Cedar Point Capital Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Cedar Point Capital Partners, LLC reported 62 stock positions worth $149.0 million. Its top holding was JPMorgan Core Plus Bond ETF (JCPB) at 7.6% of the portfolio, followed by Schwab Fndmntl US LRG Co. ETF (FNDX, 7.0%) and Vngrd Mrgstr MG CP GR ETF-Ui (MGK, 6.6%). Compared with Q4 2024, it added to 50 and reduced 8. The biggest buy was Dimensional International Va (DFIV, shares +0%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Cedar Rapids, IA
- CIK
- 0001954337
- Portfolio Value
- $149.0M (Q1 2025)
- SEC Filing
- 0001172661-25-001898 ↗ filed May 14, 2025
Holdings Value
Holdings 62 stocks · $149.0M
| JCPB JPMorgan Core Plus Bond ETF | 7.60% | 240,786 | $11.3M | Add +1.1% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 6.99% | 440,841 | $10.4M | Add +1.5% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 6.63% | 31,995 | $9.9M | Add +1.4% |
| DFUS Dimensional US Eq MKT ETF | 6.40% | 157,500 | $9.5M | Add +1.4% |
| VFQY Vanguard U.S. Quality Factor | 6.24% | 69,573 | $9.3M | Add +1.9% |
| DFIV Dimensional International Va | 5.46% | 206,805 | $8.1M | Add +0.1% |
| FLDR Fidelity Low Durat Fact ETF | 5.08% | 150,916 | $7.6M | Add +0.2% |
| EFG iShares MSCI Eafe Growth ETF | 5.02% | 74,805 | $7.5M | Add +1.4% |
| DFAS Dimensional US Small Cap ETF | 4.76% | 118,607 | $7.1M | Add +2.5% |
| GLDM SPDR Gold Minishares Trust | 4.31% | 103,740 | $6.4M | Reduce -1.4% |
| VWO Vanguard Ftse Emerging Marke | 4.18% | 137,560 | $6.2M | Add +1.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.57% | 48,461 | $3.8M | Reduce -0.1% |
| YLD Principal Act Hi YLD ETF | 2.52% | 196,825 | $3.7M | Add +0.3% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 2.24% | 66,802 | $3.3M | Add +2.8% |
| JMUB JPMorgan Municipal ETF | 2.19% | 65,181 | $3.3M | Add +2.3% |
| FVAL Fidelity Value Factor ETF | 2.12% | 52,941 | $3.2M | Add +1.3% |
| ONEQ Fidelity Nasdaq Comp Indx | 2.00% | 43,721 | $3.0M | Add +1.3% |
| GSLC Goldman Activebeta US LC ETF | 1.88% | 25,462 | $2.8M | Add +1.8% |
| MUB iShares National Muni Bond E | 1.74% | 24,555 | $2.6M | Add +3.0% |
| MUNI PIMCO Intermediate Municipal | 1.59% | 45,989 | $2.4M | Add +3.3% |
| VIGI Vanguard Int Div App Indx FD | 1.24% | 22,354 | $1.9M | Add +3.5% |
| PXF Invesco Rafi Developed Marke | 1.20% | 34,387 | $1.8M | Add +3.8% |
| FBND Fidelity Total Bond ETF | 1.05% | 34,200 | $1.6M | Add +0.2% |
| AAPL Apple Inc. | 1.01% | 6,797 | $1.5M | Reduce -0.1% |
| JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F | 0.93% | 26,201 | $1.4M | Add +2.6% |
| VFMF Vanguard US Multifactor ETF | 0.88% | 10,377 | $1.3M | Add +5.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.83% | 2,314 | $1.2M | Add +1.6% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.77% | 22,792 | $1.1M | Add +0.2% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.75% | 41,010 | $1.1M | Add +4.2% |
| IAUM iShares Gold Trust Micro | 0.67% | 32,169 | $1.0M | Add +19.3% |
| FLMI Franklin Dynamic Municipal B | 0.64% | 39,056 | $955K | Add +1.8% |
