Cambridge Investment Research Advisors, Inc. Portfolio Stock Holdings
Cambridge Investment Research Advisors, Inc. disclosed 3774 stock positions valued at approximately $43.3 million in its latest SEC 13F filing. The largest holdings include VANGUARD, APPLE, and NVIDIA. The filing reflects positions held as of June 30, 2026 and was filed on July 27, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 3774
- Portfolio Value
- $43.3M
Holdings by Sector
Cambridge Investment Research Advisors, Inc. Portfolio Holdings in Q2 2026
3244 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD | VOO | Other | 3.26% | 2,053,373 | +118,127 | +6.10% | $1,410,277 |
| APPLE | AAPL | Technology | 2.92% | 4,361,063 | -23,989 | -0.55% | $1,261,917 |
| NVIDIA | NVDA | Technology | 2.64% | 5,697,894 | +22,945 | +0.40% | $1,140,092 |
| INVESCO | QQQ | Other | 2.15% | 1,261,788 | -10,422 | -0.82% | $929,180 |
| ISHARES | IVV | Other | 2.01% | 1,158,614 | -44,323 | -3.68% | $867,675 |
| VANGUARD | VTI | Other | 1.86% | 2,171,772 | +39,911 | +1.87% | $803,643 |
| AMAZON | AMZN | Consumer Cyclical | 1.37% | 2,479,745 | +34,151 | +1.40% | $591,022 |
| VANGUARD STAR FDS VG TL | VXUS | Other | 1.24% | 6,284,639 | +104,121 | +1.68% | $537,274 |
| STATE | SPY | Other | 1.18% | 684,014 | +40,291 | +6.26% | $510,802 |
| MICROSOFT | MSFT | Technology | 1.11% | 1,290,936 | +9,146 | +0.71% | $481,545 |
| CAPITAL | CGDV | Other | 0.89% | 7,842,610 | +208,094 | +2.73% | $386,484 |
| BERKSHIRE HATHAWAY | BRK-B | Financial Services | 0.86% | 743,469 | +1,592 | +0.21% | $372,024 |
| ALPHABET | GOOGL | Communication Services | 0.82% | 993,091 | -11,820 | -1.18% | $354,901 |
| ALPHABET | GOOG | Communication Services | 0.76% | 934,693 | -2,200 | -0.23% | $330,255 |
| SPDR SERIES | SPLG | Other | 0.75% | 3,699,693 | +1,471,117 | +66.01% | $325,129 |
| VANGUARD | VUG | Other | 0.74% | 3,704,579 | +3,166,000 | +587.84% | $319,112 |
| VANGUARD TAX-MANAGED FDS VAN | VEA | Other | 0.66% | 4,013,919 | +551,896 | +15.94% | $285,992 |
| FIRST TR EXCHANGE TRADED FD RISNG | RDVY | Other | 0.65% | 3,453,799 | +223,603 | +6.92% | $279,965 |
| BROADCOM | AVGO | Technology | 0.63% | 718,851 | +28,063 | +4.06% | $271,546 |
| MICRON | MU | Technology | 0.58% | 216,740 | +2,143 | +1.00% | $250,181 |
| CAPITAL | CGGR | Other | 0.56% | 5,096,833 | +539,020 | +11.83% | $240,571 |
| ADVANCED MICRO DEVICES | AMD | Technology | 0.53% | 391,706 | -45,676 | -10.44% | $227,546 |
| VANGUARD | VTV | Other | 0.53% | 1,043,747 | +14,800 | +1.44% | $227,464 |
| CATERPILLAR | CAT | Industrials | 0.52% | 212,747 | +2,125 | +1.01% | $226,555 |
| JPMORGAN CHASE & | JPM | Financial Services | 0.52% | 686,343 | +1,018 | +0.15% | $224,661 |
| ELI LILLY & | LLY | Healthcare | 0.50% | 181,813 | +8,327 | +4.80% | $218,071 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 0.50% | 1,343,836 | +279,905 | +26.31% | $217,083 |
| SELECT | XLK | Other | 0.49% | 1,113,441 | -60,796 | -5.18% | $212,133 |
| SCHWAB STRATEGIC | SCHD | Other | 0.49% | 6,649,246 | +105,933 | +1.62% | $210,848 |
