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CIK: 0002085256
Total reported value
$317.1M
$317.1M
155 檔
42.2%
The Q2 2026 SEC filing reveals that Cambridge Financial Group, LLC held a total portfolio value of $317.1M, covering 155 public equity positions.
In Q2 2026, Cambridge Financial Group, LLC adopted a defensive or profit-taking posture, trimming 77 positions and completely liquidating 22 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 10.97% | +0.02% | +3.67% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 8.93% | +0.01% | +4.04% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 8.48% | +0.01% | +5.67% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.97% | +0.02% | +0.50% | |
| 5 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 6.80% | +0.01% | -0.23% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.83% | — | -7.55% | |
| 7 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.36% | — | -1.60% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.91% | — | -8.24% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.82% | — | — | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.52% | — | -4.15% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.47% | — | -10.70% | |
| 12 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.36% | — | -8.73% | |
| 13 | DFIV | Dimensional International Va | ETF-Other | 1.18% | — | -6.23% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.16% | — | -13.35% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.11% | — | -11.85% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.08% | — | -2.72% | |
| 17 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 1.08% | — | -1.01% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.05% | +0.01% | -13.94% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.94% | — | — | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.94% | — | +2.74% | |
| 21 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.92% | — | +0.07% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.90% | — | -18.31% | |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.87% | — | — | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.86% | — | -10.22% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.85% | — | -8.53% | |
| 26 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.82% | — | +12.76% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.78% | — | — | |
| 28 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.77% | — | -5.31% | |
| 29 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.76% | — | +14.04% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.75% | +0.01% | -2.43% | |
| 31 | DISV | Dimensional International Sm | ETF-Other | 0.64% | — | -13.55% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | — | -2.02% | |
| 33 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.63% | — | -1.75% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | — | -27.64% | |
| 35 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.60% | — | -2.42% | |
| 36 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.56% | — | -2.43% | |
| 37 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.55% | +0.01% | +7.98% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.54% | — | -27.79% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.52% | — | +196.94% | |
| 40 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.49% | — | — | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | +0.01% | +0.72% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.01% | +42.92% | |
| 43 | AXP | American Express Co | Stock-Financials | 0.48% | — | -2.19% | |
| 44 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.45% | — | +12.50% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | — | -11.37% | |
| 46 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.42% | — | -13.86% | |
| 47 | GEV | GE Vernova Inc | Stock-Industrials | 0.41% | — | — | |
| 48 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.40% | — | +2.22% | |
| 49 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.40% | — | +0.06% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.39% | — | -26.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +1% | +3.67% | Add |
| 2 | DFAT | Dimensional US Target Value | +0.7% | +4.04% | Add |
| 3 | DFEV | Dimensional Emrg Mrkt Val | +0.7% | -0.23% | Trim |
| 4 | DFEM | Dimensional Emrg Mrkt Core | +0.6% | +0.50% | Add |
| 5 | DFIC | Dimensional International Co | +0.3% | +5.67% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | +42.92% | Add |
| 7 | DFUS | Dimensional US Eq Mkt ETF | +0.2% | +12.76% | Add |
| 8 | SLYV | Ss Spdr S&p 600 Sc Val ETF | +0.1% | -1.60% | Trim |
| 9 | INTC | Intel CORP | +0.1% | -5.85% | Trim |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | — | Unchanged |
| 11 | AAPL | Apple Inc | +0.1% | — | Unchanged |
| 12 | DFAS | Dimensional US Small Cap ETF | +0.1% | +2.74% | Add |
| 13 | DFSI | Dimensional Int Sus Cor1 ETF | +0.1% | +14.04% | Add |
| 14 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 15 | DFSE | Dimensional Em Sus Core1 ETF | +0.1% | +12.50% | Add |
| 16 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.1% | NEW | New buy |
| 17 | IBIL | Ishares Ibonds Oct 2035 Tips | +0.1% | NEW | New buy |
| 18 | AMAT | Applied Materials Inc | +0.1% | NEW | New buy |
| 19 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | NEW | New buy |
| 20 | CSCO | Cisco Systems Inc | +0.1% | +0.02% | Add |
| 21 | Q | Qnity Electronics Inc | +0.1% | NEW | New buy |
| 22 | URI | United Rentals Inc | +0.1% | NEW | New buy |
| 23 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | NEW | New buy |
| 24 | VIOV | Vanguard S&p Small-cap 600 V | +0.1% | -1.01% | Trim |
| 25 | DFSU | Dimensional US Sus Core1 ETF | +0.1% | +7.98% | Add |
| 26 | QCOM | Qualcomm Inc | +0.1% | -1.98% | Trim |
| 27 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 28 | EUHY | Ishares Euro High Yield CORP | +0.1% | NEW | New buy |
| 29 | SCHA | Schwab US Small-cap ETF | +0.1% | -10.70% | Trim |
| 30 | SCHM | Schwab US Mid Cap ETF | +0.1% | -2.43% | Trim |
| 31 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 32 | GE | General Electric | +0.1% | — | Unchanged |
| 33 | CAT | Caterpillar Inc | +0.1% | +1.37% | Add |
| 34 | SCHB | Schwab US Broad Market ETF | 0% | -4.15% | Trim |
| 35 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | — | Unchanged |
| 36 | LLY | Eli Lilly & Co | 0% | -3.28% | Trim |
| 37 | ESML | Ishares Esg Aware Msci USA S | 0% | +0.06% | Add |
| 38 | TXN | Texas Instruments Inc | 0% | — | Unchanged |
| 39 | NUE | Nucor CORP | 0% | — | Unchanged |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -2.02% | Trim |
| 41 | AMZN | Amazon.com Inc | 0% | +0.72% | Add |
| 42 | IJT | Ishares S&p Small-cap 600 Gr | 0% | +10.82% | Add |
| 43 | AVGO | Broadcom Inc | 0% | +1.46% | Add |
| 44 | VXUS | Vanguard Total Intl Stock | 0% | +2.37% | Add |
| 45 | EEMV | Ishares Msci Emg Mkt Min Vol | 0% | — | Unchanged |
| 46 | IBTG | Ishares Ibonds Dec 2026 Term | 0% | +21.52% | Add |
| 47 | IEMG | Ishares Core Msci Emerging | 0% | -3.48% | Trim |
| 48 | AVEM | Avantis Emerging Markets Eq | 0% | -1.06% | Trim |
| 49 | XJR | Ishr Esg Ss S&p Smal-cap-usd | 0% | — | Unchanged |
| 50 | ITOT | Ishares Core S&p Total U.s. | 0% | — | Unchanged |
According to official SEC Form 13F filings, Cambridge Financial Group, LLC reported a total U.S. public equity portfolio value of $317.1M across 155 disclosed positions in Q2 2026.
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 42.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
FRDM
市值: $263.9K
Top Position Liquidated / Trimmed
VCIT
前期市值: $1.1M
During Q2 2026, Cambridge Financial Group, LLC's top holdings by market value included DFAC (11.0%)、DFAT (8.9%)、DFIC (8.5%). The largest single position, DFAC, represented 11.0% of total portfolio value.
In Q2 2026, Cambridge Financial Group, LLC made 139 total portfolio adjustments, initiating 9 new buys, adding to 31 positions, trimming 77 holdings, and fully liquidating 22 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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