Cambridge Financial Group

TUCSON, AZfiles as Cambridge Financial Group, LLC

$318m in 155 US stocks at the end of 30 June 2026. The top 10 are 52.6% of the money. It changed about 6.3% of the portfolio this quarter.

Value

$318m

Stocks

155

Top 10 share

52.6%

Turnover

6.3%

What changed this quarter

New

Bought for the first time this quarter.

EA Series TrustFRDM
<0.1% of the fund
Ishares TRIBIL
<0.1% of the fund
Applied MaterialsAMAT
<0.1% of the fund
Ishares TRMTUM
<0.1% of the fund
Qnity ElectronicsQ
<0.1% of the fund
United RentalsURI
<0.1% of the fund
IsharesEMXC
<0.1% of the fund
UnitedHealth GroupUNH
<0.1% of the fund
IsharesEUHY
<0.1% of the fund

Added

Bought more of a stock they already held.

Dimensional ETF TrustDFAC
11.0% of the fund
+4%
Dimensional ETF TrustDFAT
8.9% of the fund
+4%
Dimensional ETF TrustDFIC
8.5% of the fund
+6%
Dimensional ETF TrustDFAS
0.9% of the fund
+3%
Dimensional ETF TrustDFUS
0.8% of the fund
+13%
Dimensional ETF TrustDFSI
0.8% of the fund
+14%
Dimensional ETF TrustDFSU
0.6% of the fund
+8%
AlphabetGOOG
0.5% of the fund
+43%
Dimensional ETF TrustDFSE
0.4% of the fund
+13%
Schwab Strategic TRSCHE
0.4% of the fund
+2%
Vanguard Star FDSVXUS
0.4% of the fund
+2%
Ishares TRIBTG
0.2% of the fund
+22%
Ishares TRIJT
0.2% of the fund
+11%
Home DepotHD
0.1% of the fund
+9%

Cut

Sold some of their stake.

Dimensional ETF TrustDFAX
2.8% of the fund
-8%
Schwab Strategic TRSCHG
1.9% of the fund
-8%
Schwab Strategic TRSCHB
1.5% of the fund
-4%
Schwab Strategic TRSCHA
1.5% of the fund
-11%
Ishares TRIJS
1.4% of the fund
-9%
Dimensional ETF TrustDFIV
1.2% of the fund
-6%
Ishares TRIWB
1.2% of the fund
-13%
Ishares TRDGRO
1.1% of the fund
-12%
Ishares TRIEFA
1.1% of the fund
-3%
Schwab Strategic TRSCHF
1.1% of the fund
-14%
Schwab Strategic TRSCHD
0.9% of the fund
-18%
Vanguard Index FDSVBR
0.9% of the fund
-10%
Schwab Strategic TRSCHX
0.8% of the fund
-9%
Schwab Strategic TRSCHV
0.8% of the fund
-5%
Schwab Strategic TRSCHM
0.8% of the fund
-2%
Dimensional ETF TrustDISV
0.6% of the fund
-14%
State STR Spdr S&P 500 ETF TSPY
0.6% of the fund
-2%
Berkshire HathawayBRK-B
0.6% of the fund
-28%
Schwab Strategic TRFNDE
0.6% of the fund
-2%
Spdr Series TrustMDYV
0.6% of the fund
-2%
Vanguard Whitehall FDSVYM
0.5% of the fund
-28%
Ishares TRIWF
0.5% of the fund
-26%
American ExpressAXP
0.5% of the fund
-2%
NvidiaNVDA
0.4% of the fund
-11%
Dimensional ETF TrustDFAE
0.4% of the fund
-14%

Sold out

Sold their entire stake.

Vanguard Scottsdale FDSVCIT
-100%
Vanguard Scottsdale FDSVCSH
-100%
ExxonMobil HoldingsXOM
-100%
Ishares TRLQD
-100%
Invesco Exch TRD SLF IDX FDBSMU
-100%
Invesco Exch TRD SLF IDX FDBSMT
-100%
Invesco Exch TRD SLF IDX FDBSMS
-100%
Vanguard BD Index FDSBLV
-100%
Invesco Exch TRD SLF IDX FDBSMV
-100%
AT&TT
-100%
Dimensional ETF TrustDFUV
-100%
Ishares TRUSIG
-100%
Vanguard MUN BD FDSVTEB
-100%
Invesco Exch TRD SLF IDX FDBSMW
-100%
Ishares TRMUB
-100%
Invesco Exch TRD SLF IDX FDBSCS
-100%
Spdr Series TrustSDY
-100%
Invesco Exch TRD SLF IDX FDBSCT
-100%
AlbemarleALB
-100%
Invesco Exch TRD SLF IDX FDBSSX
-100%
Goldman Sachs GroupGS
-100%
Amprius TechnologiesAMPX
-100%

