Cedar Point Capital Partners, LLC holds a focused book of 71 stocks worth $154.0M as of Q1 2026 (disclosed May 6, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Mid-Cap ETF and trimmed Dimensional International Va. Their largest long position is Schwab FNDMNTL US LRG Co ETF at 7% of the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1954337/holdings"
Use Arkolith to show Cedar Point Capital Partners, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Cedar Point Capital Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
12% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Cedar Point Capital Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 71 | $435.5B |
| JPMORGAN CHASE & CO | 79 / 71 | $402.2B |
| WELLS FARGO & COMPANY/MN | 79 / 71 | $134.0B |
| ROYAL BANK OF CANADA | 79 / 71 | $126.0B |
| RAYMOND JAMES FINANCIAL INC | 79 / 71 | $86.4B |
| LPL Financial LLC | 79 / 71 | $77.5B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 79 / 71 | $56.8B |
| OSAIC HOLDINGS, INC. | 79 / 71 | $16.5B |
Ranked by how many of Cedar Point Capital Partners, LLC's top 71 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR FUNDAMENTAL US L | $11.4M | 411.1K | 7.4% | ▲+1.1% Added · +5K sh | |
| 2 | Vanguard World FD MEGA GRWTH IND | $10.7M | 29.1K | 6.9% | ▲+4.8% Added · +1K sh | |
| 3 | Vanguard Index FDS MID CAP ETF | $10.5M | 36.7K | 6.8% | ▲New New position | |
| 4 | Dimensional ETF Trust US EQUITY MARKET | $10.4M | 147.0K | 6.8% | ▲+3.3% Added · +5K sh | |
| 5 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $9.9M | 210.9K | 6.4% | ▲+2.7% Added · +6K sh | |
| 6 | Dimensional ETF Trust US SMALL CAP ETF | $8.3M | 116.8K | 5.4% | ▲+0.9% Added · +1K sh | |
| 7 | Dimensional ETF Trust INTERNATNAL VAL | $8.3M | 157.1K | 5.4% | ▼−6.9% Reduced · −12K sh | |
| 8 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $6.7M | 124.4K | 4.4% | ▲+3.0% Added · +4K sh | |
| 9 | Select Sector SPDR TR STATE STREET REA | $5.8M | 142.0K | 3.8% | ▲New New position | |
| 10 | World Gold TR SPDR GLD MINIS | $5.7M | 61.1K | 3.7% | ▼−15% Reduced · −11K sh | |
| 11 | Fidelity Covington Trust VLU FACTOR ETF | $4.4M | 63.2K | 2.8% | ▲+5.3% Added · +3K sh | |
| 12 | Fidelity Comwlth TR NASDAQ COMPSIT | $4.4M | 51.7K | 2.8% | ▲+6.6% Added · +3K sh | |
| 13 | Goldman Sachs ETF TR ACTIVEBETA US LG | $3.9M | 31.3K | 2.5% | ▲+5.9% Added · +2K sh | |
| 14 | SPDR Series Trust STATE STREET SPD | $3.2M | 135.9K | 2.1% | ▲New New position | |
| 15 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $3.2M | 39.9K | 2.1% | ▲+2.9% Added · +1K sh | |
| 16 | Invesco Exch Traded FD TR II RAFI DVLPD MRKTS | $2.9M | 42.2K | 1.9% | ▲+3.9% Added · +2K sh | |
| 17 | Capital Group Intl Focus Eqt SHS CREATION UNI | $2.6M | 87.3K | 1.7% | ▲+16% Added · +12K sh | |
| 18 | Capital Grp Fixed Incm ETF T MUNICIPAL INCOME | $2.5M | 91.8K | 1.6% | ▲New New position | |
| 19 | Vanguard Wellington FD US MULTIFACTOR | $2.4M | 15.5K | 1.6% | ▲+9.8% Added · +1K sh | |
| 20 | Pimco ETF TR INTER MUN BD ACT | $2.4M | 45.8K | 1.6% | ▲+9.8% Added · +4K sh | |
| 21 | Ishares Gold TR SHARES REPRESENT | $2.4M | 50.9K | 1.5% | ▲+6.7% Added · +3K sh | |
