Cambridge Financial Group, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 6, 2026, Cambridge Financial Group, Llc disclosed 153 stock positions valued at approximately $317.08M as of quarter-end September 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 153
- Portfolio Value
- $317.08M
Holdings by Sector
Cambridge Financial Group, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 10.99% | 785,237 | - | - | $34,833,094 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 8.94% | 405,762 | - | - | $28,362,743 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 8.49% | 722,462 | - | - | $26,918,917 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 6.98% | 544,360 | - | - | $22,122,801 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 6.81% | 505,917 | - | - | $21,586,015 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 2.83% | 243,898 | +37 | +0.02% | $8,985,219 |
| SPDR SERIES TRUST | SLYV | Other | 2.36% | 68,669 | - | - | $7,492,429 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.91% | 178,929 | - | - | $6,054,958 |
| APPLE INC | AAPL | Technology | 1.82% | 19,970 | - | - | $5,778,584 |
| SCHWAB STRATEGIC TR | SCHB | Other | 1.52% | 166,962 | - | - | $4,835,233 |
| SCHWAB STRATEGIC TR | SCHA | Other | 1.47% | 128,796 | - | - | $4,653,394 |
| ISHARES TR | IJS | Other | 1.36% | 31,516 | - | - | $4,307,540 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 1.18% | 69,345 | +21 | +0.03% | $3,746,026 |
| ISHARES TR | IWB | Other | 1.16% | 8,962 | - | - | $3,669,847 |
| ISHARES TR | DGRO | Other | 1.11% | 46,382 | - | - | $3,515,258 |
| ISHARES TR | IEFA | Other | 1.08% | 35,527 | - | - | $3,431,154 |
| VANGUARD ADMIRAL FDS INC | VIOV | Other | 1.08% | 29,187 | - | - | $3,424,525 |
| SCHWAB STRATEGIC TR | SCHF | Other | 1.06% | 120,931 | - | - | $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 | - | - | $2,976,204 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 0.92% | 29,688 | - | - | $2,915,372 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.90% | 90,249 | - | - | $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% | 11,235 | +3 | +0.03% | $2,730,022 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.85% | 91,430 | - | - | $2,690,781 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.82% | 31,693 | - | - | $2,596,892 |
| INVESCO QQQ TR | QQQ | Other | 0.78% | 3,358 | - | - | $2,472,625 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.77% | 70,065 | - | - | $2,438,967 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.76% | 53,237 | - | - | $2,400,995 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.76% | 65,011 | - | - | $2,396,938 |
Showing 30 of 153 holdings in the latest reporting period.