Cedar Point Capital Partners, LLC

CIK 0001954337 • 6 13F filings • May 14, 2025 – Jul 27, 2026

Import this data to Google Sheets with:

=jivedata("cedar-point-capital-partners-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: Cedar Point Capital Partners, LLC, Chief Compliance Officer
Address: 329 12th Ave Se, Suite 106, Cedar Rapids, IA, 52401
Phone: 319-582-6804
AUM: $156.6M

AUM over time

$173.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $154.0M69 positionsView on SEC.gov

			% of Portfolio
ALLIANT ENERGY CORP	COM	$252K	0.2%Prev: 0.2%	3,518 SH	Increased-60 SH
ALPHABET INC	CAP STK CL A	$459K	0.3%Prev: 0.1%	1,595 SH	Increased+172 SH
AMAZON COM INC	COM	$342K	0.2%Prev: 0.2%	1,644 SH	Increased+122 SH
APPLE INC	COM	$1.7M	1.1%Prev: 1.0%	6,659 SH	Increased-138 SH
ARCHER DANIELS MIDLAND CO	COM	$478K	0.3%Prev: 0.2%	6,571 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.4M	0.9%Prev: 0.8%	2,841 SH	Increased+527 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$2.6M	1.7%	87,298 SH	New
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$2.5M	1.6%	91,842 SH	New
CDW CORP	COM	$289K	0.2%	2,386 SH	New
COCA COLA CO	COM	$339K	0.2%Prev: 0.2%	4,455 SH	Increased-121 SH
COSTCO WHOLESALE CORPORATION	COM	$294K	0.2%	295 SH	New
DEERE & CO	COM	$979K	0.6%Prev: 0.5%	1,738 SH	Increased+127 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.7M	1.1%	50,726 SH	New
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$8.3M	5.4%Prev: 5.5%	157,095 SH	Increased-49,710 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.3M	0.8%	32,274 SH	New
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$10.4M	6.8%Prev: 6.4%	147,007 SH	Increased-10,493 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$8.3M	5.4%Prev: 4.8%	116,780 SH	Increased-1,827 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$252K	0.2%	7,420 SH	New
ELI LILLY & CO	COM	$253K	0.2%	275 SH	New
EXXON MOBIL CORP	COM	$226K	0.1%	1,335 SH	New
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$4.4M	2.8%Prev: 2.0%	51,664 SH	Increased+7,943 SH
FIDELITY COVINGTON TRUST	SML MID MLTFCT	$671K	0.4%Prev: 0.5%	14,996 SH	Decreased-4,156 SH
FIDELITY COVINGTON TRUST	VLU FACTOR ETF	$4.4M	2.8%Prev: 2.1%	63,214 SH	Increased+10,273 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$962K	0.6%Prev: 1.0%	21,084 SH	Decreased-13,116 SH
FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$1.0M	0.7%Prev: 0.6%	41,467 SH	Increased+2,411 SH
FRANKLIN TEMPLETON ETF TR	SYSTMTC STYL PRE	$460K	0.3%	16,897 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$3.9M	2.5%Prev: 1.9%	31,320 SH	Increased+5,858 SH
HARTFORD FDS EXCHANGE TRADED	MUN OPORTUNITE	$450K	0.3%	11,611 SH	New
INVESCO EXCH TRADED FD TR II	RAFI DVLPD MRKTS	$2.9M	1.9%Prev: 1.2%	42,158 SH	Increased+7,771 SH
INVESCO QQQ TR	UNIT SER 1	$222K	0.1%Prev: 0.2%	385 SH	Decreased-125 SH
ISHARES GOLD TR	SHARES REPRESENT	$2.4M	1.5%Prev: 0.7%	50,906 SH	Increased+18,737 SH
ISHARES TR	0-5YR INVT GR CP	$585K	0.4%Prev: 0.8%	11,580 SH	Decreased-11,212 SH
ISHARES TR	CORE S&P500 ETF	$266K	0.2%Prev: 0.2%	407 SH	Increased-44 SH
ISHARES TR	CORE US AGGBD ET	$967K	0.6%Prev: 0.2%	9,746 SH	Increased+6,180 SH
ISHARES TR	EAFE GRWTH ETF	$325K	0.2%Prev: 5.0%	2,922 SH	Decreased-71,883 SH
ISHARES TR	FALN ANGLS USD	$373K	0.2%	13,975 SH	New