| SPDR | GLD | Other | 0.49% | 571,990 | -12,021 | -2.06% | $210,710 |
| TESLA | TSLA | Consumer Cyclical | 0.49% | 500,337 | +5,513 | +1.11% | $210,442 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.48% | 687,113 | +243,799 | +54.99% | $208,175 |
| VANGUARD SPECIALIZED FUNDS DIV APP | VIG | Other | 0.48% | 872,972 | +18,056 | +2.11% | $206,563 |
| VANGUARD | BND | Other | 0.46% | 2,739,306 | +31,353 | +1.16% | $201,092 |
| PACER FDS TR US CASH COWS | COWZ | Other | 0.45% | 3,132,860 | -21,321 | -0.68% | $194,864 |
| META PLATFORMS | META | Communication Services | 0.45% | 342,140 | +3,754 | +1.11% | $192,724 |
| SPDR SERIES TRUST ST STR BLO | BIL | Other | 0.41% | 1,958,249 | -690,668 | -26.07% | $179,454 |
| VANGUARD WHITEHALL | VYM | Other | 0.41% | 1,111,958 | +21,846 | +2.00% | $175,723 |
| VANGUARD | VGT | Other | 0.38% | 1,378,822 | +1,211,469 | +723.90% | $164,797 |
| EXXON MOBIL | XOM | Energy | 0.36% | 1,148,663 | +14,630 | +1.29% | $157,045 |
| INVESCO EXCHANGE TRADED | RSP | Other | 0.36% | 724,789 | -34,148 | -4.50% | $154,213 |
| ISHARES | IVW | Other | 0.36% | 1,120,658 | -18,969 | -1.66% | $154,124 |
| FIRST TR EXCHANGE TRADED FD RBA | AIRR | Other | 0.36% | 1,154,779 | +58,044 | +5.29% | $153,874 |
| WALMART | WMT | Consumer Defensive | 0.35% | 1,354,573 | -2,382 | -0.18% | $153,419 |
| ISHARES TR CORE US AGGBD | AGG | Other | 0.35% | 1,549,519 | +81,046 | +5.52% | $153,371 |
| VANGUARD CHARLOTTE | BNDX | Other | 0.35% | 3,140,768 | +127,641 | +4.24% | $152,107 |
| CAPITAL | CGGO | Other | 0.35% | 3,532,856 | +171,989 | +5.12% | $149,546 |
| PUTNAM | PVAL | Other | 0.34% | 2,895,121 | +1,034,534 | +55.60% | $147,506 |
| CAPITAL | CGUS | Other | 0.33% | 3,258,359 | +132,331 | +4.23% | $144,932 |
| ABBVIE | ABBV | Healthcare | 0.33% | 566,283 | +13,963 | +2.53% | $142,499 |
| TAIWAN SEMICONDUCTOR MANUFAC SPONSORED | TSM | Technology | 0.32% | 287,417 | +14,978 | +5.50% | $137,262 |
| VANECK ETF TRUST SEMICONDUCTR | SMH | Other | 0.31% | 205,388 | +11,691 | +6.04% | $134,712 |
| ISHARES | IEFA | Other | 0.31% | 1,371,932 | -187,828 | -12.04% | $132,501 |
| VISA | V | Financial Services | 0.30% | 379,555 | -3,752 | -0.98% | $130,222 |
| COSTCO WHOLESALE | COST | Consumer Defensive | 0.30% | 138,717 | -48 | -0.03% | $129,766 |
| ISHARES | IJR | Other | 0.30% | 862,695 | +10,335 | +1.21% | $127,946 |
| PALANTIR | PLTR | Technology | 0.29% | 1,066,521 | -4,372 | -0.41% | $124,431 |
| JOHNSON & | JNJ | Healthcare | 0.29% | 486,640 | +9,167 | +1.92% | $123,592 |
| STATE | DIA | Other | 0.28% | 233,289 | +128,043 | +121.66% | $121,868 |
| ISHARES | IVE | Other | 0.28% | 535,667 | -4,566 | -0.85% | $121,629 |
| ISHARES | IJH | Other | 0.28% | 1,554,878 | +130,569 | +9.17% | $119,897 |
| VANGUARD | BSV | Other | 0.26% | 1,459,721 | +40,253 | +2.84% | $113,727 |
| ISHARES | SOXX | Other | 0.26% | 176,835 | +3,821 | +2.21% | $113,309 |
| ISHARES | ITOT | Other | 0.26% | 676,753 | +20,048 | +3.05% | $111,170 |
| PROCTER & GAMBLE | PG | Consumer Defensive | 0.26% | 755,177 | +15,081 | +2.04% | $110,739 |