Holdings

Dimensional ETF TrustDFAC
Share
11.0%
Value
$35m
Shares
785,237
+4%
Dimensional ETF TrustDFAT
Share
8.9%
Value
$28m
Shares
405,762
+4%
Dimensional ETF TrustDFIC
Share
8.5%
Value
$27m
Shares
722,462
+6%
Dimensional ETF TrustDFEM
Share
7.0%
Value
$22m
Shares
544,360
Held
Dimensional ETF TrustDFEV
Share
6.8%
Value
$22m
Shares
505,917
Held
Dimensional ETF TrustDFAX
Share
2.8%
Value
$9m
Shares
243,861
-8%
Spdr Series TrustSLYV
Share
2.4%
Value
$7m
Shares
68,669
Held
Schwab Strategic TRSCHG
Share
1.9%
Value
$6m
Shares
178,929
-8%
AppleAAPL
Share
1.8%
Value
$6m
Shares
19,970
Held
Schwab Strategic TRSCHB
Share
1.5%
Value
$5m
Shares
166,962
-4%
Schwab Strategic TRSCHA
Share
1.5%
Value
$5m
Shares
128,796
-11%
Ishares TRIJS
Share
1.4%
Value
$4m
Shares
31,516
-9%
Dimensional ETF TrustDFIV
Share
1.2%
Value
$4m
Shares
69,324
-6%
Ishares TRIWB
Share
1.2%
Value
$4m
Shares
8,962
-13%
Ishares TRDGRO
Share
1.1%
Value
$4m
Shares
46,382
-12%
Ishares TRIEFA
Share
1.1%
Value
$3m
Shares
35,527
-3%
Vanguard Admiral FDSVIOV
Share
1.1%
Value
$3m
Shares
29,187
Held
Schwab Strategic TRSCHF
Share
1.1%
Value
$3m
Shares
120,931
-14%
Berkshire Hathaway INC DELBRK-A
Share
0.9%
Value
$3m
Shares
4
Held
Dimensional ETF TrustDFAS
Share
0.9%
Value
$3m
Shares
36,145
+3%
Vanguard Whitehall FDSVYMI
Share
0.9%
Value
$3m
Shares
29,688
Held
Schwab Strategic TRSCHD
Share
0.9%
Value
$3m
Shares
90,249
-18%
State STR Spdr DOW Jones INDDIA
Share
0.9%
Value
$3m
Shares
5,302
Held
Vanguard Index FDSVBR
Share
0.9%
Value
$3m
Shares
11,232
-10%
Schwab Strategic TRSCHX
Share
0.8%
Value
$3m
Shares
91,430
-9%
Dimensional ETF TrustDFUS
Share
0.8%
Value
$3m
Shares
31,693
+13%
Invesco QQQ TRQQQ
Share
0.8%
Value
$2m
Shares
3,358
Held
Schwab Strategic TRSCHV
Share
0.8%
Value
$2m
Shares
70,065
-5%
Dimensional ETF TrustDFSI
Share
0.8%
Value
$2m
Shares
53,237
+14%
Schwab Strategic TRSCHM
Share
0.8%
Value
$2m
Shares
65,011
-2%
Dimensional ETF TrustDISV
Share
0.6%
Value
$2m
Shares
50,664
-14%
State STR Spdr S&P 500 ETF TSPY
Share
0.6%
Value
$2m
Shares
2,721
-2%
Spdr Index SHS FDSSPEM
Share
0.6%
Value
$2m
Shares
38,711
Held
Berkshire HathawayBRK-B
Share
0.6%
Value
$2m
Shares
3,879
-28%
Schwab Strategic TRFNDE
Share
0.6%
Value
$2m
Shares
48,347
-2%
Spdr Series TrustMDYV
Share
0.6%
Value
$2m
Shares
18,681
-2%
Dimensional ETF TrustDFSU
Share
0.6%
Value
$2m
Shares
37,745
+8%
Vanguard Whitehall FDSVYM
Share
0.5%
Value
$2m
Shares
10,841
-28%
Ishares TRIWF
Share
0.5%
Value
$2m
Shares
13,297
-26%
Ishares TRIXUS
Share
0.5%
Value
$2m
Shares
16,294
Held
Amazon.comAMZN
Share
0.5%
Value
$2m
Shares
6,463
Held
AlphabetGOOG
Share
0.5%
Value
$2m
Shares
4,359
+43%
American ExpressAXP
Share
0.5%
Value
$2m
Shares
4,461
-2%
Dimensional ETF TrustDFSE
Share
0.4%
Value
$1m
Shares
28,925
+13%
NvidiaNVDA
Share
0.4%
Value
$1m
Shares
6,769
-11%
Dimensional ETF TrustDFAE
Share
0.4%
Value
$1m
Shares
33,172
-14%
GE VernovaGEV
Share
0.4%
Value
$1m
Shares
1,097
Held
Schwab Strategic TRSCHE
Share
0.4%
Value
$1m
Shares
35,368
+2%
Ishares TRESML
Share
0.4%
Value
$1m
Shares
22,815
Held
Ishares TRIWD
Share
