Cambridge Financial Group, Llc Portfolio Stock Holdings
Cambridge Financial Group, Llc disclosed 155 stock positions valued at approximately $317.6 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 June 30, 2026 and was filed on July 14, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 155
- Portfolio Value
- $317.6M
Holdings by Sector
Cambridge Financial Group, Llc Portfolio Holdings in Q2 2026
153 holdings in the latest reporting period.
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| 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 |
| DIMENSIONAL ETF TRUST | DISV | Other | 0.64% | 50,664 | -7,943 | -13.55% | $2,033,130 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.64% | 2,721 | -56 | -2.02% | $2,032,157 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.63% | 38,711 | -688 | -1.75% | $2,004,478 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.61% | 3,879 | -1,482 | -27.64% | $1,941,013 |
| SCHWAB STRATEGIC TR | FNDE | Other | 0.60% | 48,347 | -1,199 | -2.42% | $1,918,416 |
| SPDR SERIES TRUST | MDYV | Other | 0.56% | 18,681 | -465 | -2.43% | $1,771,892 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.55% | 37,745 | +2,789 | +7.98% | $1,760,067 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.54% | 10,841 | -4,172 | -27.79% | $1,713,204 |
| ISHARES TR | IWF | Other | 0.52% | 13,297 | +8,819 | +196.94% | $1,651,113 |
| ISHARES TR | IXUS | Other | 0.49% | 16,294 | - | - | $1,555,100 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.48% | 6,463 | +46 | +0.72% | $1,540,392 |
| ALPHABET INC | GOOG | Communication Services | 0.48% | 4,359 | +1,309 | +42.92% | $1,540,149 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.48% | 4,461 | -100 | -2.19% | $1,508,879 |
| DIMENSIONAL ETF TRUST | DFSE | Other | 0.45% | 28,925 | +3,215 | +12.50% | $1,413,853 |
| NVIDIA CORPORATION | NVDA | Technology | 0.43% | 6,769 | -868 | -11.37% | $1,354,458 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.42% | 33,172 | -5,338 | -13.86% | $1,333,853 |
| GE VERNOVA INC | GEV | Utilities | 0.41% | 1,097 | - | - | $1,288,822 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.40% | 35,368 | +767 | +2.22% | $1,282,460 |
| ISHARES TR | ESML | Other | 0.40% | 22,815 | +13 | +0.06% | $1,276,052 |
| ISHARES TR | IWD | Other | 0.39% | 5,145 | -1,810 | -26.02% | $1,247,406 |
| MICROSOFT CORP | MSFT | Technology | 0.38% | 3,275 | -67 | -2.00% | $1,221,498 |
| ISHARES TR | IWM | Other | 0.38% | 4,047 | -944 | -18.91% | $1,215,867 |
| ALPHABET INC | GOOGL | Communication Services | 0.37% | 3,324 | - | - | $1,187,887 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.37% | 4,675 | +26 | +0.56% | $1,187,281 |
| VANGUARD STAR FDS | VXUS | Other | 0.36% | 13,320 | +308 | +2.37% | $1,138,738 |
| ISHARES TR | ESGD | Other | 0.34% | 10,576 | -299 | -2.75% | $1,087,317 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.34% | 4,503 | -430 | -8.72% | $1,065,489 |
| ELI LILLY & CO | LLY | Healthcare | 0.33% | 886 | -30 | -3.28% | $1,062,817 |
| WALMART INC | WMT | Consumer Defensive | 0.32% | 8,961 | -155 | -1.70% | $1,014,970 |
