Cedar Point Capital Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 6, 2026), Cedar Point Capital Partners, LLC reported 71 stock positions worth $154.0 million. Its top holding was Schwab Fndmntl US LRG Co. ETF (FNDX) at 7.4% of the portfolio, followed by Vngrd Mrgstr MG CP GR ETF-Ui (MGK, 6.9%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 6.8%). Compared with Q4 2025, it opened 8 new positions, sold out of 6, added to 39 and reduced 15. The biggest buy was a new position in Vngrd Mrngstr MD-Cap ETF-Usd (VO) and the biggest sale an exit from Vanguard U.S. Quality Factor (VFQY).
- Most Recent 13F
- Q2 2026
- Location
- Cedar Rapids, IA
- CIK
- 0001954337
- Portfolio Value
- $154.0M (Q1 2026)
- SEC Filing
- 0001172661-26-001611 ↗ filed May 6, 2026
Holdings Value
Holdings 71 stocks · $154.0M
| FNDX Schwab Fndmntl US LRG Co. ETF | 7.44% | 411,084 | $11.4M | Add +1.1% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 6.93% | 29,056 | $10.7M | Add +4.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 6.85% | 36,697 | $10.5M | New |
| DFUS Dimensional US Eq MKT ETF | 6.77% | 147,007 | $10.4M | Add +3.3% |
| JCPB JPMorgan Core Plus Bond ETF | 6.45% | 210,879 | $9.9M | Add +2.7% |
| DFAS Dimensional US Small Cap ETF | 5.40% | 116,780 | $8.3M | Add +0.9% |
| DFIV Dimensional International Va | 5.39% | 157,095 | $8.3M | Reduce -6.9% |
| VWO Vanguard Ftse Emerging Marke | 4.37% | 124,355 | $6.7M | Add +3.0% |
| XLRE SS Real Estate Select Sector | 3.77% | 141,984 | $5.8M | New |
| GLDM SPDR Gold Minishares Trust | 3.68% | 61,096 | $5.7M | Reduce -14.9% |
| FVAL Fidelity Value Factor ETF | 2.85% | 63,214 | $4.4M | Add +5.3% |
| ONEQ Fidelity Nasdaq Comp Indx | 2.85% | 51,664 | $4.4M | Add +6.6% |
| GSLC Goldman Activebeta US LC ETF | 2.55% | 31,320 | $3.9M | Add +5.9% |
| SPHY SS SPDR P High Yield ETF | 2.06% | 135,902 | $3.2M | New |
| VCSH Vanguard S/T Corp. Bond ETF | 2.06% | 39,943 | $3.2M | Add +2.9% |
| PXF Invesco Rafi Developed Marke | 1.91% | 42,158 | $2.9M | Add +3.9% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 1.67% | 87,298 | $2.6M | Add +15.9% |
| CGMU Cap Group Municipal Income | 1.62% | 91,842 | $2.5M | New |
| VFMF Vanguard US Multifactor ETF | 1.56% | 15,495 | $2.4M | Add +9.8% |
| MUNI PIMCO Intermediate Municipal | 1.55% | 45,818 | $2.4M | Add +9.8% |
| IAUM iShares Gold Trust Micro | 1.54% | 50,906 | $2.4M | Add +6.7% |
| FNDA Schwab Fndmntl US SM Co. ETF | 1.27% | 60,518 | $2.0M | Add +8.8% |
| DFAE Dimensional Emerging Core Eq | 1.12% | 50,726 | $1.7M | New |
| AAPL Apple Inc. | 1.10% | 6,659 | $1.7M | Reduce -0.4% |
| VNQ Vanguard Real Estate ETF | 0.90% | 15,684 | $1.4M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.88% | 2,841 | $1.4M | Add +11.8% |
| DFAC Dimensional US Core Equity 2 | 0.81% | 32,274 | $1.3M | No change |
| VCIT Vanguard Int-Term Corporate | 0.70% | 12,992 | $1.1M | Add +3.6% |
| NVDA Nvidia Corp. | 0.69% | 6,101 | $1.1M | Add +3.6% |
| FLMI Franklin Dynamic Municipal B | 0.67% | 41,467 | $1.0M | Add +14.1% |
| DE Deere & Co. | 0.64% | 1,738 | $979K | Add +1.2% |
| AGG iShares Core U.S. Aggregate | 0.63% | 9,746 | $967K | Add +3.7% |
| FBND Fidelity Total Bond ETF | 0.62% | 21,084 | $962K | Add +3.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.57% | 2,724 | $874K | Reduce -6.2% |
| MSFT Microsoft Corp. | 0.54% | 2,248 | $832K | Add +2.5% |
| ILCV iShares Morningstar Value Et | 0.49% | 8,085 | $753K | Add +1.2% |
