Cedar Point Capital Partners, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $153 Billion distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Growth ETF with a value of $12.2B, Schwab Fundamental U S Large C with a value of $11.1B, Dimensional ETF Tr U S Equity with a value of $10.9B, Vanguard Wellington Fd U S Qua with a value of $10.4B, and J P Morgan Exchange Traded Fd with a value of $9.37B.

Examining the 13F form we can see an increase of $10.7B in the current position value, from $142B to 153B.

Cedar Point Capital Partners, LLC is based out at Cedar Rapids, IA

Below you can find more details about Cedar Point Capital Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $153 Billion
ETFs: $142 Billion
Technology: $4.32 Billion
Financial Services: $1.46 Billion
Industrials: $1.15 Billion
Consumer Defensive: $926 Million
Communication Services: $909 Million
Consumer Cyclical: $562 Million
Utilities: $501 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $153 Billion
  • Prior Value $142 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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