Cedar Point Capital Partners

Cedar Rapids, IAfiles as Cedar Point Capital Partners, LLC

$174m in 76 US stocks at the end of 30 June 2026. The top 10 are 57.0% of the money. It changed about 4.2% of the portfolio this quarter.

Value

$174m

Stocks

Top 10 share

57.0%

Turnover

4.2%

What changed this quarter

New

Bought for the first time this quarter.

CrowdStrike HoldingsCRWD
0.3% of the fund
Vanguard Index FDSVUG
0.1% of the fund
QCR HoldingsQCRH
0.1% of the fund
Schwab Strategic TRFNDE
0.1% of the fund
General ElectricGE
0.1% of the fund
BoeingBA
0.1% of the fund

Added

Bought more of a stock they already held.

Schwab Strategic TRFNDX
7.6% of the fund
+3%
Dimensional ETF TrustDFUS
7.1% of the fund
+3%
Vanguard Index FDSVO
7.1% of the fund
+4%
Dimensional ETF TrustDFAS
5.7% of the fund
+3%
Dimensional ETF TrustDFIV
5.1% of the fund
+5%
Vanguard Intl Equity Index FVWO
4.4% of the fund
+3%
World Gold TRGLDM
3.0% of the fund
+7%
Fidelity Covington TrustFVAL
2.9% of the fund
+3%
Goldman Sachs ETF TRGSLC
2.6% of the fund
+3%
Invesco Exch Traded FD TR IIPXF
1.9% of the fund
+3%
Vanguard Scottsdale FDSVCSH
1.9% of the fund
+2%
Capital Group Intl Focus EQTCGXU
1.8% of the fund
+5%
Vanguard Wellington FDVFMF
1.6% of the fund
+3%
Capital GRP Fixed Incm ETF TCGMU
1.6% of the fund
+10%
Schwab Strategic TRFNDA
1.4% of the fund
+4%
Dimensional ETF TrustDFAE
1.3% of the fund
+10%
Ishares Gold Trust MicroIAUM
1.2% of the fund
+6%
Vanguard Index FDSVNQ
1.0% of the fund
+17%
Berkshire HathawayBRK-B
0.9% of the fund
+13%
Vanguard Scottsdale FDSVCIT
0.7% of the fund
+5%
Franklin Templeton ETF TRFLMI
0.6% of the fund
+3%
Fidelity Merrimack STR TRFBND
0.6% of the fund
+5%
Ishares TRAGG
0.6% of the fund
+4%
Ishares TRILCG
0.5% of the fund
+2%
Ishares TRILCV
0.5% of the fund
+5%

Cut

Sold some of their stake.

Vanguard Index FDSVTI
0.5% of the fund
-12%
J P Morgan Exchange Traded FJPEM
0.3% of the fund
-15%
Archer-Daniels-MidlandADM
0.2% of the fund
-23%
Franklin Templeton ETF TRFLSP
0.2% of the fund
-37%
Pimco ETF TRSMMU
0.2% of the fund
-51%
Vanguard Tax-Managed FDSVEA
0.2% of the fund
-4%
Costco WholesaleCOST
0.2% of the fund
-5%
J P Morgan Exchange Traded FJMUB
0.1% of the fund
-54%
Wells Fargo & CompanyWFC
0.1% of the fund
-18%
Hartford FDS Exchange TradedHMOP
0.1% of the fund
-52%

Sold out

Sold their entire stake.

