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CIK: 0001954337
Total reported value
$173.8M
$173.8M
69 檔
30.5%
The Q4 2025 SEC filing reveals that Cedar Point Capital Partners, LLC held a total portfolio value of $173.8M, covering 69 public equity positions.
Cedar Point Capital Partners, LLC executed strategic sector rebalancing during Q4 2025, establishing 4 new positions while fully exiting 1 holdings and trimming 28 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 7.31% | +0.52% | -8.76% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 7.06% | +0.13% | -4.09% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 6.74% | +0.34% | -5.47% | |
| 4 | VFQY | Vanguard U.s. Quality Factor | ETF-Other | 6.58% | — | -2.64% | |
| 5 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 6.21% | -0.64% | +4.24% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 5.38% | -0.28% | -4.59% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.15% | +0.28% | -3.67% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.14% | +0.05% | -3.93% | |
| 9 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 4.05% | — | +5.06% | |
| 10 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 3.91% | -0.70% | -11.35% | |
| 11 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 2.83% | +0.27% | +7.56% | |
| 12 | FVAL | Fidelity Value Factor ETF | ETF-Other | 2.77% | +0.07% | +4.32% | |
| 13 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.50% | +0.08% | +8.72% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.98% | -0.20% | +3.43% | |
| 15 | YLD | Principal Act Hi Yld ETF | ETF-Other | 1.95% | — | +2.82% | |
| 16 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 1.82% | -0.21% | -10.59% | |
| 17 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.79% | -0.21% | -9.62% | |
| 18 | PXF | Invesco Rafi Developed Marke | ETF-Other | 1.70% | -0.02% | +10.57% | |
| 19 | CGXU | Cap Group Intl Focus | ETF-Other | 1.42% | +0.15% | — | |
| 20 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.40% | -0.17% | -10.61% | |
| 21 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 1.36% | +0.06% | +17.06% | |
| 22 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 1.35% | -0.16% | -14.65% | |
| 23 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 1.31% | -0.30% | +23.42% | |
| 24 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 1.26% | -0.10% | +10.68% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.16% | +0.01% | +0.50% | |
| 26 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.12% | +0.11% | +20.77% | |
| 27 | FLSP | Franklin Systematic Style Pr | ETF-Other | 1.09% | -0.13% | +19.01% | |
| 28 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.82% | +0.01% | — | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | +0.04% | +8.55% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | +0.02% | +1.99% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.68% | -0.05% | +1.20% | |
| 32 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.67% | -0.05% | +201.37% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | -0.06% | -1.99% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.60% | -0.05% | +172.88% | |
| 35 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.60% | -0.04% | -3.29% | |
| 36 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.58% | -0.05% | -8.07% | |
| 37 | DE | Deere & Co | Stock-Industrials | 0.51% | -0.01% | +3.74% | |
| 38 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.51% | +0.05% | -11.04% | |
| 39 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 0.49% | +0.02% | -4.37% | |
| 40 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.48% | +0.01% | -10.73% | |
| 41 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.40% | +0.01% | -12.49% | |
| 42 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.38% | -0.03% | +115.61% | |
| 43 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.35% | -0.01% | +102.17% | |
| 44 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.35% | -0.03% | -1.21% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.31% | -0.03% | -1.33% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | +0.07% | +2.80% | |
| 47 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.28% | +0.06% | — | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.27% | -0.01% | +1.96% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.24% | — | -7.67% | |
| 50 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.24% | -0.02% | — |
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 69 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MGK, FNDX, DFUS) accounted for 30.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
CGXU
市值: $2.2M
Top Position Liquidated / Trimmed
VIGI
前期市值: $2.2M
During Q4 2025, Cedar Point Capital Partners, LLC's top holdings by market value included MGK (7.3%)、FNDX (7.1%)、DFUS (6.7%). The largest single position, MGK, represented 7.3% of total portfolio value.
In Q4 2025, Cedar Point Capital Partners, LLC made 65 total portfolio adjustments, initiating 4 new buys, adding to 32 positions, trimming 28 holdings, and fully liquidating 1 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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