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CIK: 0001954337
Total reported value
$173.8M
$173.8M
66 檔
29.0%
At the close of Q2 2025, Cedar Point Capital Partners, LLC disclosed equity holdings valued at approximately $173.8M, spread across 66 reported holdings.
During Q2 2025, Cedar Point Capital Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 7.90% | +0.52% | -4.36% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 7.23% | +0.13% | -5.19% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 7.08% | +0.34% | -4.91% | |
| 4 | VFQY | Vanguard U.s. Quality Factor | ETF-Other | 6.90% | — | -2.23% | |
| 5 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 6.44% | -0.64% | -19.39% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.35% | +0.28% | +0.32% | |
| 7 | DFIV | Dimensional International Va | ETF-Other | 5.27% | -0.28% | -15.57% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.35% | +0.05% | -9.27% | |
| 9 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 4.14% | — | -22.35% | |
| 10 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 3.71% | -0.70% | -22.53% | |
| 11 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 2.57% | +0.27% | +4.16% | |
| 12 | FVAL | Fidelity Value Factor ETF | ETF-Other | 2.53% | +0.07% | +5.93% | |
| 13 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.28% | +0.08% | +4.38% | |
| 14 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 2.19% | -0.21% | -7.18% | |
| 15 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.13% | -0.21% | -6.59% | |
| 16 | YLD | Principal Act Hi Yld ETF | ETF-Other | 2.12% | — | -21.26% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.07% | -0.20% | -23.68% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 1.78% | — | -1.50% | |
| 19 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.59% | -0.17% | -4.67% | |
| 20 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.49% | — | +4.62% | |
| 21 | PXF | Invesco Rafi Developed Marke | ETF-Other | 1.46% | -0.02% | +4.71% | |
| 22 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 1.13% | +0.06% | +14.58% | |
| 23 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 1.12% | -0.10% | +7.37% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.98% | +0.01% | -0.09% | |
| 25 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.88% | +0.11% | +6.39% | |
| 26 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.85% | -0.30% | +13.23% | |
| 27 | FLSP | Franklin Systematic Style Pr | ETF-Other | 0.83% | -0.13% | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.83% | +0.04% | +4.75% | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.82% | +0.01% | — | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.77% | -0.05% | -9.60% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | +0.02% | +0.16% | |
| 32 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.67% | -0.04% | -39.44% | |
| 33 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.65% | -0.05% | -3.31% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.64% | -0.06% | -0.57% | |
| 35 | DE | Deere & Co | Stock-Industrials | 0.59% | -0.01% | +2.79% | |
| 36 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.58% | +0.05% | -3.34% | |
| 37 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 0.52% | +0.02% | -6.64% | |
| 38 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.52% | +0.01% | -1.47% | |
| 39 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.44% | +0.01% | -7.27% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | -0.03% | +0.66% | |
| 41 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.39% | -0.03% | -52.26% | |
| 42 | CDW | Cdw Corp/de | Stock-Tech | 0.34% | — | — | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.28% | -0.01% | -10.02% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.27% | — | -0.74% | |
| 45 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.27% | +0.06% | +1.34% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | +0.02% | +6.96% | |
| 47 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.24% | -0.02% | — | |
| 48 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.23% | -0.05% | -0.59% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.23% | -0.05% | -7.21% | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.23% | +0.02% | -0.13% |
According to official SEC Form 13F filings, Cedar Point Capital Partners, LLC reported a total U.S. public equity portfolio value of $173.8M across 66 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MGK, FNDX, DFUS) accounted for 29.0% of total reported equity market value during Q2 2025.
During Q2 2025, Cedar Point Capital Partners, LLC's top holdings by market value included MGK (7.9%)、FNDX (7.2%)、DFUS (7.1%). The largest single position, MGK, represented 7.9% of total portfolio value.
In Q2 2025, Cedar Point Capital Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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