Cambridge Financial Group, LLC — Q4 2025 13F Holdings

Name: Cambridge Financial Group, LLC — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002085256

Total reported value

$295.4M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	DFAC	Dimensional US Core Equity 2	ETF-Other	8.19%	+1.77%	-1.30%
2	DFAT	Dimensional US Target Value	ETF-Other	6.85%	+1.39%	-0.25%
3	DFIC	Dimensional International Co	ETF-Other	6.37%	+1.85%	+3.93%
4	DFEM	Dimensional Emrg Mrkt Core	ETF-Other	5.19%	+1.14%	+4.03%
5	DFEV	Dimensional Emrg Mrkt Val	ETF-Other	4.72%	+1.42%	+1.78%
6	DFAX	Dimensional World Ex US Core	ETF-Other	2.81%	+0.22%	+10.36%
7	SCHG	Schwab US Large-cap Growth	ETF-Other	2.76%	-0.84%	+1.06%
8	SLYV	Ss Spdr S&p 600 Sc Val ETF	ETF-Other	2.53%	-0.30%	+1.15%
9	IJS	Ishares S&p Small-cap 600 Va	ETF-Other	2.09%	-0.71%	+5.59%
10	AAPL	Apple INC	Stock-Tech	1.91%	-0.19%	+32.18%
11	SCHA	Schwab US Small-cap ETF	ETF-Other	1.89%	-0.47%	+6.50%
12	VBR	Vanguard Small-cap Value ETF	ETF-Other	1.82%	-0.90%	+12.97%
13	SCHX	Schwab US Large-cap ETF	ETF-Other	1.65%	-0.78%	+0.56%
14	SCHB	Schwab US Broad Market ETF	ETF-Other	1.61%	—	-0.02%
15	DFIV	Dimensional International Va	ETF-Other	1.56%	-0.24%	+21.43%
16	VYMI	Vanguard Int High Dvd Yld In	ETF-Other	1.48%	-0.53%	+4.70%
17	IWB	Ishares Russell 1000 ETF	ETF-Other	1.45%	-0.20%	+0.38%
18	SCHF	Schwab Intl Equity ETF	ETF-Other	1.40%	-0.22%	+6.98%
19	VIOV	Vanguard S&p Small-cap 600 V	ETF-Other	1.37%	-0.35%	-25.62%
20	SCHD	Schwab US Dvd Equity ETF	ETF-Other	1.27%	—	+3.57%
21	DFAS	Dimensional US Small Cap ETF	ETF-Small Cap	1.15%	-0.30%	+11.09%
22	DGRO	Ishares Core Dividend Growth	ETF-Other	1.12%	+0.13%	-8.21%
23	DIA	Ss Spdr Dow Jones Indus Avg	ETF-Large Cap & Growth	1.06%	-0.23%	+8.72%
24	SCHM	Schwab US Mid Cap ETF	ETF-Other	1.04%	-0.34%	-1.64%
25	VYM	Vanguard High Dvd Yield ETF	ETF-Other	1.00%	-0.25%	+0.63%
26	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.91%	+0.21%	+1.44%
27	SCHV	Schwab US Large-cap Value	ETF-Other	0.90%	-0.14%	+8.35%
28	DFUS	Dimensional US Eq Mkt ETF	ETF-Other	0.79%	—	-1.25%
29	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-Other	0.78%	-0.39%	+30.73%
30	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.78%	—	+57.81%
31	DISV	Dimensional International Sm	ETF-Other	0.73%	—	+16.17%
32	EMXF	Ishares Esg Adv Msci Em ETF	ETF-Other	0.73%	-0.61%	-45.84%
33	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.67%	—	+5.86%
34	VIG	Vanguard Dividend Apprec ETF	ETF-Other	0.67%	-0.31%	+14.83%
35	DFSI	Dimensional Int Sus Cor1 ETF	ETF-Other	0.59%	—	-17.25%
36	MSFT	Microsoft CORP	Stock-Tech	0.59%	-0.17%	+9.63%
37	AXP	American Express Co	Stock-Financials	0.58%	—	+0.87%
38	IWF	Ishares Russell 1000 Growth	ETF-Other	0.57%	—	-9.15%
39	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	0.56%	-0.19%	-29.95%
40	SPEM	State Street Sp Ptf Em ETF	ETF-Other	0.56%	—	+6.23%
41	IWD	Ishares Russell 1000 Value E	ETF-Other	0.55%	—	-4.76%
42	FNDE	Schwab Fndmntl Em Mrk Eq ETF	ETF-Other	0.54%	+0.10%	+3.47%
43	MDYV	Ss Spdr S&p 400 Mc Val ETF	ETF-Other	0.52%	—	-12.88%
44	IWV	Ishares Russell 3000 ETF	ETF-Other	0.50%	-0.23%	—
45	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.50%	—	+12.99%
46	AMZN	Amazon.com INC	Stock-Consumer Disc	0.50%	—	+5.80%
47	DFAE	Dimensional Emerging Core Eq	ETF-Emerging Markets	0.47%	—	+5.97%
48	DFSE	Dimensional Em Sus Core1 ETF	ETF-Other	0.41%	—	+5.12%
49	IXUS	Ishares Core Intl Stock ETF	ETF-Other	0.41%	—	+10.44%
50	DFSU	Dimensional US Sus Core1 ETF	ETF-Other	0.41%	—	-3.62%

1–50 of 169

Holding changes this quarter

Position changes disclosed by Cambridge Financial Group, LLC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	AAPL	Apple INC	+0.6%	+32.18%	Add
2	VBR	Vanguard Small-cap Value ETF	+0.3%	+12.97%	Add
3	QQQ	Invesco Qqq Trust Series 1	+0.3%	+57.81%	Add
4	DFAT	Dimensional US Target Value	+0.3%	-0.25%	Trim
5	DFIV	Dimensional International Va	+0.3%	+21.43%	Add
6	IJS	Ishares S&p Small-cap 600 Va	+0.3%	+5.59%	Add
7	VO	Vanguard Mid-cap ETF	+0.2%	+120.86%	Add
8	SCHE	Schwab Emrg Mrkts Eqty ETF	+0.1%	+30.73%	Add
9	PEP	Pepsico INC	+0.1%	+70.40%	Add
10	JPM	Jpmorgan Chase & Co	+0.1%	+73.15%	Add
11	MRK	Merck & Co. INC.	+0.1%	+44.79%	Add
12	SCHB	Schwab US Broad Market ETF	0%	-0.02%	Trim
13	SCHX	Schwab US Large-cap ETF	0%	+0.56%	Add
14	SCHG	Schwab US Large-cap Growth	0%	+1.06%	Add
15	DFUS	Dimensional US Eq Mkt ETF	0%	-1.25%	Trim
16	MDYV	Ss Spdr S&p 400 Mc Val ETF	-0.1%	-12.88%	Trim
17	FNDE	Schwab Fndmntl Em Mrk Eq ETF	-0.1%	+3.47%	Add
18	AVUV	Avantis US Small Cap Value	-0.1%	-43.30%	Trim
19	GEV	GE Vernova INC	-0.1%	—	Unchanged
20	MUB	Ishares National Muni Bond E	-0.1%	-48.69%	Trim
21	DGRO	Ishares Core Dividend Growth	-0.1%	-8.21%	Trim
22	IEFA	Ishares Core Msci Eafe ETF	-0.1%	+1.44%	Add
23	IWF	Ishares Russell 1000 Growth	-0.1%	-9.15%	Trim
24	GE	General Electric	-0.1%	—	Unchanged
25	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	-0.1%	-38.28%	Trim
26	NVDA	Nvidia CORP	-0.1%	-13.37%	Trim
27	DFAX	Dimensional World Ex US Core	-0.1%	+10.36%	Add
28	DFSI	Dimensional Int Sus Cor1 ETF	-0.2%	-17.25%	Trim
29	BSJT	Invesco Bulletshares 2029 Hy	-0.2%	-63.36%	Trim
30	VTEB	Vanguard Tax-exempt Bond ETF	-0.2%	-64.59%	Trim
31	VCIT	Vanguard Int-term Corporate	-0.2%	-29.95%	Trim
32	DFEM	Dimensional Emrg Mrkt Core	-0.2%	+4.03%	Add
33	VIOV	Vanguard S&p Small-cap 600 V	-0.3%	-25.62%	Trim
34	DFAC	Dimensional US Core Equity 2	-0.4%	-1.30%	Trim
35	DFEV	Dimensional Emrg Mrkt Val	-0.4%	+1.78%	Add
36	IBIT	Ishares Bitcoin Trust ETF	-0.4%	-74.81%	Trim
37	BRK-A	Berkshire Hathaway Inc-cl A	-0.5%	-66.67%	Trim
38	EMXF	Ishares Esg Adv Msci Em ETF	-0.5%	-45.84%	Trim
39	DFIC	Dimensional International Co	-0.6%	+3.93%	Add
40	TLT	iShares 20+ Year Treasury Bond ETF	—	EXIT	Sold out
41	IOO	Ishares Global 100 ETF	—	NEW	New buy
42	VNQ	Vanguard Real Estate ETF	—	NEW	New buy
43	NUE	Nucor CORP	—	NEW	New buy
44	BSJS	Invesco Bulletshares 2028 Hy	—	EXIT	Sold out
45	BSMQ	Invesco Bulletshares 2026 Mb	—	EXIT	Sold out
46	BSGT	Invesco Bulletshares 2029 Treasury Bond ETF	—	EXIT	Sold out
47	VUG	Vanguard Growth ETF	—	NEW	New buy
48	NOC	Northrop Grumman CORP	—	NEW	New buy
49	ONTO	Onto Innovation INC	—	NEW	New buy
50	AVSE	Avantis Resp Emerg Mkts Eq-e	—	EXIT	Sold out