Cambridge Investment Research Advisors, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$38.8M
Q ending 2026-03-31
Prior quarter
$37.8M
Q ending 2025-12-31
Change
+2.5% QoQ · +30.9% YoY
Positions
3,924
reported holdings
Largest positions
Top 100 of 3,924 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 |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $1.2M | 1.9M |
| Apple | AAPL | Shares | $1.1M | 4.4M |
| Nvidia Corporation | NVDA | Shares | $990K | 5.7M |
| Ishares | IVV | Shares | $786K | 1.2M |
| Invesco | QQQ | Shares | $734K | 1.3M |
| Vanguard Index Fds | VTI | Shares | $684K | 2.1M |
| Amazon | AMZN | Shares | $509K | 2.4M |
| Vanguard Star Fds Vg Tl | VXUS | Shares | $477K | 6.2M |
| Microsoft | MSFT | Shares | $474K | 1.3M |
| State | SPY | Shares | $419K | 644K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $356K | 742K |
| Capital Group | CGDV | Shares | $325K | 7.6M |
| Alphabet | GOOGL | Shares | $289K | 1.0M |
| Alphabet | GOOG | Shares | $269K | 937K |
| Spdr | GLD | Shares | $251K | 584K |
| Spdr Series Trust State | BIL | Shares | $243K | 2.6M |
| Vanguard Index Fds | VUG | Shares | $235K | 539K |
| Vanguard Tax-Managed Fds Van | VEA | Shares | $222K | 3.5M |
| First Tr Exchange Traded Fd Risng | RDVY | Shares | $221K | 3.2M |
| Broadcom | AVGO | Shares | $214K | 691K |
| Vanguard Index Fds | VTV | Shares | $202K | 1.0M |
| Jpmorgan Chase & | JPM | Shares | $202K | 685K |
| Schwab Strategic | SCHD | Shares | $201K | 6.5M |
| Vanguard Bd Index Fds | BND | Shares | $199K | 2.7M |
| Pacer Fds Tr Us Cash Cows | COWZ | Shares | $197K | 3.2M |
| Meta Platforms | META | Shares | $194K | 338K |
| Exxon Mobil | XOM | Shares | $192K | 1.1M |
| Tesla | TSLA | Shares | $184K | 495K |
| Vanguard Specialized Funds | VIG | Shares | $184K | 855K |
| Capital Group | CGGR | Shares | $183K | 4.6M |
| J P Morgan Exchange Traded | JPST | Shares | $175K | 3.5M |
| Spdr Series Trust State | SPYM | Shares | $171K | 2.2M |
| Walmart | WMT | Shares | $169K | 1.4M |
| Vanguard Whitehall Fds | VYM | Shares | $161K | 1.1M |
| Eli Lilly & | LLY | Shares | $160K | 173K |
| Palantir Technologies | PLTR | Shares | $157K | 1.1M |
| Select Sector Spdr Tr State | XLK | Shares | $156K | 1.2M |
| Caterpillar | CAT | Shares | $149K | 211K |
| Ishares Tr Core Us Aggbd | AGG | Shares | $146K | 1.5M |
| Invesco Exchange Traded | RSP | Shares | $146K | 759K |
| Vanguard Charlotte Fds | BNDX | Shares | $145K | 3.0M |
| Ishares | IEFA | Shares | $141K | 1.6M |
| Costco Wholesale Corporation | COST | Shares | $138K | 139K |
| Ishares | IVW | Shares | $129K | 1.1M |
| Ishares Tr Msci Usa Min | USMV | Shares | $124K | 1.3M |
| First Tr Exchange Traded Fd Rba | AIRR | Shares | $121K | 1.1M |
| Abbvie | ABBV | Shares | $120K | 552K |
| Capital Group | CGUS | Shares | $120K | 3.1M |