ExxonMobil HoldingsXOM
-100%

Holdings

Schwab Strategic TRFNDX
Share
7.6%
Value
$13m
Shares
423,019
+3%
Vanguard World FDMGK
Share
7.5%
Value
$13m
Shares
147,385
Held
Dimensional ETF TrustDFUS
Share
7.1%
Value
$12m
Shares
150,759
+3%
Vanguard Index FDSVO
Share
7.1%
Value
$12m
Shares
152,109
+4%
J P Morgan Exchange Traded FJCPB
Share
5.8%
Value
$10m
Shares
215,088
Held
Dimensional ETF TrustDFAS
Share
5.7%
Value
$10m
Shares
119,981
+3%
Dimensional ETF TrustDFIV
Share
5.1%
Value
$9m
Shares
164,507
+5%
Vanguard Intl Equity Index FVWO
Share
4.4%
Value
$8m
Shares
128,631
+3%
Select Sector Spdr TRXLRE
Share
3.7%
Value
$6m
Shares
144,098
Held
Fidelity Comwlth TRONEQ
Share
3.1%
Value
$5m
Shares
52,604
Held
World Gold TRGLDM
Share
3.0%
Value
$5m
Shares
65,255
+7%
Fidelity Covington TrustFVAL
Share
2.9%
Value
$5m
Shares
65,137
+3%
Goldman Sachs ETF TRGSLC
Share
2.6%
Value
$5m
Shares
32,204
+3%
Invesco Exch Traded FD TR IIPXF
Share
1.9%
Value
$3m
Shares
43,538
+3%
Spdr Series TrustSPHY
Share
1.9%
Value
$3m
Shares
138,497
Held
Vanguard Scottsdale FDSVCSH
Share
1.9%
Value
$3m
Shares
40,873
+2%
Capital Group Intl Focus EQTCGXU
Share
1.8%
Value
$3m
Shares
91,443
+5%
Vanguard Wellington FDVFMF
Share
1.6%
Value
$3m
Shares
15,926
+3%
Capital GRP Fixed Incm ETF TCGMU
Share
1.6%
Value
$3m
Shares
101,376
+10%
Schwab Strategic TRFNDA
Share
1.4%
Value
$2m
Shares
63,138
+4%
Pimco ETF TRMUNI
Share
1.4%
Value
$2m
Shares
45,571
Held
Dimensional ETF TrustDFAE
Share
1.3%
Value
$2m
Shares
55,780
+10%
Ishares Gold Trust MicroIAUM
Share
1.2%
Value
$2m
Shares
53,747
+6%
AppleAAPL
Share
1.1%
Value
$2m
Shares
6,645
Held
Vanguard Index FDSVNQ
Share
1.0%
Value
$2m
Shares
18,379
+17%
Berkshire HathawayBRK-B
Share
0.9%
Value
$2m
Shares
3,208
+13%
Dimensional ETF TrustDFAC
Share
0.8%
Value
$1m
Shares
32,274
Held
NvidiaNVDA
Share
0.7%
Value
$1m
Shares
6,201
Held
Vanguard Scottsdale FDSVCIT
Share
0.7%
Value
$1m
Shares
13,691
+5%
DeereDE
Share
0.6%
Value
$1m
Shares
1,738
Held
Franklin Templeton ETF TRFLMI
Share
0.6%
Value
$1m
Shares
42,723
+3%
Fidelity Merrimack STR TRFBND
Share
0.6%
Value
$1m
Shares
22,226
+5%
Ishares TRAGG
Share
0.6%
Value
$1m
Shares
10,125
+4%
Ishares TRILCG
Share
0.5%
Value
$936,427
Shares
8,002
+2%
Vanguard Index FDSVTI
Share
0.5%
Value
$887,726
Shares
2,399
-12%
Ishares TRILCV
Share
0.5%
Value
$863,011
Shares
8,524
+5%
MicrosoftMSFT
Share
0.5%
Value
$850,113
Shares
2,279
Held
Fidelity Covington TrustFSMD
Share
0.5%
