ETF Holders

Cedar Point Capital Partners, LLC ETF holdings

Cedar Rapids, IA

Reported $160.8M in 54 ETFs in its Form 13F for June 30, 2026.

ETF value
$160.8M
ETFs held
54
Change from prior quarter
+12.1%
With price moves
ETFs as a share of its 13F
92.6%
of $173.7M

Top 10 of 54 ETF holdings

TickerFundValueSharesChange
FNDXSchwab Fundamental U.S. Large Company ETF$13.2M423,019+11,935 shares
MGKVanguard Morningstar Mega Cap Growth ETF$13.0M147,385+118,329 shares
DFUSDimensional U.S. Equity Market ETF$12.4M150,759+3,752 shares
VOVanguard Morningstar Mid-Cap ETF$12.3M152,109+115,412 shares
JCPBJPMorgan Core Plus Bond ETF$10.1M215,088+4,209 shares
DFASDimensional U.S. Small Cap ETF$9.9M119,981+3,201 shares
DFIVDimensional International Value ETF$8.9M164,507+7,412 shares
VWOVanguard FTSE Emerging Markets ETF$7.7M128,631+4,276 shares
XLREState Street Real Estate Select Sector SPDR ETF$6.3M144,098+2,114 shares
ONEQFidelity Nasdaq Composite Index ETF$5.4M52,604+940 shares
44 more ETF positions

The full list comes with the Advisors and Institutions package.

Sign up to see them all

From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001954337. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Cedar Point Capital Partners, LLC own?

Cedar Point Capital Partners, LLC reported 54 ETF positions worth $160.8M in its Form 13F for June 30, 2026. The largest was FNDX, at $13.2M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.