Q3 2026 13F · SEC CIK 1954337

Cedar Point Capital Partners, LLC

Wealth managerFiled 2026-10-29 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $174.5M
Reported positions: 75
Top holdings a year, 3 yrs: +13.3%
Assets under management: $248.1M

Cedar Point Capital Partners, LLC is a wealth manager that reported 75 positions worth $174.5M in its Q3 2026 13F, filed 2026-10-29. Its largest holdings were Vanguard World Fd (MGK, 7.7%), Schwab Strategic Tr (FNDX, 7.6%), Dimensional ETF Trust (DFUS, 7.2%). A portfolio copying its top holdings returned 13.3% a year over the last 3 years, against 18.8% for the S&P 500.

Cedar Point Capital Partners, LLC holdings largest 50 of 75 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Cedar Point Capital Partners, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
MGKVanguard World Fd	7.7%	7.5%	145,822	-1.1%	$13.5M
FNDXSchwab Strategic Tr	7.6%	7.6%	422,453	-0.1%	$13.3M
DFUSDimensional ETF Trust	7.2%	7.1%	150,943	+0.1%	$12.5M
VOVanguard Index Fds	7.0%	7.1%	154,950	+1.9%	$12.2M
JCPBJ P Morgan Exchange Traded F	5.4%	5.8%	211,654	-1.6%	$9.5M
DFASDimensional ETF Trust	5.4%	5.7%	121,634	+1.4%	$9.4M
DFIVDimensional ETF Trust	5.4%	5.1%	168,061	+2.2%	$9.4M
AVEMAmerican Centy ETF Tr	4.0%	—	74,426	—	$7.0M
USRTIshares Tr	3.5%	—	100,547	—	$6.2M
ONEQFidelity Comwlth Tr	3.2%	3.1%	52,479	-0.2%	$5.6M
GLDMWorld Gold Tr	3.1%	3.0%	66,212	+1.5%	$5.4M
FVALFidelity Covington Trust	3.1%	2.9%	66,559	+2.2%	$5.4M
GSLCGoldman Sachs ETF Tr	2.7%	2.6%	32,303	+0.3%	$4.7M
PXFInvesco Exch Traded Fd Tr II	1.9%	1.9%	43,997	+1.1%	$3.4M
CGXUCapital Group Intl Focus Eqt	1.8%	1.8%	93,509	+2.3%	$3.2M
SPHYSpdr Series Trust	1.8%	1.9%	136,063	-1.8%	$3.1M
VCSHVanguard Scottsdale Fds	1.8%	1.9%	39,582	-3.2%	$3.1M
VFMFVanguard Wellington Fd	1.7%	1.6%	16,183	+1.6%	$2.9M
CGMUCapital Grp Fixed Incm ETF T	1.6%	1.6%	104,452	+3.0%	$2.7M
IAUMIshares Gold Trust Micro	1.3%	1.2%	55,946	+4.1%	$2.3M
MUNIPimco ETF Tr	1.3%	1.4%	46,552	+2.2%	$2.3M
FNDASchwab Strategic Tr	1.3%	1.4%	64,350	+1.9%	$2.3M
DFAEDimensional ETF Trust	1.3%	1.3%	57,136	+2.4%	$2.2M
AAPLApple Inc	1.3%	1.1%	6,565	-1.2%	$2.2M
DFARDfa Invt Dimensions Group in	1.1%	—	82,380	—	$2.0M
BRK-BBerkshire Hathaway Inc Del	0.9%	0.9%	3,260	+1.6%	$1.6M
DFACDimensional ETF Trust	0.8%	0.8%	32,274	+0.0%	$1.4M
NVDANvidia Corporation	0.8%	0.7%	6,231	+0.5%	$1.4M
MSFTMicrosoft Corp	0.7%	0.5%	2,289	+0.4%	$1.2M
DEDeere & Co	0.7%	0.6%	1,738	+0.0%	$1.2M
VCITVanguard Scottsdale Fds	0.6%	0.7%	14,324	+4.6%	$1.1M
FLMIFranklin Templeton ETF Tr	0.6%	0.6%	43,659	+2.2%	$1.0M
AGGIshares Tr	0.6%	0.6%	10,604	+4.7%	$1.0M
FBNDFidelity Merrimack Str Tr	0.6%	0.6%	22,539	+1.4%	$976K
JKEIshares Tr	0.6%	0.5%	8,226	+2.8%	$962K
JKFIshares Tr	0.5%	0.5%	8,709	+2.2%	$917K
VTIVanguard Index Fds	0.5%	0.5%	2,399	+0.0%	$898K
FSMDFidelity Covington Trust	0.4%	0.5%	15,820	+3.9%	$778K
SPDWSpdr Index Shs Fds	0.4%	0.4%	15,470	+4.1%	$777K
PULSPgim ETF Tr	0.4%	0.4%	14,127	+7.5%	$699K
SPSBSpdr Series Trust	0.4%	0.4%	22,606	+7.2%	$669K
SLQDIshares Tr	0.4%	0.3%	13,107	+9.2%	$648K
CRWDCrowdstrike Hldgs Inc	0.4%	0.3%	2,424	+228.9%	$642K
GOOGLAlphabet Inc	0.4%	0.4%	1,810	-0.5%	$623K
EFGIshares Tr	0.4%	0.3%	5,108	+11.1%	$612K
JPEMJ P Morgan Exchange Traded F	0.3%	0.3%	8,947	+0.0%	$566K
METAMeta Platforms Inc	0.3%	0.2%	763	+0.0%	$553K
ROKRockwell Automation Inc	0.3%	0.3%	1,134	+0.0%	$494K
LLYEli Lilly & Co	0.3%	—	390	—	$451K
AMZNAmazon Com Inc	0.3%	0.2%	1,792	+1.0%	$446K

