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Cedar Point Capital Partners, LLC
Cedar Point Capital Partners, LLC is a fee-only, fiduciary financial planning and wealth management firm headquartered in Cedar Rapids, Iowa. Founded by local professionals, the firm serves individual, business, and institutional clients, focusing on holistic financial life planning across investments, tax, estate, and retirement planning. Known for its relationship-driven approach and CEFEX fiduciary certification, CPCP emphasizes personalized client service and transparent flat-fee pricing. The firm has 6 employees, most of whom are investment professionals, and serves clients locally and across the United States.
Investment Strategy
Cedar Point Capital Partners applies a holistic, data-driven investment approach focused on building diversified portfolios tailored to client goals. The firm’s philosophy centers on evidence-based strategies, tax optimization, and integrated financial planning, including estate, retirement, insurance, and charitable giving. CPCP emphasizes long-term growth, risk management, and active collaboration with clients, preferring transparent, relationship-focused service over transactional models.
Latest 13F Filing Activity
Cedar Point Capital Partners, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 66 equity positions with a total 13F market value of $153M. The fund increased holdings in Hartford FDS Exchange Traded, Vanguard World FD, World Gold TR among other positions. Cedar Point Capital Partners, LLC reduced exposure to Ishares TR, Ishares Inc., Deere & Co. among others.
Top Holdings
Equity Positions (66)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MGK | VANGUARD WORLD FD | 8.02% | $12.2M | 30,387 | $260.52 | $402.42 | +$1.0M |
F FNDX | SCHWAB STRATEGIC TR | 7.31% | $11.1M | 423,791 | $20.84 | $26.30 | +$889.0K |
D DFUS | DIMENSIONAL ETF TRUST | 7.15% | $10.9M | 150,534 | $52.14 | $72.44 | +$866.8K |
V VFQY | VANGUARD WELLINGTON FD | 6.82% | $10.4M | 68,961 | $127.12 | $150.82 | +$624.7K |
J JCPB | J P MORGAN EXCHANGE TRADED F | 6.14% | $9.4M | 197,000 | $47.03 | $47.55 | +$233.0K |
Industry Allocation
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