Cedar Point Capital Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Cedar Point Capital Partners, LLC held in its portfolio 69 assets valued at $156,639,819 (i.e. $156.64M).
The most valuable assets in the portfolio included: VANGUARD WORLD FD ($11.44M), SCHWAB STRATEGIC TR ($11.06M), and DIMENSIONAL ETF TRUST ($10.56M).
The chart below shows the top 10 valuable assets, and the table below shows the top 69 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Cedar Point Capital Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD WORLD FD | 27725 | 11444181 | MEGA GRWTH IND |
| SCHWAB STRATEGIC TR | 406467 | 11059958 | FUNDAMENTAL US L |
| DIMENSIONAL ETF TRUST | 142302 | 10554535 | US EQUITY MARKET |
| VANGUARD WELLINGTON FD | 67138 | 10299697 | US QUALITY |
| J P MORGAN EXCHANGE TRADED F | 205357 | 9723634 | CORE PLUS BD ETF |
| DIMENSIONAL ETF TRUST | 168755 | 8420866 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 115764 | 8065259 | US SMALL CAP ETF |
| VANGUARD INTL EQUITY INDEX F | 120753 | 6491685 | FTSE EMR MKT ETF |
| FIDELITY MERRIMACK STR TR | 126328 | 6345433 | LOW DURTIN ETF |
| WORLD GOLD TR | 71816 | 6130932 | SPDR GLD MINIS |
| FIDELITY COMWLTH TR | 48465 | 4429701 | NASDAQ COMPSIT |
| FIDELITY COVINGTON TRUST | 60053 | 4340031 | VLU FACTOR ETF |
| GOLDMAN SACHS ETF TR | 29568 | 3913917 | ACTIVEBETA US LG |
| VANGUARD SCOTTSDALE FDS | 38821 | 3095229 | SHRT TRM CORP BD |
| PRINCIPAL EXCHANGE TRADED FD | 161106 | 3061816 | ACTIVE HIGH YL |
| PIMCO ETF TR | 56387 | 2843597 | SHTRM MUN BD ACT |
| J P MORGAN EXCHANGE TRADED F | 55515 | 2803508 | MUNICIPAL ETF |
| INVESCO EXCH TRADED FD TR II | 40568 | 2659030 | RAFI DVLPD MRKTS |
| CAPITAL GROUP INTL FOCUS EQT | 75329 | 2225972 | SHS CREATION UNI |
| PIMCO ETF TR | 41735 | 2187332 | INTER MUN BD ACT |
| VANGUARD WELLINGTON FD | 14116 | 2127602 | US MULTIFACTOR |
| HARTFORD FDS EXCHANGE TRADED | 54185 | 2119176 | MUN OPORTUNITE |
| ISHARES GOLD TR | 47701 | 2050666 | SHARES REPRESENT |
| J P MORGAN EXCHANGE TRADED F | 32480 | 1972511 | DIV RTN EM EQT |
| APPLE INC | 6683 | 1816841 | COM |
| SCHWAB STRATEGIC TR | 55640 | 1753217 | FUNDAMENTAL US S |
| FRANKLIN TEMPLETON ETF TR | 63593 | 1711288 | SYSTMTC STYL PRE |
| DIMENSIONAL ETF TRUST | 32274 | 1277728 | US CORE EQUITY 2 |
| BERKSHIRE HATHAWAY INC DEL | 2540 | 1276731 | CL B NEW |
| NVIDIA CORPORATION | 5890 | 1098485 | COM |
| MICROSOFT CORP | 2193 | 1060579 | COM |
| VANGUARD SCOTTSDALE FDS | 12534 | 1049723 | INT-TERM CORP |
| VANGUARD INDEX FDS | 2903 | 973289 | TOTAL STK MKT |
| ISHARES TR | 9398 | 938673 | CORE US AGGBD ET |
| FIDELITY MERRIMACK STR TR | 20314 | 935236 | TOTAL BD ETF |
| FRANKLIN TEMPLETON ETF TR | 36339 | 903751 | FRANKLIN DYN MUN |
| DEERE & CO | 1718 | 799850 | COM |
| ISHARES TR | 7622 | 793021 | MORNINGSTAR GRWT |
| FIDELITY COVINGTON TRUST | 17557 | 774808 | SML MID MLTFCT |
| ISHARES TR | 7988 | 753781 | MORNINGSTAR VALU |
| SPDR INDEX SHS FDS | 14004 | 621930 | PORTFOLIO DEVLPD |
| PGIM ETF TR | 12089 | 599494 | PGIM ULTRA SH BD |
| SPDR SERIES TRUST | 18329 | 553536 | STATE STREET SPD |
| ISHARES TR | 10818 | 548478 | 0-5YR INVT GR CP |
| META PLATFORMS INC | 743 | 490484 | CL A |
| ALPHABET INC | 1507 | 471691 | CAP STK CL A |
| ROCKWELL AUTOMATION INC | 1134 | 441206 | COM |
| VANGUARD TAX-MANAGED FDS | 6655 | 415738 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 1469 | 378929 | SMALL CP ETF |
| ARCHER DANIELS MIDLAND CO | 6571 | 377767 | COM |
| ISHARES TR | 13275 | 362408 | FALN ANGLS USD |
| AMAZON COM INC | 1535 | 354309 | COM |
| INVESCO EXCHANGE TRADED FD T | 7328 | 343830 | RAFI US 1000 ETF |
| VANGUARD SCOTTSDALE FDS | 2811 | 342240 | VNG RUS1000GRW |
| CDW CORP | 2386 | 324974 | COM |
| VANGUARD INDEX FDS | 1683 | 321437 | VALUE ETF |
| COCA COLA CO | 4455 | 311450 | COM |
| WELLS FARGO CO NEW | 3307 | 308213 | COM |
| TESLA INC | 664 | 298615 | COM |
| ISHARES TR | 407 | 278771 | CORE S&P500 ETF |
| NEXTERA ENERGY INC | 3443 | 276405 | COM |
| ELI LILLY & CO | 240 | 257924 | COM |
| VANGUARD INDEX FDS | 405 | 253988 | S&P 500 ETF SHS |
| COSTCO WHSL CORP NEW | 294 | 253528 | COM |
| INVESCO QQQ TR | 400 | 245724 | UNIT SER 1 |
| DIMENSIONAL ETF TRUST | 7420 | 242857 | WORLD EX US CORE |
| ALLIANT ENERGY CORP | 3718 | 241708 | COM |
| ISHARES TR | 2050 | 233491 | EAFE GRWTH ETF |
| ISHARES TR | 2139 | 205425 | MSCI EAFE ETF |
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