Value
$804,615
Shares
15,224
Held
Spdr Index SHS FDSSPDW
Share
0.4%
Value
$749,125
Shares
14,867
+4%
Pgim ETF TRPULS
Share
0.4%
Value
$651,335
Shares
13,145
+6%
AlphabetGOOGL
Share
0.4%
Value
$650,414
Shares
1,820
+14%
Spdr Series TrustSPSB
Share
0.4%
Value
$632,761
Shares
21,085
+10%
Ishares TRSLQD
Share
0.3%
Value
$604,454
Shares
12,000
+4%
Ishares TREFG
Share
0.3%
Value
$572,041
Shares
4,598
+57%
CrowdStrike HoldingsCRWD
Share
0.3%
Value
$562,435
Shares
737
New
J P Morgan Exchange Traded FJPEM
Share
0.3%
Value
$561,693
Shares
8,947
-15%
Rockwell AutomationROK
Share
0.3%
Value
$561,421
Shares
1,134
Held
Vanguard Index FDSVB
Share
0.3%
Value
$434,675
Shares
1,434
Held
Meta PlatformsMETA
Share
0.2%
Value
$429,822
Shares
763
Held
Amazon.comAMZN
Share
0.2%
Value
$422,816
Shares
1,774
+8%
Coca-ColaKO
Share
0.2%
Value
$409,276
Shares
5,036
+13%
Vanguard Index FDSVTV
Share
0.2%
Value
$404,914
Shares
1,858
Held
Eli LillyLLY
Share
0.2%
Value
$404,208
Shares
337
+23%
Ishares TRFALN
Share
0.2%
Value
$403,643
Shares
14,818
+6%
Archer-Daniels-MidlandADM
Share
0.2%
Value
$387,425
Shares
5,071
-23%
Vanguard Index FDSVOO
Share
0.2%
Value
$381,867
Shares
556
+37%
CDWCDW
Share
0.2%
Value
$335,568
Shares
2,386
Held
Spdr Series TrustSPYM
Share
0.2%
Value
$309,426
Shares
3,521
+18%
Ishares TRIVV
Share
0.2%
Value
$304,799
Shares
407
Held
TeslaTSLA
Share
0.2%
Value
$304,515
Shares
724
Held
Franklin Templeton ETF TRFLSP
Share
0.2%
Value
$296,256
Shares
10,699
-37%
NextEra EnergyNEE
Share
0.2%
Value
$294,732
Shares
3,358
+6%
Invesco QQQ TRQQQ
Share
0.2%
Value
$283,514
Shares
385
Held
Pimco ETF TRSMMU
Share
0.2%
Value
$282,800
Shares
5,600
-51%
Vanguard Tax-Managed FDSVEA
Share
0.2%
Value
$281,224
Shares
3,947
-4%
Alliant EnergyLNT
Share
0.2%
Value
$277,925
Shares
3,643
+4%
Dimensional ETF TrustDFAX
Share
0.2%
Value
$273,353
Shares
7,420
Held
Costco WholesaleCOST
Share
0.2%
Value
$261,932
Shares
280
-5%
J P Morgan Exchange Traded FJMUB
Share
0.1%
Value
$247,197
Shares
4,880
-54%
Wells Fargo & CompanyWFC
Share
0.1%
Value
$224,947
Shares
2,722
-18%
Hartford FDS Exchange TradedHMOP
Share
0.1%
Value
$219,487
Shares
5,607
-52%
Vanguard Index FDSVUG
Share
0.1%
Value
$217,073
Shares
2,520
New
QCR HoldingsQCRH
Share
0.1%
Value
$213,294
Shares
2,191
New
Schwab Strategic TRFNDE
Share
0.1%
Value
$211,574
Shares
5,332
New
General ElectricGE
Share
0.1%
Value
$207,444
Shares
555
New
BoeingBA
Share
0.1%
Value
$206,729
Shares
955
New

