Cedar Point Capital Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Cedar Point Capital Partners, LLC reported 69 stock positions worth $156.6 million. Its top holding was Vngrd Mrgstr MG CP GR ETF-Ui (MGK) at 7.3% of the portfolio, followed by Schwab Fndmntl US LRG Co. ETF (FNDX, 7.1%) and Dimensional US Eq MKT ETF (DFUS, 6.7%). Compared with Q3 2025, it opened 4 new positions, sold out of 1, added to 32 and reduced 28. The biggest buy was a new position in Cap Group Intl Focus (CGXU) and the biggest sale an exit from Vanguard Int Div App Indx FD (VIGI).
- Most Recent 13F
- Q2 2026
- Location
- Cedar Rapids, IA
- CIK
- 0001954337
- Portfolio Value
- $156.6M (Q4 2025)
- SEC Filing
- 0001172661-26-000629 ↗ filed Feb 11, 2026
Holdings Value
Holdings 69 stocks · $156.6M
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 7.31% | 27,725 | $11.4M | Reduce -8.8% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 7.06% | 406,467 | $11.1M | Reduce -4.1% |
| DFUS Dimensional US Eq MKT ETF | 6.74% | 142,302 | $10.6M | Reduce -5.5% |
| VFQY Vanguard U.S. Quality Factor | 6.58% | 67,138 | $10.3M | Reduce -2.6% |
| JCPB JPMorgan Core Plus Bond ETF | 6.21% | 205,357 | $9.7M | Add +4.2% |
| DFIV Dimensional International Va | 5.38% | 168,755 | $8.4M | Reduce -4.6% |
| DFAS Dimensional US Small Cap ETF | 5.15% | 115,764 | $8.1M | Reduce -3.7% |
| VWO Vanguard Ftse Emerging Marke | 4.14% | 120,753 | $6.5M | Reduce -3.9% |
| FLDR Fidelity Low Durat Fact ETF | 4.05% | 126,328 | $6.3M | Add +5.1% |
| GLDM SPDR Gold Minishares Trust | 3.91% | 71,816 | $6.1M | Reduce -11.3% |
| ONEQ Fidelity Nasdaq Comp Indx | 2.83% | 48,465 | $4.4M | Add +7.6% |
| FVAL Fidelity Value Factor ETF | 2.77% | 60,053 | $4.3M | Add +4.3% |
| GSLC Goldman Activebeta US LC ETF | 2.50% | 29,568 | $3.9M | Add +8.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.98% | 38,821 | $3.1M | Add +3.4% |
| YLD Principal Act Hi YLD ETF | 1.95% | 161,106 | $3.1M | Add +2.8% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 1.82% | 56,387 | $2.8M | Reduce -10.6% |
| JMUB JPMorgan Municipal ETF | 1.79% | 55,515 | $2.8M | Reduce -9.6% |
| PXF Invesco Rafi Developed Marke | 1.70% | 40,568 | $2.7M | Add +10.6% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 1.42% | 75,329 | $2.2M | New |
| MUNI PIMCO Intermediate Municipal | 1.40% | 41,735 | $2.2M | Reduce -10.6% |
| VFMF Vanguard US Multifactor ETF | 1.36% | 14,116 | $2.1M | Add +17.1% |
| HMOP Hartford Municipal Opp ETF | 1.35% | 54,185 | $2.1M | Reduce -14.7% |
| IAUM iShares Gold Trust Micro | 1.31% | 47,701 | $2.1M | Add +23.4% |
| JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F | 1.26% | 32,480 | $2.0M | Add +10.7% |
| AAPL Apple Inc. | 1.16% | 6,683 | $1.8M | Add +0.5% |
| FNDA Schwab Fndmntl US SM Co. ETF | 1.12% | 55,640 | $1.8M | Add +20.8% |
| FLSP Franklin Systematic Style PR | 1.09% | 63,593 | $1.7M | Add +19.0% |
| DFAC Dimensional US Core Equity 2 | 0.82% | 32,274 | $1.3M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.82% | 2,540 | $1.3M | Add +8.6% |
| NVDA Nvidia Corp. | 0.70% | 5,890 | $1.1M | Add +2.0% |
| MSFT Microsoft Corp. | 0.68% | 2,193 | $1.1M | Add +1.2% |
| VCIT Vanguard Int-Term Corporate | 0.67% | 12,534 | $1.0M | Add +201.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.62% | 2,903 | $973K | Reduce -2.0% |
| AGG iShares Core U.S. Aggregate | 0.60% | 9,398 | $939K | Add +172.9% |
