Cambridge Financial Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 9, 2026, for the 2025 Q4 period, Cambridge Financial Group, LLC held in its portfolio 165 assets valued at $287,740,983 (i.e. $287.74M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($23.57M), DIMENSIONAL ETF TRUST ($19.70M), and DIMENSIONAL ETF TRUST ($18.33M).
The chart below shows the top 10 valuable assets, and the table below shows the top 165 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Cambridge Financial Group, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 678784 | 23570928 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 351609 | 19696717 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 681609 | 18327003 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 545310 | 14935246 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 505547 | 13570249 | EMERGING MKTS VA |
| SPDR SERIES TRUST | 116818 | 9974330 | STATE STREET SPD |
| DIMENSIONAL ETF TRUST | 322161 | 8086621 | WORLD EX US CORE |
| SCHWAB STRATEGIC TR | 270936 | 7931247 | US LCAP GR ETF |
| ISHARES TR | 54670 | 6017043 | SP SMCP600VL ETF |
| APPLE INC | 21217 | 5482377 | COM |
| SCHWAB STRATEGIC TR | 204168 | 5448812 | US SML CAP ETF |
| VANGUARD INDEX FDS | 25342 | 5244299 | SM CP VAL ETF |
| SCHWAB STRATEGIC TR | 193372 | 4734554 | US LRG CAP ETF |
| SCHWAB STRATEGIC TR | 190350 | 4632132 | US BRD MKT ETF |
| DIMENSIONAL ETF TRUST | 107470 | 4480636 | INTERNATNAL VAL |
| VANGUARD WHITEHALL FDS | 53056 | 4253491 | INTL HIGH ETF |
| ISHARES TR | 11761 | 4161324 | RUS 1000 ETF |
| SCHWAB STRATEGIC TR | 193443 | 4027835 | INTL EQTY ETF |
| VANGUARD ADMIRAL FDS INC | 39975 | 3945148 | SMLCP 600 VAL |
| SCHWAB STRATEGIC TR | 132738 | 3646414 | US DIVIDEND EQ |
| DIMENSIONAL ETF TRUST | 49713 | 3299882 | US SMALL CAP ETF |
| ISHARES TR | 51468 | 3230971 | CORE DIV GRWTH |
| SPDR DOW JONES INDL AVERAGE | 6854 | 3044374 | UT SER 1 |
| SCHWAB STRATEGIC TR | 101140 | 2986839 | US MID-CAP ETF |
| VANGUARD WHITEHALL FDS | 20506 | 2890774 | HIGH DIV YLD |
| ISHARES TR | 36868 | 2604336 | CORE MSCI EAFE |
| SCHWAB STRATEGIC TR | 95145 | 2576734 | US LCAP VA ETF |
| DIMENSIONAL ETF TRUST | 34573 | 2263104 | US EQUITY MARKET |
| SCHWAB STRATEGIC TR | 77979 | 2257967 | EMRG MKTEQ ETF |
| INVESCO QQQ TR | 4032 | 2235481 | UNIT SER 1 |
| DIMENSIONAL ETF TRUST | 76307 | 2112484 | INTL SMALL CAP V |
| ISHARES TR | 46412 | 2106550 | EGSADVNCDMSCI EM |
| SPDR S&P 500 ETF TR | 3106 | 1937734 | TR UNIT |
| VANGUARD SPECIALIZED FUNDS | 9429 | 1930529 | DIV APP ETF |
| DIMENSIONAL ETF TRUST | 46692 | 1694863 | INTERNATIONAL |
| MICROSOFT CORP | 3849 | 1689591 | COM |
| AMERICAN EXPRESS CO | 5427 | 1676585 | COM |
| ISHARES TR | 4103 | 1648715 | RUS 1000 GRW ETF |
| VANGUARD SCOTTSDALE FDS | 19252 | 1616988 | INT-TERM CORP |
| SPDR INDEX SHS FDS | 41832 | 1607125 | PORTFOLIO EMG MK |
| ISHARES TR | 8168 | 1588130 | RUS 1000 VAL ETF |
| SCHWAB STRATEGIC TR | 53836 | 1565194 | FUNDAMENTAL EMER |
| ISHARES TR | 3707 | 1440847 | RUSSELL 3000 ETF |
| ISHARES TR | 5905 | 1437039 | RUSSELL 2000 ETF |
