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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 $44.58 million in total holdings as of June 30, 2026.
  • Cambridge Investment Research Advisors, Inc. owns shares of 4,043 different stocks, but just 473 companies or ETFs make up 80% of its holdings.
  • Approximately 8.17% of the portfolio was purchased this quarter.
  • About 3.90% 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 2,053 stocks.
  • Cambridge Investment Research Advisors, Inc. sold shares of 1,592 stocks and completely divested from 198 stocks this quarter.

Largest Holdings

Apple
$1,262,330
NVIDIA
$1,140,153
Invesco QQQ
$929,179

Largest New Holdings this Quarter

84615Q103 - SPACE EXPLORATION TECHN CORP CLASS
$44,450 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
3,166,058 shares (about $272.72K)
Vanguard Information Technology ETF
1,211,850 shares (about $144.84K)
SPDR Portfolio S&P 500 ETF
1,472,608 shares (about $129.41K)
Vanguard Mid-Cap ETF
1,027,994 shares (about $82.83K)
Vanguard S&P 500 ETF
118,140 shares (about $81.14K)

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
$1,410,286$81,140 â–²6.1%2,053,3863.2%ETF
Apple Inc. stock logo
AAPL
Apple
$1,262,330$6,528 â–¼-0.5%4,362,4912.8%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,140,153$4,652 â–²0.4%5,698,2002.6%Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$929,179$7,676 â–¼-0.8%1,261,7862.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$867,699$33,169 â–¼-3.7%1,158,6461.9%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$803,621$14,747 â–²1.9%2,171,7131.8%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$590,986$8,103 â–²1.4%2,479,5911.3%Consumer Discretionary
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$537,282$8,909 â–²1.7%6,284,7291.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$510,869$30,156 â–²6.3%684,1051.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$481,575$3,442 â–²0.7%1,291,0171.1%Technology
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$386,447$10,218 â–²2.7%7,841,8550.9%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$372,024$797 â–²0.2%743,4690.8%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$354,999$4,126 â–¼-1.1%993,3660.8%Communication Services
Alphabet Inc. stock logo
GOOG
Alphabet
$330,545$487 â–¼-0.1%935,5150.7%Communication Services
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$325,260$129,413 â–²66.1%3,701,1840.7%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$319,117$272,724 â–²587.9%3,704,6370.7%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$285,994$39,325 â–²15.9%4,013,9470.6%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$279,996$18,156 â–²6.9%3,454,1800.6%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$271,617$10,672 â–²4.1%719,0390.6%Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$250,181$2,474 â–²1.0%216,7400.6%Technology
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$240,567$25,438 â–²11.8%5,096,7480.5%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$227,970$3,678 â–²1.6%214,0760.5%Industrials
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$227,544$26,535 â–¼-10.4%391,7030.5%Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$227,464$3,225 â–²1.4%1,043,7470.5%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$224,901$573 â–²0.3%687,0770.5%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$218,071$9,988 â–²4.8%181,8130.5%Healthcare
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
$210,873$3,385 â–²1.6%6,650,0470.5%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$210,717$4,421 â–¼-2.1%572,0100.5%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$210,437$2,315 â–²1.1%500,3270.5%Consumer Discretionary
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$208,156$73,845 â–²55.0%687,0500.5%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
$194,883$1,307 â–¼-0.7%3,133,1640.4%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$192,782$2,172 â–²1.1%342,2420.4%Communication Services
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
$175,736$3,465 â–²2.0%1,112,0400.4%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$164,842$144,840 â–²724.1%1,379,2030.4%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$157,135$2,089 â–²1.3%1,149,3160.4%Energy
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$154,224$7,255 â–¼-4.5%724,8390.3%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$154,188$2,545 â–¼-1.6%1,121,1210.3%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%1,154,7790.3%ETF
WALMART
$153,417$271 â–¼-0.2%1,354,5580.3%INC COM
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$153,374$8,024 â–²5.5%1,549,5430.3%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$152,109$6,183 â–²4.2%3,140,8040.3%ETF
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$149,551$7,285 â–²5.1%3,532,9740.3%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
$144,933$5,887 â–²4.2%3,258,3790.3%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$142,524$3,538 â–²2.5%566,3810.3%Healthcare
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$137,279$7,170 â–²5.5%287,4520.3%Technology
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$134,723$7,679 â–²6.0%205,4050.3%ETF
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%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$129,766$45 â–¼0.0%138,7170.3%Consumer Staples
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$128,860$8,680 â–²7.2%3,527,5030.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$127,929$1,516 â–²1.2%862,5790.3%ETF
PALANTIR TECHNOLOGIES
$124,488$453 â–¼-0.4%1,067,0130.3%INC CL A
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$123,592$2,328 â–²1.9%486,6400.3%Healthcare
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$121,806$66,826 â–²121.5%233,1700.3%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$121,634$1,031 â–¼-0.8%535,6930.3%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$119,903$10,075 â–²9.2%1,554,9600.3%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
$113,301$2,441 â–²2.2%176,8230.3%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%676,7530.2%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$110,814$894 â–²0.8%145,2080.2%Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$110,739$2,211 â–²2.0%755,1770.2%Consumer Staples
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$110,239$14,515 â–¼-11.6%366,9140.2%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$109,639$3,652 â–²3.4%2,171,5070.2%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$109,517$4,375 â–²4.2%444,8130.2%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$109,207$82,825 â–²313.9%1,355,4350.2%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$107,900$12,033 â–¼-10.0%355,9640.2%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$106,922$5,147 â–¼-4.6%2,478,4810.2%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$106,577$6,146 â–²6.1%1,886,9830.2%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
$100,820$2,788 â–²2.8%2,979,3220.2%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
$98,969$4,056 â–¼-3.9%136,8870.2%Technology
CAPITAL GROUP CORE BALANCED
$98,470$11,344 â–²13.0%2,594,0480.2%SHS
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$97,565$14,853 â–¼-13.2%1,177,7520.2%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$94,809$19,993 â–²26.7%2,054,3590.2%ETF
SPROTT ASSET MANAGEMENT LP PHYSICAL
$94,021$1,027 â–²1.1%3,116,3620.2%GOLD TR
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$92,928$2,880 â–²3.2%1,366,3920.2%ETF
Chevron Corporation stock logo
CVX
Chevron
$91,086$738 â–²0.8%549,5040.2%Energy
International Business Machines Corporation stock logo
IBM
International Business Machines
$90,319$738 â–¼-0.8%321,1800.2%Technology
GE VERNOVA
$88,716$7,276 â–²8.9%75,5120.2%INC COM
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$88,276$2,397 â–¼-2.6%751,5440.2%Technology
T. Rowe Price Capital Appreciation Equity ETF stock logo
TCAF
T. Rowe Price Capital Appreciation Equity ETF
$88,263$4,072 â–²4.8%2,147,5200.2%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$88,151$39,340 â–¼-30.9%740,8260.2%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$86,266$877 â–²1.0%903,8720.2%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$85,292$1,461 â–²1.7%1,125,3720.2%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
$83,667$108 â–¼-0.1%890,8280.2%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
$82,435$3,453 â–²4.4%1,812,1520.2%ETF
Intel Corporation stock logo
INTC
Intel
$80,978$104 â–²0.1%579,9460.2%Technology
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$78,657$22,660 â–¼-22.4%358,4590.2%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$78,447$7,270 â–¼-8.5%222,4320.2%Consumer Discretionary

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