Cedar Point Capital Partners, LLC
CIK 1954337 · Holdings on Sep 30, 2025 · First reported Oct 22, 2025
Top ten holdings
Q3 2025- MGK8.02%
- FNDX7.31%
- DFUS7.15%
- VFQY6.82%
- JCPB6.14%
- DFAS5.39%
- DFIV5.35%
- VWO4.46%
- GLDM4.06%
- FLDR3.96%
Share classes counted separately58.66%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GLDMWeight increased · +0.35 pp3.71% → 4.06%Shares +650 (+0.81%)
- JCPBWeight decreased · -0.30 pp6.44% → 6.14%Shares +2.90K (+1.49%)
- FLDRWeight decreased · -0.18 pp4.14% → 3.96%Shares +3.05K (+2.60%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MGKVNGRD MRGSTR MG CP GR ETF-UIMEGA GRWTH IND View history and evidence | $12.23M | 8.02% | 30.39K shares | 7.90% → 8.02%+0.12 pp -212 (-0.69%) | Reduced | ↗▾ |
| 02 | FNDXSCHWAB FNDMNTL US LRG CO ETFFUNDAMENTAL US L View history and evidence | $11.15M | 7.31% | 423.79K shares | 7.23% → 7.31%+0.08 pp +5.83K (+1.40%) | Added | ↗▾ |
| 03 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUITY MARKET View history and evidence | $10.90M | 7.15% | 150.53K shares | 7.08% → 7.15%+0.07 pp +760 (+0.51%) | Added | ↗▾ |
| 04 | VFQYVANGUARD U.S. QUALITY FACTORUS QUALITY View history and evidence | $10.40M | 6.82% | 68.96K shares | 6.90% → 6.82%-0.08 pp +939 (+1.38%) | Added | ↗▾ |
| 05 | JCPBJPMORGAN CORE PLUS BOND ETFCORE PLUS BD ETF View history and evidence | $9.37M | 6.14% | 197.00K shares | 6.44% → 6.14%-0.30 pp +2.90K (+1.49%) | Added | ↗▾ |
| 06 | DFASDIMENSIONAL US SMALL CAP ETFUS SMALL CAP ETF View history and evidence | $8.23M | 5.39% | 120.18K shares | 5.35% → 5.39%+0.04 pp +1.19K (+1.00%) | Added | ↗▾ |
| 07 | DFIVDIMENSIONAL INTERNATIONAL VAINTERNATNAL VAL View history and evidence | $8.16M | 5.35% | 176.87K shares | 5.27% → 5.35%+0.08 pp +2.26K (+1.29%) | Added | ↗▾ |
| 08 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $6.81M | 4.46% | 125.69K shares | 4.35% → 4.46%+0.11 pp +878 (+0.70%) | Added | ↗▾ |
| 09 | GLDMSPDR GOLD MINISHARES TRUSTSPDR GLD MINIS View history and evidence | $6.19M | 4.06% | 81.01K shares | 3.71% → 4.06%+0.35 pp +650 (+0.81%) | Added | ↗▾ |
| 10 | FLDRFIDELITY LOW DURAT FACT ETFLOW DURTIN ETF View history and evidence | $6.04M | 3.96% | 120.24K shares | 4.14% → 3.96%-0.18 pp +3.05K (+2.60%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MUB ISHARES NATIONAL MUNI BOND E | Non-derivative | -24,187 | -$2.53M | SEC filing ↗ | SEC filing ↗ |
| EEMV ISHARES MSCI EMG MKT MIN VOL | Non-derivative | -3,194 | -$200.58K | SEC filing ↗ | SEC filing ↗ |
| 87266J104 TPI COMPOSITES INC | Non-derivative | -20,000 | -$17.19K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1954337 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-10-22
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 152517588
}Research all 66 reported holdings.
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