Cedar Point Capital Partners, LLC
CIK: 0001954337SEC EDGAR →
Portfolio Value
$156.6M
Holdings
69
As of
Q4 2025
New Positions
69
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD WORLD FD | 27,725 | $11.4M | 7.31% |
| 2 | SCHWAB STRATEGIC TR | 406,467 | $11.1M | 7.06% |
| 3 | DIMENSIONAL ETF TRUST | 142,302 | $10.6M | 6.74% |
| 4 | VANGUARD WELLINGTON FD | 67,138 | $10.3M | 6.57% |
| 5 | J P MORGAN EXCHANGE TRADED F | 205,357 | $9.7M | 6.21% |
| 6 | DIMENSIONAL ETF TRUST | 168,755 | $8.4M | 5.38% |
| 7 | DIMENSIONAL ETF TRUST | 115,764 | $8.1M | 5.15% |
| 8 | VANGUARD INTL EQUITY INDEX F | 120,753 | $6.5M | 4.14% |
| 9 | FIDELITY MERRIMACK STR TR | 126,328 | $6.3M | 4.05% |
| 10 | WORLD GOLD TR | 71,816 | $6.1M | 3.91% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (69)
$11.4M · 28K shares
$11.1M · 406K shares
$10.6M · 142K shares
$10.3M · 67K shares
$9.7M · 205K shares
$8.4M · 169K shares
$8.1M · 116K shares
$6.5M · 121K shares
$6.3M · 126K shares
$6.1M · 72K shares
$4.4M · 48K shares
$4.3M · 60K shares
$3.9M · 30K shares
$3.1M · 39K shares
$3.1M · 161K shares
$2.8M · 56K shares
$2.8M · 56K shares
$2.7M · 41K shares
$2.2M · 75K shares
$2.2M · 42K shares
$2.1M · 14K shares
$2.1M · 54K shares
$2.0M · 48K shares
$2.0M · 32K shares
$1.8M · 7K shares
$1.8M · 56K shares
$1.7M · 64K shares
$1.3M · 32K shares
$1.3M · 3K shares
$1.1M · 6K shares
$1.1M · 2K shares
$1.0M · 13K shares
$973K · 3K shares
$938K · 9K shares
$935K · 20K shares
$903K · 36K shares
$799K · 2K shares
$793K · 8K shares
$774K · 18K shares
$753K · 8K shares
$621K · 14K shares
$599K · 12K shares
$553K · 18K shares
$548K · 11K shares
$490K · 743 shares
$471K · 2K shares
$441K · 1K shares
$415K · 7K shares
$378K · 1K shares
$377K · 7K shares
$362K · 13K shares
$354K · 2K shares
$343K · 7K shares
$342K · 3K shares
$324K · 2K shares
$321K · 2K shares
$311K · 4K shares
$308K · 3K shares
$298K · 664 shares
$278K · 407 shares
$276K · 3K shares
$257K · 240 shares
$253K · 405 shares
$253K · 294 shares
$245K · 400 shares
$242K · 7K shares
$241K · 4K shares
$233K · 2K shares
$205K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 49 | $138.0M | 88.1% |
| Technology | 5 | $10.4M | 6.7% |
| Unknown | 3 | $3.6M | 2.3% |
| Industrials | 2 | $1.2M | 0.8% |
| Communication Services | 2 | $961K | 0.6% |
| Consumer Defensive | 3 | $941K | 0.6% |
| Consumer Cyclical | 2 | $652K | 0.4% |
| Utilities | 2 | $517K | 0.3% |
| Healthcare | 1 | $257K | 0.2% |