Cambridge Financial Group, LLC Top Holdings and 13F Report (2026) About Cambridge Financial Group, LLCInvestment ActivityCambridge Financial Group, LLC has $295.45 million in total holdings as of March 31, 2026.Cambridge Financial Group, LLC owns shares of 168 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 5.24% of the portfolio was purchased this quarter.About 16.12% of the portfolio was sold this quarter.This quarter, Cambridge Financial Group, LLC has purchased 169 new stocks and bought additional shares in 34 stocks.Cambridge Financial Group, LLC sold shares of 97 stocks and completely divested from 13 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $29,434,666Dimensional U.S. Targeted Value ETF $24,356,485Dimensional International Core Equity 2 ETF $24,292,731Dimensional Emerging Markets Core Equity 2 ETF $18,713,439Dimensional Emerging Markets Value ETF $18,143,597 Largest New Holdings this Quarter 46436E858 - iShares iBonds Dec 2026 Term Treasury ETF $576,977 Holding46138J494 - Invesco BulletShares 2027 Municipal Bond ETF $502,766 Holding46138J510 - Invesco BulletShares 2026 Municipal Bond ETF $395,176 Holding46138J452 - Invesco BulletShares 2028 High Yield Corporate Bond ETF $273,188 Holding025072315 - Avantis Responsible Emerging Markets Equity ETF $272,998 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 78,670 shares (about $3.06M)Dimensional U.S. Targeted Value ETF 38,407 shares (about $2.40M)Berkshire Hathaway 3 shares (about $2.15M)Berkshire Hathaway 3,306 shares (about $1.58M)iShares iBonds Dec 2026 Term Treasury ETF 25,179 shares (about $576.98K) Largest Sales this Quarter Vanguard Small-Cap Value ETF 12,832 shares (about $2.79M)Schwab US Large-Cap ETF 93,418 shares (about $2.40M)iShares S&P Small-Cap 600 Value ETF 20,138 shares (about $2.39M)Schwab U.S. Large-Cap Growth ETF 75,943 shares (about $2.21M)Vanguard International High Dividend Yield ETF 23,389 shares (about $2.20M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCambridge Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$29,434,666$3,057,117 â–²11.6%757,45410.0%ETFDFATDimensional U.S. Targeted Value ETF$24,356,485$2,398,516 â–²10.9%390,0168.2%ETFDFICDimensional International Core Equity 2 ETF$24,292,731$75,146 â–²0.3%683,7248.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$18,713,439$127,006 â–¼-0.7%541,6346.3%ETFDFEVDimensional Emerging Markets Value ETF$18,143,597$55,137 â–²0.3%507,0886.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$8,960,547$1,983,272 â–¼-18.1%263,7783.0%ETFSLYVSPDR S&P 600 Small Cap Value ETF$6,600,330$1,240,695 â–¼-15.8%69,7862.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$5,680,155$2,212,223 â–¼-28.0%194,9931.9%ETFAAPLApple$5,068,168$316,475 â–¼-5.9%19,9701.7%Computer and TechnologySCHBSchwab US Broad Market ETF$4,372,015$405,766 â–¼-8.5%174,1841.5%ETFSCHASchwab US Small-Cap ETF$4,194,097$1,743,115 â–¼-29.4%144,2261.4%ETFIJSiShares S&P Small-Cap 600 Value ETF$4,090,372$2,385,379 â–¼-36.8%34,5321.4%ETFDFIVDimensional International Value ETF$3,902,130$1,770,135 â–¼-31.2%73,9321.3%ETFDGROiShares Core Dividend Growth ETF$3,692,629$80,636 â–²2.2%52,6171.2%ETFIWBiShares Russell 