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Cambridge Investment Research Advisors, Inc. Top Holdings and 13F Report (2026)

About Cambridge Investment Research Advisors, Inc.

Investment Activity

  • Cambridge Investment Research Advisors, Inc. has $43.26 million in total holdings as of June 30, 2026.
  • Cambridge Investment Research Advisors, Inc. owns shares of 3,774 different stocks, but just 433 companies or ETFs make up 80% of its holdings.
  • Approximately 8.02% of the portfolio was purchased this quarter.
  • About 6.54% of the portfolio was sold this quarter.
  • This quarter, Cambridge Investment Research Advisors, Inc. has purchased 3,924 new stocks and bought additional shares in 1,915 stocks.
  • Cambridge Investment Research Advisors, Inc. sold shares of 1,485 stocks and completely divested from 450 stocks this quarter.

Largest Holdings

Apple
$1,261,917
NVIDIA
$1,140,092
Invesco QQQ
$929,180

Largest New Holdings this Quarter

84615Q103 - SPACE EXPLORATION TECHN CORP CLASS
$44,322 Holding
26824D100 - EA SERIES TRUST SOPHUS
$26,318 Holding
46654Q617 - J P MORGAN EXCHANGE TRADED
$25,746 Holding
26824D209 - EA SERIES TRUST SOPHUS
$18,396 Holding
37960A438 - GLOBAL X FDS 1 3 MO T BI
$15,247 Holding

Largest Purchases this Quarter

Vanguard Growth ETF
3,166,000 shares (about $272.72K)
Vanguard Information Technology ETF
1,211,469 shares (about $144.79K)
SPDR Portfolio S&P 500 ETF
1,471,117 shares (about $129.28K)
Vanguard Mid-Cap ETF
1,027,994 shares (about $82.83K)
Vanguard S&P 500 ETF
118,127 shares (about $81.13K)

