Cambridge Financial Group, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$295.4M
Q ending 2026-03-31
Prior quarter
$287.7M
Q ending 2025-12-31
Change
+2.7% QoQ · +25.4% YoY
Positions
168
reported holdings
Largest positions
Top 100 of 168 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFAC | Shares | $29.4M | 757K |
| Dimensional Etf Trust | DFAT | Shares | $24.4M | 390K |
| Dimensional Etf Trust | DFIC | Shares | $24.3M | 684K |
| Dimensional Etf Trust | DFEM | Shares | $18.7M | 542K |
| Dimensional Etf Trust | DFEV | Shares | $18.1M | 507K |
| Dimensional Etf Trust | DFAX | Shares | $9.0M | 264K |
| Spdr Series Trust | SLYV | Shares | $6.6M | 70K |
| Schwab Strategic Tr | SCHG | Shares | $5.7M | 195K |
| Apple Inc | AAPL | Shares | $5.1M | 20K |
| Schwab Strategic Tr | SCHB | Shares | $4.4M | 174K |
| Schwab Strategic Tr | SCHA | Shares | $4.2M | 144K |
| Ishares Tr | IJS | Shares | $4.1M | 35K |
| Dimensional Etf Trust | DFIV | Shares | $3.9M | 74K |
| Ishares Tr | DGRO | Shares | $3.7M | 53K |
| Ishares Tr | IWB | Shares | $3.7M | 10K |
| Schwab Strategic Tr | SCHF | Shares | $3.5M | 141K |
| Schwab Strategic Tr | SCHD | Shares | $3.4M | 110K |
| Ishares Tr | IEFA | Shares | $3.3M | 37K |
| Vanguard Admiral Fds Inc | VIOV | Shares | $3.0M | 29K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $2.9M | 4 |
| Vanguard Whitehall Fds | VYMI | Shares | $2.8M | 30K |
| Vanguard Index Fds | VBR | Shares | $2.7M | 13K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.6M | 5K |
| Schwab Strategic Tr | SCHX | Shares | $2.6M | 100K |
| Dimensional Etf Trust | DFAS | Shares | $2.5M | 35K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $2.5M | 5K |
| Dimensional Etf Trust | DISV | Shares | $2.3M | 59K |
| Schwab Strategic Tr | SCHV | Shares | $2.3M | 74K |
| Vanguard Whitehall Fds | VYM | Shares | $2.2M | 15K |
| Schwab Strategic Tr | SCHM | Shares | $2.1M | 67K |
| Dimensional Etf Trust | DFUS | Shares | $2.0M | 28K |
| Dimensional Etf Trust | DFSI | Shares | $2.0M | 47K |
| Invesco Qqq Tr | QQQ | Shares | $1.9M | 3K |
| Ishares Tr | IWF | Shares | $1.9M | 4K |
| Schwab Strategic Tr | FNDE | Shares | $1.9M | 50K |
| Spdr Index Shs Fds | SPEM | Shares | $1.8M | 39K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.8M | 3K |
| Spdr Series Trust | MDYV | Shares | $1.6M | 19K |
| Ishares Tr | IWD | Shares | $1.5M | 7K |
| Dimensional Etf Trust | DFSU | Shares | $1.4M | 35K |
| Ishares Tr | IXUS | Shares | $1.4M | 16K |
| American Express Co | AXP | Shares | $1.4M | 5K |
| Amazon Com Inc | AMZN | Shares | $1.3M | 6K |
| Nvidia Corporation | NVDA | Shares | $1.3M | 8K |
| Dimensional Etf Trust | DFAE | Shares | $1.3M | 39K |
| Spdr Gold Tr | GLD | Shares | $1.3M | 3K |
| Ishares Tr | IWM | Shares | $1.2M | 5K |
| Microsoft Corp | MSFT | Shares | $1.2M | 3K |
| Schwab Strategic Tr | SCHE | Shares | $1.1M | 35K |
| Johnson & Johnson | JNJ | Shares | $1.1M | 5K |
| Walmart Inc | WMT | Shares | $1.1M | 9K |
| Vanguard Scottsdale Fds | VCIT | Shares | $1.1M | 13K |
| Dimensional Etf Trust | DFSE | Shares | $1.1M | 26K |
| Ishares Tr | ESML | Shares | $1.1M | 23K |
| Vanguard Specialized Funds | VIG | Shares | $1.1M | 5K |
| Spdr Series Trust | SPTM | Shares | $1.1M | 13K |
| Ishares Tr | ESGD | Shares | $1.0M | 11K |
| Vanguard Index Fds | VTI | Shares | $1.0M | 3K |
| Vanguard Star Fds | VXUS | Shares | $1.0M | 13K |
| Ge Vernova Inc | GEV | Shares | $958K | 1K |
| Alphabet Inc | GOOGL | Shares | $956K | 3K |
| Alphabet Inc | GOOG | Shares | $875K | 3K |
| American Centy Etf Tr | AVUV | Shares | $854K | 8K |
| Eli Lilly & Co | LLY | Shares | $843K | 916 |
| Jpmorgan Chase & Co | JPM | Shares | $838K | 3K |
| Vanguard Intl Equity Index F | VWO | Shares | $834K | 15K |
| Ishares Inc | IEMG | Shares | $805K | 12K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $789K | 21K |
| Ishares Tr | IWV | Shares | $788K | 2K |
| Pepsico Inc | PEP | Shares | $781K | 5K |
| Ishares Inc | EEMV | Shares | $767K | 12K |
| Ishares Tr | IJJ | Shares | $738K | 6K |
| Vanguard Index Fds | VOE | Shares | $725K | 4K |
| Conocophillips | COP | Shares | $703K | 5K |
| Ishares Tr | ITOT | Shares | $691K | 5K |
| Ge Aerospace | GE | Shares | $677K | 2K |
| Ishares Tr | IUSV | Shares | $674K | 7K |
| Tesla Inc | TSLA | Shares | $653K | 2K |
| Dimensional Etf Trust | DFSV | Shares | $646K | 18K |
| Vanguard Intl Equity Index F | VT | Shares | $631K | 5K |
| Qualcomm Inc | QCOM | Shares | $610K | 5K |
| American Centy Etf Tr | AVEM | Shares | $608K | 8K |
| Schwab Strategic Tr | FNDA | Shares | $597K | 18K |
| Schwab Strategic Tr | FNDF | Shares | $594K | 12K |
| Vanguard Scottsdale Fds | VCSH | Shares | $580K | 7K |
| Ishares Tr | IBTG | Shares | $577K | 25K |
| Vanguard Index Fds | VB | Shares | $574K | 2K |
| Merck & Co Inc | MRK | Shares | $567K | 5K |
| American Healthcare Reit Inc | AHR | Shares | $566K | 12K |
| Ishares Tr | XVV | Shares | $564K | 11K |
| Ishares Tr | IOO | Shares | $561K | 5K |
| Ishares Tr | DVY | Shares | $560K | 4K |
| Emerson Elec Co | EMR | Shares | $557K | 4K |
| Broadcom Inc | AVGO | Shares | $553K | 2K |
| Dimensional Etf Trust | DFAI | Shares | $546K | 14K |
| Abbvie Inc | ABBV | Shares | $545K | 3K |
| Costco Wholesale Corporation | COST | Shares | $537K | 539 |
| Ishares Tr | IBTH | Shares | $532K | 24K |
| Ishares Tr | XJR | Shares | $529K | 12K |
| Ishares Inc | ESGE | Shares | $525K | 12K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.