| FBND Fidelity Total Bond ETF | 0.60% | 20,314 | $935K | Reduce -3.3% |
| FLMI Franklin Dynamic Municipal B | 0.58% | 36,339 | $904K | Reduce -8.1% |
| DE Deere & Co. | 0.51% | 1,718 | $800K | Add +3.7% |
| ILCG iShares Morningstar Growth E | 0.51% | 7,622 | $793K | Reduce -11.0% |
| FSMD Fidelity Small-Mid Multifact | 0.49% | 17,557 | $775K | Reduce -4.4% |
| ILCV iShares Morningstar Value Et | 0.48% | 7,988 | $754K | Reduce -10.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.40% | 14,004 | $622K | Reduce -12.5% |
| PULS Pgim Ultra Short Bond ETF | 0.38% | 12,089 | $599K | Add +115.6% |
| SPSB SS SPDR P St C Corp. ETF | 0.35% | 18,329 | $554K | Add +102.2% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.35% | 10,818 | $548K | Reduce -1.2% |
| META Meta Platforms Inc. Class A | 0.31% | 743 | $490K | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 0.30% | 1,507 | $472K | Add +2.8% |
| ROK Rockwell Automation Inc. | 0.28% | 1,134 | $441K | No change |
| VEA Vanguard Ftse Developed ETF | 0.27% | 6,655 | $416K | Add +2.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.24% | 1,469 | $379K | Reduce -7.7% |
| ADM Archer-Daniels-Midland Co. | 0.24% | 6,571 | $378K | No change |
| FALN iShares Fallen Angels ETF | 0.23% | 13,275 | $362K | New |
| AMZN Amazon.com Inc. | 0.23% | 1,535 | $354K | Add +0.8% |
| PRF Invesco Rafi US 1000 ETF | 0.22% | 7,328 | $344K | Add +7.1% |
| VONG Vanguard Russell 1000 Growth | 0.22% | 2,811 | $342K | Add +3.5% |
| CDW CDW Corp. | 0.21% | 2,386 | $325K | Reduce -11.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.21% | 1,683 | $321K | Reduce -6.8% |
| KO The Coca-Cola Co. | 0.20% | 4,455 | $311K | No change |
| WFC Wells Fargo & Co. | 0.20% | 3,307 | $308K | Reduce -0.6% |
| TSLA Tesla Inc. | 0.19% | 664 | $299K | Add +29.7% |
| IVV iShares Core S&P 500 ETF | 0.18% | 407 | $279K | Reduce -9.8% |
| NEE Nextera Energy Inc. | 0.18% | 3,443 | $276K | Add +0.1% |
| LLY Eli Lilly & Co. | 0.16% | 240 | $258K | New |
| VOO Vanguard S&P 500 ETF | 0.16% | 405 | $254K | Add +22.0% |
| COST Costco Wholesale Corp. | 0.16% | 294 | $254K | Add +14.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 400 | $246K | Reduce -15.8% |
| DFAX Dimensional World Ex US Core | 0.15% | 7,420 | $243K | No change |
| LNT Alliant Energy Corp. | 0.15% | 3,718 | $242K | Add +3.6% |
| EFG iShares MSCI Eafe Growth ETF | 0.15% | 2,050 | $233K | New |
| EFA iShares MSCI Eafe ETF | 0.13% | 2,139 | $205K | Reduce -21.3% |
Portfolio Sells Q3 2025 → Q4 2025
| VIGI Vanguard Int Div App Indx FD | Sold out | 0.00% | −1.42 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -8.8% | 7.31% | −0.71 |
| DFUS Dimensional US Eq MKT ETF | Reduce -5.5% | 6.74% | −0.41 |
| VWO Vanguard Ftse Emerging Marke | Reduce -3.9% | 4.14% | −0.32 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Reduce -10.6% | 1.82% | −0.28 |
| HMOP Hartford Municipal Opp ETF | Reduce -14.7% | 1.35% | −0.27 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -4.1% | 7.06% | −0.25 |
| DFAS Dimensional US Small Cap ETF | Reduce -3.7% | 5.15% | −0.25 |
| VFQY Vanguard U.S. Quality Factor | Reduce -2.6% | 6.58% | −0.24 |
| JMUB JPMorgan Municipal ETF | Reduce -9.6% | 1.79% | −0.24 |
| MUNI PIMCO Intermediate Municipal | Reduce -10.6% | 1.40% | −0.20 |
| GLDM SPDR Gold Minishares Trust | Reduce -11.3% | 3.91% | −0.15 |
| ILCG iShares Morningstar Growth E | Reduce -11.0% | 0.51% | −0.08 |