Largest Sales this Quarter

JPMorgan Ultra-Short Income ETF
1,455,810 shares (about $73.62K)
Invesco Ultra Short Duration ETF
1,345,230 shares (about $67.46K)
SPDR Bloomberg 1-3 Month T-Bill ETF
690,668 shares (about $63.29K)
iShares 20+ Year Treasury Bond ETF
635,668 shares (about $54.93K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCambridge Investment Research Advisors, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,410,277$81,131 â–²6.1%2,053,3733.3%ETF
Apple Inc. stock logo
AAPL
Apple
$1,261,917$6,941 â–¼-0.5%4,361,0632.9%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,140,092$4,591 â–²0.4%5,697,8942.6%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$929,180$7,675 â–¼-0.8%1,261,7882.1%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$867,675$33,193 â–¼-3.7%1,158,6142.0%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$803,643$14,769 â–²1.9%2,171,7721.9%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$591,022$8,140 â–²1.4%2,479,7451.4%Retail/Wholesale
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$537,274$8,901 â–²1.7%6,284,6391.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$510,802$30,088 â–²6.3%684,0141.2%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$481,545$3,412 â–²0.7%1,290,9361.1%Computer and Technology
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$386,484$10,255 â–²2.7%7,842,6100.9%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$372,024$797 â–²0.2%743,4690.9%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$354,901$4,224 â–¼-1.2%993,0910.8%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$330,255$777 â–¼-0.2%934,6930.8%Computer and Technology
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$325,129$129,282 â–²66.0%3,699,6930.8%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$319,112$272,719 â–²587.8%3,704,5790.7%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$285,992$39,323 â–²15.9%4,013,9190.7%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$279,965$18,125 â–²6.9%3,453,7990.6%Manufacturing
Broadcom Inc. stock logo
AVGO
Broadcom
$271,546$10,601 â–²4.1%718,8510.6%Computer and Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$250,181$2,474 â–²1.0%216,7400.6%Computer and Technology
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$240,571$25,442 â–²11.8%5,096,8330.6%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$227,546$26,534 â–¼-10.4%391,7060.5%Computer and Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$227,464$3,225 â–²1.4%1,043,7470.5%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$226,555$2,263 â–²1.0%212,7470.5%Industrials
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$224,661$333 â–²0.1%686,3430.5%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$218,071$9,988 â–²4.8%181,8130.5%Medical
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$217,083$45,216 â–²26.3%1,343,8360.5%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$212,133$11,583 â–¼-5.2%1,113,4410.5%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$210,848$3,359 â–²1.6%6,649,2460.5%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$210,710$4,428 â–¼-2.1%571,9900.5%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$210,442$2,319 â–²1.1%500,3370.5%Auto/Tires/Trucks
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$208,175$73,864 â–²55.0%687,1130.5%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$206,563$4,272 â–²2.1%872,9720.5%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$201,092$2,302 â–²1.2%2,739,3060.5%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$194,864$1,326 â–¼-0.7%3,132,8600.5%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$192,724$2,115 â–²1.1%342,1400.4%Computer and Technology
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$179,454$63,293 â–¼-26.1%1,958,2490.4%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$175,723$3,452 â–²2.0%1,111,9580.4%Financial Services
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$164,797$144,795 â–²723.9%1,378,8220.4%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$157,045$2,000 â–²1.3%1,148,6630.4%Energy
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$154,213$7,266 â–¼-4.5%724,7890.4%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$154,124$2,609 â–¼-1.7%1,120,6580.4%ETF
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$153,874$7,734 â–²5.3%1,154,7790.4%Manufacturing
WALMART
$153,419$270 â–¼-0.2%1,354,5730.4%INC COM
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$153,371$8,022 â–²5.5%1,549,5190.4%Finance
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$152,107$6,182 â–²4.2%3,140,7680.4%ETF
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$149,546$7,280 â–²5.1%3,532,8560.3%ETF
Putnam Focused Large Cap Value ETF stock logo
PVAL
Putnam Focused Large Cap Value ETF
$147,506$52,709 â–²55.6%2,895,1210.3%ETF
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$144,932$5,886 â–²4.2%3,258,3590.3%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$142,499$3,514 â–²2.5%566,2830.3%Medical
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$137,262$7,153 â–²5.5%287,4170.3%Computer and Technology
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$134,712$7,668 â–²6.0%205,3880.3%Manufacturing
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$132,501$18,140 â–¼-12.0%1,371,9320.3%ETF
Visa Inc. stock logo
V
Visa
$130,222$1,287 â–¼-1.0%379,5550.3%Business Services
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$129,766$45 â–¼0.0%138,7170.3%Retail/Wholesale
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$127,946$1,533 â–²1.2%862,6950.3%ETF
PALANTIR
$124,431$510 â–¼-0.4%1,066,5210.3%TECHNOLOGIES INC CL A
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$123,592$2,328 â–²1.9%486,6400.3%Medical
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$121,868$66,888 â–²121.7%233,2890.3%Finance
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$121,629$1,037 â–¼-0.8%535,6670.3%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$119,897$10,068 â–²9.2%1,554,8780.3%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$113,727$3,136 â–²2.8%1,459,7210.3%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$113,309$2,448 â–²2.2%176,8350.3%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$111,170$3,293 â–²3.1%676,7530.3%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$110,739$2,211 â–²2.0%755,1770.3%Consumer Staples
CrowdStrike stock logo
CRWD
CrowdStrike
$110,666$745 â–²0.7%145,0130.3%Computer and Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$110,227$14,527 â–¼-11.6%366,8730.3%Finance
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$109,639$3,652 â–²3.4%2,171,5070.3%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$109,517$4,375 â–²4.2%444,8130.3%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$109,207$82,825 â–²313.9%1,355,4350.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$107,891$12,042 â–¼-10.0%355,9340.2%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$106,864$5,204 â–¼-4.6%2,477,1440.2%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$106,574$6,143 â–²6.1%1,886,9280.2%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$105,518$23,436 â–¼-18.2%1,093,9090.2%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$102,334$2,233 â–¼-2.1%352,1220.2%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$101,415$73,620 â–¼-42.1%2,005,4350.2%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$100,859$2,826 â–²2.9%2,980,4640.2%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$100,769$75,453 â–²298.1%811,5370.2%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$98,971$4,055 â–¼-3.9%136,8890.2%Computer and Technology
CAPITAL GROUP CORE BALANCED
$98,461$11,335 â–²13.0%2,593,8100.2%SHS
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$97,562$14,856 â–¼-13.2%1,177,7140.2%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$94,801$19,985 â–²26.7%2,054,1850.2%Manufacturing
SPROTT ASSET MANAGEMENT
$94,021$1,027 â–²1.1%3,116,3620.2%LP
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$92,921$2,872 â–²3.2%1,366,2810.2%ETF
Chevron Corporation stock logo
CVX
Chevron
$91,059$711 â–²0.8%549,3420.2%Energy
International Business Machines Corporation stock logo
IBM
International Business Machines
$90,248$809 â–¼-0.9%320,9270.2%Computer and Technology
GE VERNOVA
$88,716$7,276 â–²8.9%75,5120.2%INC COM
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$88,275$2,398 â–¼-2.6%751,5310.2%Computer and Technology
T. Rowe Price Capital Appreciation Equity ETF stock logo
TCAF
T. Rowe Price Capital Appreciation Equity ETF
$88,240$4,049 â–²4.8%2,146,9570.2%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$88,160$39,331 â–¼-30.9%740,9020.2%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$86,270$882 â–²1.0%903,9230.2%Manufacturing
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$85,287$1,457 â–²1.7%1,125,3130.2%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$84,766$4,200 â–²5.2%1,105,1580.2%ETF
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$83,624$151 â–¼-0.2%890,3720.2%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$83,502$323 â–²0.4%2,837,3240.2%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$82,441$3,459 â–²4.4%1,812,2900.2%ETF
Intel Corporation stock logo
INTC
Intel
$80,998$124 â–²0.2%580,0890.2%Computer and Technology
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$78,654$22,662 â–¼-22.4%358,4480.2%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$78,447$7,270 â–¼-8.5%222,4310.2%Retail/Wholesale
JPMorgan BetaBuilders U.S. Equity ETF stock logo
BBUS
JPMorgan BetaBuilders U.S. Equity ETF
$77,567$7,590 â–²10.8%575,7630.2%ETF

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