Cambridge Financial Group, Llc Portfolio Stock Holdings
Cambridge Financial Group, Llc disclosed 168 stock positions valued at approximately $295.4 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of March 31, 2026 and was filed on April 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 168
- Portfolio Value
- $295.4M
Holdings by Sector
Cambridge Financial Group, Llc Portfolio Holdings in Q1 2026
168 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 9.96% | 757,454 | +78,670 | +11.59% | $29,434,666 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 8.24% | 390,016 | +38,407 | +10.92% | $24,356,485 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 8.22% | 683,724 | +2,115 | +0.31% | $24,292,731 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 6.33% | 541,634 | -3,676 | -0.67% | $18,713,439 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 6.14% | 507,088 | +1,541 | +0.30% | $18,143,597 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 3.03% | 263,778 | -58,383 | -18.12% | $8,960,547 |
| SPDR SERIES TRUST | SLYV | Other | 2.23% | 69,786 | -13,118 | -15.82% | $6,600,330 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.92% | 194,993 | -75,943 | -28.03% | $5,680,155 |
| APPLE INC | AAPL | Technology | 1.72% | 19,970 | -1,247 | -5.88% | $5,068,168 |
| SCHWAB STRATEGIC TR | SCHB | Other | 1.48% | 174,184 | -16,166 | -8.49% | $4,372,015 |
| SCHWAB STRATEGIC TR | SCHA | Other | 1.42% | 144,226 | -59,942 | -29.36% | $4,194,097 |
| ISHARES TR | IJS | Other | 1.38% | 34,532 | -20,138 | -36.84% | $4,090,372 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 1.32% | 73,932 | -33,538 | -31.21% | $3,902,130 |
| ISHARES TR | DGRO | Other | 1.25% | 52,617 | +1,149 | +2.23% | $3,692,629 |
| ISHARES TR | IWB | Other | 1.25% | 10,343 | -1,418 | -12.06% | $3,687,820 |
| SCHWAB STRATEGIC TR | SCHF | Other | 1.18% | 140,520 | -52,923 | -27.36% | $3,477,880 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.15% | 110,481 | -22,257 | -16.77% | $3,389,571 |
| ISHARES TR | IEFA | Other | 1.12% | 36,522 | -346 | -0.94% | $3,306,323 |
| VANGUARD ADMIRAL FDS INC | VIOV | Other | 1.02% | 29,485 | -10,490 | -26.24% | $2,999,775 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.97% | 4 | +3 | +300.00% | $2,872,560 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 0.95% | 29,667 | -23,389 | -44.08% | $2,795,861 |
| VANGUARD INDEX FDS | VBR | Other | 0.92% | 12,510 | -12,832 | -50.64% | $2,717,701 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.87% | 5,361 | +3,306 | +160.88% | $2,568,992 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.87% | 99,954 | -93,418 | -48.31% | $2,562,811 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.85% | 35,180 | -14,533 | -29.23% | $2,502,363 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.83% | 5,302 | -1,552 | -22.64% | $2,455,834 |
| DIMENSIONAL ETF TRUST | DISV | Other | 0.78% | 58,607 | -17,700 | -23.20% | $2,311,462 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.76% | 73,995 | -21,150 | -22.23% | $2,256,837 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.75% | 15,013 | -5,493 | -26.79% | $2,223,426 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.70% | 66,632 | -34,508 | -34.12% | $2,062,916 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.67% | 28,106 | -6,467 | -18.71% | $1,992,969 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.67% | 46,683 | -9 | -0.02% | $1,979,381 |
| INVESCO QQQ TR | QQQ | Other | 0.66% | 3,358 | -674 | -16.72% | $1,938,009 |
| ISHARES TR | IWF | Other | 0.65% | 4,478 | +375 | +9.14% | $1,909,314 |
| SCHWAB STRATEGIC TR | FNDE | Other | 0.64% | 49,546 | -4,290 | -7.97% | $1,895,620 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.63% | 39,399 | -2,433 | -5.82% | $1,848,228 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.61% | 2,777 | -329 | -10.59% | $1,806,096 |
| SPDR SERIES TRUST | MDYV | Other | 0.55% | 19,146 | +699 | +3.79% | $1,630,274 |
| ISHARES TR | IWD | Other | 0.50% | 6,955 | -1,213 | -14.85% | $1,486,023 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.49% | 34,956 | +3,858 | +12.41% | $1,436,352 |
| ISHARES TR | IXUS | Other | 0.48% | 16,294 | -1,701 | -9.45% | $1,411,713 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.47% | 4,561 | -866 | -15.96% | $1,379,563 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.45% | 6,417 | -80 | -1.23% | $1,336,469 |
| NVIDIA CORPORATION | NVDA | Technology | 0.45% | 7,637 | +1,123 | +17.24% | $1,331,928 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.44% | 38,510 | -6,244 | -13.95% | $1,303,938 |
