Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cedar Point Capital Partners, LLC (CIK 1954337) reported $154.0M across 71 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FNDX ($11.4M, 7.44%), MGK ($10.7M, 6.93%), VO ($10.5M, 6.85%), DFUS ($10.4M, 6.77%), JCPB ($9.9M, 6.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FNDX | SCHWAB STRATEGIC TR | $11.4M | 7.44% | 411,084 | Added |
| 2 | MGK | VANGUARD WORLD FD | $10.7M | 6.93% | 29,056 | Added |
| 3 | VO | VANGUARD INDEX FDS | $10.5M | 6.85% | 36,697 | New |
| 4 | DFUS | DIMENSIONAL ETF TRUST | $10.4M | 6.77% | 147,007 | Added |
| 5 | JCPB | J P MORGAN EXCHANGE TRADED F | $9.9M | 6.45% | 210,879 | Added |
| 6 | DFAS | DIMENSIONAL ETF TRUST | $8.3M | 5.40% | 116,780 | Added |
| 7 | DFIV | DIMENSIONAL ETF TRUST | $8.3M | 5.39% | 157,095 | Trimmed |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $6.7M | 4.37% | 124,355 | Added |
| 9 | XLRE | SELECT SECTOR SPDR TR | $5.8M | 3.77% | 141,984 | New |
| 10 | GLDM | WORLD GOLD TR | $5.7M | 3.68% | 61,096 | Trimmed |
| 11 | ONEQ | FIDELITY COMWLTH TR | $4.4M | 2.85% | 51,664 | Added |
| 12 | FVAL | FIDELITY COVINGTON TRUST | $4.4M | 2.85% | 63,214 | Added |
| 13 | GSLC | GOLDMAN SACHS ETF TR | $3.9M | 2.55% | 31,320 | Added |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $3.2M | 2.06% | 39,943 | Added |
| 15 | SPHY | SPDR SERIES TRUST | $3.2M | 2.06% | 135,902 | New |
| 16 | PXF | INVESCO EXCH TRADED FD TR II | $2.9M | 1.91% | 42,158 | Added |
| 17 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $2.6M | 1.67% | 87,298 | Added |
| 18 | CGMU | CAPITAL GRP FIXED INCM ETF T | $2.5M | 1.62% | 91,842 | New |
| 19 | VFMF | VANGUARD WELLINGTON FD | $2.4M | 1.56% | 15,495 | Added |
| 20 | MUNI | PIMCO ETF TR | $2.4M | 1.55% | 45,818 | Added |
| 21 | IAUM | ISHARES GOLD TR | $2.4M | 1.54% | 50,906 | Added |
| 22 | FNDA | SCHWAB STRATEGIC TR | $2.0M | 1.27% | 60,518 | Added |
| 23 | DFAE | DIMENSIONAL ETF TRUST | $1.7M | 1.12% | 50,726 | New |
| 24 | AAPL | APPLE INC | $1.7M | 1.10% | 6,659 | Trimmed |
| 25 | VNQ | VANGUARD INDEX FDS | $1.4M | 0.90% | 15,684 | New |
Source: SEC Form 13F filings · as of 2026-03-31