account_balance

Investment manager · 13F filer · SEC CIK 1954337

Cedar Point Capital Partners, LLC

Reported value$175Mas of Sep 30, 2026
Positions75 5 new, 6 sold out
Top 10 weight56.4%MGK alone is 8%
FiledOct 2929 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
MGK Vanguard World Fd 7.7% Held
FNDX Schwab Strategic Tr 7.6% Held
DFUS Dimensional ETF Trust 7.2% Held
VO Vanguard Index FDS 7.0% Held
JCPB J P Morgan Exchange Traded F 5.4% Held
DFAS Dimensional ETF Trust 5.4% Held
DFIV Dimensional ETF Trust 5.4% Added +2%
AVEM American Centy ETF Tr 4.0% New
USRT iShares Tr 3.5% New
ONEQ Fidelity Comwlth Tr 3.2% Held
GLDM World Gold Trust 3.1% Held
FVAL Fidelity Covington Trust 3.1% Added +2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 29, 2026, compared with the Jul 27, 2026 filing
add_circleNew
  • AVEM $7M
  • USRT $6.19M
  • DFAR $1.99M
  • XOM $217K
arrow_upwardAdded
  • LLY +16%
  • EFG +11%
  • SLQD +9%
  • PULS +7%
arrow_downwardTrimmed
  • CRWD −18%
  • VB −5%
  • VTV −4%
  • VCSH −3%
remove_circleSold out
  • VWO $7.68M
  • XLRE $6.34M
  • VNQ $1.77M
  • FLSP $296K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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