| AMAZON COM INC | 6497 | 1429057 | COM |
| DIMENSIONAL ETF TRUST | 44754 | 1359582 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 33830 | 1193914 | EMERGING MARKETS |
| ISHARES TR | 17995 | 1190190 | CORE MSCI TOTAL |
| DIMENSIONAL ETF TRUST | 31098 | 1185540 | US SUSTAINABILTY |
| ISHARES TR | 26935 | 1144159 | ESG AWARE MSCI |
| VANGUARD INDEX FDS | 3421 | 1117140 | TOTAL STK MKT |
| SPDR GOLD TR | 3073 | 1099598 | GOLD SHS |
| DIMENSIONAL ETF TRUST | 32852 | 1050985 | US SMALL CAP VAL |
| VANGUARD INDEX FDS | 3865 | 1048089 | MID CAP ETF |
| VANGUARD STAR FDS | 15112 | 1036483 | VG TL INTL STK F |
| BERKSHIRE HATHAWAY INC DEL | 2055 | 1035125 | CL B NEW |
| VANGUARD INTL EQUITY INDEX | 8388 | 1033670 | TT WRLD ST ETF |
| VANGUARD SCOTTSDALE FDS | 12675 | 1011592 | SHRT TRM CORP BD |
| ISHARES TR | 12111 | 940695 | ESG AW MSCI EAFE |
| NVIDIA CORPORATION | 6514 | 923463 | COM |
| TESLA INC | 2025 | 896697 | COM |
| VANGUARD INDEX FDS | 5077 | 882972 | MCAP VL IDXVIP |
| WALMART INC | 8636 | 860390 | COM |
| ISHARES TR | 6734 | 849106 | S&P MC 400VL ETF |
| VANGUARD INTL EQUITY INDEX | 16973 | 847812 | FTSE EMR MKT ETF |
| JOHNSON & JOHNSON | 5283 | 827298 | COM |
| VANGUARD INDEX FDS | 3229 | 814427 | SMALL CP ETF |
| QUALCOMM INC | 4600 | 789897 | COM |
| PEPSICO INC | 5296 | 786169 | COM |
| JPMORGAN CHASE & CO. | 2812 | 785283 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1 | 755400 | CL A |
| ISHARES INC | 13819 | 741234 | CORE MSCI EMKT |
| SCHWAB STRATEGIC TR | 21586 | 722416 | FUNDAMENTAL INTL |
| ALPHABET INC | 3071 | 707472 | CAP STK CL C |
| DIMENSIONAL ETF TRUST | 20631 | 699347 | INTL CORE EQT MK |
| ISHARES INC | 11944 | 692633 | MSCI EMERG MRKT |
| ELI LILLY & CO | 868 | 670096 | COM |
| ISHARES TR | 6590 | 668029 | CORE S&P US VLU |
| ALPHABET INC | 3393 | 654953 | CAP STK CL A |
| SPDR INDEX SHS FDS | 18014 | 635444 | S&P EM MKT DIV |
| ISHARES TR | 5443 | 602323 | IBOXX INV CP ETF |
| ISHARES TR | 4640 | 591022 | GLOBAL 100 ETF |
| VANGUARD INDEX FDS | 6622 | 589889 | REAL ESTATE ETF |
| MERCK & CO INC | 5722 | 575396 | COM |
| VANGUARD BD INDEX FDS | 8170 | 571083 | LONG TERM BOND |
| EMERSON ELEC CO | 4248 | 544691 | COM |
| SCHWAB STRATEGIC TR | 18284 | 543035 | FUNDAMENTAL US S |
| INVESCO EXCH TRD SLF IDX FD | 24406 | 537499 | INVSC 30 MUNI BD |
| INVESCO EXCH TRD SLF IDX FD | 22955 | 531402 | BULSHS 2029 MUNI |
| ISHARES TR | 23712 | 526708 | IBONDS 27 TRM TS |
| COSTCO WHSL CORP NEW | 582 | 524902 | COM |
| ISHARES TR | 3700 | 524519 | SELECT DIVID ETF |
| ISHARES TR | 11454 | 518859 | ESG SELECT SCRE |
| INTERNATIONAL BUSINESS | 2021 | 511800 | COM |
| CONOCOPHILLIPS | 5144 | 510013 | COM |
| VISA INC | 1502 | 507242 | COM CL A |
| ISHARES TR | 12161 | 503713 | ESG SELECT SCREE |
| GE AEROSPACE | 2943 | 490863 | COM NEW |
| INVESCO EXCH TRD SLF IDX FD | 20365 | 477865 | BULSHS 2028 MUNI |
| AMERICAN HEALTHCARE REIT | 11993 | 473223 | COM SHS |
| META PLATFORMS INC | 770 | 469154 | CL A |
| AMERIPRISE FINL INC | 906 | 465186 | COM |
| HOME DEPOT INC | 1218 | 459928 | COM |
| AMERICAN CENTY ETF TR | 7533 | 455686 | AVANTIS EMGMKT |
