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CIK: 0002085256
Total reported value
$317.6M
$317.6M
137 檔
30.2%
In Q2 2025, Cambridge Financial Group, LLC's U.S. equity holdings reached a combined market value of $317.6M, distributed across 137 disclosed stock positions.
Cambridge Financial Group, LLC executed strategic sector rebalancing during Q2 2025, establishing 4 new positions while fully exiting 3 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 9.72% | +1.01% | +12.38% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 7.74% | +0.26% | +9.10% | |
| 3 | DFAT | Dimensional US Target Value | ETF-Other | 7.13% | +0.69% | +6.93% | |
| 4 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 5.75% | +0.66% | +11.11% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.69% | +0.63% | +1.48% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.41% | -0.20% | -3.46% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.99% | -0.01% | -0.08% | |
| 8 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.45% | +0.13% | -0.59% | |
| 9 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.93% | -0.02% | +0.15% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.88% | +0.05% | -2.63% | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 1.77% | -0.14% | +0.41% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.76% | -0.02% | -0.93% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.70% | +0.04% | +43.82% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.65% | -0.13% | +1.18% | |
| 15 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 1.61% | +0.06% | +325.82% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.57% | -0.06% | -6.46% | |
| 17 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.47% | -0.03% | +1.33% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.20% | +0.10% | -9.29% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.15% | -0.14% | +10.90% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.14% | -0.04% | -0.93% | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.09% | -0.03% | — | |
| 22 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.08% | +0.09% | +0.13% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.06% | -0.25% | -4.49% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.05% | +0.05% | +48.93% | |
| 25 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.04% | +0.04% | -6.97% | |
| 26 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.92% | +0.01% | +1.32% | |
| 27 | DISV | Dimensional International Sm | ETF-Other | 0.88% | -0.14% | -17.53% | |
| 28 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.88% | +0.15% | +1.68% | |
| 29 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.83% | +0.09% | +18.30% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.81% | -0.02% | +0.75% | |
| 31 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.79% | +0.01% | +37.25% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.72% | -0.13% | +11.01% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.68% | -0.04% | -15.06% | |
| 34 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.67% | — | — | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | +0.03% | -6.43% | |
| 36 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.65% | -0.04% | -4.72% | |
| 37 | AXP | American Express Co | Stock-Financials | 0.64% | +0.01% | -2.11% | |
| 38 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.63% | +0.01% | +10.19% | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.62% | -0.09% | -0.55% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.53% | +0.12% | -17.17% | |
| 41 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.52% | -0.02% | +9.13% | |
| 42 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.52% | -0.05% | +6.65% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | +0.03% | -3.99% | |
| 44 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.50% | +0.06% | -9.69% | |
| 45 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.48% | +0.01% | -0.46% | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.43% | — | -2.13% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.42% | -0.11% | +8.38% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.42% | -0.21% | — | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.41% | -0.02% | -3.29% | |
