Cedar Point Capital Partners, LLC has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $142 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 $11.2B, Schwab Fundamental U S Large C with a value of $10.3B, Dimensional ETF Tr U S Equity with a value of $10B, Vanguard Wellington Fd U S Qua with a value of $9.78B, and J P Morgan Exchange Traded Fd with a value of $9.13B.

Examining the 13F form we can see an decrease of $7.18B in the current position value, from $149B to 142B.

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 $142 Billion
ETFs: $132 Billion
Technology: $3.93 Billion
Financial Services: $1.45 Billion
Industrials: $1.24 Billion
Consumer Defensive: $925 Million
Communication Services: $816 Million
Utilities: $484 Million
Consumer Cyclical: $357 Million
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $142 Billion
  • Prior Value $149 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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