Cedar Point Capital Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 17, 2025), Cedar Point Capital Partners, LLC reported 62 stock positions worth $147.7 million. Its top holding was JPMorgan Core Plus Bond ETF (JCPB) at 7.4% of the portfolio, followed by Vngrd Mrgstr MG CP GR ETF-Ui (MGK, 7.3%) and Schwab Fndmntl US LRG Co. ETF (FNDX, 7.0%). Compared with Q3 2024, it opened 2 new positions, sold out of 2, added to 40 and reduced 14. The biggest buy was JPMorgan Core Plus Bond ETF (JCPB, shares +15%) and the biggest sale Vanguard Ftse Emerging Marke (VWO, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Cedar Rapids, IA
- CIK
- 0001954337
- Portfolio Value
- $147.7M (Q4 2024)
- SEC Filing
- 0001172661-25-000258 ↗ filed Jan 17, 2025
Holdings Value
Holdings 62 stocks · $147.7M
| JCPB JPMorgan Core Plus Bond ETF | 7.43% | 238,187 | $11.0M | Add +15.2% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 7.34% | 31,558 | $10.8M | Reduce -1.0% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 6.96% | 434,268 | $10.3M | Add +1.2% |
| DFUS Dimensional US Eq MKT ETF | 6.70% | 155,247 | $9.9M | Reduce -0.4% |
| VFQY Vanguard U.S. Quality Factor | 6.51% | 68,241 | $9.6M | Add +0.4% |
| DFAS Dimensional US Small Cap ETF | 5.10% | 115,767 | $7.5M | Reduce -2.4% |
| FLDR Fidelity Low Durat Fact ETF | 5.09% | 150,578 | $7.5M | Add +5.6% |
| DFIV Dimensional International Va | 4.96% | 206,633 | $7.3M | Add +2.6% |
| EFG iShares MSCI Eafe Growth ETF | 4.84% | 73,777 | $7.1M | Add +2.9% |
| VWO Vanguard Ftse Emerging Marke | 4.04% | 135,602 | $6.0M | Reduce -1.4% |
| GLDM SPDR Gold Minishares Trust | 3.70% | 105,243 | $5.5M | Add +7.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.56% | 48,491 | $3.8M | Add +3.4% |
| YLD Principal Act Hi YLD ETF | 2.55% | 196,176 | $3.8M | Add +2.3% |
| ONEQ Fidelity Nasdaq Comp Indx | 2.22% | 43,173 | $3.3M | Add +0.3% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 2.19% | 64,979 | $3.2M | Add +7.0% |
| FVAL Fidelity Value Factor ETF | 2.18% | 52,274 | $3.2M | Add +1.5% |
| JMUB JPMorgan Municipal ETF | 2.16% | 63,740 | $3.2M | Add +5.9% |
| GSLC Goldman Activebeta US LC ETF | 1.95% | 25,017 | $2.9M | Add +2.9% |
| MUB iShares National Muni Bond E | 1.72% | 23,838 | $2.5M | Add +3.1% |
| MUNI PIMCO Intermediate Municipal | 1.56% | 44,523 | $2.3M | Add +7.8% |
| VIGI Vanguard Int Div App Indx FD | 1.17% | 21,588 | $1.7M | Add +5.9% |
| AAPL Apple Inc. | 1.15% | 6,805 | $1.7M | Add +0.8% |
| PXF Invesco Rafi Developed Marke | 1.07% | 33,131 | $1.6M | Add +5.6% |
| FBND Fidelity Total Bond ETF | 1.04% | 34,139 | $1.5M | Add +6.4% |
| JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F | 0.90% | 25,534 | $1.3M | Add +3.3% |
| VFMF Vanguard US Multifactor ETF | 0.87% | 9,880 | $1.3M | Add +0.8% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.79% | 39,360 | $1.2M | Reduce -0.3% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.77% | 22,741 | $1.1M | Reduce -0.1% |
| MSFT Microsoft Corp. | 0.72% | 2,523 | $1.1M | Add +5.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.70% | 2,278 | $1.0M | Add +3.4% |
| FLMI Franklin Dynamic Municipal B | 0.63% | 38,363 | $937K | Add +5.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.60% | 3,066 | $889K | Reduce -0.3% |
| NVDA Nvidia Corp. | 0.55% | 6,026 | $809K | Add +2.4% |
