Cedar Point Capital Partners, LLC

Est. AUM

$154.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$11.4M	411084	7.44%	SOLE
2	VANGUARD WORLD FD	MEGA GRWTH IND	$10.7M	29056	6.93%	SOLE
3	VANGUARD INDEX FDS	MID CAP ETF	$10.5M	36697	6.85%	SOLE
4	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$10.4M	147007	6.77%	SOLE
5	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$9.9M	210879	6.45%	SOLE
6	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$8.3M	116780	5.40%	SOLE
7	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$8.3M	157095	5.39%	SOLE
8	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$6.7M	124355	4.37%	SOLE
9	SELECT SECTOR SPDR TR	STATE STREET REA	$5.8M	141984	3.77%	SOLE
10	WORLD GOLD TR	SPDR GLD MINIS	$5.7M	61096	3.68%	SOLE
11	FIDELITY COVINGTON TRUST	VLU FACTOR ETF	$4.4M	63214	2.85%	SOLE
12	FIDELITY COMWLTH TR	NASDAQ COMPSIT	$4.4M	51664	2.85%	SOLE
13	GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$3.9M	31320	2.55%	SOLE
14	SPDR SERIES TRUST	STATE STREET SPD	$3.2M	135902	2.06%	SOLE
15	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$3.2M	39943	2.06%	SOLE
16	INVESCO EXCH TRADED FD TR II	RAFI DVLPD MRKTS	$2.9M	42158	1.91%	SOLE
17	CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$2.6M	87298	1.67%	SOLE
18	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$2.5M	91842	1.62%	SOLE
19	VANGUARD WELLINGTON FD	US MULTIFACTOR	$2.4M	15495	1.56%	SOLE
20	PIMCO ETF TR	INTER MUN BD ACT	$2.4M	45818	1.55%	SOLE
21	ISHARES GOLD TR	SHARES REPRESENT	$2.4M	50906	1.54%	SOLE
22	SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$2.0M	60518	1.28%	SOLE
23	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.7M	50726	1.12%	SOLE
24	APPLE INC	COM	$1.7M	6659	1.10%	SOLE
25	VANGUARD INDEX FDS	REAL ESTATE ETF	$1.4M	15684	0.90%	SOLE
26	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.4M	2841	0.88%	SOLE
27	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.3M	32274	0.81%	SOLE
28	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.1M	12992	0.70%	SOLE
29	NVIDIA CORPORATION	COM	$1.1M	6101	0.69%	SOLE
30	FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$1.0M	41467	0.67%	SOLE
31	DEERE & CO	COM	$979K	1738	0.64%	SOLE
32	ISHARES TR	CORE US AGGBD ET	$967K	9746	0.63%	SOLE
33	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$962K	21084	0.62%	SOLE
34	VANGUARD INDEX FDS	TOTAL STK MKT	$874K	2724	0.57%	SOLE
35	MICROSOFT CORP	COM	$832K	2248	0.54%	SOLE
36	ISHARES TR	MORNINGSTAR VALU	$753K	8085	0.49%	SOLE
37	ISHARES TR	MORNINGSTAR GRWT	$747K	7822	0.49%	SOLE
38	FIDELITY COVINGTON TRUST	SML MID MLTFCT	$671K	14996	0.44%	SOLE
39	SPDR INDEX SHS FDS	STATE STREET SPD	$653K	14301	0.42%	SOLE
40	J P MORGAN EXCHANGE TRADED F	DIV RTN EM EQT	$652K	10491	0.42%	SOLE
41	PGIM ETF TR	PGIM ULTRA SH BD	$615K	12422	0.40%	SOLE
42	ISHARES TR	0-5YR INVT GR CP	$585K	11580	0.38%	SOLE
43	PIMCO ETF TR	SHTRM MUN BD ACT	$576K	11421	0.37%	SOLE
44	SPDR SERIES TRUST	STATE STREET SPD	$575K	19121	0.37%	SOLE
45	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$535K	10693	0.35%	SOLE
46	ARCHER DANIELS MIDLAND CO	COM	$478K	6571	0.31%	SOLE
47	FRANKLIN TEMPLETON ETF TR	SYSTMTC STYL PRE	$460K	16897	0.30%	SOLE
48	ALPHABET INC	CAP STK CL A	$459K	1595	0.30%	SOLE
49	HARTFORD FDS EXCHANGE TRADED	MUN OPORTUNITE	$450K	11611	0.29%	SOLE
50	META PLATFORMS INC	CL A	$437K	763	0.28%	SOLE

1–50 of 71

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.