| SPDR GOLD TR | GLD | Other | 0.44% | 3,005 | -68 | -2.21% | $1,293,022 |
| ISHARES TR | IWM | Other | 0.42% | 4,991 | -914 | -15.48% | $1,237,724 |
| MICROSOFT CORP | MSFT | Technology | 0.42% | 3,342 | -507 | -13.17% | $1,236,967 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.39% | 34,601 | -43,378 | -55.63% | $1,140,116 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.38% | 4,649 | -634 | -12.00% | $1,136,335 |
| WALMART INC | WMT | Consumer Defensive | 0.38% | 9,116 | +480 | +5.56% | $1,132,988 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.37% | 13,348 | -5,904 | -30.67% | $1,104,559 |
| DIMENSIONAL ETF TRUST | DFSE | Other | 0.37% | 25,710 | -8,120 | -24.00% | $1,089,340 |
| ISHARES TR | ESML | Other | 0.36% | 22,802 | -4,133 | -15.34% | $1,072,168 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.36% | 4,933 | -4,496 | -47.68% | $1,060,861 |
| SPDR SERIES TRUST | SPTM | Other | 0.36% | 13,308 | -666 | -4.77% | $1,052,131 |
| ISHARES TR | ESGD | Other | 0.35% | 10,875 | -1,236 | -10.21% | $1,039,823 |
| VANGUARD INDEX FDS | VTI | Other | 0.35% | 3,182 | -239 | -6.99% | $1,020,962 |
| VANGUARD STAR FDS | VXUS | Other | 0.34% | 13,012 | -2,100 | -13.90% | $1,003,380 |
| GE VERNOVA INC | GEV | Utilities | 0.32% | 1,097 | - | - | $957,572 |
| ALPHABET INC | GOOGL | Communication Services | 0.32% | 3,324 | -69 | -2.03% | $955,841 |
| ALPHABET INC | GOOG | Communication Services | 0.30% | 3,050 | -21 | -0.68% | $874,966 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.29% | 7,727 | +3,746 | +94.10% | $853,602 |
| ELI LILLY & CO | LLY | Healthcare | 0.29% | 916 | +48 | +5.53% | $842,582 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.28% | 2,847 | +35 | +1.24% | $837,537 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.28% | 15,422 | -1,551 | -9.14% | $833,553 |
| ISHARES INC | IEMG | Other | 0.27% | 11,543 | -2,276 | -16.47% | $805,146 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.27% | 20,539 | +14,474 | +238.65% | $789,109 |
| ISHARES TR | IWV | Other | 0.27% | 2,125 | -1,582 | -42.68% | $787,695 |
| PEPSICO INC | PEP | Consumer Defensive | 0.26% | 5,027 | -269 | -5.08% | $780,708 |
| ISHARES INC | EEMV | Other | 0.26% | 11,848 | -96 | -0.80% | $766,922 |
| ISHARES TR | IJJ | Other | 0.25% | 5,570 | -1,164 | -17.29% | $738,063 |
| VANGUARD INDEX FDS | VOE | Other | 0.25% | 3,937 | -1,140 | -22.45% | $725,475 |
| CONOCOPHILLIPS | COP | Energy | 0.24% | 5,326 | +182 | +3.54% | $703,044 |
| ISHARES TR | ITOT | Other | 0.23% | 4,850 | +1,580 | +48.32% | $690,856 |
| GE AEROSPACE | GE | Industrials | 0.23% | 2,384 | -559 | -18.99% | $676,508 |
| ISHARES TR | IUSV | Other | 0.23% | 6,590 | - | - | $673,784 |
| TESLA INC | TSLA | Consumer Cyclical | 0.22% | 1,756 | -269 | -13.28% | $652,793 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.22% | 18,428 | -14,424 | -43.91% | $645,729 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.21% | 4,560 | -3,828 | -45.64% | $630,762 |
| QUALCOMM INC | QCOM | Technology | 0.21% | 4,740 | +140 | +3.04% | $610,421 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.21% | 7,545 | +12 | +0.16% | $607,966 |
| SCHWAB STRATEGIC TR | FNDA | Other | 0.20% | 18,423 | +139 | +0.76% | $597,458 |
| SCHWAB STRATEGIC TR | FNDF | Other | 0.20% | 12,136 | -3,489 | -22.33% | $593,815 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.20% | 7,314 | -5,361 | -42.30% | $579,781 |
| ISHARES TR | IBTG | Other | 0.20% | 25,179 | +25,179 | +100.00% | $576,977 |
| VANGUARD INDEX FDS | VB | Other | 0.19% | 2,191 | -1,038 | -32.15% | $573,760 |
| MERCK & CO INC | MRK | Healthcare | 0.19% | 4,713 | -1,009 | -17.63% | $566,873 |
| AMERICAN HEALTHCARE REIT INC | AHR | Real Estate | 0.19% | 11,993 | - | - | $565,590 |
| ISHARES TR | XVV | Other | 0.19% | 11,454 | - | - | $563,766 |
| ISHARES TR | IOO | Other | 0.19% | 4,640 | - | - | $561,325 |
| ISHARES TR | DVY | Other | 0.19% | 3,700 | - | - | $560,217 |
| EMERSON ELEC CO | EMR | Industrials | 0.19% | 4,248 | - | - | $556,637 |
| BROADCOM INC | AVGO | Technology | 0.19% | 1,787 | +76 | +4.44% | $553,193 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.18% | 14,015 | -6,616 | -32.07% | $546,035 |
| ABBVIE INC | ABBV | Healthcare | 0.18% | 2,504 | +30 | +1.21% | $544,504 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.18% | 539 | -43 | -7.39% | $536,582 |
| ISHARES TR | IBTH | Other | 0.18% | 23,712 | - | - | $531,861 |
| ISHARES TR | XJR | Other | 0.18% | 12,161 | - | - | $529,460 |
| ISHARES INC | ESGE | Other | 0.18% | 11,554 | -786 | -6.37% | $525,342 |