| CDW CDW Corp. | Reduce -11.7% | 0.21% | −0.07 |
| FLMI Franklin Dynamic Municipal B | Reduce -8.1% | 0.58% | −0.07 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -12.5% | 0.40% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -1.3% | 0.31% | −0.05 |
| ILCV iShares Morningstar Value Et | Reduce -10.7% | 0.48% | −0.05 |
| FBND Fidelity Total Bond ETF | Reduce -3.3% | 0.60% | −0.04 |
| EFA iShares MSCI Eafe ETF | Reduce -21.3% | 0.13% | −0.04 |
| FSMD Fidelity Small-Mid Multifact | Reduce -4.4% | 0.49% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -15.8% | 0.16% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -7.7% | 0.24% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -9.8% | 0.18% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.0% | 0.62% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -6.8% | 0.21% | −0.02 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Reduce -1.2% | 0.35% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -0.6% | 0.20% | +0.01 |
| DFIV Dimensional International Va | Reduce -4.6% | 5.38% | +0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| CGXU Cap Group Intl Focus | New | 1.42% | +1.42 |
| VCIT Vanguard Int-Term Corporate | Add +201.4% | 0.67% | +0.44 |
| AGG iShares Core U.S. Aggregate | Add +172.9% | 0.60% | +0.37 |
| IAUM iShares Gold Trust Micro | Add +23.4% | 1.31% | +0.33 |
| FALN iShares Fallen Angels ETF | New | 0.23% | +0.23 |
| PXF Invesco Rafi Developed Marke | Add +10.6% | 1.70% | +0.23 |
| VFMF Vanguard US Multifactor ETF | Add +17.1% | 1.36% | +0.22 |
| PULS Pgim Ultra Short Bond ETF | Add +115.6% | 0.38% | +0.20 |
| ONEQ Fidelity Nasdaq Comp Indx | Add +7.6% | 2.83% | +0.19 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +20.8% | 1.12% | +0.18 |
| GSLC Goldman Activebeta US LC ETF | Add +8.7% | 2.50% | +0.18 |
| SPSB SS SPDR P St C Corp. ETF | Add +102.2% | 0.35% | +0.17 |
| FVAL Fidelity Value Factor ETF | Add +4.3% | 2.77% | +0.17 |
| LLY Eli Lilly & Co. | New | 0.16% | +0.16 |
| FLSP Franklin Systematic Style PR | Add +19.0% | 1.09% | +0.16 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.15% | +0.15 |
| JPEM JPM Diversified Ret Em Equit | Add +10.7% | 1.26% | +0.12 |
| FLDR Fidelity Low Durat Fact ETF | Add +5.1% | 4.05% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +2.8% | 0.30% | +0.07 |
| JCPB JPMorgan Core Plus Bond ETF | Add +4.2% | 6.21% | +0.07 |
| AAPL Apple Inc. | Add +0.5% | 1.16% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +8.6% | 0.82% | +0.04 |
| TSLA Tesla Inc. | Add +29.7% | 0.19% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +22.0% | 0.16% | +0.03 |
| PRF Invesco Rafi US 1000 ETF | Add +7.1% | 0.22% | +0.02 |
| DE Deere & Co. | Add +3.7% | 0.51% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +2.0% | 0.27% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +3.4% | 1.98% | +0.01 |
| AMZN Amazon.com Inc. | Add +0.8% | 0.23% | +0.01 |
| NEE Nextera Energy Inc. | Add +0.1% | 0.18% | +0.01 |
| COST Costco Wholesale Corp. | Add +14.4% | 0.16% | +0.01 |
| VONG Vanguard Russell 1000 Growth | Add +3.5% | 0.22% | +0.00 |
| LNT Alliant Energy Corp. | Add +3.6% | 0.15% | −0.00 |
| NVDA Nvidia Corp. | Add +2.0% | 0.70% | −0.01 |
| YLD Principal Act Hi YLD ETF | Add +2.8% | 1.95% | −0.04 |
| MSFT Microsoft Corp. | Add +1.2% | 0.68% | −0.06 |
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 |