0.4%
Value
$1m
Shares
5,145
-26%
MicrosoftMSFT
Share
0.4%
Value
$1m
Shares
3,275
-2%
Ishares TRIWM
Share
0.4%
Value
$1m
Shares
4,047
-19%
AlphabetGOOGL
Share
0.4%
Value
$1m
Shares
3,324
Held
Johnson & JohnsonJNJ
Share
0.4%
Value
$1m
Shares
4,675
Held
Vanguard Star FDSVXUS
Share
0.4%
Value
$1m
Shares
13,320
+2%
Ishares TRESGD
Share
0.3%
Value
$1m
Shares
10,576
-3%
Vanguard Specialized FundsVIG
Share
0.3%
Value
$1m
Shares
4,503
-9%
Eli LillyLLY
Share
0.3%
Value
$1m
Shares
886
-3%
WalmartWMT
Share
0.3%
Value
$1m
Shares
8,961
Held
Spdr Gold TRGLD
Share
0.3%
Value
$984,312
Shares
2,672
-11%
American Centy ETF TRAVUV
Share
0.3%
Value
$955,662
Shares
7,660
Held
IsharesIEMG
Share
0.3%
Value
$922,885
Shares
11,141
-3%
JPMorgan ChaseJPM
Share
0.3%
Value
$906,120
Shares
2,768
-3%
IsharesEEMV
Share
0.3%
Value
$891,918
Shares
11,848
Held
General ElectricGE
Share
0.3%
Value
$890,973
Shares
2,384
Held
QualcommQCOM
Share
0.3%
Value
$858,539
Shares
4,646
Held
Spdr Series TrustSPTM
Share
0.3%
Value
$846,799
Shares
9,327
-30%
Ishares TRITOT
Share
0.3%
Value
$796,791
Shares
4,850
Held
Ishares TRIJJ
Share
0.3%
Value
$794,454
Shares
5,378
-3%
Vanguard Intl Equity Index FVWO
Share
0.2%
Value
$793,937
Shares
13,301
-14%
TeslaTSLA
Share
0.2%
Value
$749,930
Shares
1,783
Held
Ishares TRIWV
Share
0.2%
Value
$738,525
Shares
1,732
-18%
Vanguard Index FDSVOE
Share
0.2%
Value
$729,731
Shares
3,693
-6%
American Centy ETF TRAVEM
Share
0.2%
Value
$720,286
Shares
7,465
Held
Ishares TRIBTG
Share
0.2%
Value
$700,389
Shares
30,598
+22%
Ishares Bitcoin Trust ETFIBIT
Share
0.2%
Value
$695,761
Shares
20,900
Held
Cisco SystemsCSCO
Share
0.2%
Value
$691,202
Shares
5,885
Held
PepsiCoPEP
Share
0.2%
Value
$690,868
Shares
5,102
Held
Vanguard Intl Equity Index FVT
Share
0.2%
Value
$686,455
Shares
4,374
-4%
BroadcomAVGO
Share
0.2%
Value
$684,981
Shares
1,813
Held
Schwab Strategic TRFNDA
Share
0.2%
Value
$670,656
Shares
17,621
-4%
Ishares TRXVV
Share
0.2%
Value
$650,473
Shares
11,454
Held
Ishares TRXJR
Share
0.2%
Value
$641,445
Shares
12,161
Held
Ishares TRIOO
Share
0.2%
Value
$633,851
Shares
4,640
Held
AbbVieABBV
Share
0.2%
Value
$629,750
Shares
2,503
Held
IntelINTC
Share
0.2%
Value
$629,592
Shares
4,509
-6%
American Healthcare REITAHR
Share
0.2%
Value
$625,435
Shares
11,993
Held
Emerson ElectricEMR
Share
0.2%
Value
$608,171
Shares
4,248
Held
IsharesESGE
Share
0.2%
Value
$605,140
Shares
11,065
-4%
Ishares TRIUSV
Share
0.2%
Value
$603,227
Shares
5,476
-17%
NucorNUE
Share
0.2%
Value
$601,871
Shares
2,702
Held
MerckMRK
Share
0.2%
Value
$587,702
Shares
4,574
-3%
ConocoPhillipsCOP
Share
0.2%
Value
$553,700
Shares
5,326
Held
CaterpillarCAT
Share
0.2%
Value
$551,031
Shares
517
Held
Dimensional ETF TrustDFAI
Share
0.2%
Value
$548,847
Shares
13,305
-5%
Dimensional ETF TrustDFSV
Share
0.2%
Value
$542,394
Shares
13,983
-24%
VisaV
Share
0.2%
Value
$530,929
Shares
1,547
-2%
Ishares TRIBTH
Share
0.2%
Value
$530,438
Shares
23,712
Held
American Centy ETF TRAVDV
Share
0.2%
Value
$517,105
Shares
5,018
Held
Spdr Index SHS FDSEDIV
Share
0.2%
Value
$513,853
Shares
12,546
Held