Company	Share of fund	Value	Shares	Change
Schwab Strategic TRFNDX	7.6%	$13m	423,019	+3%
Vanguard World FDMGK	7.5%	$13m	147,385	Held
Dimensional ETF TrustDFUS	7.1%	$12m	150,759	+3%
Vanguard Index FDSVO	7.1%	$12m	152,109	+4%
J P Morgan Exchange Traded FJCPB	5.8%	$10m	215,088	Held
Dimensional ETF TrustDFAS	5.7%	$10m	119,981	+3%
Dimensional ETF TrustDFIV	5.1%	$9m	164,507	+5%
Vanguard Intl Equity Index FVWO	4.4%	$8m	128,631	+3%
Select Sector Spdr TRXLRE	3.7%	$6m	144,098	Held
Fidelity Comwlth TRONEQ	3.1%	$5m	52,604	Held
World Gold TRGLDM	3.0%	$5m	65,255	+7%
Fidelity Covington TrustFVAL	2.9%	$5m	65,137	+3%
Goldman Sachs ETF TRGSLC	2.6%	$5m	32,204	+3%
Invesco Exch Traded FD TR IIPXF	1.9%	$3m	43,538	+3%
Spdr Series TrustSPHY	1.9%	$3m	138,497	Held
Vanguard Scottsdale FDSVCSH	1.9%	$3m	40,873	+2%
Capital Group Intl Focus EQTCGXU	1.8%	$3m	91,443	+5%
Vanguard Wellington FDVFMF	1.6%	$3m	15,926	+3%
Capital GRP Fixed Incm ETF TCGMU	1.6%	$3m	101,376	+10%
Schwab Strategic TRFNDA	1.4%	$2m	63,138	+4%
Pimco ETF TRMUNI	1.4%	$2m	45,571	Held
Dimensional ETF TrustDFAE	1.3%	$2m	55,780	+10%
Ishares Gold Trust MicroIAUM	1.2%	$2m	53,747	+6%
AppleAAPL	1.1%	$2m	6,645	Held
Vanguard Index FDSVNQ	1.0%	$2m	18,379	+17%
Berkshire HathawayBRK-B	0.9%	$2m	3,208	+13%
Dimensional ETF TrustDFAC	0.8%	$1m	32,274	Held
NvidiaNVDA	0.7%	$1m	6,201	Held
Vanguard Scottsdale FDSVCIT	0.7%	$1m	13,691	+5%
DeereDE	0.6%	$1m	1,738	Held
Franklin Templeton ETF TRFLMI	0.6%	$1m	42,723	+3%
Fidelity Merrimack STR TRFBND	0.6%	$1m	22,226	+5%
Ishares TRAGG	0.6%	$1m	10,125	+4%
Ishares TRILCG	0.5%	$936,427	8,002	+2%
Vanguard Index FDSVTI	0.5%	$887,726	2,399	-12%
Ishares TRILCV	0.5%	$863,011	8,524	+5%
MicrosoftMSFT	0.5%	$850,113	2,279	Held
Fidelity Covington TrustFSMD	0.5%	$804,615	15,224	Held
Spdr Index SHS FDSSPDW	0.4%	$749,125	14,867	+4%
Pgim ETF TRPULS	0.4%	$651,335	13,145	+6%
AlphabetGOOGL	0.4%	$650,414	1,820	+14%
Spdr Series TrustSPSB	0.4%	$632,761	21,085	+10%
Ishares TRSLQD	0.3%	$604,454	12,000	+4%
Ishares TREFG	0.3%	$572,041	4,598	+57%
CrowdStrike HoldingsCRWD	0.3%	$562,435	737	New
J P Morgan Exchange Traded FJPEM	0.3%	$561,693	8,947	-15%
Rockwell AutomationROK	0.3%	$561,421	1,134	Held
Vanguard Index FDSVB	0.3%	$434,675	1,434	Held
Meta PlatformsMETA	0.2%	$429,822	763	Held
Amazon.comAMZN	0.2%	$422,816	1,774	+8%
Coca-ColaKO	0.2%	$409,276	5,036	+13%
Vanguard Index FDSVTV	0.2%	$404,914	1,858	Held
Eli LillyLLY	0.2%	$404,208	337	+23%
Ishares TRFALN	0.2%	$403,643	14,818	+6%
Archer-Daniels-MidlandADM	0.2%	$387,425	5,071	-23%
Vanguard Index FDSVOO	0.2%	$381,867	556	+37%
CDWCDW	0.2%	$335,568	2,386	Held
Spdr Series TrustSPYM	0.2%	$309,426	3,521	+18%
Ishares TRIVV	0.2%	$304,799	407	Held
TeslaTSLA	0.2%	$304,515	724	Held
Franklin Templeton ETF TRFLSP	0.2%	$296,256	10,699	-37%
NextEra EnergyNEE	0.2%	$294,732	3,358	+6%
Invesco QQQ TRQQQ	0.2%	$283,514	385	Held
Pimco ETF TRSMMU	0.2%	$282,800	5,600	-51%
Vanguard Tax-Managed FDSVEA	0.2%	$281,224	3,947	-4%
Alliant EnergyLNT	0.2%	$277,925	3,643	+4%
Dimensional ETF TrustDFAX	0.2%	$273,353	7,420	Held
Costco WholesaleCOST	0.2%	$261,932	280	-5%
J P Morgan Exchange Traded FJMUB	0.1%	$247,197	4,880	-54%
Wells Fargo & CompanyWFC	0.1%	$224,947	2,722	-18%
Hartford FDS Exchange TradedHMOP	0.1%	$219,487	5,607	-52%
Vanguard Index FDSVUG	0.1%	$217,073	2,520	New
QCR HoldingsQCRH	0.1%	$213,294	2,191	New
Schwab Strategic TRFNDE	0.1%	$211,574	5,332	New
General ElectricGE	0.1%	$207,444	555	New
BoeingBA	0.1%	$206,729	955	New

Options (1)

Archer-Daniels-MidlandADM
Type
Put
Value
$114,600
Contracts
1,500

Company	Type	Value	Contracts
Archer-Daniels-MidlandADM	Put	$114,600	1,500

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 22.5% since 30 June 2025.

Where the money is

Technology2.8%

Industrials1.2%

Financial services1.2%

Media & telecom0.6%

Everyday goods0.6%

Retail & consumer0.4%

Utilities0.3%

Health care0.2%

Other92.6%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.