| Invesco Exch Traded Fd Tr Ii | SPMO | Shares | $119K | 1.1M |
| Vanguard | VGT | Shares | $117K | 167K |
| Johnson & Johnson | JNJ | Shares | $117K | 477K |
| Visa | V | Shares | $116K | 383K |
| Ishares | IVE | Shares | $114K | 540K |
| Chevron Corporation | CVX | Shares | $113K | 545K |
| Capital Group | CGGO | Shares | $112K | 3.4M |
| Vanguard Bd Index Fds | BSV | Shares | $111K | 1.4M |
| First Tr Exchng Traded Fd Vi Ft Ve | BUFR | Shares | $111K | 3.3M |
| Sprott Asset Management Lp Physica | PHYS | Shares | $109K | 3.1M |
| Procter & Gamble | PG | Shares | $107K | 740K |
| Ishares | IJR | Shares | $106K | 852K |
| Janus Detroit Str Tr Hendrson Aaa | JAAA | Shares | $106K | 2.1M |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $105K | 443K |
| Spdr Series Trust State | SPYG | Shares | $105K | 1.1M |
| Vanguard Index Fds | VB | Shares | $104K | 396K |
| Ishares | IWM | Shares | $103K | 415K |
| First Tr Exchange Traded Fd Smid R | SDVY | Shares | $102K | 2.6M |
| J P Morgan Exchange Traded | JEPI | Shares | $101K | 1.8M |
| Ishares | IJH | Shares | $96K | 1.4M |
| Ishares Tr 7-10 Yr Trsy | IEF | Shares | $96K | 1.0M |
| Ishares | IEMG | Shares | $95K | 1.4M |
| Vanguard Index Fds | VO | Shares | $94K | 327K |
| Ishares | ITOT | Shares | $94K | 657K |
| Taiwan Semiconductor Manufac Spons | TSM | Shares | $92K | 272K |
| Pimco | MINT | Shares | $91K | 902K |
| Ishares Tr Rus Tp200 | IWY | Shares | $90K | 360K |
| Advanced Micro Devices | AMD | Shares | $89K | 437K |
| Ishares Tr Msci Usa Qlt | QUAL | Shares | $89K | 462K |
| Vanguard Index Fds Extend | VXF | Shares | $88K | 427K |
| Ishares Tr Rus | IWF | Shares | $87K | 204K |
| Putnam Etf Trust | PVAL | Shares | $86K | 1.9M |
| Ishares | IAU | Shares | $85K | 961K |
| Schwab Strategic Tr Us Lcap | SCHG | Shares | $84K | 2.9M |
| Vanguard Scottsdale Fds Int-Term | VCIT | Shares | $83K | 1.0M |
| First Tr Exchange-Traded | FTCS | Shares | $83K | 892K |
| Ishares | TLT | Shares | $83K | 952K |
| Invesco Actively Managed Exc | GSY | Shares | $82K | 1.6M |
| Vanguard Bd Index Fds | BIV | Shares | $81K | 1.1M |
| Netflix Inc. | NFLX | Shares | $80K | 837K |
| Home Depot | HD | Shares | $80K | 243K |
| At&T | T | Shares | $80K | 2.7M |
| Fidelity Merrimack | FBND | Shares | $79K | 1.7M |
| Capital Group Core Balanced | CGBL | Shares | $79K | 2.3M |
| Verizon Communications | VZ | Shares | $79K | 1.6M |
| International Business Machs | IBM | Shares | $78K | 324K |
| Ishares | DGRO | Shares | $78K | 1.1M |
| Select Sector Spdr Tr State | XLE | Shares | $78K | 1.3M |
| Ishares | IXUS | Shares | $78K | 895K |
| Blackrock Etf Trust | DYNF | Shares | $77K | 1.3M |
| Ishares Tr Core Univrsl | IUSB | Shares | $75K | 1.6M |
| Vaneck Etf Trust Semiconductr | SMH | Shares | $74K | 194K |
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.