Cedar Point Capital Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 22, 2025), Cedar Point Capital Partners, LLC reported 66 stock positions worth $152.5 million. Its top holding was Vngrd Mrgstr MG CP GR ETF-Ui (MGK) at 8.0% of the portfolio, followed by Schwab Fndmntl US LRG Co. ETF (FNDX, 7.3%) and Dimensional US Eq MKT ETF (DFUS, 7.1%). Compared with Q2 2025, it opened 3 new positions, sold out of 3, added to 36 and reduced 17. The biggest buy was a new position in Hartford Municipal Opp ETF (HMOP) and the biggest sale an exit from iShares National Muni Bond E (MUB).
- Most Recent 13F
- Q2 2026
- Location
- Cedar Rapids, IA
- CIK
- 0001954337
- Portfolio Value
- $152.5M (Q3 2025)
- SEC Filing
- 0001172661-25-004365 ↗ filed Oct 22, 2025
Holdings Value
Holdings 66 stocks · $152.5M
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 8.02% | 30,387 | $12.2M | Reduce -0.7% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 7.31% | 423,791 | $11.1M | Add +1.4% |
| DFUS Dimensional US Eq MKT ETF | 7.15% | 150,534 | $10.9M | Add +0.5% |
| VFQY Vanguard U.S. Quality Factor | 6.82% | 68,961 | $10.4M | Add +1.4% |
| JCPB JPMorgan Core Plus Bond ETF | 6.14% | 197,000 | $9.4M | Add +1.5% |
| DFAS Dimensional US Small Cap ETF | 5.39% | 120,178 | $8.2M | Add +1.0% |
| DFIV Dimensional International Va | 5.35% | 176,867 | $8.2M | Add +1.3% |
| VWO Vanguard Ftse Emerging Marke | 4.46% | 125,687 | $6.8M | Add +0.7% |
| GLDM SPDR Gold Minishares Trust | 4.06% | 81,014 | $6.2M | Add +0.8% |
| FLDR Fidelity Low Durat Fact ETF | 3.96% | 120,241 | $6.0M | Add +2.6% |
| ONEQ Fidelity Nasdaq Comp Indx | 2.63% | 45,060 | $4.0M | Reduce -1.1% |
| FVAL Fidelity Value Factor ETF | 2.60% | 57,566 | $4.0M | Add +2.6% |
| GSLC Goldman Activebeta US LC ETF | 2.32% | 27,197 | $3.5M | Add +2.3% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 2.09% | 63,063 | $3.2M | Add +1.7% |
| JMUB JPMorgan Municipal ETF | 2.03% | 61,423 | $3.1M | Add +0.9% |
| YLD Principal Act Hi YLD ETF | 2.00% | 156,683 | $3.0M | Add +1.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.97% | 37,535 | $3.0M | Add +1.5% |
| HMOP Hartford Municipal Opp ETF | 1.62% | 63,484 | $2.5M | New |
| MUNI PIMCO Intermediate Municipal | 1.60% | 46,689 | $2.4M | Add +6.5% |
| PXF Invesco Rafi Developed Marke | 1.47% | 36,690 | $2.2M | Add +1.9% |
| VIGI Vanguard Int Div App Indx FD | 1.42% | 24,260 | $2.2M | Add +3.7% |
| VFMF Vanguard US Multifactor ETF | 1.14% | 12,059 | $1.7M | Add +1.4% |
| JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F | 1.14% | 29,346 | $1.7M | Add +4.3% |
| AAPL Apple Inc. | 1.11% | 6,650 | $1.7M | Reduce -2.1% |
| IAUM iShares Gold Trust Micro | 0.98% | 38,650 | $1.5M | Add +6.1% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.94% | 46,070 | $1.4M | Add +5.6% |
| FLSP Franklin Systematic Style PR | 0.93% | 53,434 | $1.4M | Add +9.2% |
| DFAC Dimensional US Core Equity 2 | 0.82% | 32,274 | $1.2M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.77% | 2,340 | $1.2M | Reduce -3.5% |
| MSFT Microsoft Corp. | 0.74% | 2,167 | $1.1M | Reduce -0.8% |
| NVDA Nvidia Corp. | 0.71% | 5,775 | $1.1M | Reduce -6.0% |
