Institutional Fund
Cedar Point Capital Partners, LLC
Cedar Rapids, IACIK 19543375 filings on record
Portfolio Value
$153.96M
Q1 2026
Holdings
71
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-1.7%
from $156.64M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr7.4%
- Vanguard World Fd6.9%
- Vanguard Index Fds6.8%
- Dimensional ETF Trust6.8%
- J P Morgan Exchange Traded F6.4%
- Dimensional ETF Trust5.4%
- Other60.2%
Portfolio Holdings
71 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 411.1K | $11.45M | 7.4% | +4.6K | Added |
| 2 | Vanguard World Fd | 29.1K | $10.68M | 6.9% | +1.3K | Added |
| 3 | Vanguard Index Fds | 36.7K | $10.54M | 6.8% | +36.7K | New |
| 4 | Dimensional ETF Trust | 147.0K | $10.42M | 6.8% | +4.7K | Added |
| 5 | J P Morgan Exchange Traded F | 210.9K | $9.93M | 6.4% | +5.5K | Added |
| 6 | Dimensional ETF Trust | 116.8K | $8.31M | 5.4% | +1.0K | Added |
| 7 | Dimensional ETF Trust | 157.1K | $8.29M | 5.4% | −11.7K | Reduced |
| 8 | Vanguard Intl Equity Index F | 124.4K | $6.72M | 4.4% | +3.6K | Added |
| 9 | Select Sector Spdr Tr | 142.0K | $5.80M | 3.8% | +142.0K | New |
| 10 | World Gold Tr | 61.1K | $5.66M | 3.7% | −10.7K | Reduced |
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