| 50 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.39% | -0.09% | -0.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VIOV | Vanguard S&p Small-cap 600 V | +1.2% | +325.82% | Add |
| 2 | DFAC | Dimensional US Core Equity 2 | +0.7% | +12.38% | Add |
| 3 | DFIC | Dimensional International Co | +0.6% | +9.10% | Add |
| 4 | SCHB | Schwab US Broad Market ETF | +0.5% | +43.82% | Add |
| 5 | DFEV | Dimensional Emrg Mrkt Val | +0.5% | +11.11% | Add |
| 6 | SCHM | Schwab US Mid Cap ETF | +0.3% | +48.93% | Add |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.2% | +37.25% | Add |
| 8 | DFSI | Dimensional Int Sus Cor1 ETF | +0.1% | +18.30% | Add |
| 9 | AVUV | Avantis US Small Cap Value | +0.1% | +106.69% | Add |
| 10 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +6.65% | Add |
| 11 | SCHG | Schwab US Large-cap Growth | +0.1% | -0.08% | Trim |
| 12 | IWF | Ishares Russell 1000 Growth | +0.1% | +11.01% | Add |
| 13 | NVDA | Nvidia CORP | +0.1% | -3.29% | Trim |
| 14 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 15 | AVGO | Broadcom Inc | +0.1% | +5.26% | Add |
| 16 | DFEM | Dimensional Emrg Mrkt Core | 0% | +1.48% | Add |
| 17 | DFAE | Dimensional Emerging Core Eq | 0% | +9.13% | Add |
| 18 | GE | General Electric | 0% | -0.10% | Trim |
| 19 | DGRO | Ishares Core Dividend Growth | 0% | +10.90% | Add |
| 20 | AXP | American Express Co | 0% | -2.11% | Trim |
| 21 | MDYV | Ss Spdr S&p 400 Mc Val ETF | 0% | +10.19% | Add |
| 22 | DFUS | Dimensional US Eq Mkt ETF | — | +1.68% | Add |
| 23 | MSFT | Microsoft CORP | — | -15.06% | Trim |
| 24 | SCHF | Schwab Intl Equity ETF | 0% | +1.18% | Add |
| 25 | VYMI | Vanguard Int High Dvd Yld In | 0% | +1.33% | Add |
| 26 | IEFA | Ishares Core Msci Eafe ETF | 0% | -0.93% | Trim |
| 27 | DFAT | Dimensional US Target Value | -0.1% | +6.93% | Add |
| 28 | SCHX | Schwab US Large-cap ETF | -0.1% | -0.93% | Trim |
| 29 | DFIV | Dimensional International Va | -0.1% | +0.41% | Add |
| 30 | DFAS | Dimensional US Small Cap ETF | -0.1% | +0.13% | Add |
| 31 | HD | Home Depot Inc | -0.1% | -31.89% | Trim |
| 32 | PEP | Pepsico Inc | -0.1% | -19.56% | Trim |
| 33 | CVX | Chevron CORP | -0.1% | -33.52% | Trim |
| 34 | LLY | Eli Lilly & Co | -0.1% | -23.09% | Trim |
| 35 | SCHA | Schwab US Small-cap ETF | -0.1% | -2.63% | Trim |
| 36 | DFSE | Dimensional Em Sus Core1 ETF | -0.1% | -29.54% | Trim |
| 37 | DFAX | Dimensional World Ex US Core | -0.2% | -3.46% | Trim |
| 38 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -47.23% | Trim |
| 39 | V | Visa Inc-class A Shares | -0.2% | -38.13% | Trim |
| 40 | DISV | Dimensional International Sm | -0.2% | -17.53% | Trim |
| 41 | SCHD | Schwab US Dvd Equity ETF | -0.3% | -4.49% | Trim |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | -0.3% | — | Unchanged |
| 43 | AAPL | Apple Inc | -0.4% | -9.29% | Trim |
| 44 | BSJT | Invesco Bulletshares 2029 Hy | — | NEW | New buy |
| 45 | BSJS | Invesco Bulletshares 2028 Hy | — | NEW | New buy |
| 46 | AVSE | Avantis Resp Emerg Mkts Eq-e | — | NEW | New buy |
| 47 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 48 | 6D8 | Dupont De Nemours Inc | — | EXIT | Sold out |
| 49 | AVDE | Avantis International Equity | — | NEW | New buy |
| 50 | TGT | Target CORP | — | 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 137 disclosed positions in Q2 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, DFIC, DFAT) accounted for 30.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
BSJT
市值: $778.6K
Top Position Liquidated / Trimmed
UNH
前期市值: $270.6K
During Q2 2025, Cambridge Financial Group, LLC's top holdings by market value included DFAC (9.7%)、DFIC (7.7%)、DFAT (7.1%). The largest single position, DFAC, represented 9.7% of total portfolio value.
In Q2 2025, Cambridge Financial Group, LLC made 48 total portfolio adjustments, initiating 4 new buys, adding to 22 positions, trimming 19 holdings, and fully liquidating 3 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.
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