Cedar Point Capital Partners, LLC

RIA/Wealth

Cedar Point Capital Partners, LLC is a RIA/Wealth based in Cedar Rapids, IA led by Bridget Celia Davis, reporting $200.9M in AUM as of Q3 2025 with 88% ETF concentration and 59% concentrated in top 10 holdings.

CCOBridget Celia Davis

Portfolio Value: $152.5M
Positions: 66
Top Holding: MGK at 8.02%
Last Reported: Q3 2025

Address329 12th Ave Se, Suite 106, Cedar Rapids, IA, 52401, United States

Top Holdings

Largest long holdings in Cedar Point Capital Partners, LLC's portfolio (58.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Mega Cap Growth MGK	ETF ETF	$12.2M	8.02%	-$85.3K Sold	— 30.4K shares	Q4 2023 Held for 1y 11m
2 Schwab Fundamental U.S. Large Company FNDX	ETF ETF	$11.1M	7.31%	+$153.4K Bought	— 423.8K shares	Q4 2023 Held for 1y 11m
3 Dimensional U.S. Equity DFUS	ETF ETF	$10.9M	7.15%	+$55.1K Bought	— 150.5K shares	Q4 2023 Held for 1y 11m
4 Vanguard U.S. Quality Factor ETF VFQY	ETF ETF	$10.4M	6.82%	+$141.6K Bought	— 69.0K shares	Q4 2023 Held for 1y 11m
5 JCPB JPMorgan Core Plus Bond JCPB	ETF ETF	$9.4M	6.14%	+$137.9K Bought	— 197.0K shares	Q4 2023 Held for 1y 11m
6 Dimensional U.S. Small Cap DFAS	ETF ETF	$8.2M	5.39%	+$81.3K Bought	— 120.2K shares	Q4 2023 Held for 1y 11m
7 Dimensional International Value DFIV	ETF ETF	$8.2M	5.35%	+$104.1K Bought	— 176.9K shares	Q4 2023 Held for 1y 11m
8 Vanguard FTSE Emerging Markets VWO	ETF ETF	$6.8M	4.46%	+$47.6K Bought	— 125.7K shares	Q4 2023 Held for 1y 11m
9 GLDM SPDR Gold MiniShares Trust GLDM	Unknown Unknown	$6.2M	4.06%	+$49.7K Bought	— 81.0K shares	Q3 2024 Held for 1y 2m
10 Fidelity Low Duration Bond Factor FLDR	ETF ETF	$6.0M	3.96%	+$153.1K Bought	— 120.2K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Cedar Point Capital Partners, LLC's latest filing

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Market Value

$152.5M

Prior: $141.8M

Q/Q Change

+7.58%

+$10.7M

Net Flows % of MV

+1.2%

Turnover Ratio

2.67%

New Purchases

3 stocks

$2.9M

Added To

36 stocks

+$2.1M

Sold Out Of

3 stocks

$2.7M

Reduced Holdings

17 stocks

-$415.2K

Increased Positions

Position	Shares Δ	Change
1 Hartford Municipal Opportunities HMOP	New	0 → 63.5K +$2.5M
2 Tesla, Inc. TSLA	New	0 → 512.0 +$227.7K
3 Vanguard S&P 500 ETF VOO	New	0 → 332.0 +$203.3K
4 Franklin Systematic Style Premia FLSP	+9.15%	49.0K → 53.4K +$118.8K
5 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI	+6.49%	43.8K → 46.7K +$148.8K

Decreased Positions

Position	Shares Δ	Change
1 iShares National Muni Bond MUB	Sold	24.2K → 0 −$2.5M
2 iShares MSCI Emerging Markets Min Vol Factor EEMV	Sold	3.2K → 0 −$200.6K
3 TPI Composites, Inc. TPIC	Sold	20.0K → 0 −$17.2K
4 Nextra Energy NEE	-10.77%	3.9K → 3.4K −$31.3K
5 Vanguard Russell 1000 Growth VONG	-7.15%	2.9K → 2.7K −$25.2K