What Cedar Point Capital Partners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

CRWD Crowdstrike Hldgs Inc+228.9% shares
EFG Ishares Tr+11.1% shares
SLQD Ishares Tr+9.2% shares
PULS Pgim ETF Tr+7.5% shares
SPSB Spdr Series Trust+7.2% shares

Reduced

No position shrank by more than 5%.

Left the top 50

VWO Vanguard Intl Equity Index Fwas 4.4%
XLRE Select Sector Spdr Trwas 3.7%
VNQ Vanguard Index Fdswas 1.0%
VB Vanguard Index Fdswas 0.3%

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.3% /yr; S&P 500 +20.1%
3 years: +13.3% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$174.5M	75
Q2 2026	$173.7M	76
Q1 2026	$154.0M	71
Q4 2025	$156.6M	69
Q3 2025	$152.5M	66
Q2 2025	$141.8M	66
Q1 2025	$149.0M	62
Q4 2024	$147.7M	62
Q3 2024	$145.6M	62
Q2 2024	$133.6M	54
Q1 2024	$131.7M	54
Q4 2023	$120.8M	50

Questions about Cedar Point Capital Partners, LLC's portfolio

What stocks does Cedar Point Capital Partners, LLC own?

Cedar Point Capital Partners, LLC's latest 13F, for Q3 2026 and filed Oct 29, 2026, lists 75 positions worth $174.5M. The largest are Vanguard World Fd (MGK) at 7.7%, Schwab Strategic Tr (FNDX) at 7.6%, Dimensional ETF Trust (DFUS) at 7.2%, Vanguard Index Fds (VO) at 7.0% and J P Morgan Exchange Traded F (JCPB) at 5.4%.

What did Cedar Point Capital Partners, LLC buy last quarter?

In Q3 2026, Cedar Point Capital Partners, LLC added Crowdstrike Hldgs Inc (CRWD) (+228.9% shares), Ishares Tr (EFG) (+11.1% shares) and Ishares Tr (SLQD) (+9.2% shares), compared with its Q2 2026 filing.

What did Cedar Point Capital Partners, LLC sell last quarter?

In Q3 2026, Cedar Point Capital Partners, LLC cut from its top 50 Vanguard Intl Equity Index F (VWO), cut from its top 50 Select Sector Spdr Tr (XLRE), cut from its top 50 Vanguard Index Fds (VNQ) and cut from its top 50 Vanguard Index Fds (VB), compared with its Q2 2026 filing.

How has Cedar Point Capital Partners, LLC's portfolio performed?

A portfolio copying Cedar Point Capital Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.3% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +17.3% against +20.1%.

When is Cedar Point Capital Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Cedar Point Capital Partners, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Cedar Point Capital Partners, LLC manage?

Cedar Point Capital Partners, LLC reported $248.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $174.5M.