| 22 | Schwab Strategic TR FUNDAMENTAL US S | $2.0M | 60.5K | 1.3% | ▲+8.8% Added · +5K sh | |
| 23 | Dimensional ETF Trust EMGR CRE EQT MNG | $1.7M | 50.7K | 1.1% | ▲New New position | |
| 24 | Apple Inc COM | $1.7M | 6.7K | 1.1% | ▼−0.3% Reduced · −24 sh | |
| 25 | Vanguard Index FDS REAL ESTATE ETF | $1.4M | 15.7K | 0.9% | ▲New New position | |
| 26 | Berkshire Hathaway Inc Del CL B NEW | $1.4M | 2.8K | 0.9% | ▲+12% Added · +301 sh | |
| 27 | Dimensional ETF Trust US CORE EQUITY 2 | $1.3M | 32.3K | 0.8% | —Held | |
| 28 | Vanguard Scottsdale FDS INT-TERM CORP | $1.1M | 13.0K | 0.7% | ▲+3.6% Added · +458 sh | |
| 29 | Nvidia Corporation COM | $1.1M | 6.1K | 0.7% | ▲+3.6% Added · +211 sh | |
| 30 | Franklin Templeton ETF TR FRANKLIN DYN MUN | $1.0M | 41.5K | 0.7% | ▲+14% Added · +5K sh | |
| 31 | Deere & Co COM | $979K | 1.7K | 0.6% | ▲+1.2% Added · +20 sh | |
| 32 | Ishares TR CORE US AGGBD ET | $967K | 9.7K | 0.6% | ▲+3.7% Added · +348 sh | |
| 33 | Fidelity Merrimack STR TR TOTAL BD ETF | $962K | 21.1K | 0.6% | ▲+3.8% Added · +770 sh | |
| 34 | Vanguard Index FDS TOTAL STK MKT | $874K | 2.7K | 0.6% | ▼−6.2% Reduced · −179 sh | |
| 35 | Microsoft Corp COM | $832K | 2.2K | 0.5% | ▲+2.5% Added · +55 sh | |
| 36 | Ishares TR MORNINGSTAR VALU | $753K | 8.1K | 0.5% | ▲+1.2% Added · +97 sh | |
| 37 | Ishares TR MORNINGSTAR GRWT | $747K | 7.8K | 0.5% | ▲+2.6% Added · +200 sh | |
| 38 | Fidelity Covington Trust SML MID MLTFCT | $671K | 15.0K | 0.4% | ▼−15% Reduced · −3K sh | |
| 39 | SPDR Index SHS FDS STATE STREET SPD | $653K | 14.3K | 0.4% | ▲+2.1% Added · +297 sh | |
| 40 | J P Morgan Exchange Traded F DIV RTN EM EQT | $652K | 10.5K | 0.4% | ▼−68% Reduced · −22K sh | |
| 41 | Pgim ETF TR PGIM ULTRA SH BD | $615K | 12.4K | 0.4% | ▲+2.8% Added · +333 sh | |
| 42 | Ishares TR 0-5YR INVT GR CP | $585K | 11.6K | 0.4% | ▲+7.0% Added · +762 sh | |
| 43 | Pimco ETF TR SHTRM MUN BD ACT | $576K | 11.4K | 0.4% | ▼−80% Reduced · −45K sh | |
| 44 | SPDR Series Trust STATE STREET SPD | $575K | 19.1K | 0.4% | ▲+4.3% Added · +792 sh | |
| 45 | J P Morgan Exchange Traded F MUNICIPAL ETF | $535K | 10.7K | 0.3% | ▼−81% Reduced · −45K sh | |
| 46 | Archer Daniels Midland Co COM | $478K | 6.6K | 0.3% | —Held | |
| 47 | Franklin Templeton ETF TR SYSTMTC STYL PRE | $460K | 16.9K | 0.3% | ▼−73% Reduced · −47K sh | |
| 48 | Alphabet Inc CAP STK CL A | $459K | 1.6K | 0.3% | ▲+5.8% Added · +88 sh | |
| 49 | Hartford FDS Exchange Traded MUN OPORTUNITE | $450K | 11.6K | 0.3% | ▼−79% Reduced · −43K sh | |
| 50 | Meta Platforms Inc CL A | $437K | 763 | 0.3% | ▲+2.7% Added · +20 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 6, 2026 | 71 | $154.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 69 | $156.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 66 | $152.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 1, 2025 | 66 | $141.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 62 | $149.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 63 | $147.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 29, 2024 | 63 | $145.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.