13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001954337
Total reported value
$174.6M
$174.6M
76 檔
34.8%
As reported in its official Q2 2026 Form 13F filing, Cedar Point Capital Partners, LLC's tracked investment portfolio stood at $174.6M with 76 total positions.
In Q2 2026, Cedar Point Capital Partners, LLC displayed an active expansion posture, initiating 6 new positions and adding to 48 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 | 7.57% | +0.04% | +2.90% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 7.45% | +0.29% | +407.24% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 7.11% | +0.07% | +2.55% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 7.05% | -0.09% | +314.50% | |
| 5 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 5.81% | -0.38% | +2.00% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.68% | -0.29% | +2.74% | |
| 7 | DFIV | Dimensional International Va | ETF-Other | 5.11% | +0.27% | +4.72% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.42% | -4.42% | EXIT | |
| 9 | XLRE | Ss Real Estate Select Sector | ETF-Other | 3.65% | -3.65% | EXIT | |
| 10 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 3.12% | +0.06% | +1.82% | |
| 11 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.98% | +0.14% | +6.81% | |
| 12 | FVAL | Fidelity Value Factor ETF | ETF-Other | 2.92% | +0.16% | +3.04% | |
| 13 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.63% | +0.05% | +2.82% | |
| 14 | PXF | Invesco Rafi Developed Marke | ETF-Other | 1.89% | +0.03% | +3.27% | |
| 15 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.87% | -0.11% | +1.91% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.86% | -0.11% | +2.33% | |
| 17 | CGXU | Cap Group Intl Focus | ETF-Other | 1.82% | +0.02% | +4.75% | |
| 18 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 1.62% | +0.03% | +2.78% | |
| 19 | CGMU | Cap Group Municipal Income | ETF-Other | 1.60% | -0.05% | +10.38% | |
| 20 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.38% | -0.09% | +4.33% | |
| 21 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.38% | -0.06% | -0.54% | |
| 22 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.29% | — | +9.96% | |
| 23 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 1.24% | +0.09% | +5.58% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.11% | +0.14% | -0.21% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.02% | -1.02% | EXIT | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.92% | +0.01% | +12.92% | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.82% | — | — | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.71% | +0.10% | +1.64% | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.65% | -0.01% | +5.38% | |
| 30 | DE | Deere & Co | Stock-Industrials | 0.63% | +0.04% | — | |
| 31 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.62% | -0.04% | +3.03% | |
| 32 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.58% | -0.02% | +5.42% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.58% | -0.01% | +3.89% | |
| 34 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.54% | +0.01% | +2.30% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | — | -11.93% | |
| 36 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.50% | +0.03% | +5.43% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | +0.18% | +1.38% | |
| 38 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 0.46% | -0.01% | +1.52% | |
| 39 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.43% | +0.01% | +3.96% | |
| 40 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.37% | +0.03% | +5.82% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | -0.01% | +14.11% | |
| 42 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.36% | +0.02% | +10.27% | |
| 43 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.35% | +0.02% | +3.63% | |
| 44 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.33% | +0.02% | +57.36% | |
| 45 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.32% | +0.05% | — | |
| 46 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 0.32% | — | -14.72% | |
| 47 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.32% | -0.04% | — | |