| MSFT Microsoft Corp. | 0.61% | 2,417 | $907K | Reduce -4.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.55% | 2,989 | $821K | Reduce -2.5% |
| DE Deere & Co. | 0.51% | 1,611 | $756K | Add +0.6% |
| FSMD Fidelity Small-Mid Multifact | 0.50% | 19,152 | $750K | Add +4.5% |
| ILCV iShares Morningstar Value Et | 0.49% | 8,907 | $725K | Add +0.6% |
| ILCG iShares Morningstar Growth E | 0.48% | 8,834 | $715K | Add +1.0% |
| NVDA Nvidia Corp. | 0.45% | 6,135 | $665K | Add +1.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.41% | 16,629 | $605K | Add +2.3% |
| META Meta Platforms Inc. Class A | 0.29% | 752 | $433K | Add +2.2% |
| VEA Vanguard Ftse Developed ETF | 0.26% | 7,633 | $388K | Add +3.8% |
| HYDB iShares High Yield Systemati | 0.25% | 8,062 | $380K | Reduce -0.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.24% | 1,614 | $358K | Add +9.9% |
| AGG iShares Core U.S. Aggregate | 0.24% | 3,566 | $353K | Add +12.8% |
| NEE Nextera Energy Inc. | 0.22% | 4,697 | $333K | Reduce -5.9% |
| PRF Invesco Rafi US 1000 ETF | 0.22% | 8,236 | $333K | Add +5.8% |
| VCIT Vanguard Int-Term Corporate | 0.22% | 4,038 | $330K | Add +12.5% |
| KO The Coca-Cola Co. | 0.22% | 4,576 | $328K | Add +0.1% |
| ADM Archer-Daniels-Midland Co. | 0.21% | 6,571 | $315K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.21% | 1,779 | $307K | Add +2.3% |
| VONG Vanguard Russell 1000 Growth | 0.20% | 3,216 | $298K | Add +6.2% |
| AMZN Amazon.com Inc. | 0.19% | 1,522 | $290K | Add +10.2% |
| ROK Rockwell Automation Inc. | 0.19% | 1,119 | $289K | Add +0.3% |
| PULS Pgim Ultra Short Bond ETF | 0.19% | 5,741 | $286K | Add +18.1% |
| IVV iShares Core S&P 500 ETF | 0.17% | 451 | $253K | No change |
| SPSB SS SPDR P St C Corp. ETF | 0.17% | 8,381 | $252K | Add +14.5% |
| COST Costco Wholesale Corp. | 0.16% | 255 | $241K | Add +2.0% |
| WFC Wells Fargo & Co. | 0.16% | 3,332 | $239K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 510 | $239K | Add +14.9% |
| LNT Alliant Energy Corp. | 0.15% | 3,578 | $230K | Reduce -2.3% |
| GOOGL Alphabet Inc. Class A | 0.15% | 1,423 | $220K | Add +13.8% |
| TPICQ Tpi Composites Inc. | 0.01% | 20,000 | $16K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -0.1% | 1.01% | −0.14 |
| MSFT Microsoft Corp. | Reduce -4.2% | 0.61% | −0.11 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.5% | 0.55% | −0.05 |
| NEE Nextera Energy Inc. | Reduce -5.9% | 0.22% | −0.02 |
| HYDB iShares High Yield Systemati | Reduce -0.2% | 0.25% | −0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.1% | 2.57% | +0.01 |
| LNT Alliant Energy Corp. | Reduce -2.3% | 0.15% | +0.01 |
| GLDM SPDR Gold Minishares Trust | Reduce -1.4% | 4.31% | +0.61 |
Portfolio Buys Q4 2024 → Q1 2025
| DFIV Dimensional International Va | Add +0.1% | 5.46% | +0.50 |
| IAUM iShares Gold Trust Micro | Add +19.3% | 0.67% | +0.20 |
| EFG iShares MSCI Eafe Growth ETF | Add +1.4% | 5.02% | +0.19 |
| JCPB JPMorgan Core Plus Bond ETF | Add +1.1% | 7.60% | +0.17 |
| VWO Vanguard Ftse Emerging Marke | Add +1.4% | 4.18% | +0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.6% | 0.83% | +0.13 |