| SPDR GOLD TR | GLD | Other | 0.31% | 2,672 | -333 | -11.08% | $984,312 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.30% | 7,660 | -67 | -0.87% | $955,662 |
| ISHARES INC | IEMG | Other | 0.29% | 11,141 | -402 | -3.48% | $922,885 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.29% | 2,768 | -79 | -2.77% | $906,120 |
| ISHARES INC | EEMV | Other | 0.28% | 11,848 | - | - | $891,918 |
| GE AEROSPACE | GE | Industrials | 0.28% | 2,384 | - | - | $890,973 |
| QUALCOMM INC | QCOM | Technology | 0.27% | 4,646 | -94 | -1.98% | $858,539 |
| SPDR SERIES TRUST | SPTM | Other | 0.27% | 9,327 | -3,981 | -29.91% | $846,799 |
| ISHARES TR | ITOT | Other | 0.25% | 4,850 | - | - | $796,791 |
| ISHARES TR | IJJ | Other | 0.25% | 5,378 | -192 | -3.45% | $794,454 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.25% | 13,301 | -2,121 | -13.75% | $793,937 |
| TESLA INC | TSLA | Consumer Cyclical | 0.24% | 1,783 | +27 | +1.54% | $749,930 |
| ISHARES TR | IWV | Other | 0.23% | 1,732 | -393 | -18.49% | $738,525 |
| VANGUARD INDEX FDS | VOE | Other | 0.23% | 3,693 | -244 | -6.20% | $729,731 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.23% | 7,465 | -80 | -1.06% | $720,286 |
| ISHARES TR | IBTG | Other | 0.22% | 30,598 | +5,419 | +21.52% | $700,389 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.22% | 20,900 | +361 | +1.76% | $695,761 |
| CISCO SYS INC | CSCO | Technology | 0.22% | 5,885 | +1 | +0.02% | $691,202 |
| PEPSICO INC | PEP | Consumer Defensive | 0.22% | 5,102 | +75 | +1.49% | $690,868 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.22% | 4,374 | -186 | -4.08% | $686,455 |
| BROADCOM INC | AVGO | Technology | 0.22% | 1,813 | +26 | +1.45% | $684,981 |
| SCHWAB STRATEGIC TR | FNDA | Other | 0.21% | 17,621 | -802 | -4.35% | $670,656 |
| ISHARES TR | XVV | Other | 0.20% | 11,454 | - | - | $650,473 |
| ISHARES TR | XJR | Other | 0.20% | 12,161 | - | - | $641,445 |
| ISHARES TR | IOO | Other | 0.20% | 4,640 | - | - | $633,851 |
| ABBVIE INC | ABBV | Healthcare | 0.20% | 2,503 | -1 | -0.04% | $629,750 |
| INTEL CORP | INTC | Technology | 0.20% | 4,509 | -280 | -5.85% | $629,592 |
| AMERICAN HEALTHCARE REIT INC | AHR | Real Estate | 0.20% | 11,993 | - | - | $625,435 |
| EMERSON ELEC CO | EMR | Industrials | 0.19% | 4,248 | - | - | $608,171 |
| ISHARES INC | ESGE | Other | 0.19% | 11,065 | -489 | -4.23% | $605,140 |
| ISHARES TR | IUSV | Other | 0.19% | 5,476 | -1,114 | -16.90% | $603,227 |
| NUCOR CORP | NUE | Basic Materials | 0.19% | 2,702 | - | - | $601,871 |
| MERCK & CO INC | MRK | Healthcare | 0.19% | 4,574 | -139 | -2.95% | $587,702 |
| CONOCOPHILLIPS | COP | Energy | 0.17% | 5,326 | - | - | $553,700 |
| CATERPILLAR INC | CAT | Industrials | 0.17% | 517 | +7 | +1.37% | $551,031 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.17% | 13,305 | -710 | -5.07% | $548,847 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.17% | 13,983 | -4,445 | -24.12% | $542,394 |
| VISA INC | V | Financial Services | 0.17% | 1,547 | -36 | -2.27% | $530,929 |
| ISHARES TR | IBTH | Other | 0.17% | 23,712 | - | - | $530,438 |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.16% | 5,018 | - | - | $517,105 |
| SPDR INDEX SHS FDS | EDIV | Other | 0.16% | 12,546 | -1 | -0.01% | $513,853 |