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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 $45.20 billion in total holdings as of September 30, 2026.
  • Cambridge Investment Research Advisors, Inc. owns shares of 4,033 different stocks, but just 463 companies or ETFs make up 80% of its holdings.
  • Approximately 5.88% of the portfolio was purchased this quarter.
  • About 3.37% of the portfolio was sold this quarter.
  • This quarter, Cambridge Investment Research Advisors, Inc. has purchased 4,043 new stocks and bought additional shares in 1,861 stocks.
  • Cambridge Investment Research Advisors, Inc. sold shares of 1,833 stocks and completely divested from 263 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF
$1,431,258,000
Apple
$1,426,719,000
NVIDIA
$1,279,787,000
Invesco QQQ
$936,510,000

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS
$184,332,000 Holding
25239Y220 - DFA INVT DIMENSIONS GROUP IN U.S.
$25,353,000 Holding
26824D779 - EA SERIES TRUST QUALIVIAN
$23,083,000 Holding
25239Y196 - DFA INVT DIMENSIONS GROUP IN U.S.
$21,065,000 Holding
09290C665 - BLACKROCK ETF TRUST ISHA SYST AL
$14,116,000 Holding

Largest Purchases this Quarter

EXXONMOBIL HOLDINGS
1,132,609 shares (about $184.33M)
CrowdStrike
406,921 shares (about $107.73M)
ISHARES TR 0-3 MTH
923,650 shares (about $92.99M)
Invesco NASDAQ 100 ETF
168,347 shares (about $51.29M)
SPACE EXPLORATION TECHN CORP CLASS
309,046 shares (about $46.62M)

Largest Sales this Quarter

PROFESIONALLY MANAGED PORTFO AKRE
753,376 shares (about $39.68M)
Berkshire Hathaway
71,686 shares (about $35.70M)
SPDR Gold Shares
75,047 shares (about $28.58M)
Technology Select Sector SPDR Fund
138,236 shares (about $27.06M)
iShares TIPS Bond ETF
253,162 shares (about $26.34M)

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
$1,431,258,000$7,877,664 ▼-0.5%2,042,1463.2%ETF
Apple Inc. stock logo
AAPL
Apple
$1,426,719,000$26,077,459 ▼-1.8%4,284,1853.2%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,279,787,000$21,567,980 ▼-1.7%5,603,7612.8%Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$936,510,000$3,078,184 ▲0.3%1,265,9472.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$880,659,000$6,690,469 ▼-0.8%1,149,9101.9%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$799,896,000$12,845,406 ▼-1.6%2,137,3891.8%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$661,595,000$567,780 ▼-0.1%1,289,9101.5%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$615,522,000$2,267,762 ▼-0.4%2,470,4891.4%Consumer Discretionary
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$530,773,000$3,177,589 ▼-0.6%6,247,3281.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$509,634,000$12,084,626 ▼-2.3%668,2591.1%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$392,216,000$9,141,541 ▲2.4%8,028,9900.9%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$362,616,000$30,397,430 ▲9.1%4,039,8360.8%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$345,973,000$4,175,753 ▲1.2%1,005,5020.8%Communication Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$334,514,000$35,696,007 ▼-9.6%671,7830.7%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$328,223,000$5,602,327 ▼-1.7%3,642,4650.7%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$313,647,000$5,120,991 ▼-1.6%920,4860.7%Communication Services
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$293,802,000$23,374,117 ▲8.6%3,752,7380.7%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$264,422,000$22,683,514 ▲9.4%5,575,0010.6%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$260,588,000$51,285,202 ▲24.5%855,3970.6%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$258,020,000$25,404,769 ▼-9.0%3,654,1570.6%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$252,304,000$215,631 ▼-0.1%718,4250.6%Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$244,847,000$13,994,513 ▲6.1%229,8790.5%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$234,754,000$13,432,478 ▼-5.4%323,7190.5%Communication Services
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$231,884,000$15,558,416 ▲7.2%7,128,3270.5%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$230,140,000$9,488,405 ▼-4.0%376,1930.5%Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$227,572,000$2,039,147 ▲0.9%1,053,1840.5%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$225,498,000$1,807,321 ▼-0.8%681,6140.5%Finance
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$210,094,000$6,395,460 ▲3.1%1,386,0280.5%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$208,609,000$1,763,392 ▼-0.8%180,2890.5%Healthcare
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$202,170,000$1,503,452 ▼-0.7%866,5280.4%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$195,363,000$3,200,871 ▲1.7%2,784,9350.4%ETF
PALANTIR TECHNOLOGIES
$194,164,000$5,420,515 ▼-2.7%1,038,0340.4%INC CL A
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$190,896,000$27,059,643 ▼-12.4%975,2050.4%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$189,263,000$28,580,841 ▼-13.1%496,9630.4%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$188,666,000$20,504,218 ▼-9.8%2,826,0310.4%ETF
EXXONMOBIL HOLDINGS
$184,332,000$184,332,000 ▲New Holding1,132,6090.4%CORP COM SHS
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$183,637,000$10,312,722 ▲5.9%1,461,2650.4%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$180,277,000$822,837 ▲0.5%1,967,2280.4%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$175,631,000$2,060,219 ▲1.2%216,6170.4%Industrials
Tesla, Inc. stock logo
TSLA
Tesla
$174,067,000$3,454,076 ▼-1.9%490,5920.4%Consumer Discretionary
ISHARES TR 0-3 MTH
$164,412,000$92,992,939 ▲130.2%1,633,0180.4%TREASURY
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$162,644,000$9,944,100 ▼-5.8%1,047,9670.4%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$160,859,000$1,367,975 ▲0.9%1,130,7370.4%ETF
Putnam Focused Large Cap Value ETF stock logo
PVAL
Putnam Focused Large Cap Value ETF
$159,346,000$7,004,622 ▲4.6%3,028,2380.4%ETF
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$150,620,000$10,077,968 ▲7.2%3,786,3160.3%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$149,969,000$812,111 ▼-0.5%720,9350.3%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$147,903,000$256,620 ▼-0.2%565,4000.3%Healthcare
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$147,156,000$14,243,641 ▲10.7%1,518,9560.3%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$146,176,000$107,732,222 ▲280.2%552,1290.3%Technology
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$144,236,000$761,885 ▼-0.5%3,241,2580.3%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$143,760,000$3,449,588 ▼-2.3%3,067,2050.3%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$142,678,000$3,815,630 ▼-2.6%1,509,1830.3%ETF
WALMART
$141,235,000$469,303 ▲0.3%1,359,0740.3%INC COM
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$137,262,000$12,169,710 ▲9.7%225,3880.3%ETF
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$134,352,000$15,132,793 ▲12.7%1,301,3580.3%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$133,940,000$2,807,391 ▲2.1%293,6060.3%Technology
Visa Inc. stock logo
V
Visa
$131,386,000$4,999,353 ▼-3.7%365,6420.3%Finance
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$131,262,000$913,179 ▼-0.7%3,503,1320.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$131,141,000$2,307,742 ▲1.8%495,3570.3%Healthcare
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$129,534,000$7,246,060 ▲5.9%567,4350.3%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$125,236,000$1,044,164 ▼-0.8%137,5700.3%Consumer Staples
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$121,015,000$2,436,462 ▲2.1%237,9610.3%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$118,043,000$11,956,612 ▲11.3%2,099,6580.3%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$117,280,000$5,400,776 ▲4.8%1,630,0230.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$115,772,000$1,573,579 ▼-1.3%851,0120.3%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$113,423,000$6,375,687 ▲6.0%3,156,7690.3%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$112,937,000$1,414,241 ▲1.3%1,478,2320.2%ETF
Chevron Corporation stock logo
CVX
Chevron
$112,039,000$175,212 ▼-0.2%548,6460.2%Energy
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$111,042,000$1,329,606 ▲1.2%764,3290.2%Consumer Staples
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$111,001,000$1,529,274 ▼-1.4%667,5560.2%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$109,971,000$19,394,092 ▲21.4%2,494,2330.2%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$109,360,000$236,099 ▼-0.2%2,166,8290.2%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$108,779,000$2,485,834 ▲2.3%1,387,1340.2%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$107,802,000$6,788,168 ▲6.7%2,140,2010.2%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$106,650,000$59,925 ▲0.1%1,094,5240.2%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$106,519,000$5,970,164 ▲5.9%187,3220.2%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$105,544,000$38,672,287 ▲57.8%1,779,5380.2%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$104,338,000$3,760,847 ▲3.7%2,571,1580.2%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$104,211,000$366,280 ▲0.4%353,3640.2%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$103,992,000$9,355,834 ▲9.9%1,501,4750.2%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$102,204,000$935,971 ▲0.9%359,2540.2%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$101,817,000$1,215,367 ▼-1.2%439,5660.2%ETF
CAPITAL GROUP CORE BALANCED
$101,353,000$6,021,399 ▲6.3%2,757,8950.2%SHS
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$100,268,000$27,685,123 ▲38.1%1,122,6960.2%ETF
SPROTT ASSET MANAGEMENT LP PHYSICAL
$99,917,000$2,468,482 ▲2.5%3,195,3030.2%GOLD TR
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$98,833,000$2,819,845 ▼-2.8%789,0250.2%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$98,515,000$3,446,955 ▼-3.4%354,5100.2%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$96,990,000$25,954,212 ▲36.5%1,577,0780.2%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$96,092,000$4,910,671 ▲5.4%780,7240.2%ETF
Schwab Fundamental U.S. Large Company ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company ETF
$94,073,000$22,364,323 ▲31.2%2,989,2900.2%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$91,632,000$3,954,359 ▼-4.1%1,129,0290.2%ETF
T. Rowe Price Capital Appreciation Equity ETF stock logo
TCAF
T. Rowe Price Capital Appreciation Equity ETF
$91,053,000$277,333 ▲0.3%2,154,0810.2%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$87,244,000$1,384,678 ▲1.6%918,4490.2%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$86,776,000$1,656,358 ▲1.9%2,892,5360.2%ETF
SPACE EXPLORATION TECHN CORP CLASS
$85,870,000$46,622,863 ▲118.8%569,2010.2%A COM STK
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$82,180,000$731,217 ▲0.9%797,1680.2%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$79,853,000$4,988,862 ▼-5.9%1,059,1980.2%ETF
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock logo
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
$79,843,000$10,211,991 ▲14.7%450,8100.2%ETF
Fidelity MSCI Information Technology Index ETF stock logo
FTEC
Fidelity MSCI Information Technology Index ETF
$77,796,000$514,599 ▲0.7%259,2700.2%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$77,496,000$3,025,651 ▼-3.8%1,063,6310.2%ETF

Showing largest 100 holdings. View all holdings.
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