1000 ETF$3,687,820$505,591 â–¼-12.1%10,3431.2%ETFSCHFSchwab International Equity ETF$3,477,880$1,309,848 â–¼-27.4%140,5201.2%ETFSCHDSchwab US Dividend Equity ETF$3,389,571$682,848 â–¼-16.8%110,4811.1%ETFIEFAiShares Core MSCI EAFE ETF$3,306,323$31,323 â–¼-0.9%36,5221.1%ETFVIOVVanguard S&P Small-Cap 600 Value ETF$2,999,775$1,067,242 â–¼-26.2%29,4851.0%ETFBRK.ABerkshire Hathaway$2,872,560$2,154,420 â–²300.0%41.0%FinanceVYMIVanguard International High Dividend Yield ETF$2,795,861$2,204,213 â–¼-44.1%29,6670.9%ETFVBRVanguard Small-Cap Value ETF$2,717,701$2,787,653 â–¼-50.6%12,5100.9%ETFBRK.BBerkshire Hathaway$2,568,992$1,584,236 â–²160.9%5,3610.9%FinanceSCHXSchwab US Large-Cap ETF$2,562,811$2,395,229 â–¼-48.3%99,9540.9%ETFDFASDimensional U.S. Small Cap ETF$2,502,363$1,033,736 â–¼-29.2%35,1800.8%ETFDIASPDR Dow Jones Industrial Average ETF Trust$2,455,834$718,871 â–¼-22.6%5,3020.8%FinanceDISVDimensional International Small Cap Value ETF$2,311,462$698,089 â–¼-23.2%58,6070.8%ETFSCHVSchwab U.S. Large-Cap Value ETF$2,256,837$645,072 â–¼-22.2%73,9950.8%ETFVYMVanguard High Dividend Yield ETF$2,223,426$813,514 â–¼-26.8%15,0130.8%Financial ServicesSCHMSchwab U.S. Mid-Cap ETF$2,062,916$1,068,362 â–¼-34.1%66,6320.7%ETFDFUSDimensional U.S. Equity ETF$1,992,969$458,569 â–¼-18.7%28,1060.7%ETFDFSIDimensional International Sustainability Core 1 ETF$1,979,381$382 â–¼0.0%46,6830.7%ETFQQQInvesco QQQ$1,938,009$388,987 â–¼-16.7%3,3580.7%FinanceIWFiShares Russell 1000 Growth ETF$1,909,314$159,891 â–²9.1%4,4780.6%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$1,895,620$164,135 â–¼-8.0%49,5460.6%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,848,228$114,133 â–¼-5.8%39,3990.6%ETFSPYSPDR S&P 500 ETF Trust$1,806,096$213,974 â–¼-10.6%2,7770.6%FinanceMDYVSPDR S&P 400 Mid Cap Value ETF$1,630,274$59,520 â–²3.8%19,1460.6%ETFIWDiShares Russell 1000 Value ETF$1,486,023$259,173 â–¼-14.9%6,9550.5%ETFDFSUDimensional US Sustainability Core 1 ETF$1,436,352$158,526 â–²12.4%34,9560.5%ETFIXUSiShares Core MSCI Total International Stock ETF$1,411,713$147,375 â–¼-9.5%16,2940.5%ManufacturingAXPAmerican Express$1,379,563$261,939 â–¼-16.0%4,5610.5%FinanceAMZNAmazon.com$1,336,469$16,662 â–¼-1.2%6,4170.5%Retail/WholesaleNVDANVIDIA$1,331,928$195,856 â–²17.2%7,6370.5%Computer and TechnologyDFAEDimensional Emerging Core Equity Market ETF$1,303,938$211,420 â–¼-14.0%38,5100.4%ETFGLDSPDR Gold Shares$1,293,022$29,260 â–¼-2.2%3,0050.4%FinanceIWMiShares Russell 2000 ETF$1,237,724$226,664 â–¼-15.5%4,9910.4%FinanceMSFTMicrosoft$1,236,967$187,655 â–¼-13.2%3,3420.4%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$1,140,116$1,429,321 â–¼-55.6%34,6010.4%ETFJNJJohnson & Johnson$1,136,335$154,966 â–¼-12.0%4,6490.4%MedicalWALMART INC$1,132,988$59,657 â–²5.6%9,1160.4%COMVCITVanguard Intermediate-Term Corporate Bond ETF$1,104,559$488,561 â–¼-30.7%13,3480.4%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$1,089,340$344,047 â–¼-24.0%25,7100.4%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$1,072,168$194,337 â–¼-15.3%22,8020.4%ETFVIGVanguard Dividend Appreciation ETF$1,060,861$966,882 â–¼-47.7%4,9330.4%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,052,131$52,654 