| CROWDSTRIKE HLDGS | CRWD | Technology | 0.26% | 145,013 | +976 | +0.68% | $110,666 |
| ISHARES | IWM | Other | 0.25% | 366,873 | -48,352 | -11.64% | $110,227 |
| JANUS DETROIT STR TR HENDRSON AAA | JAAA | Other | 0.25% | 2,171,507 | +72,341 | +3.45% | $109,639 |
| VANGUARD INDEX FDS EXTEND | VXF | Other | 0.25% | 444,813 | +17,770 | +4.16% | $109,517 |
| VANGUARD | VO | Other | 0.25% | 1,355,435 | +1,027,994 | +313.95% | $109,207 |
| VANGUARD | VB | Other | 0.25% | 355,934 | -39,728 | -10.04% | $107,891 |
| FIRST TR EXCHANGE TRADED FD SMID RISNG | SDVY | Other | 0.25% | 2,477,144 | -120,639 | -4.64% | $106,864 |
| J P MORGAN EXCHANGE TRADED | JEPI | Other | 0.25% | 1,886,928 | +108,764 | +6.12% | $106,574 |
| ISHARES TR MSCI USA MIN | USMV | Other | 0.24% | 1,093,909 | -242,961 | -18.17% | $105,518 |
| ISHARES TR RUS TP200 | IWY | Other | 0.24% | 352,122 | -7,682 | -2.14% | $102,334 |
| J P MORGAN EXCHANGE TRADED | JPST | Other | 0.23% | 2,005,435 | -1,455,810 | -42.06% | $101,415 |
| SCHWAB STRATEGIC TR US LCAP | SCHG | Other | 0.23% | 2,980,464 | +83,519 | +2.88% | $100,859 |
| ISHARES TR RUS | IWF | Other | 0.23% | 811,537 | +607,659 | +298.05% | $100,769 |
| APPLIED MATLS | AMAT | Technology | 0.23% | 136,889 | -5,608 | -3.94% | $98,971 |
| CAPITAL GROUP CORE BALANCED | CGBL | Other | 0.23% | 2,593,810 | +298,596 | +13.01% | $98,461 |
| ISHARES | IEMG | Other | 0.23% | 1,177,714 | -179,337 | -13.22% | $97,562 |
| ISHARES TR CORE UNIVRSL | IUSB | Other | 0.22% | 2,054,185 | +433,052 | +26.71% | $94,801 |
| SPROTT ASSET MANAGEMENT | PHYS | Other | 0.22% | 3,116,362 | +34,033 | +1.10% | $94,021 |
| BLACKROCK | DYNF | Other | 0.21% | 1,366,281 | +42,235 | +3.19% | $92,921 |
| CHEVRON | CVX | Energy | 0.21% | 549,342 | +4,289 | +0.79% | $91,059 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.21% | 320,927 | -2,878 | -0.89% | $90,248 |
| GE VERNOVA | GEV | Utilities | 0.21% | 75,512 | +6,193 | +8.93% | $88,716 |
| CISCO SYS | CSCO | Technology | 0.20% | 751,531 | -20,417 | -2.64% | $88,275 |
| T ROWE PRICE EXCHANGE-TRADED | TCAF | Other | 0.20% | 2,146,957 | +98,511 | +4.81% | $88,240 |
| SPDR SERIES | SPYG | Other | 0.20% | 740,902 | -330,541 | -30.85% | $88,160 |
| ISHARES | IXUS | Other | 0.20% | 903,923 | +9,242 | +1.03% | $86,270 |
| ISHARES | DGRO | Other | 0.20% | 1,125,313 | +19,221 | +1.74% | $85,287 |
| VANGUARD | BIV | Other | 0.20% | 1,105,158 | +54,757 | +5.21% | $84,766 |
| FIRST TR EXCHANGE-TRADED FD CAP STRENGTH | FTCS | Other | 0.19% | 890,372 | -1,611 | -0.18% | $83,624 |
| SCHWAB STRATEGIC | SCHX | Other | 0.19% | 2,837,324 | +10,960 | +0.39% | $83,502 |
| FIDELITY MERRIMACK | FBND | Other | 0.19% | 1,812,290 | +76,042 | +4.38% | $82,441 |
| INTEL | INTC | Technology | 0.19% | 580,089 | +885 | +0.15% | $80,998 |
| ISHARES TR MSCI USA QLT | QUAL | Other | 0.18% | 358,448 | -103,277 | -22.37% | $78,654 |
| HOME DEPOT | HD | Consumer Cyclical | 0.18% | 222,431 | -20,614 | -8.48% | $78,447 |
| J P MORGAN EXCHANGE TRADED F BETABUILDRS | BBUS | Other | 0.18% | 575,763 | +56,340 | +10.85% | $77,567 |