| ILCG iShares Morningstar Growth E | 0.53% | 8,750 | $784K | Reduce -11.7% |
| FSMD Fidelity Small-Mid Multifact | 0.51% | 18,322 | $754K | Add +9.1% |
| ILCV iShares Morningstar Value Et | 0.49% | 8,856 | $717K | Reduce -8.4% |
| IAUM iShares Gold Trust Micro | 0.48% | 26,956 | $705K | Add +19.9% |
| DE Deere & Co. | 0.46% | 1,601 | $678K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.38% | 16,250 | $555K | Reduce -5.5% |
| META Meta Platforms Inc. Class A | 0.29% | 736 | $431K | Add +2.6% |
| HYDB iShares High Yield Systemati | 0.26% | 8,080 | $380K | Reduce -1.8% |
| NEE Nextera Energy Inc. | 0.24% | 4,991 | $358K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.24% | 1,469 | $353K | Reduce -4.5% |
| VEA Vanguard Ftse Developed ETF | 0.24% | 7,356 | $352K | Add +44.7% |
| ADM Archer-Daniels-Midland Co. | 0.22% | 6,571 | $332K | No change |
| ROK Rockwell Automation Inc. | 0.22% | 1,116 | $319K | Add +29.6% |
| PRF Invesco Rafi US 1000 ETF | 0.21% | 7,781 | $314K | Add +51.0% |
| VONG Vanguard Russell 1000 Growth | 0.21% | 3,027 | $313K | Add +40.9% |
| AGG iShares Core U.S. Aggregate | 0.21% | 3,160 | $306K | Add +18.8% |
| AMZN Amazon.com Inc. | 0.21% | 1,381 | $303K | Add +4.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.20% | 1,739 | $294K | Add +2.3% |
| VCIT Vanguard Int-Term Corporate | 0.20% | 3,588 | $288K | Add +0.4% |
| KO The Coca-Cola Co. | 0.19% | 4,573 | $285K | No change |
| IVV iShares Core S&P 500 ETF | 0.18% | 451 | $265K | No change |
| PULS Pgim Ultra Short Bond ETF | 0.16% | 4,860 | $241K | Reduce -2.0% |
| GOOGL Alphabet Inc. Class A | 0.16% | 1,251 | $237K | New |
| WFC Wells Fargo & Co. | 0.16% | 3,332 | $234K | New |
| COST Costco Wholesale Corp. | 0.16% | 250 | $229K | Add +2.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 444 | $227K | Add +2.3% |
| SPSB SS SPDR P St C Corp. ETF | 0.15% | 7,321 | $219K | Reduce -0.6% |
| LNT Alliant Energy Corp. | 0.15% | 3,662 | $217K | No change |
| TPICQ Tpi Composites Inc. | 0.03% | 20,000 | $38K | Add +100.0% |
Options reported separately and not counted above: NEE puts ($57K).
Portfolio Sells Q3 2024 → Q4 2024
| VWO Vanguard Ftse Emerging Marke | Reduce -1.4% | 4.04% | −0.48 |
| DFAS Dimensional US Small Cap ETF | Reduce -2.4% | 5.10% | −0.19 |
| EEMV iShares MSCI Emg MKT Min Vol | Sold out | 0.00% | −0.15 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.14 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -5.5% | 0.38% | −0.07 |
| ILCV iShares Morningstar Value Et | Reduce -8.4% | 0.49% | −0.06 |
| ILCG iShares Morningstar Growth E | Reduce -11.7% | 0.53% | −0.04 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Reduce -0.1% | 0.77% | −0.02 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -0.3% | 0.79% | −0.02 |
| HYDB iShares High Yield Systemati | Reduce -1.8% | 0.26% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -4.5% | 0.24% | −0.01 |
| PULS Pgim Ultra Short Bond ETF | Reduce -2.0% | 0.16% | −0.01 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -0.6% | 0.15% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.3% | 0.60% | +0.00 |
| DFUS Dimensional US Eq MKT ETF | Reduce -0.4% | 6.70% | +0.04 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -1.0% | 7.34% | +0.29 |
Portfolio Buys Q3 2024 → Q4 2024
