Cedar Point Capital Partners, LLC

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

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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: $173.8M76 positionsView on SEC.gov

			% of Portfolio
ALLIANT ENERGY CORP	COM	$278K	0.2%Prev: 0.2%	3,643 SH	Increased+55 SH
ALPHABET INC	CAP STK CL A	$650K	0.4%Prev: 0.2%	1,820 SH	Increased+362 SH
AMAZON COM INC	COM	$423K	0.2%Prev: 0.3%	1,774 SH	Increased+146 SH
APPLE INC	COM	$1.9M	1.1%Prev: 1.0%	6,645 SH	Increased-146 SH
ARCHER DANIELS MIDLAND CO	COM	$502K	0.3%Prev: 0.2%	6,571 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.6M	0.9%Prev: 0.8%	3,208 SH	Increased+784 SH
BOEING CO	COM	$207K	0.1%	955 SH	New
CAPITAL GROUP INTL FOCUS EQT	SHS CREAT UNIT	$3.2M	1.8%	91,443 SH	New
CAPITAL GRP FIXED INCM ETF T	MUN INM ETF	$2.8M	1.6%	101,376 SH	New
CDW CORP	COM	$336K	0.2%Prev: 0.3%	2,386 SH	Decreased-315 SH
COCA COLA CO	COM	$409K	0.2%Prev: 0.2%	5,036 SH	Increased+466 SH
COSTCO WHOLESALE CORPORATION	COM	$262K	0.2%	280 SH	New
CROWDSTRIKE HLDGS INC	CL A	$562K	0.3%	737 SH	New
DEERE & CO	COM	$1.1M	0.6%Prev: 0.6%	1,738 SH	Increased+82 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$2.2M	1.3%	55,780 SH	New
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$8.9M	5.1%Prev: 5.3%	164,507 SH	Increased-10,102 SH
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$1.4M	0.8%	32,274 SH	New
DIMENSIONAL ETF TRUST	US EQUI MARK ETF	$12.4M	7.1%	150,759 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$9.9M	5.7%Prev: 5.3%	119,981 SH	Increased+990 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$273K	0.2%Prev: 0.2%	7,420 SH	Increased
ELI LILLY & CO	COM	$404K	0.2%	337 SH	New
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$5.4M	3.1%Prev: 2.6%	52,604 SH	Increased+7,066 SH
FIDELITY COVINGTON TRUST	SML MID MLTFCT	$805K	0.5%Prev: 0.5%	15,224 SH	Increased-2,657 SH
FIDELITY COVINGTON TRUST	VLU FACTOR ETF	$5.1M	2.9%Prev: 2.5%	65,137 SH	Increased+9,059 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$1.0M	0.6%Prev: 0.7%	22,226 SH	Increased+1,513 SH
FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$1.1M	0.6%Prev: 0.6%	42,723 SH	Increased+4,958 SH
FRANKLIN TEMPLETON ETF TR	SYSTMTC STYL PRE	$296K	0.2%Prev: 0.8%	10,699 SH	Decreased-38,257 SH
GE AEROSPACE	COM NEW	$207K	0.1%	555 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$4.6M	2.6%Prev: 2.3%	32,204 SH	Increased+5,627 SH
HARTFORD FDS EXCHANGE TRADED	MUN OPORTUNITE	$219K	0.1%	5,607 SH	New
INVESCO EXCH TRADED FD TR II	RAFI DVLPD MRKTS	$3.3M	1.9%Prev: 1.5%	43,538 SH	Increased+7,532 SH
INVESCO QQQ TR	UNIT SER 1	$284K	0.2%Prev: 0.2%	385 SH	Increased-99 SH
ISHARES GOLD TRUST MICRO	SHS REPSTG UN TR	$2.2M	1.2%	53,747 SH	New
ISHARES TR	0-5YR INVT GR CP	$604K	0.3%Prev: 0.4%	12,000 SH	Increased+1,119 SH
ISHARES TR	CORE S&P500 ETF	$305K	0.2%Prev: 0.2%	407 SH	Increased-44 SH
ISHARES TR	CORE US AGGBD ET	$1.0M	0.6%Prev: 0.2%	10,125 SH	Increased+6,816 SH
ISHARES TR	EAFE GRWTH ETF	$572K	0.3%	4,598 SH	New
ISHARES TR	FALN ANGLS USD	$404K	0.2%	14,818 SH	New
ISHARES TR	MORNINGSTAR GRWT	$936K	0.5%Prev: 0.6%	8,002 SH	Increased-537 SH
