Investor
Cedar Point Capital Partners, LLC
CIK 0001954337 · filed 2026-05-06 · SEC filing
13F book
$154M
Positions
71
8 new · 6 sold
Largest name
7.4%
Schwab Strategic Tr
Est. mark
−$1.28M
Price effect on 63 names still held. Flow −$1.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr | — | 411.1K | $11.4M | 7.4% | $260.1K | Added$388.7K |
| Vanguard World Fd | — | 29.1K | $10.7M | 6.9% | −$1.26M | Added−$767.7K |
| Vanguard Index Fds | — | 36.7K | $10.5M | 6.8% | — | New |
| Dimensional Etf Trust | — | 147K | $10.4M | 6.8% | −$463.9K | Added−$130.2K |
| J P Morgan Exchange Traded F | — | 210.9K | $9.93M | 6.4% | −$55.4K | Added$204.5K |
| Dimensional Etf Trust | — | 116.8K | $8.31M | 5.4% | $169K | Added$241.3K |
| Dimensional Etf Trust | — | 157.1K | $8.29M | 5.4% | $452.4K | Cut−$129.4K |
| Vanguard Intl Equity Index F | — | 124.4K | $6.72M | 4.4% | $35K | Added$229.7K |
| Select Sector Spdr Tr | — | 142K | $5.8M | 3.8% | — | New |
| World Gold Tr | — | 61.1K | $5.66M | 3.7% | $447.2K | Cut−$467.9K |
| Fidelity Covington Trust | — | 63.2K | $4.39M | 2.9% | −$172.4K | Added$47K |
| Fidelity Comwlth Tr | — | 51.7K | $4.39M | 2.8% | −$314.5K | Added−$42.9K |
| Goldman Sachs Etf Tr | — | 31.3K | $3.92M | 2.5% | −$214.1K | Added$5.16K |
| State Srt Spdr Prtfl Hgh | — | 135.9K | $3.17M | 2.1% | — | New |
| Vanguard Scottsdale Fds | — | 39.9K | $3.17M | 2.1% | −$17.9K | Added$71.1K |
| Invesco Exch Traded Fd Tr Ii | — | 42.2K | $2.95M | 1.9% | $176.7K | Added$287.8K |
| Capital Group Intl Focus Eqt | — | 87.3K | $2.57M | 1.7% | −$4.52K | Added$348.4K |
| Capital Grp Fixed Incm Etf T | — | 91.8K | $2.49M | 1.6% | — | New |
| Vanguard Wellington Fd | — | 15.5K | $2.4M | 1.6% | $61.4K | Added$275.3K |
| Pimco Etf Tr | — | 45.8K | $2.39M | 1.6% | −$9.18K | Added$203.9K |
| Ishares Gold Tr | IAUM | 50.9K | $2.38M | 1.5% | $177K | Added$326.6K |
| Schwab Strategic Tr | — | 60.5K | $1.96M | 1.3% | $51.2K | Added$209.4K |
| Dimensional Etf Trust | — | 50.7K | $1.72M | 1.1% | — | New |
| Apple Inc. | AAPL | 6.66K | $1.69M | 1.1% | −$120.3K | Cut−$126.9K |
| Vanguard Index Fds | — | 15.7K | $1.39M | 0.9% | — | New |
| Berkshire Hathaway Inc Del | — | 2.84K | $1.36M | 0.9% | −$59.6K | Added$84.7K |
| Dimensional Etf Trust | — | 32.3K | $1.25M | 0.8% | −$23.6K | Held |
| Vanguard Scottsdale Fds | — | 13K | $1.08M | 0.7% | −$12.5K | Added$25.4K |
| Nvidia Corp | NVDA | 6.1K | $1.06M | 0.7% | −$71.3K | Added−$34.5K |
| Franklin Templeton Etf Tr | — | 41.5K | $1.03M | 0.7% | −$2.91K | Added$124.2K |
| Deere & Co | DE | 1.74K | $979K | 0.6% | $167.9K | Added$179.2K |
| Ishares Tr | — | 9.75K | $967.5K | 0.6% | −$5.73K | Added$28.8K |
| Fidelity Merrimack Str Tr | — | 21.1K | $961.9K | 0.6% | −$8.51K | Added$26.6K |
