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CIK: 0002085256
Total reported value
$317.6M
$317.6M
169 檔
28.4%
During the Q4 2025 filing period, Cambridge Financial Group, LLC (CIK: 0002085256) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $317.6M across 169 reported positions.
Cambridge Financial Group, LLC executed strategic sector rebalancing during Q4 2025, establishing 6 new positions while fully exiting 5 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 | 8.19% | +1.01% | -1.30% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 6.85% | +0.69% | -0.25% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 6.37% | +0.26% | +3.93% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.19% | +0.63% | +4.03% | |
| 5 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 4.72% | +0.66% | +1.78% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.81% | -0.20% | +10.36% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.76% | -0.01% | +1.06% | |
| 8 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.53% | +0.13% | +1.15% | |
| 9 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 2.09% | -0.02% | +5.59% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.91% | +0.10% | +32.18% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.89% | +0.05% | +6.50% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.82% | -0.06% | +12.97% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.65% | -0.02% | +0.56% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.61% | +0.04% | -0.02% | |
| 15 | DFIV | Dimensional International Va | ETF-Other | 1.56% | -0.14% | +21.43% | |
| 16 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.48% | -0.03% | +4.70% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.45% | -0.09% | +0.38% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.40% | -0.13% | +6.98% | |
| 19 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 1.37% | +0.06% | -25.62% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.27% | -0.25% | +3.57% | |
| 21 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.15% | +0.09% | +11.09% | |
| 22 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.12% | -0.14% | -8.21% | |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.06% | +0.04% | +8.72% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.04% | +0.05% | -1.64% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.00% | -0.21% | +0.63% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.91% | -0.04% | +1.44% | |
| 27 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.90% | +0.01% | +8.35% | |
| 28 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.79% | +0.15% | -1.25% | |
| 29 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.78% | +0.01% | +30.73% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.78% | +0.12% | +57.81% | |
| 31 | DISV | Dimensional International Sm | ETF-Other | 0.73% | -0.14% | +16.17% | |
| 32 | EMXF | Ishares Esg Adv Msci Em ETF | ETF-Other | 0.73% | +0.01% | -45.84% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | +0.03% | +5.86% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.67% | -0.02% | +14.83% | |
| 35 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.59% | +0.09% | -17.25% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | -0.04% | +9.63% | |
| 37 | AXP | American Express Co | Stock-Financials | 0.58% | +0.01% | +0.87% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.57% | -0.13% | -9.15% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.56% | -0.37% | EXIT | |
| 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% | -0.11% | -4.76% | |
| 42 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.54% | -0.04% | +3.47% | |
| 43 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.52% | +0.01% | -12.88% | |
| 44 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.50% | -0.04% | — | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.50% | -0.04% | +12.99% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | +0.03% | +5.80% | |
| 47 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.47% | -0.02% | +5.97% | |
| 48 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.41% | +0.08% | +5.12% | |
| 49 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.41% | +0.01% | +10.44% | |
| 50 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.41% | +0.06% | -3.62% |
According to official SEC Form 13F filings, Cambridge Financial Group, LLC reported a total U.S. public equity portfolio value of $317.6M across 169 disclosed positions in Q4 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 28.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
IOO
市值: $591.0K
Top Position Liquidated / Trimmed
TLT
前期市值: $1.0M
During Q4 2025, Cambridge Financial Group, LLC's top holdings by market value included DFAC (8.2%)、DFAT (6.8%)、DFIC (6.4%). The largest single position, DFAC, represented 8.2% of total portfolio value.
In Q4 2025, Cambridge Financial Group, LLC made 48 total portfolio adjustments, initiating 6 new buys, adding to 18 positions, trimming 19 holdings, and fully liquidating 5 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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