| ILCG iShares Morningstar Growth E | 0.49% | 7,822 | $747K | Add +2.6% |
| FSMD Fidelity Small-Mid Multifact | 0.44% | 14,996 | $671K | Reduce -14.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.42% | 14,301 | $653K | Add +2.1% |
| JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F | 0.42% | 10,491 | $652K | Reduce -67.7% |
| PULS Pgim Ultra Short Bond ETF | 0.40% | 12,422 | $615K | Add +2.8% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.38% | 11,580 | $585K | Add +7.0% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.37% | 11,421 | $576K | Reduce -79.8% |
| SPSB SS SPDR P St C Corp. ETF | 0.37% | 19,121 | $575K | Add +4.3% |
| JMUB JPMorgan Municipal ETF | 0.35% | 10,693 | $535K | Reduce -80.7% |
| ADM Archer-Daniels-Midland Co. | 0.31% | 6,571 | $478K | No change |
| FLSP Franklin Systematic Style PR | 0.30% | 16,897 | $460K | Reduce -73.4% |
| GOOGL Alphabet Inc. Class A | 0.30% | 1,595 | $459K | Add +5.8% |
| HMOP Hartford Municipal Opp ETF | 0.29% | 11,611 | $450K | Reduce -78.6% |
| META Meta Platforms Inc. Class A | 0.28% | 763 | $437K | Add +2.7% |
| ROK Rockwell Automation Inc. | 0.26% | 1,134 | $407K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.25% | 1,451 | $380K | Reduce -1.2% |
| FALN iShares Fallen Angels ETF | 0.24% | 13,975 | $373K | Add +5.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.24% | 1,862 | $365K | Add +10.6% |
| AMZN Amazon.com Inc. | 0.22% | 1,644 | $342K | Add +7.1% |
| KO The Coca-Cola Co. | 0.22% | 4,455 | $339K | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.21% | 2,922 | $325K | Add +42.5% |
| COST Costco Wholesale Corp. | 0.19% | 295 | $294K | Add +0.3% |
| NEE Nextera Energy Inc. | 0.19% | 3,158 | $293K | Reduce -8.3% |
| CDW CDW Corp. | 0.19% | 2,386 | $289K | No change |
| TSLA Tesla Inc. | 0.17% | 719 | $267K | Add +8.3% |
| IVV iShares Core S&P 500 ETF | 0.17% | 407 | $266K | No change |
| VEA Vanguard Ftse Developed ETF | 0.17% | 4,126 | $264K | Reduce -38.0% |
| WFC Wells Fargo & Co. | 0.17% | 3,307 | $263K | No change |
| LLY Eli Lilly & Co. | 0.16% | 275 | $253K | Add +14.6% |
| LNT Alliant Energy Corp. | 0.16% | 3,518 | $252K | Reduce -5.4% |
| DFAX Dimensional World Ex US Core | 0.16% | 7,420 | $252K | No change |
| VOO Vanguard S&P 500 ETF | 0.16% | 405 | $242K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.15% | 2,993 | $229K | New |
| XOM Exxon Mobil Corp. | 0.15% | 1,335 | $226K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 385 | $222K | Reduce -3.8% |
Portfolio Sells Q4 2025 → Q1 2026
| VFQY Vanguard U.S. Quality Factor | Sold out | 0.00% | −6.58 |
| FLDR Fidelity Low Durat Fact ETF | Sold out | 0.00% | −4.05 |
| YLD Principal Act Hi YLD ETF | Sold out | 0.00% | −1.95 |
| JMUB JPMorgan Municipal ETF | Reduce -80.7% | 0.35% | −1.44 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Reduce -79.8% | 0.37% | −1.44 |
| HMOP Hartford Municipal Opp ETF | Reduce -78.6% | 0.29% | −1.06 |
| JPEM JPM Diversified Ret Em Equit | Reduce -67.7% | 0.42% | −0.84 |
| FLSP Franklin Systematic Style PR | Reduce -73.4% | 0.30% | −0.79 |
| GLDM SPDR Gold Minishares Trust | Reduce -14.9% | 3.68% | −0.24 |
| PRF Invesco Rafi US 1000 ETF | Sold out | 0.00% | −0.22 |
| VONG Vanguard Russell 1000 Growth | Sold out | 0.00% | −0.22 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −0.13 |
| VEA Vanguard Ftse Developed ETF | Reduce -38.0% | 0.17% | −0.09 |
| AAPL Apple Inc. | Reduce -0.4% | 1.10% | −0.06 |