| JCPB JPMorgan Core Plus Bond ETF | Add +15.2% | 7.43% | +0.58 |
| GLDM SPDR Gold Minishares Trust | Add +7.8% | 3.70% | +0.21 |
| FLDR Fidelity Low Durat Fact ETF | Add +5.6% | 5.09% | +0.17 |
| GOOGL Alphabet Inc. Class A | New | 0.16% | +0.16 |
| WFC Wells Fargo & Co. | New | 0.16% | +0.16 |
| ONEQ Fidelity Nasdaq Comp Indx | Add +0.3% | 2.22% | +0.11 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Add +7.0% | 2.19% | +0.09 |
| AAPL Apple Inc. | Add +0.8% | 1.15% | +0.07 |
| IAUM iShares Gold Trust Micro | Add +19.9% | 0.48% | +0.07 |
| VONG Vanguard Russell 1000 Growth | Add +40.9% | 0.21% | +0.07 |
| PRF Invesco Rafi US 1000 ETF | Add +51.0% | 0.21% | +0.07 |
| GSLC Goldman Activebeta US LC ETF | Add +2.9% | 1.95% | +0.06 |
| ROK Rockwell Automation Inc. | Add +29.6% | 0.22% | +0.06 |
| NVDA Nvidia Corp. | Add +2.4% | 0.55% | +0.06 |
| MUNI PIMCO Intermediate Municipal | Add +7.8% | 1.56% | +0.06 |
| VEA Vanguard Ftse Developed ETF | Add +44.7% | 0.24% | +0.05 |
| JMUB JPMorgan Municipal ETF | Add +5.9% | 2.16% | +0.04 |
| AMZN Amazon.com Inc. | Add +4.3% | 0.21% | +0.04 |
| FVAL Fidelity Value Factor ETF | Add +1.5% | 2.18% | +0.03 |
| FSMD Fidelity Small-Mid Multifact | Add +9.1% | 0.51% | +0.03 |
| AGG iShares Core U.S. Aggregate | Add +18.8% | 0.21% | +0.02 |
| MSFT Microsoft Corp. | Add +5.9% | 0.72% | +0.02 |
| META Meta Platforms Inc. Class A | Add +2.6% | 0.29% | +0.01 |
| FLMI Franklin Dynamic Municipal B | Add +5.3% | 0.63% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.3% | 0.15% | +0.01 |
| FBND Fidelity Total Bond ETF | Add +6.4% | 1.04% | +0.01 |
| COST Costco Wholesale Corp. | Add +2.0% | 0.16% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.4% | 0.70% | +0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +3.4% | 2.56% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.3% | 0.20% | −0.00 |
| VFMF Vanguard US Multifactor ETF | Add +0.8% | 0.87% | −0.01 |
| TPICQ Tpi Composites Inc. | Add +100.0% | 0.03% | −0.01 |
| MUB iShares National Muni Bond E | Add +3.1% | 1.72% | −0.01 |
| VCIT Vanguard Int-Term Corporate | Add +0.4% | 0.20% | −0.01 |
| YLD Principal Act Hi YLD ETF | Add +2.3% | 2.55% | −0.03 |
| PXF Invesco Rafi Developed Marke | Add +5.6% | 1.07% | −0.05 |
| JPEM JPM Diversified Ret Em Equit | Add +3.3% | 0.90% | −0.06 |
| VIGI Vanguard Int Div App Indx FD | Add +5.9% | 1.17% | −0.07 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +1.2% | 6.96% | −0.09 |
| VFQY Vanguard U.S. Quality Factor | Add +0.4% | 6.51% | −0.16 |
| DFIV Dimensional International Va | Add +2.6% | 4.96% | −0.31 |
| EFG iShares MSCI Eafe Growth ETF | Add +2.9% | 4.84% | −0.47 |
Options Activity Q3 2024 → Q4 2024
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 76 | $173.7M | FNDX, MGK, DFUS, VO, JCPB |
| Q1 2026 | 71 | $154.0M | FNDX, MGK, VO, DFUS, JCPB |
| Q4 2025 | 69 | $156.6M | MGK, FNDX, DFUS, VFQY, JCPB |
| Q3 2025 | 66 | $152.5M | MGK, FNDX, DFUS, VFQY, JCPB |
| Q2 2025 | 66 | $141.8M | MGK, FNDX, DFUS, VFQY, JCPB |
| Q1 2025 | 62 | $149.0M | JCPB, FNDX, MGK, DFUS, VFQY |
| Q4 2024 | 62 | $147.7M | JCPB, MGK, FNDX, DFUS, VFQY |
| Q3 2024 | 62 | $145.6M | FNDX, MGK, JCPB, VFQY, DFUS |
| Q2 2024 | 54 | $133.6M | MGK, FNDX, DFUS, VFQY, JCPB |
| Q1 2024 | 54 | $131.7M | MGK, FNDX, VFQY, DFUS, JCPB |