Cedar Point Capital Partners, LLC - Portfolio overview

Cedar Point Capital Partners, LLC has 78 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. FNDX - SCHWAB STRATEGIC TR, 6.49%
2. MGK - VANGUARD WORLD FD, 6.05%
3. VO - VANGUARD INDEX FDS, 5.97%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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