Cedar Point Capital Partners, LLC

CIK 0001954337 · CEDAR RAPIDS, IA · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source

Cedar Point Capital Partners, LLC reported 77 positions worth $173.8M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: FNDX (7.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$173.8M
2026 Q2
Positions
77
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
57.0%
Est. Net Flow (Q)
2026 Q2
10 / 77 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1FNDXSCHWAB STRATEGIC TRSH$13.2M7.57%423,019
2MGKVANGUARD WORLD FDSH$13.0M7.45%147,385
3DFUSDIMENSIONAL ETF TRUSTSH$12.4M7.11%150,759
4VOVANGUARD INDEX FDSSH$12.3M7.05%152,109
5JCPBJ P MORGAN EXCHANGE TRADED FSH$10.1M5.81%215,088
6DFASDIMENSIONAL ETF TRUSTSH$9.9M5.68%119,981
7DFIVDIMENSIONAL ETF TRUSTSH$8.9M5.11%164,507
8VWOVANGUARD INTL EQUITY INDEX FSH$7.7M4.42%128,631
9XLRESELECT SECTOR SPDR TRSH$6.3M3.65%144,098
10ONEQFIDELITY COMWLTH TRSH$5.4M3.12%52,604

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Cedar Point Capital Partners, LLC hold as of Q2 2026?

Cedar Point Capital Partners, LLC reported 77 positions worth $173.8M in its Q2 2026 13F filing. Largest positions: FNDX (7.6%), MGK (7.5%), DFUS (7.1%), VO (7.1%) and JCPB (5.8%).

What did Cedar Point Capital Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Cedar Point Capital Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.