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Bridget Meier

Cedar Point Capital Partners, Llc

Assets Managed
$153.958M
Holdings
71
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
-1.71%(2Q avg: 0.5%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cedar Point Capital Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 71 positions.

Assets under management

The assets under management (AUM) of Cedar Point Capital Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 153.958M in assets, with a quarterly growth rate of -1.71% and a 2-quarter average growth rate of 0.5%. The portfolio is managed by Bridget Meier, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 1.14%
7.44%
$11.449M
411,084 shares@ $27.85 avg price
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Increased 4.81%
6.94%
$10.676M
29,056 shares@ $367.45 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
New Position
6.85%
$10.539M
36,697 shares@ $287.18 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 3.31%
6.78%
$10.424M
147,007 shares@ $70.92 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 2.69%
6.45%
$9.928M
210,879 shares@ $47.08 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 0.88%
5.4%
$8.307M
116,780 shares@ $71.13 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -6.9%
5.39%
$8.291M
157,095 shares@ $52.78 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 2.99%
4.37%
$6.721M
124,355 shares@ $54.06 avg price
XLRE
Real Estate Select Sect Spdr
Recent Activity
New Position
3.77%
$5.797M
141,984 shares@ $40.84 avg price
GLDM
Spdr Gold Minishares Trust
Recent Activity
Decreased -14.92%
3.68%
$5.663M
61,096 shares@ $92.7 avg price

1-10 of 71