| 48 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.29% | +0.01% | — | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.25% | -0.03% | -1.17% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | +0.07% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | +0.5% | +407.24% | Add |
| 2 | DFUS | Dimensional US Eq Mkt ETF | +0.3% | +2.55% | Add |
| 3 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | NEW | New buy |
| 4 | DFAS | Dimensional US Small Cap ETF | +0.3% | +2.74% | Add |
| 5 | ONEQ | Fidelity Nasdaq Comp Indx | +0.3% | +1.82% | Add |
| 6 | VO | Vanguard Mid-cap ETF | +0.2% | +314.50% | Add |
| 7 | DFAE | Dimensional Emerging Core Eq | +0.2% | +9.96% | Add |
| 8 | CGXU | Cap Group Intl Focus | +0.2% | +4.75% | Add |
| 9 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.1% | +2.90% | Add |
| 10 | VNQ | Vanguard Real Estate ETF | +0.1% | +17.18% | Add |
| 11 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +57.36% | Add |
| 12 | VUG | Vanguard Growth ETF | +0.1% | NEW | New buy |
| 13 | QCRH | Qcr Holdings Inc | +0.1% | NEW | New buy |
| 14 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | +0.1% | NEW | New buy |
| 15 | GE | General Electric | +0.1% | NEW | New buy |
| 16 | BA | Boeing Co/the | +0.1% | NEW | New buy |
| 17 | FNDA | Schwab Fndmntl US Sm Co ETF | +0.1% | +4.33% | Add |
| 18 | GSLC | Goldman Activebeta US Lc ETF | +0.1% | +2.82% | Add |
| 19 | FVAL | Fidelity Value Factor ETF | +0.1% | +3.04% | Add |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | +14.11% | Add |
| 21 | LLY | Eli Lilly & Co | +0.1% | +22.55% | Add |
| 22 | VFMF | Vanguard US Multifactor ETF | +0.1% | +2.78% | Add |
| 23 | ROK | Rockwell Automation Inc | +0.1% | — | Unchanged |
| 24 | VOO | Vanguard S&p 500 ETF | +0.1% | +37.28% | Add |
| 25 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +3.44% | Add |
| 26 | ILCG | Ishares Morningstar Growth E | +0.1% | +2.30% | Add |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +12.92% | Add |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +17.64% | Add |
| 29 | NVDA | Nvidia CORP | 0% | +1.64% | Add |
| 30 | FSMD | Fidelity Small-mid Multifact | 0% | +1.52% | Add |
| 31 | AMZN | Amazon.com Inc | 0% | +7.91% | Add |
| 32 | KO | Coca-cola Co/the | 0% | +13.04% | Add |
| 33 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 34 | AAPL | Apple Inc | 0% | -0.21% | Trim |
| 35 | DFAC | Dimensional US Core Equity 2 | 0% | — | Unchanged |
| 36 | ILCV | Ishares Morningstar Value Et | 0% | +5.43% | Add |
| 37 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +3.96% | Add |
| 38 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 39 | TSLA | Tesla Inc | 0% | +0.70% | Add |
| 40 | VB | Vanguard Small-cap ETF | — | -1.17% | Trim |
| 41 | CDW | Cdw Corp/de | — | — | Unchanged |
| 42 | LNT | Alliant Energy CORP | — | +3.55% | Add |
| 43 | DFAX | Dimensional World Ex US Core | — | — | Unchanged |
| 44 | DE | Deere & Co | 0% | — | Unchanged |
| 45 | SPSB | Ss Spdr P St C CORP ETF | 0% | +10.27% | Add |
| 46 | VTV | Vanguard Value ETF | 0% | -0.21% | Trim |
| 47 | FALN | Ishares Fallen Angels ETF | 0% | +6.03% | Add |
| 48 | VEA | Vanguard Ftse Developed ETF | 0% | -4.34% | Trim |
| 49 | PXF | Invesco Rafi Developed Marke | 0% | +3.27% | Add |
| 50 | CGMU | Cap Group Municipal Income | 0% | +10.38% | Add |
According to official SEC Form 13F filings, Cedar Point Capital Partners, LLC reported a total U.S. public equity portfolio value of $174.6M across 76 disclosed positions in Q2 2026.
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 FNDX, MGK, DFUS) accounted for 34.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
CRWD
市值: $562.4K
Top Position Liquidated / Trimmed
XOM
前期市值: $226.5K
During Q2 2026, Cedar Point Capital Partners, LLC's top holdings by market value included FNDX (7.6%)、MGK (7.5%)、DFUS (7.1%). The largest single position, FNDX, represented 7.6% of total portfolio value.
In Q2 2026, Cedar Point Capital Partners, LLC made 68 total portfolio adjustments, initiating 6 new buys, adding to 48 positions, trimming 13 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.