| FLMI Franklin Dynamic Municipal B | 0.64% | 39,529 | $979K | Add +4.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.64% | 2,962 | $972K | Reduce -0.3% |
| FBND Fidelity Total Bond ETF | 0.64% | 21,005 | $971K | Add +1.4% |
| ILCG iShares Morningstar Growth E | 0.59% | 8,568 | $894K | Add +0.3% |
| FSMD Fidelity Small-Mid Multifact | 0.53% | 18,360 | $808K | Add +2.7% |
| ILCV iShares Morningstar Value Et | 0.53% | 8,948 | $806K | Add +2.0% |
| DE Deere & Co. | 0.50% | 1,656 | $757K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.45% | 16,003 | $685K | Add +3.8% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.36% | 10,951 | $557K | Add +0.6% |
| META Meta Platforms Inc. Class A | 0.36% | 753 | $553K | Reduce -0.5% |
| CDW CDW Corp. | 0.28% | 2,701 | $430K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.27% | 1,591 | $405K | Reduce -0.7% |
| ROK Rockwell Automation Inc. | 0.26% | 1,134 | $396K | No change |
| ADM Archer-Daniels-Midland Co. | 0.26% | 6,571 | $393K | No change |
| VEA Vanguard Ftse Developed ETF | 0.26% | 6,527 | $391K | Reduce -5.0% |
| GOOGL Alphabet Inc. Class A | 0.23% | 1,466 | $356K | Add +0.6% |
| VCIT Vanguard Int-Term Corporate | 0.23% | 4,159 | $350K | Add +3.6% |
| AGG iShares Core U.S. Aggregate | 0.23% | 3,444 | $345K | Add +4.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.22% | 1,805 | $337K | Add +1.1% |
| AMZN Amazon.com Inc. | 0.22% | 1,523 | $334K | Reduce -6.5% |
| VONG Vanguard Russell 1000 Growth | 0.21% | 2,715 | $327K | Reduce -7.2% |
| PRF Invesco Rafi US 1000 ETF | 0.20% | 6,844 | $309K | Reduce -2.1% |
| IVV iShares Core S&P 500 ETF | 0.20% | 451 | $302K | No change |
| KO The Coca-Cola Co. | 0.19% | 4,455 | $295K | Reduce -2.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.19% | 475 | $285K | Reduce -1.9% |
| PULS Pgim Ultra Short Bond ETF | 0.18% | 5,607 | $279K | Add +4.4% |
| WFC Wells Fargo & Co. | 0.18% | 3,327 | $279K | Reduce -0.8% |
| SPSB SS SPDR P St C Corp. ETF | 0.18% | 9,066 | $275K | Add +5.1% |
| NEE Nextera Energy Inc. | 0.17% | 3,438 | $260K | Reduce -10.8% |
| EFA iShares MSCI Eafe ETF | 0.17% | 2,719 | $254K | No change |
| LNT Alliant Energy Corp. | 0.16% | 3,588 | $242K | No change |
| COST Costco Wholesale Corp. | 0.16% | 257 | $238K | No change |
| DFAX Dimensional World Ex US Core | 0.15% | 7,420 | $233K | No change |
| TSLA Tesla Inc. | 0.15% | 512 | $228K | New |
| VOO Vanguard S&P 500 ETF | 0.13% | 332 | $203K | New |
Portfolio Sells Q2 2025 → Q3 2025
| MUB iShares National Muni Bond E | Sold out | 0.00% | −1.78 |
| EEMV iShares MSCI Emg MKT Min Vol | Sold out | 0.00% | −0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.5% | 0.77% | −0.06 |
| KO The Coca-Cola Co. | Reduce -2.5% | 0.19% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -6.5% | 0.22% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -0.5% | 0.36% | −0.03 |
| MSFT Microsoft Corp. | Reduce -0.8% | 0.74% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -5.0% | 0.26% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -10.8% | 0.17% | −0.02 |
| TPICQ Tpi Composites Inc. | Sold out | 0.00% | −0.01 |
| VONG Vanguard Russell 1000 Growth | Reduce -7.2% | 0.21% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -0.8% | 0.18% | −0.01 |