Company	Share of fund	Value	Shares	Change
Dimensional ETF TrustDFAC	11.0%	$35m	785,237	+4%
Dimensional ETF TrustDFAT	8.9%	$28m	405,762	+4%
Dimensional ETF TrustDFIC	8.5%	$27m	722,462	+6%
Dimensional ETF TrustDFEM	7.0%	$22m	544,360	Held
Dimensional ETF TrustDFEV	6.8%	$22m	505,917	Held
Dimensional ETF TrustDFAX	2.8%	$9m	243,861	-8%
Spdr Series TrustSLYV	2.4%	$7m	68,669	Held
Schwab Strategic TRSCHG	1.9%	$6m	178,929	-8%
AppleAAPL	1.8%	$6m	19,970	Held
Schwab Strategic TRSCHB	1.5%	$5m	166,962	-4%
Schwab Strategic TRSCHA	1.5%	$5m	128,796	-11%
Ishares TRIJS	1.4%	$4m	31,516	-9%
Dimensional ETF TrustDFIV	1.2%	$4m	69,324	-6%
Ishares TRIWB	1.2%	$4m	8,962	-13%
Ishares TRDGRO	1.1%	$4m	46,382	-12%
Ishares TRIEFA	1.1%	$3m	35,527	-3%
Vanguard Admiral FDSVIOV	1.1%	$3m	29,187	Held
Schwab Strategic TRSCHF	1.1%	$3m	120,931	-14%
Berkshire Hathaway INC DELBRK-A	0.9%	$3m	4	Held
Dimensional ETF TrustDFAS	0.9%	$3m	36,145	+3%
Vanguard Whitehall FDSVYMI	0.9%	$3m	29,688	Held
Schwab Strategic TRSCHD	0.9%	$3m	90,249	-18%
State STR Spdr DOW Jones INDDIA	0.9%	$3m	5,302	Held
Vanguard Index FDSVBR	0.9%	$3m	11,232	-10%
Schwab Strategic TRSCHX	0.8%	$3m	91,430	-9%
Dimensional ETF TrustDFUS	0.8%	$3m	31,693	+13%
Invesco QQQ TRQQQ	0.8%	$2m	3,358	Held
Schwab Strategic TRSCHV	0.8%	$2m	70,065	-5%
Dimensional ETF TrustDFSI	0.8%	$2m	53,237	+14%
Schwab Strategic TRSCHM	0.8%	$2m	65,011	-2%
Dimensional ETF TrustDISV	0.6%	$2m	50,664	-14%
State STR Spdr S&P 500 ETF TSPY	0.6%	$2m	2,721	-2%
Spdr Index SHS FDSSPEM	0.6%	$2m	38,711	Held
Berkshire HathawayBRK-B	0.6%	$2m	3,879	-28%
Schwab Strategic TRFNDE	0.6%	$2m	48,347	-2%
Spdr Series TrustMDYV	0.6%	$2m	18,681	-2%
Dimensional ETF TrustDFSU	0.6%	$2m	37,745	+8%
Vanguard Whitehall FDSVYM	0.5%	$2m	10,841	-28%
Ishares TRIWF	0.5%	$2m	13,297	-26%
Ishares TRIXUS	0.5%	$2m	16,294	Held
Amazon.comAMZN	0.5%	$2m	6,463	Held
AlphabetGOOG	0.5%	$2m	4,359	+43%
American ExpressAXP	0.5%	$2m	4,461	-2%
Dimensional ETF TrustDFSE	0.4%	$1m	28,925	+13%
NvidiaNVDA	0.4%	$1m	6,769	-11%
Dimensional ETF TrustDFAE	0.4%	$1m	33,172	-14%
GE VernovaGEV	0.4%	$1m	1,097	Held
Schwab Strategic TRSCHE	0.4%	$1m	35,368	+2%
Ishares TRESML	0.4%	$1m	22,815	Held
Ishares TRIWD	0.4%	$1m	5,145	-26%
MicrosoftMSFT	0.4%	$1m	3,275	-2%
Ishares TRIWM	0.4%	$1m	4,047	-19%
AlphabetGOOGL	0.4%	$1m	3,324	Held
Johnson & JohnsonJNJ	0.4%	$1m	4,675	Held
