Cedar Point Capital Partners, LLC

CIK: 0001954337SEC EDGAR →

Portfolio Value

$156.6B

Holdings

69

As of

Q4 2025

New Positions

69

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD WORLD FD

27,725$11.4B
7.31%
2

SCHWAB STRATEGIC TR

406,467$11.1B
7.06%
3

DIMENSIONAL ETF TRUST

142,302$10.6B
6.74%
4

VANGUARD WELLINGTON FD

67,138$10.3B
6.57%
5

J P MORGAN EXCHANGE TRADED F

205,357$9.7B
6.21%
6

DIMENSIONAL ETF TRUST

168,755$8.4B
5.38%
7

DIMENSIONAL ETF TRUST

115,764$8.1B
5.15%
8

VANGUARD INTL EQUITY INDEX F

120,753$6.5B
4.14%
9

FIDELITY MERRIMACK STR TR

126,328$6.3B
4.05%
10

WORLD GOLD TR

71,816$6.1B
3.91%

Quarterly Changes

Top Buys

MGKNEW
$11.4B
FNDXNEW
$11.1B
DFUSNEW
$10.6B
VFQYNEW
$10.3B
JCPBNEW
$9.7B

Top Sells

No sells this quarter

New Positions (69)

$11.4B · 28K shares
$11.1B · 406K shares
$10.6B · 142K shares
$10.3B · 67K shares
$9.7B · 205K shares
$8.4B · 169K shares
$8.1B · 116K shares
$6.5B · 121K shares
$6.3B · 126K shares
$6.1B · 72K shares
$4.4B · 48K shares
$4.3B · 60K shares
$3.9B · 30K shares
$3.1B · 39K shares
$3.1B · 161K shares
$2.8B · 56K shares
$2.8B · 56K shares
$2.7B · 41K shares
$2.2B · 75K shares
$2.2B · 42K shares
$2.1B · 14K shares
$2.1B · 54K shares
$2.0B · 48K shares
$2.0B · 32K shares
$1.8B · 7K shares
$1.8B · 56K shares
$1.7B · 64K shares
$1.3B · 32K shares
$1.3B · 3K shares
$1.1B · 6K shares
$1.1B · 2K shares
$1.0B · 13K shares
$973.0M · 3K shares
$938.0M · 9K shares
$935.0M · 20K shares
$903.0M · 36K shares
$799.0M · 2K shares
$793.0M · 8K shares
$774.0M · 18K shares
$753.0M · 8K shares
$621.0M · 14K shares
$599.0M · 12K shares
$553.0M · 18K shares
$548.0M · 11K shares
$490.0M · 743 shares
$471.0M · 2K shares
$441.0M · 1K shares
$415.0M · 7K shares
$378.0M · 1K shares
$377.0M · 7K shares
$362.0M · 13K shares
$354.0M · 2K shares
$343.0M · 7K shares
$342.0M · 3K shares
$324.0M · 2K shares
$321.0M · 2K shares
$311.0M · 4K shares
$308.0M · 3K shares
$298.0M · 664 shares
$278.0M · 407 shares
$276.0M · 3K shares
$257.0M · 240 shares
$253.0M · 405 shares
$253.0M · 294 shares
$245.0M · 400 shares
$242.0M · 7K shares
$241.0M · 4K shares
$233.0M · 2K shares
$205.0M · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services49$138.0B88.1%
Technology5$10.4B6.7%
Unknown3$3.6B2.3%
Industrials2$1.2B0.8%
Communication Services2$961.0M0.6%
Consumer Defensive3$941.0M0.6%
Consumer Cyclical2$652.0M0.4%
Utilities2$517.0M0.3%
Healthcare1$257.0M0.2%