| ABBVIE INC | 2474 | 450693 | COM |
| ISHARES TR | 3270 | 443579 | CORE S&P TTL STK |
| ISHARES INC | 12340 | 432888 | ESG AWR MSCI EM |
| NUCOR CORP | 2702 | 426054 | COM |
| ISHARES TR | 2353 | 408210 | RUS 2000 VAL ETF |
| ISHARES TR | 7851 | 407703 | USD INV GRDE ETF |
| PROCTER AND GAMBLE CO | 2435 | 403796 | COM |
| ISHARES TR | 671 | 402985 | CORE S&P500 ETF |
| BROADCOM INC | 1711 | 396752 | COM |
| VANGUARD ADMIRAL FDS INC | 4013 | 392290 | MIDCP 400 VAL |
| MCDONALDS CORP | 1344 | 389717 | COM |
| AMERICAN CENTY ETF TR | 3981 | 389315 | US SML CP VALU |
| ISHARES INC | 7524 | 377472 | EURO HIGH YIELD |
| VANGUARD WORLD FD | 1759 | 373524 | CONSUM STP ETF |
| ISHARES TR | 3486 | 373351 | NATIONAL MUN ETF |
| COCA COLA CO | 5510 | 366360 | COM |
| CHEVRON CORP NEW | 2491 | 363427 | COM |
| CISCO SYS INC | 5898 | 361146 | COM |
| GE VERNOVA INC | 1097 | 360837 | COM |
| FLEXSHARES TR | 6528 | 336141 | MSTAR EMKT FAC |
| INVESCO EXCH TRD SLF IDX FD | 20279 | 334880 | INVSCO 30 CORP |
| AMERICAN CENTY ETF TR | 5018 | 326572 | INTL SMCP VLU |
| INVESCO EXCH TRD SLF IDX FD | 15398 | 325437 | BULLETSHS 31 MUN |
| EXXON MOBIL CORP | 2866 | 320436 | COM |
| DIMENSIONAL ETF TRUST | 6990 | 318248 | US MKTWIDE VALUE |
| ISHARES TR | 2273 | 311271 | S&P SML 600 GWT |
| ISHARES BITCOIN TRUST ETF | 6065 | 305604 | SHS BEN INT |
| COLGATE PALMOLIVE CO | 3350 | 304549 | COM |
| VANGUARD MUN BD FDS | 5983 | 300826 | TAX EXEMPT BD |
| ISHARES TR | 14011 | 298975 | IBONDS 29 TRM TS |
| ORACLE CORP | 1782 | 296896 | COM |
| TEXAS INSTRS INC | 1594 | 295439 | COM |
| ISHARES TR | 1012 | 292396 | S&P 100 ETF |
| INVESCO EXCH TRD SLF IDX FD | 13257 | 285424 | BULETSHS 2029 HG |
| VANGUARD INDEX FDS | 687 | 281837 | GROWTH ETF |
| UNITEDHEALTH GROUP INC | 543 | 274473 | COM |
| BANK AMERICA CORP | 5564 | 274045 | COM |
| NORTHROP GRUMMAN CORP | 482 | 271502 | COM |
| ISHARES TR | 1408 | 268760 | S&P 500 VAL ETF |
| ONTO INNOVATION INC | 1654 | 268513 | COM |
| ISHARES TR | 2591 | 263059 | S&P 500 GRWT ETF |
| ISHARES TR | 11498 | 254670 | IBONDS 28 TRM TS |
| AT&T INC | 11067 | 254098 | COM |
| NETFLIX INC | 1161 | 253234 | COM |
| DUPONT DE NEMOURS INC | 3313 | 252617 | COM |
| ISHARES TR | 4589 | 248950 | EAFE VALUE ETF |
| INVESCO EXCH TRD SLF IDX FD | 9715 | 244273 | BULLETSHS 32 MUN |
| EA SERIES TRUST | 5972 | 241024 | FREEDOM 100 EM |
| CATERPILLAR INC | 653 | 237045 | COM |
| UNITED RENTALS INC | 302 | 235303 | COM |
| INVESCO EXCH TRD SLF IDX FD | 11323 | 230097 | INVSCO BLSH 28 |
| RTX CORPORATION | 1472 | 221558 | COM |
| CORTEVA INC | 3824 | 217837 | COM |
| VANGUARD TAX-MANAGED FDS | 3757 | 217739 | VAN FTSE DEV MKT |
| PUBLIC SVC ENTERPRISE GRP | 2577 | 217731 | COM |
| TARGET CORP | 2119 | 217063 | COM |
| INVESCO EXCH TRD SLF IDX FD | 11604 | 215414 | BULETSHS 2029 |
| ISHARES TR | 2110 | 211254 | CORE US AGGBD ET |
| INVESCO EXCH TRD SLF IDX FD | 8107 | 209485 | INVESCO BULLETSH |
| ISHARES TR | 1891 | 206309 | U.S. UTILITS ETF |
| AMPRIUS TECHNOLOGIES INC | 10000 | 78300 | COMMON STOCK |
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