| PXF Invesco Rafi Developed Marke | Add +3.8% | 1.20% | +0.13 |
| VIGI Vanguard Int Div App Indx FD | Add +3.5% | 1.24% | +0.08 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Add +2.8% | 2.24% | +0.05 |
| DE Deere & Co. | Add +0.6% | 0.51% | +0.05 |
| MUNI PIMCO Intermediate Municipal | Add +3.3% | 1.59% | +0.03 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +2.3% | 0.41% | +0.03 |
| JPEM JPM Diversified Ret Em Equit | Add +2.6% | 0.93% | +0.03 |
| AGG iShares Core U.S. Aggregate | Add +12.8% | 0.24% | +0.03 |
| PULS Pgim Ultra Short Bond ETF | Add +18.1% | 0.19% | +0.03 |
| KO The Coca-Cola Co. | Add +0.1% | 0.22% | +0.03 |
| VCIT Vanguard Int-Term Corporate | Add +12.5% | 0.22% | +0.03 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +1.5% | 6.99% | +0.03 |
| JMUB JPMorgan Municipal ETF | Add +2.3% | 2.19% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +3.8% | 0.26% | +0.02 |
| SPSB SS SPDR P St C Corp. ETF | Add +14.5% | 0.17% | +0.02 |
| MUB iShares National Muni Bond E | Add +3.0% | 1.74% | +0.02 |
| FBND Fidelity Total Bond ETF | Add +0.2% | 1.05% | +0.01 |
| PRF Invesco Rafi US 1000 ETF | Add +5.8% | 0.22% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.3% | 0.21% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +14.9% | 0.16% | +0.01 |
| COST Costco Wholesale Corp. | Add +2.0% | 0.16% | +0.01 |
| VFMF Vanguard US Multifactor ETF | Add +5.0% | 0.88% | +0.01 |
| FLMI Franklin Dynamic Municipal B | Add +1.8% | 0.64% | +0.01 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Add +0.2% | 0.77% | +0.00 |
| ILCV iShares Morningstar Value Et | Add +0.6% | 0.49% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +9.9% | 0.24% | +0.00 |
| META Meta Platforms Inc. Class A | Add +2.2% | 0.29% | −0.00 |
| FSMD Fidelity Small-Mid Multifact | Add +4.5% | 0.50% | −0.01 |
| AMZN Amazon.com Inc. | Add +10.2% | 0.19% | −0.01 |
| VONG Vanguard Russell 1000 Growth | Add +6.2% | 0.20% | −0.01 |
| FLDR Fidelity Low Durat Fact ETF | Add +0.2% | 5.08% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +13.8% | 0.15% | −0.01 |
| ROK Rockwell Automation Inc. | Add +0.3% | 0.19% | −0.02 |
| YLD Principal Act Hi YLD ETF | Add +0.3% | 2.52% | −0.03 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +4.2% | 0.75% | −0.04 |
| ILCG iShares Morningstar Growth E | Add +1.0% | 0.48% | −0.05 |
| FVAL Fidelity Value Factor ETF | Add +1.3% | 2.12% | −0.06 |
| GSLC Goldman Activebeta US LC ETF | Add +1.8% | 1.88% | −0.07 |
| NVDA Nvidia Corp. | Add +1.8% | 0.45% | −0.10 |
| ONEQ Fidelity Nasdaq Comp Indx | Add +1.3% | 2.00% | −0.23 |
| VFQY Vanguard U.S. Quality Factor | Add +1.9% | 6.24% | −0.27 |
| DFUS Dimensional US Eq MKT ETF | Add +1.4% | 6.40% | −0.31 |
| DFAS Dimensional US Small Cap ETF | Add +2.5% | 4.76% | −0.34 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +1.4% | 6.63% | −0.70 |
Options Activity Q4 2024 → Q1 2025
| NEE Nextera Energy Inc. | put | Sold out | 800 | $57Kbefore exit |
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 |