| Vanguard Index Fds | — | 2.72K | $873.9K | 0.6% | −$39.4K | Cut−$99.4K |
| Microsoft Corp | MSFT | 2.25K | $832.1K | 0.5% | −$248.8K | Added−$228.4K |
| Ishares Tr | — | 8.09K | $753.1K | 0.5% | −$9.74K | Added−$709 |
| Ishares Tr | — | 7.82K | $746.9K | 0.5% | −$65.2K | Added−$46.1K |
| Fidelity Covington Trust | — | 15K | $670.6K | 0.4% | $8.85K | Cut−$104.2K |
| Spdr Index Shs Fds | — | 14.3K | $652.9K | 0.4% | $17.4K | Added$30.9K |
| J P Morgan Exchange Traded F | — | 10.5K | $651.8K | 0.4% | $14.7K | Cut−$1.32M |
| Pgim Etf Tr | — | 12.4K | $614.9K | 0.4% | −$1.09K | Added$15.4K |
| Ishares Tr | — | 11.6K | $584.7K | 0.4% | −$2.28K | Added$36.2K |
| Pimco Etf Tr | — | 11.4K | $576.2K | 0.4% | $229 | Cut−$2.27M |
| Spdr Series Trust | — | 19.1K | $575K | 0.4% | −$2.38K | Added$21.4K |
| J P Morgan Exchange Traded F | — | 10.7K | $534.5K | 0.3% | −$5.45K | Cut−$2.27M |
| Archer-Daniels-Midland Co | ADM | 6.57K | $477.6K | 0.3% | $99.9K | Held |
| Franklin Templeton Etf Tr | — | 16.9K | $459.6K | 0.3% | $4.9K | Cut−$1.25M |
| Alphabet Inc | — | 1.59K | $458.7K | 0.3% | −$38.3K | Added−$13K |
| Hartford Fds Exchange Traded | — | 11.6K | $449.8K | 0.3% | −$4.3K | Cut−$1.67M |
| Meta Platforms, Inc. | META | 763 | $436.6K | 0.3% | −$65.4K | Added−$53.9K |
| Rockwell Automation, Inc | ROK | 1.13K | $407K | 0.3% | −$34.2K | Held |
| Vanguard Index Fds | — | 1.45K | $380K | 0.2% | $5.76K | Cut$1.12K |
| Ishares Tr | — | 14K | $373.4K | 0.2% | −$7.7K | Added$11K |
| Vanguard Index Fds | — | 1.86K | $365.3K | 0.2% | $8.77K | Added$43.9K |
| Amazon Com Inc | AMZN | 1.64K | $342.4K | 0.2% | −$34.6K | Added−$11.9K |
| Coca Cola Co | KO | 4.46K | $338.8K | 0.2% | $27.4K | Held |
| Ishares Tr | — | 2.92K | $325.4K | 0.2% | −$5.18K | Added$91.9K |
| Costco Whsl Corp New | — | 295 | $293.9K | 0.2% | $39.4K | Added$40.4K |
| Nextera Energy Inc | — | 3.16K | $293.3K | 0.2% | $39.8K | Cut$16.9K |
| CDW Corp | CDW | 2.39K | $288.8K | 0.2% | −$36.2K | Held |
| Tesla, Inc. | TSLA | 719 | $267.3K | 0.2% | −$51.8K | Added−$31.3K |
| Ishares Tr | — | 407 | $265.9K | 0.2% | −$12.9K | Held |
| Vanguard Tax-Managed Fds | — | 4.13K | $264.4K | 0.2% | $6.64K | Cut−$151.3K |
| Wells Fargo Co New | — | 3.31K | $263.3K | 0.2% | −$44.9K | Held |
| Eli Lilly & Co | LLY | 275 | $252.9K | 0.2% | −$37.2K | Added−$4.99K |
| Alliant Energy Corp | LNT | 3.52K | $252.5K | 0.2% | $23.7K | Cut$10.7K |
| Dimensional Etf Trust | — | 7.42K | $252.1K | 0.2% | $9.2K | Held |
| Vanguard Index Fds | — | 405 | $242K | 0.2% | −$12K | Held |
| Spdr Series Trust | — | 2.99K | $229.1K | 0.1% | — | New |
| Exxon Mobil Corp | — | 1.33K | $226.5K | 0.1% | — | New |
| Invesco Qqq Tr | — | 385 | $222.2K | 0.1% | −$14.3K | Cut−$23.5K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.