ISHARES TR	MORNINGSTAR VALU	$863K	0.5%Prev: 0.5%	8,524 SH	Increased-252 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$10.1M	5.8%Prev: 6.4%	215,088 SH	Increased+20,988 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN EM EQT	$562K	0.3%Prev: 1.1%	8,947 SH	Decreased-19,186 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$247K	0.1%Prev: 2.1%	4,880 SH	Decreased-56,006 SH
META PLATFORMS INC	CL A	$430K	0.2%Prev: 0.4%	763 SH	Decreased+6 SH
MICROSOFT CORP	COM	$850K	0.5%Prev: 0.8%	2,279 SH	Decreased+94 SH
NEXTERA ENERGY INC	COM	$295K	0.2%Prev: 0.2%	3,358 SH	Increased-495 SH
NVIDIA CORPORATION	COM	$1.2M	0.7%Prev: 0.7%	6,201 SH	Increased+56 SH
PGIM ETF TR	PGIM ULTRA SH BD	$651K	0.4%Prev: 0.2%	13,145 SH	Increased+7,775 SH
PIMCO ETF TR	INTER MUN BD ACT	$2.4M	1.4%Prev: 1.6%	45,571 SH	Increased+1,728 SH
PIMCO ETF TR	SHTRM MUN BD ACT	$283K	0.2%Prev: 2.2%	5,600 SH	Decreased-56,403 SH
QCR HLDGS INC	COM	$213K	0.1%	2,191 SH	New
ROCKWELL AUTOMATION INC	COM	$561K	0.3%Prev: 0.3%	1,134 SH	Increased
SCHWAB STRATEGIC TR	FUND EM EQUI ETF	$212K	0.1%	5,332 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$13.2M	7.6%Prev: 7.2%	423,019 SH	Increased+5,061 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$2.4M	1.4%Prev: 0.9%	63,138 SH	Increased+19,508 SH
SELECT SECTOR SPDR TR	ST STR REAL ETF	$6.3M	3.6%	144,098 SH	New
SPDR INDEX SHS FDS	ST STR PO EX ETF	$749K	0.4%	14,867 SH	New
SPDR SERIES TRUST	ST PORT HIGH ETF	$3.2M	1.9%	138,497 SH	New
SPDR SERIES TRUST	ST SHOR CORP ETF	$633K	0.4%	21,085 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$309K	0.2%	3,521 SH	New
TESLA INC	COM	$305K	0.2%	724 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$217K	0.1%	2,520 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$12.3M	7.1%	152,109 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.8M	1.0%	18,379 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$382K	0.2%	556 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$435K	0.3%Prev: 0.3%	1,434 SH	Increased-168 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$888K	0.5%Prev: 0.6%	2,399 SH	Decreased-573 SH
VANGUARD INDEX FDS	VALUE ETF	$405K	0.2%Prev: 0.2%	1,858 SH	Increased+72 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$7.7M	4.4%Prev: 4.4%	128,631 SH	Increased+3,822 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.1M	0.7%Prev: 0.2%	13,691 SH	Increased+9,677 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$3.2M	1.9%Prev: 2.1%	40,873 SH	Increased+3,890 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$281K	0.2%Prev: 0.3%	3,947 SH	Decreased-2,921 SH
VANGUARD WELLINGTON FD	US MULTIFACTOR	$2.8M	1.6%Prev: 1.1%	15,926 SH	Increased+4,036 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$13.0M	7.5%Prev: 7.9%	147,385 SH	Increased+116,786 SH
WELLS FARGO & CO	COM	$225K	0.1%	2,722 SH	New
WORLD GOLD TR	SPDR GLD MINIS	$5.2M	3.0%Prev: 3.7%	65,255 SH	Decreased-15,109 SH

Sold (vs prior filing)

COSTCO WHSL CORP NEW — $254K
DIMENSIONAL ETF TRUST — $1.2M
DIMENSIONAL ETF TRUST — $10.0M
FIDELITY MERRIMACK STR TR — $5.9M
INVESCO EXCHANGE TRADED FD T — $295K
ISHARES GOLD TR — $1.2M
ISHARES INC — $201K
ISHARES TR — $243K
ISHARES TR — $2.5M
PRINCIPAL EXCHANGE TRADED FD — $3.0M
SPDR INDEX SHS FDS — $624K
SPDR SERIES TRUST — $260K
TPI COMPOSITES INC — $17K
VANGUARD SCOTTSDALE FDS — $319K
VANGUARD WELLINGTON FD — $9.8M
VANGUARD WHITEHALL FDS — $2.1M
WELLS FARGO CO NEW — $269K

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