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CIK: 0001954337
Total reported value
$173.8M
$173.8M
71 檔
30.5%
In Q1 2026, Cedar Point Capital Partners, LLC's U.S. equity holdings reached a combined market value of $173.8M, distributed across 71 disclosed stock positions.
In Q1 2026, Cedar Point Capital Partners, LLC displayed an active expansion posture, initiating 8 new positions and adding to 39 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 7.44% | +0.13% | +1.14% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 6.93% | +0.52% | +4.80% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 6.85% | +0.20% | — | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 6.77% | +0.34% | +3.31% | |
| 5 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 6.45% | -0.64% | +2.69% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.40% | +0.28% | +0.88% | |
| 7 | DFIV | Dimensional International Va | ETF-Other | 5.39% | -0.28% | -6.91% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.37% | +0.05% | +2.98% | |
| 9 | XLRE | Ss Real Estate Select Sector | ETF-Other | 3.77% | -0.12% | — | |
| 10 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 3.68% | -0.70% | -14.93% | |
| 11 | FVAL | Fidelity Value Factor ETF | ETF-Other | 2.85% | +0.07% | +5.26% | |
| 12 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 2.85% | +0.27% | +6.60% | |
| 13 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.55% | +0.08% | +5.93% | |
| 14 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 2.06% | -0.19% | — | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.06% | -0.20% | +2.89% | |
| 16 | PXF | Invesco Rafi Developed Marke | ETF-Other | 1.91% | -0.02% | +3.92% | |
| 17 | CGXU | Cap Group Intl Focus | ETF-Other | 1.67% | +0.15% | +15.89% | |
| 18 | CGMU | Cap Group Municipal Income | ETF-Other | 1.62% | -0.02% | — | |
| 19 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 1.56% | +0.06% | +9.77% | |
| 20 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.55% | -0.17% | +9.78% | |
| 21 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 1.54% | -0.30% | +6.72% | |
| 22 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.27% | +0.11% | +8.77% | |
| 23 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.12% | +0.17% | — | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.10% | +0.01% | -0.36% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.90% | +0.12% | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | +0.04% | +11.85% | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.81% | +0.01% | — | |
| 28 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.70% | -0.05% | +3.65% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.69% | +0.02% | +3.58% | |
| 30 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.67% | -0.05% | +14.11% | |
| 31 | DE | Deere & Co | Stock-Industrials | 0.64% | -0.01% | +1.16% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.63% | -0.05% | +3.70% | |
| 33 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.62% | -0.04% | +3.79% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.57% | -0.06% | -6.17% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.54% | -0.05% | +2.51% | |
| 36 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.49% | +0.01% | +1.21% | |
| 37 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.49% | +0.05% | +2.62% | |
| 38 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 0.44% | +0.02% | -14.59% | |
| 39 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.42% | +0.01% | +2.12% | |
| 40 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 0.42% | -0.10% | -67.70% | |
| 41 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.40% | -0.03% | +2.75% | |
| 42 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.38% | -0.03% | +7.04% | |
| 43 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.37% | -0.21% | -79.75% | |
| 44 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.37% | -0.01% | +4.32% | |
| 45 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.35% | -0.21% | -80.74% | |
| 46 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.31% | -0.02% | — | |
| 47 | FLSP | Franklin Systematic Style Pr | ETF-Other | 0.30% | -0.13% | -73.43% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | +0.07% | +5.84% | |
| 49 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 0.29% | -0.16% | -78.57% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.28% | -0.03% | +2.69% |
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 71 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including FNDX, MGK, VO) accounted for 30.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
VO
市值: $10.5M
Top Position Liquidated / Trimmed
VFQY
前期市值: $10.3M
During Q1 2026, Cedar Point Capital Partners, LLC's top holdings by market value included FNDX (7.4%)、MGK (6.9%)、VO (6.8%). The largest single position, FNDX, represented 7.4% of total portfolio value.
In Q1 2026, Cedar Point Capital Partners, LLC made 68 total portfolio adjustments, initiating 8 new buys, adding to 39 positions, trimming 15 holdings, and fully liquidating 6 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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