StockDriftsStockDriftsTop 50 Cedar Point Capital Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FNDX | SCHWAB STRATEGIC TR | 7.57% | 423.0K | $13.2M | +2.90%(+11.94K) | $20.22(+60.59%) | 2026-06-30 | |
| MGK | VANGUARD WORLD FD | 7.46% | 147.4K | $13.0M | +1.45%(+2.10K) | $50.66(+78.49%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 7.11% | 150.8K | $12.4M | +2.55%(+3.75K) | $50.92(+66.19%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 7.06% | 152.1K | $12.3M | +3.62%(+5.32K) | $72.29(+14.85%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 5.81% | 215.1K | $10.1M | +2.00%(+4.21K) | $46.34(-0.28%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 5.69% | 120.0K | $9.9M | +2.74%(+3.20K) | $57.10(+46.45%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 5.12% | 164.5K | $8.9M | +4.72%(+7.41K) | $34.66(+67.14%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.42% | 128.6K | $7.7M | +3.44%(+4.28K) | $41.34(+46.12%) | 2026-06-30 | |
| XLRE | SELECT SECTOR SPDR TR | 3.65% | 144.1K | $6.3M | +1.49%(+2.11K) | $40.61(+9.02%) | 2026-06-30 | |
| ONEQ | FIDELITY COMWLTH TR | 3.13% | 52.6K | $5.4M | +1.82%(+940) | $61.57(+70.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +36.90% |
| Top 20 Holdings Unweighted | — | — | — | — | +32.76% |
Cedar Point Capital Partners, LLC reports $173.83M in US-listed equity holdings across 76 positions in its most recent 13F filing. Its largest disclosed positions are FNDX (7.6%), MGK (7.5%) and DFUS (7.1%). The top 20 holdings account for 77.6% of reported assets. Its disclosed equity book has returned +36.90% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cedar Point Capital Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1954337). View Cedar Point Capital Partners, LLC’s 13F filings on SEC