| PRF Invesco Rafi US 1000 ETF | Reduce -2.1% | 0.20% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.7% | 0.27% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.9% | 0.19% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.3% | 0.64% | +0.00 |
| NVDA Nvidia Corp. | Reduce -6.0% | 0.71% | +0.02 |
| ONEQ Fidelity Nasdaq Comp Indx | Reduce -1.1% | 2.63% | +0.06 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -0.7% | 8.02% | +0.11 |
| AAPL Apple Inc. | Reduce -2.1% | 1.11% | +0.13 |
Portfolio Buys Q2 2025 → Q3 2025
| HMOP Hartford Municipal Opp ETF | New | 1.62% | +1.62 |
| GLDM SPDR Gold Minishares Trust | Add +0.8% | 4.06% | +0.35 |
| TSLA Tesla Inc. | New | 0.15% | +0.15 |
| VOO Vanguard S&P 500 ETF | New | 0.13% | +0.13 |
| IAUM iShares Gold Trust Micro | Add +6.1% | 0.98% | +0.13 |
| VWO Vanguard Ftse Emerging Marke | Add +0.7% | 4.46% | +0.11 |
| FLSP Franklin Systematic Style PR | Add +9.2% | 0.93% | +0.10 |
| DFIV Dimensional International Va | Add +1.3% | 5.35% | +0.07 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +1.4% | 7.31% | +0.07 |
| FVAL Fidelity Value Factor ETF | Add +2.6% | 2.60% | +0.07 |
| DFUS Dimensional US Eq MKT ETF | Add +0.5% | 7.15% | +0.07 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +5.6% | 0.94% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +0.6% | 0.23% | +0.05 |
| GSLC Goldman Activebeta US LC ETF | Add +2.3% | 2.32% | +0.05 |
| DFAS Dimensional US Small Cap ETF | Add +1.0% | 5.39% | +0.05 |
| JPEM JPM Diversified Ret Em Equit | Add +4.3% | 1.14% | +0.02 |
| PXF Invesco Rafi Developed Marke | Add +1.9% | 1.47% | +0.01 |
| VFMF Vanguard US Multifactor ETF | Add +1.4% | 1.14% | +0.01 |
| MUNI PIMCO Intermediate Municipal | Add +6.5% | 1.60% | +0.01 |
| ILCV iShares Morningstar Value Et | Add +2.0% | 0.53% | +0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +3.8% | 0.45% | +0.01 |
| FSMD Fidelity Small-Mid Multifact | Add +2.7% | 0.53% | +0.01 |
| ILCG iShares Morningstar Growth E | Add +0.3% | 0.59% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.1% | 0.22% | −0.00 |
| SPSB SS SPDR P St C Corp. ETF | Add +5.1% | 0.18% | −0.00 |
| FLMI Franklin Dynamic Municipal B | Add +4.7% | 0.64% | −0.00 |
| AGG iShares Core U.S. Aggregate | Add +4.1% | 0.23% | −0.01 |
| PULS Pgim Ultra Short Bond ETF | Add +4.4% | 0.18% | −0.01 |
| VCIT Vanguard Int-Term Corporate | Add +3.6% | 0.23% | −0.01 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Add +0.6% | 0.36% | −0.02 |
| FBND Fidelity Total Bond ETF | Add +1.4% | 0.64% | −0.03 |
| VIGI Vanguard Int Div App Indx FD | Add +3.7% | 1.42% | −0.06 |
| VFQY Vanguard U.S. Quality Factor | Add +1.4% | 6.82% | −0.08 |
| JMUB JPMorgan Municipal ETF | Add +0.9% | 2.03% | −0.10 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Add +1.7% | 2.09% | −0.10 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +1.5% | 1.97% | −0.11 |
| YLD Principal Act Hi YLD ETF | Add +1.1% | 2.00% | −0.12 |
| FLDR Fidelity Low Durat Fact ETF | Add +2.6% | 3.96% | −0.18 |
| JCPB JPMorgan Core Plus Bond ETF | Add +1.5% | 6.14% | −0.30 |
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 |