Q ending 2025-12-31
Change
-1.7% QoQ · +3.4% YoY
Positions
71
reported holdings
Largest positions
All 71 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Schwab Strategic Tr | FNDX | Shares | $11.4M | 411K |
| Vanguard World Fd | MGK | Shares | $10.7M | 29K |
| Vanguard Index Fds | VO | Shares | $10.5M | 37K |
| Dimensional Etf Trust | DFUS | Shares | $10.4M | 147K |
| J P Morgan Exchange Traded F | JCPB | Shares | $9.9M | 211K |
| Dimensional Etf Trust | DFAS | Shares | $8.3M | 117K |
| Dimensional Etf Trust | DFIV | Shares | $8.3M | 157K |
| Vanguard Intl Equity Index F | VWO | Shares | $6.7M | 124K |
| Select Sector Spdr Tr | XLRE | Shares | $5.8M | 142K |
| World Gold Tr | GLDM | Shares | $5.7M | 61K |
| Fidelity Covington Trust | FVAL | Shares | $4.4M | 63K |
| Fidelity Comwlth Tr | ONEQ | Shares | $4.4M | 52K |
| Goldman Sachs Etf Tr | GSLC | Shares | $3.9M | 31K |
| Spdr Series Trust | SPHY | Shares | $3.2M | 136K |
| Vanguard Scottsdale Fds | VCSH | Shares | $3.2M | 40K |
| Invesco Exch Traded Fd Tr Ii | PXF | Shares | $2.9M | 42K |
| Capital Group Intl Focus Eqt | CGXU | Shares | $2.6M | 87K |
| Capital Grp Fixed Incm Etf T | CGMU | Shares | $2.5M | 92K |
| Vanguard Wellington Fd | VFMF | Shares | $2.4M | 15K |
| Pimco Etf Tr | MUNI | Shares | $2.4M | 46K |
| Ishares Gold Tr | IAUM | Shares | $2.4M | 51K |
| Schwab Strategic Tr | FNDA | Shares | $2.0M | 61K |
| Dimensional Etf Trust | DFAE | Shares | $1.7M | 51K |
| Apple Inc | AAPL | Shares | $1.7M | 7K |
| Vanguard Index Fds | VNQ | Shares | $1.4M | 16K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.4M | 3K |
| Dimensional Etf Trust | DFAC | Shares | $1.3M | 32K |
| Vanguard Scottsdale Fds | VCIT | Shares | $1.1M | 13K |
| Nvidia Corporation | NVDA | Shares | $1.1M | 6K |
| Franklin Templeton Etf Tr | FLMI | Shares | $1.0M | 41K |
| Deere & Co | DE | Shares | $979K | 2K |
| Ishares Tr | AGG | Shares | $967K | 10K |
| Fidelity Merrimack Str Tr | FBND | Shares | $962K | 21K |
| Vanguard Index Fds | VTI | Shares | $874K | 3K |
| Microsoft Corp | MSFT | Shares | $832K | 2K |
| Ishares Tr | ILCV | Shares | $753K | 8K |
| Ishares Tr | ILCG | Shares | $747K | 8K |
| Fidelity Covington Trust | FSMD | Shares | $671K | 15K |
| Spdr Index Shs Fds | SPDW | Shares | $653K | 14K |
| J P Morgan Exchange Traded F | JPEM | Shares | $652K | 10K |
| Pgim Etf Tr | PULS | Shares | $615K | 12K |
| Ishares Tr | SLQD | Shares | $585K | 12K |
| Pimco Etf Tr | SMMU | Shares | $576K | 11K |
| Spdr Series Trust | SPSB | Shares | $575K | 19K |
| J P Morgan Exchange Traded F | JMUB | Shares | $535K | 11K |
| Archer Daniels Midland Co | ADM | Shares | $478K | 7K |
| Franklin Templeton Etf Tr | FLSP | Shares | $460K | 17K |
| Alphabet Inc | GOOGL | Shares | $459K | 2K |
| Hartford Fds Exchange Traded | HMOP | Shares | $450K | 12K |
| Meta Platforms Inc | META | Shares | $437K | 763 |
| Rockwell Automation Inc | ROK | Shares | $407K | 1K |
| Vanguard Index Fds | VB | Shares | $380K | 1K |
| Ishares Tr | FALN | Shares | $373K | 14K |
| Vanguard Index Fds | VTV | Shares | $365K | 2K |
| Amazon Com Inc | AMZN | Shares | $342K | 2K |
| Coca Cola Co | KO | Shares | $339K | 4K |
| Ishares Tr | EFG | Shares | $325K | 3K |
| Costco Wholesale Corporation | COST | Shares | $294K | 295 |
| Nextera Energy Inc | NEE | Shares | $293K | 3K |
| Cdw Corp | CDW | Shares | $289K | 2K |
| Tesla Inc | TSLA | Shares | $267K | 719 |
| Ishares Tr | IVV | Shares | $266K | 407 |
| Vanguard Tax-Managed Fds | VEA | Shares | $264K | 4K |
| Wells Fargo & Co | WFC | Shares | $263K | 3K |
| Eli Lilly & Co | LLY | Shares | $253K | 275 |
| Alliant Energy Corp | LNT | Shares | $252K | 4K |
| Dimensional Etf Trust | DFAX | Shares | $252K | 7K |
| Vanguard Index Fds | VOO | Shares | $242K | 405 |
| Spdr Series Trust | SPYM | Shares | $229K | 3K |
| Exxon Mobil Corp | XOM | Shares | $226K | 1K |
| Invesco Qqq Tr | QQQ | Shares | $222K | 385 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.