Vanguard Star FDSVXUS	0.4%	$1m	13,320	+2%
Ishares TRESGD	0.3%	$1m	10,576	-3%
Vanguard Specialized FundsVIG	0.3%	$1m	4,503	-9%
Eli LillyLLY	0.3%	$1m	886	-3%
WalmartWMT	0.3%	$1m	8,961	Held
Spdr Gold TRGLD	0.3%	$984,312	2,672	-11%
American Centy ETF TRAVUV	0.3%	$955,662	7,660	Held
IsharesIEMG	0.3%	$922,885	11,141	-3%
JPMorgan ChaseJPM	0.3%	$906,120	2,768	-3%
IsharesEEMV	0.3%	$891,918	11,848	Held
General ElectricGE	0.3%	$890,973	2,384	Held
QualcommQCOM	0.3%	$858,539	4,646	Held
Spdr Series TrustSPTM	0.3%	$846,799	9,327	-30%
Ishares TRITOT	0.3%	$796,791	4,850	Held
Ishares TRIJJ	0.3%	$794,454	5,378	-3%
Vanguard Intl Equity Index FVWO	0.2%	$793,937	13,301	-14%
TeslaTSLA	0.2%	$749,930	1,783	Held
Ishares TRIWV	0.2%	$738,525	1,732	-18%
Vanguard Index FDSVOE	0.2%	$729,731	3,693	-6%
American Centy ETF TRAVEM	0.2%	$720,286	7,465	Held
Ishares TRIBTG	0.2%	$700,389	30,598	+22%
Ishares Bitcoin Trust ETFIBIT	0.2%	$695,761	20,900	Held
Cisco SystemsCSCO	0.2%	$691,202	5,885	Held
PepsiCoPEP	0.2%	$690,868	5,102	Held
Vanguard Intl Equity Index FVT	0.2%	$686,455	4,374	-4%
BroadcomAVGO	0.2%	$684,981	1,813	Held
Schwab Strategic TRFNDA	0.2%	$670,656	17,621	-4%
Ishares TRXVV	0.2%	$650,473	11,454	Held
Ishares TRXJR	0.2%	$641,445	12,161	Held
Ishares TRIOO	0.2%	$633,851	4,640	Held
AbbVieABBV	0.2%	$629,750	2,503	Held
IntelINTC	0.2%	$629,592	4,509	-6%
American Healthcare REITAHR	0.2%	$625,435	11,993	Held
Emerson ElectricEMR	0.2%	$608,171	4,248	Held
IsharesESGE	0.2%	$605,140	11,065	-4%
Ishares TRIUSV	0.2%	$603,227	5,476	-17%
NucorNUE	0.2%	$601,871	2,702	Held
MerckMRK	0.2%	$587,702	4,574	-3%
ConocoPhillipsCOP	0.2%	$553,700	5,326	Held
CaterpillarCAT	0.2%	$551,031	517	Held
Dimensional ETF TrustDFAI	0.2%	$548,847	13,305	-5%
Dimensional ETF TrustDFSV	0.2%	$542,394	13,983	-24%
VisaV	0.2%	$530,929	1,547	-2%
Ishares TRIBTH	0.2%	$530,438	23,712	Held
American Centy ETF TRAVDV	0.2%	$517,105	5,018	Held
Spdr Index SHS FDSEDIV	0.2%	$513,853	12,546	Held

Showing the largest 100 of 155.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 19.2% since 30 June 2025.

Where the money is

Technology4.1%

Financial services1.7%

Industrials1.3%

Health care1.2%

Media & telecom1.1%

Everyday goods1.0%

Retail & consumer1.0%

Energy0.4%

Materials0.3%

Real estate0.2%

Utilities0.1%

Other87.6%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.