Cambridge Financial Group, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 14, 2026, Cambridge Financial Group, Llc disclosed 154 stock positions valued at approximately $317.63M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 154
- Portfolio Value
- $317.63M
Holdings by Sector
Cambridge Financial Group, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 10.97% | 785,237 | +27,783 | +3.67% | $34,833,094 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 8.93% | 405,762 | +15,746 | +4.04% | $28,362,743 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 8.48% | 722,462 | +38,738 | +5.67% | $26,918,917 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 6.97% | 544,360 | +2,726 | +0.50% | $22,122,801 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 6.80% | 505,917 | -1,171 | -0.23% | $21,586,015 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 2.83% | 243,861 | -19,917 | -7.55% | $8,983,857 |
| SPDR SERIES TRUST | SLYV | Other | 2.36% | 68,669 | -1,117 | -1.60% | $7,492,429 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.91% | 178,929 | -16,064 | -8.24% | $6,054,958 |
| APPLE INC | AAPL | Technology | 1.82% | 19,970 | - | - | $5,778,584 |
| SCHWAB STRATEGIC TR | SCHB | Other | 1.52% | 166,962 | -7,222 | -4.15% | $4,835,233 |
| SCHWAB STRATEGIC TR | SCHA | Other | 1.47% | 128,796 | -15,430 | -10.70% | $4,653,394 |
| ISHARES TR | IJS | Other | 1.36% | 31,516 | -3,016 | -8.73% | $4,307,540 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 1.18% | 69,324 | -4,608 | -6.23% | $3,744,874 |
| ISHARES TR | IWB | Other | 1.16% | 8,962 | -1,381 | -13.35% | $3,669,847 |
| ISHARES TR | DGRO | Other | 1.11% | 46,382 | -6,235 | -11.85% | $3,515,258 |
| ISHARES TR | IEFA | Other | 1.08% | 35,527 | -995 | -2.72% | $3,431,154 |
| VANGUARD ADMIRAL FDS INC | VIOV | Other | 1.08% | 29,187 | -298 | -1.01% | $3,424,525 |
| SCHWAB STRATEGIC TR | SCHF | Other | 1.05% | 120,931 | -19,589 | -13.94% | $3,349,782 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.94% | 4 | - | - | $2,995,400 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.94% | 36,145 | +965 | +2.74% | $2,976,204 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 0.92% | 29,688 | +21 | +0.07% | $2,915,372 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.90% | 90,249 | -20,232 | -18.31% | $2,861,784 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.87% | 5,302 | - | - | $2,769,875 |
| VANGUARD INDEX FDS | VBR | Other | 0.86% | 11,232 | -1,278 | -10.22% | $2,729,256 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.85% | 91,430 | -8,524 | -8.53% | $2,690,781 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.82% | 31,693 | +3,587 | +12.76% | $2,596,892 |
| INVESCO QQQ TR | QQQ | Other | 0.78% | 3,358 | - | - | $2,472,625 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.77% | 70,065 | -3,930 | -5.31% | $2,438,967 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.76% | 53,237 | +6,554 | +14.04% | $2,400,995 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.75% | 65,011 | -1,621 | -2.43% | $2,396,938 |
Showing 30 of 154 holdings in the latest reporting period.