â–¼-4.8%13,3080.4%ETFESGDiShares ESG Aware MSCI EAFE ETF$1,039,823$118,181 â–¼-10.2%10,8750.4%ManufacturingVTIVanguard Total Stock Market ETF$1,020,962$76,684 â–¼-7.0%3,1820.3%ETFVXUSVanguard Total International Stock ETF$1,003,380$161,935 â–¼-13.9%13,0120.3%ETFGE VERNOVA INC$957,5720.0%1,0970.3%COMGOOGLAlphabet$955,841$19,841 â–¼-2.0%3,3240.3%Computer and TechnologyGOOGAlphabet$874,966$6,024 â–¼-0.7%3,0500.3%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$853,602$413,821 â–²94.1%7,7270.3%ETFLLYEli Lilly and Company$842,582$44,153 â–²5.5%9160.3%MedicalJPMJPMorgan Chase & Co.$837,537$10,296 â–²1.2%2,8470.3%FinanceVWOVanguard FTSE Emerging Markets ETF$833,553$83,831 â–¼-9.1%15,4220.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$805,146$158,755 â–¼-16.5%11,5430.3%ETFISHARES BITCOIN TRUST ETF$789,109$556,092 â–²238.6%20,5390.3%SHS BEN INTIWViShares Russell 3000 ETF$787,695$586,416 â–¼-42.7%2,1250.3%ETFPEPPepsiCo$780,708$41,776 â–¼-5.1%5,0270.3%Consumer StaplesEEMViShares MSCI Emerging Markets Min Vol Factor ETF$766,922$6,214 â–¼-0.8%11,8480.3%ETFIJJiShares S&P Mid-Cap 400 Value ETF$738,063$154,238 â–¼-17.3%5,5700.2%ETFVOEVanguard Mid-Cap Value ETF$725,475$210,069 â–¼-22.5%3,9370.2%ETFCOPConocoPhillips$703,044$24,024 â–²3.5%5,3260.2%EnergyITOTiShares Core S&P Total U.S. Stock Market ETF$690,856$225,062 â–²48.3%4,8500.2%ETFGEGE Aerospace$676,508$158,628 â–¼-19.0%2,3840.2%AerospaceIUSViShares Core S&P U.S. Value ETF$673,7840.0%6,5900.2%ManufacturingTSLATesla$652,793$100,001 â–¼-13.3%1,7560.2%Auto/Tires/TrucksDFSVDimensional US Small Cap Value ETF$645,729$505,426 â–¼-43.9%18,4280.2%ETFVTVanguard Total World Stock ETF$630,762$529,508 â–¼-45.6%4,5600.2%ETFQCOMQualcomm$610,421$18,029 â–²3.0%4,7400.2%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$607,966$967 â–²0.2%7,5450.2%ETFFNDASchwab Fundamental U.S. Small Company ETF$597,458$4,508 â–²0.8%18,4230.2%ETFFNDFSchwab Fundamental International Equity ETF$593,815$170,717 â–¼-22.3%12,1360.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$579,781$424,967 â–¼-42.3%7,3140.2%ETFIBTGiShares iBonds Dec 2026 Term Treasury ETF$576,977$576,977 â–²New Holding25,1790.2%ManufacturingVBVanguard Small-Cap ETF$573,760$271,822 â–¼-32.1%2,1910.2%ETFMRKMerck & Co., Inc.$566,873$121,361 â–¼-17.6%4,7130.2%MedicalAMERICAN HEALTHCARE REIT INC$565,5900.0%11,9930.2%COM SHSXVViShares ESG Select Screened S&P 500 ETF$563,7660.0%11,4540.2%ETFIOOiShares Global 100 ETF$561,3250.0%4,6400.2%ETFDVYiShares Select Dividend ETF$560,2170.0%3,7000.2%ETFEMREmerson Electric$556,6370.0%4,2480.2%IndustrialsAVGOBroadcom$553,193$23,527 â–²4.4%1,7870.2%Computer and TechnologyDFAIDimensional International Core Equity Market ETF$546,035$257,764 â–¼-32.1%14,0150.2%ETFABBVAbbVie$544,504$6,524 â–²1.2%2,5040.2%MedicalCOSTCostco Wholesale$536,582$42,807 â–¼-7.4%5390.2%Retail/WholesaleIBTHiShares iBonds Dec 2027 Term Treasury ETF$531,8610.0%23,7120.2%ManufacturingXJRiShares ESG Select Screened S&P Small-Cap ETF$529,4600.0%12,1610.2%ETFESGEiShares ESG Aware MSCI EM ETF$525,342$35,738 â–¼-6.4%11,5540.2%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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