§ 13F · FUND PROFILE
Cedar Point Capital Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $153M (13F)Positions · 66Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$26M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | FNDX | SCHWAB STRATEGIC TR | 411K | $11M | 7.4% | +1% |
| 2 | MGK | VANGUARD WORLD FD | 29K | $11M | 6.9% | +5% |
| 3 | VO | VANGUARD INDEX FDS | 37K | $11M | 6.8% | NEW |
| 4 | DFUS | DIMENSIONAL ETF TRUST | 147K | $10M | 6.8% | +3% |
| 5 | JCPB | J P MORGAN EXCHANGE TRADED F | 211K | $10M | 6.4% | +3% |
| 6 | DFAS | DIMENSIONAL ETF TRUST | 117K | $8M | 5.4% | +1% |
| 7 | DFIV | DIMENSIONAL ETF TRUST | 157K | $8M | 5.4% | −7% |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 124K | $7M | 4.4% | +3% |
| 9 | XLRE | SELECT SECTOR SPDR TR | 142K | $6M | 3.8% | NEW |
| 10 | GLDM | WORLD GOLD TR | 61K | $6M | 3.7% | −15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CEDAR SIGNAL
AC read
Cedar Point Capital Partners, LLC is a Other fund managing $153 million in assets. The fund runs a portfolio of 66 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed