13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002085256
Total reported value
$317.6M
$317.6M
136 檔
25.4%
As reported in its official Q1 2025 Form 13F filing, Cambridge Financial Group, LLC's tracked investment portfolio stood at $317.6M with 136 total positions.
In Q1 2025, Cambridge Financial Group, LLC displayed an active expansion posture, initiating 9 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 9.00% | +1.01% | -3.79% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 7.19% | +0.69% | -2.25% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 7.16% | +0.26% | +0.57% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.65% | +0.63% | +2.85% | |
| 5 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 5.28% | +0.66% | -2.64% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.56% | -0.20% | +0.24% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.90% | -0.01% | -0.58% | |
| 8 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.74% | +0.13% | -0.44% | |
| 9 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 2.14% | -0.02% | +0.33% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.02% | +0.05% | +5.22% | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 1.83% | -0.14% | -6.68% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.82% | -0.02% | +0.43% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.81% | -0.06% | -6.17% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.66% | -0.13% | +4.62% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.61% | +0.10% | +7.81% | |
| 16 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.51% | -0.03% | +1.03% | |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.36% | -0.03% | — | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.31% | -0.25% | -1.06% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.21% | +0.04% | +1.83% | |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.20% | +0.04% | +10.40% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.18% | -0.04% | -0.18% | |
| 22 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.14% | +0.09% | -6.69% | |
| 23 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.13% | -0.14% | +0.46% | |
| 24 | DISV | Dimensional International Sm | ETF-Other | 1.07% | -0.14% | +13.44% | |
| 25 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.98% | +0.01% | -0.54% | |
| 26 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.88% | +0.15% | -4.58% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.86% | -0.02% | +1.30% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.74% | +0.05% | -2.03% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.73% | +0.03% | +21.33% | |
| 30 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.72% | -0.04% | +2.04% | |
| 31 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.71% | +0.09% | +10.14% | |
| 32 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.70% | — | — | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.68% | -0.04% | +1.94% | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.63% | -0.09% | +0.08% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.63% | -0.13% | — | |
| 36 | AXP | American Express Co | Stock-Financials | 0.63% | +0.01% | — | |
| 37 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.62% | +0.01% | +4.15% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.62% | +0.12% | +1.84% | |
| 39 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.59% | +0.01% | -35.26% | |
| 40 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.57% | +0.06% | +16.34% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | +0.03% | +1.70% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.51% | — | — | |
| 43 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.49% | +0.01% | -7.27% | |
| 44 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.49% | -0.05% | -37.52% | |
| 45 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.49% | -0.02% | -4.48% | |
| 46 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.48% | +0.08% | +2.88% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.46% | -0.21% | — | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.43% | -0.11% | +0.06% | |
| 49 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.42% | -0.05% | — | |
| 50 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.42% | +0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFIC | Dimensional International Co | +0.5% | +0.57% | Add |
| 2 | DISV | Dimensional International Sm | +0.2% | +13.44% | Add |
| 3 | DFEM | Dimensional Emrg Mrkt Core | +0.2% | +2.85% | Add |
| 4 | DFAX | Dimensional World Ex US Core | +0.2% | +0.24% | Add |
| 5 | SCHF | Schwab Intl Equity ETF | +0.2% | +4.62% | Add |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +109.83% | Add |
| 7 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +1.03% | Add |
| 8 | TSLA | Tesla Inc | +0.1% | +266.48% | Add |
| 9 | CVX | Chevron CORP | +0.1% | +54.44% | Add |
| 10 | DFSI | Dimensional Int Sus Cor1 ETF | +0.1% | +10.14% | Add |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +21.33% | Add |
| 12 | TLT | iShares 20+ Year Treasury Bond ETF | +0.1% | +48.10% | Add |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | +10.40% | Add |
| 14 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | -0.18% | Trim |
| 15 | HD | Home Depot Inc | +0.1% | +56.24% | Add |
| 16 | KO | Coca-cola Co/the | +0.1% | +42.57% | Add |
| 17 | DFIV | Dimensional International Va | +0.1% | -6.68% | Trim |
| 18 | IWF | Ishares Russell 1000 Growth | -0.1% | — | Unchanged |
| 19 | GOOGL | Alphabet Inc-cl A | -0.1% | -1.45% | Trim |
| 20 | AMZN | Amazon.com Inc | -0.1% | +1.70% | Add |
| 21 | MSFT | Microsoft CORP | -0.1% | +1.94% | Add |
| 22 | AXP | American Express Co | -0.1% | — | Unchanged |
| 23 | EDIV | State Street Spdr S&p Emergi | -0.1% | -30.26% | Trim |
| 24 | SCHX | Schwab US Large-cap ETF | -0.1% | +0.43% | Add |
| 25 | DFUS | Dimensional US Eq Mkt ETF | -0.1% | -4.58% | Trim |
| 26 | AAPL | Apple Inc | -0.1% | +7.81% | Add |
| 27 | VB | Vanguard Small-cap ETF | -0.1% | -34.72% | Trim |
| 28 | SCHA | Schwab US Small-cap ETF | -0.1% | +5.22% | Add |
| 29 | DFAS | Dimensional US Small Cap ETF | -0.2% | -6.69% | Trim |
| 30 | VT | Vanguard Tot World Stk ETF | -0.2% | -40.79% | Trim |
| 31 | VO | Vanguard Mid-cap ETF | -0.2% | -66.34% | Trim |
| 32 | IJS | Ishares S&p Small-cap 600 Va | -0.3% | +0.33% | Add |
| 33 | VBR | Vanguard Small-cap Value ETF | -0.3% | -6.17% | Trim |
| 34 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.3% | -35.26% | Trim |
| 35 | SLYV | Ss Spdr S&p 600 Sc Val ETF | -0.4% | -0.44% | Trim |
| 36 | DFSV | Dimensional US Small Cap Val | -0.4% | -37.52% | Trim |
| 37 | SCHG | Schwab US Large-cap Growth | -0.4% | -0.58% | Trim |
| 38 | DFAT | Dimensional US Target Value | -0.8% | -2.25% | Trim |
| 39 | DFAC | Dimensional US Core Equity 2 | -0.9% | -3.79% | Trim |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 41 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | New buy |
| 42 | VIOV | Vanguard S&p Small-cap 600 V | — | NEW | New buy |
| 43 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 44 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 46 | VUG | Vanguard Growth ETF | — | EXIT | Sold out |
| 47 | BAC | Bank Of America CORP | — | NEW | New buy |
| 48 | NFLX | Netflix Inc | — | NEW | New buy |
| 49 | TGT | Target CORP | — | NEW | New buy |
| 50 | BKNG | Booking Holdings Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Cambridge Financial Group, LLC reported a total U.S. public equity portfolio value of $317.6M across 136 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAT, DFIC) accounted for 25.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-A
市值: $3.2M
Top Position Liquidated / Trimmed
VUG
前期市值: $281.8K
During Q1 2025, Cambridge Financial Group, LLC's top holdings by market value included DFAC (9.0%)、DFAT (7.2%)、DFIC (7.2%). The largest single position, DFAC, represented 9.0% of total portfolio value.
In Q1 2025, Cambridge Financial Group, LLC made 48 total portfolio adjustments, initiating 9 new buys, adding to 21 positions, trimming 16 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.