ISHARES TR	MORNINGSTAR GRWT	$747K	0.5%Prev: 0.5%	7,822 SH	Increased-1,012 SH
ISHARES TR	MORNINGSTAR VALU	$753K	0.5%Prev: 0.5%	8,085 SH	Increased-822 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$9.9M	6.4%Prev: 7.6%	210,879 SH	Decreased-29,907 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN EM EQT	$652K	0.4%Prev: 0.9%	10,491 SH	Decreased-15,710 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$535K	0.3%Prev: 2.2%	10,693 SH	Decreased-54,488 SH
META PLATFORMS INC	CL A	$437K	0.3%Prev: 0.3%	763 SH	Increased+11 SH
MICROSOFT CORP	COM	$832K	0.5%Prev: 0.6%	2,248 SH	Decreased-169 SH
NEXTERA ENERGY INC	COM	$293K	0.2%Prev: 0.2%	3,158 SH	Decreased-1,539 SH
NVIDIA CORPORATION	COM	$1.1M	0.7%Prev: 0.4%	6,101 SH	Increased-34 SH
PGIM ETF TR	PGIM ULTRA SH BD	$615K	0.4%Prev: 0.2%	12,422 SH	Increased+6,681 SH
PIMCO ETF TR	INTER MUN BD ACT	$2.4M	1.6%Prev: 1.6%	45,818 SH	Increased-171 SH
PIMCO ETF TR	SHTRM MUN BD ACT	$576K	0.4%Prev: 2.2%	11,421 SH	Decreased-55,381 SH
ROCKWELL AUTOMATION INC	COM	$407K	0.3%Prev: 0.2%	1,134 SH	Increased+15 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$11.4M	7.4%Prev: 7.0%	411,084 SH	Increased-29,757 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$2.0M	1.3%Prev: 0.8%	60,518 SH	Increased+19,508 SH
SELECT SECTOR SPDR TR	STATE STREET REA	$5.8M	3.8%	141,984 SH	New
SPDR INDEX SHS FDS	STATE STREET SPD	$653K	0.4%	14,301 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$4.0M	2.6%	158,016 SH	New
TESLA INC	COM	$267K	0.2%	719 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$10.5M	6.8%	36,697 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.4M	0.9%	15,684 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$242K	0.2%	405 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$380K	0.2%Prev: 0.2%	1,451 SH	Increased-163 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$874K	0.6%Prev: 0.6%	2,724 SH	Increased-265 SH
VANGUARD INDEX FDS	VALUE ETF	$365K	0.2%Prev: 0.2%	1,862 SH	Increased+83 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$6.7M	4.4%Prev: 4.2%	124,355 SH	Increased-13,205 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.1M	0.7%Prev: 0.2%	12,992 SH	Increased+8,954 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$3.2M	2.1%Prev: 2.6%	39,943 SH	Decreased-8,518 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$264K	0.2%Prev: 0.3%	4,126 SH	Decreased-3,507 SH
VANGUARD WELLINGTON FD	US MULTIFACTOR	$2.4M	1.6%Prev: 0.9%	15,495 SH	Increased+5,118 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$10.7M	6.9%Prev: 6.6%	29,056 SH	Increased-2,939 SH
WELLS FARGO & CO	COM	$263K	0.2%	3,307 SH	New
WORLD GOLD TR	SPDR GLD MINIS	$5.7M	3.7%Prev: 4.3%	61,096 SH	Decreased-42,644 SH

Sold (vs prior filing)

COSTCO WHSL CORP NEW — $241K
FIDELITY MERRIMACK STR TR — $7.6M
INVESCO EXCHANGE TRADED FD T — $333K
ISHARES TR — $380K
ISHARES TR — $2.6M
PRINCIPAL EXCHANGE TRADED FD — $3.7M
SPDR INDEX SHS FDS — $605K
SPDR SER TR — $252K
TPI COMPOSITES INC — $16K
VANGUARD SCOTTSDALE FDS — $298K
VANGUARD WELLINGTON FD — $9.3M
VANGUARD WHITEHALL FDS — $1.9M
WELLS FARGO CO NEW — $239K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 11, 2026	Q4 2025	13F-HR	0001172661-26-000629	$156.6M	View
Oct 22, 2025	Q3 2025	13F-HR	0001172661-25-004365	$152.5M	View
Jul 27, 2026	Q2 2026