| FSMD Fidelity Small-Mid Multifact | Reduce -14.6% | 0.44% | −0.06 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -6.2% | 0.57% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.8% | 0.14% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.2% | 0.25% | +0.00 |
| DFIV Dimensional International Va | Reduce -6.9% | 5.39% | +0.01 |
| LNT Alliant Energy Corp. | Reduce -5.4% | 0.16% | +0.01 |
| NEE Nextera Energy Inc. | Reduce -8.3% | 0.19% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 6.85% | +6.85 |
| XLRE SS Real Estate Select Sector | New | 3.77% | +3.77 |
| SPHY SS SPDR P High Yield ETF | New | 2.06% | +2.06 |
| CGMU Cap Group Municipal Income | New | 1.62% | +1.62 |
| DFAE Dimensional Emerging Core Eq | New | 1.12% | +1.12 |
| VNQ Vanguard Real Estate ETF | New | 0.90% | +0.90 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +1.1% | 7.44% | +0.38 |
| CGXU Cap Group Intl Focus | Add +15.9% | 1.67% | +0.25 |
| DFAS Dimensional US Small Cap ETF | Add +0.9% | 5.40% | +0.25 |
| JCPB JPMorgan Core Plus Bond ETF | Add +2.7% | 6.45% | +0.24 |
| IAUM iShares Gold Trust Micro | Add +6.7% | 1.54% | +0.23 |
| VWO Vanguard Ftse Emerging Marke | Add +3.0% | 4.37% | +0.22 |
| PXF Invesco Rafi Developed Marke | Add +3.9% | 1.91% | +0.22 |
| VFMF Vanguard US Multifactor ETF | Add +9.8% | 1.56% | +0.20 |
| MUNI PIMCO Intermediate Municipal | Add +9.8% | 1.55% | +0.16 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +8.8% | 1.27% | +0.16 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.15% | +0.15 |
| XOM Exxon Mobil Corp. | New | 0.15% | +0.15 |
| DE Deere & Co. | Add +1.2% | 0.64% | +0.13 |
| FLMI Franklin Dynamic Municipal B | Add +14.1% | 0.67% | +0.09 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +2.9% | 2.06% | +0.08 |
| FVAL Fidelity Value Factor ETF | Add +5.3% | 2.85% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +11.8% | 0.88% | +0.07 |
| EFG iShares MSCI Eafe Growth ETF | Add +42.5% | 0.21% | +0.06 |
| GSLC Goldman Activebeta US LC ETF | Add +5.9% | 2.55% | +0.05 |
| DFUS Dimensional US Eq MKT ETF | Add +3.3% | 6.77% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +10.6% | 0.24% | +0.03 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Add +7.0% | 0.38% | +0.03 |
| AGG iShares Core U.S. Aggregate | Add +3.7% | 0.63% | +0.03 |
| COST Costco Wholesale Corp. | Add +0.3% | 0.19% | +0.03 |
| VCIT Vanguard Int-Term Corporate | Add +3.6% | 0.70% | +0.03 |
| FBND Fidelity Total Bond ETF | Add +3.8% | 0.62% | +0.03 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +2.1% | 0.42% | +0.03 |
| ONEQ Fidelity Nasdaq Comp Indx | Add +6.6% | 2.85% | +0.02 |
| SPSB SS SPDR P St C Corp. ETF | Add +4.3% | 0.37% | +0.02 |
| PULS Pgim Ultra Short Bond ETF | Add +2.8% | 0.40% | +0.02 |
| FALN iShares Fallen Angels ETF | Add +5.3% | 0.24% | +0.01 |
| ILCV iShares Morningstar Value Et | Add +1.2% | 0.49% | +0.01 |
| LLY Eli Lilly & Co. | Add +14.6% | 0.16% | −0.00 |
| GOOGL Alphabet Inc. Class A | Add +5.8% | 0.30% | −0.00 |
| AMZN Amazon.com Inc. | Add +7.1% | 0.22% | −0.00 |
| NVDA Nvidia Corp. | Add +3.6% | 0.69% | −0.01 |
| TSLA Tesla Inc. | Add +8.3% | 0.17% | −0.02 |
| ILCG iShares Morningstar Growth E | Add +2.6% | 0.49% | −0.02 |
| META Meta Platforms Inc. Class A | Add +2.7% | 0.28% | −0.03 |
| MSFT Microsoft Corp. | Add +2.5% | 0.54% | −0.14 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +4.8% | 6.93% | −0.37 |
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 |