Cambridge Investment Research Advisors, Inc. — Q4 2025 13F Holdings

Name: Cambridge Investment Research Advisors, Inc. — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001419186

Total reported value

$38.8B

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Full holdings list this quarter

Showing top 200 holdings (of 3812 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	3.16%	-0.18%	-2.63%
2	AAPL	Apple INC	Stock-Tech	3.15%	-0.27%	-0.37%
3	NVDA	Nvidia CORP	Stock-Tech	2.71%	-0.16%	-0.49%
4	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	2.14%	-0.25%	-1.45%
5	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	1.84%	—	-1.28%
6	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	1.81%	+0.22%	-1.03%
7	MSFT	Microsoft CORP	Stock-Tech	1.58%	-0.36%	+1.46%
8	AMZN	Amazon.com INC	Stock-Consumer Disc	1.48%	-0.17%	+1.21%
9	VXUS	Vanguard Total Intl Stock	ETF-Other	1.27%	—	-0.35%
10	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.25%	-0.17%	+5.13%
11	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	1.05%	-0.13%	+4.40%
12	CGDV	Cap Group Dividend Value	ETF-Other	0.81%	—	+12.33%
13	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.81%	—	-0.02%
14	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.80%	-0.11%	+0.77%
15	VUG	Vanguard Growth ETF	ETF-Other	0.66%	—	+2.44%
16	GLD	Spdr Gold Shares	ETF-Commodities	0.62%	—	-2.24%
17	AVGO	Broadcom INC	Stock-Tech	0.62%	—	+1.42%
18	META	Meta Platforms Inc-class A	Stock-Comm Services	0.60%	-0.10%	+3.47%
19	TSLA	Tesla INC	Stock-Consumer Disc	0.59%	-0.12%	-2.21%
20	PLTR	Palantir Technologies Inc-a	Stock-Tech	0.55%	-0.15%	-1.46%
21	JPM	Jpmorgan Chase & Co	Stock-Financials	0.55%	—	+0.77%
22	COWZ	Pacer US Cash Cows 100 ETF	ETF-Other	0.52%	—	-15.20%
23	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.52%	+0.05%	-6.36%
24	CGGR	Cap Group Growth Equity	ETF-Other	0.51%	—	+16.25%
25	VIG	Vanguard Dividend Apprec ETF	ETF-Other	0.50%	—	-2.17%
26	RDVY	First Trust Rising Dividend	ETF-Other	0.50%	+0.07%	+4.53%
27	LLY	Eli Lilly & Co	Stock-Healthcare	0.49%	-0.08%	-1.62%
28	BND	Vanguard Total Bond Market	ETF-Other	0.49%	—	+3.96%
29	VTV	Vanguard Value ETF	ETF-Other	0.48%	+0.04%	-4.02%
30	XLK	Ss Technology Select Sector	ETF-Tech	0.47%	-0.07%	+100.54%
31	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.46%	+0.06%	-7.57%
32	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	0.45%	—	-29.85%
33	JPST	Jpmorgan Ultra-short Income	ETF-Other	0.44%	—	+34.28%
34	VYM	Vanguard High Dvd Yield ETF	ETF-Other	0.41%	—	+8.26%
35	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	0.41%	+0.22%	+33.46%
36	WMT	Walmart INC	Stock-Consumer Staples	0.39%	+0.04%	+2.85%
37	AGG	Ishares Core U.s. Aggregate	ETF-Other	0.37%	—	+5.76%
38	XOM	Exxon Mobil CORP	Stock-Energy	0.37%	+0.13%	+0.66%
39	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.37%	—	-1.83%
40	V	Visa Inc-class A Shares	Stock-Financials	0.36%	-0.06%	-0.69%
41	USMV	Ishares Msci USA Min Vol Fac	ETF-Other	0.35%	—	+20.87%
42	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	0.35%	—	+1.42%
43	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.35%	—	-13.77%
44	VGT	Vanguard Info Tech ETF	ETF-Tech	0.34%	—	+0.17%
45	ABBV	Abbvie INC	Stock-Healthcare	0.33%	—	+1.82%
46	CAT	Caterpillar INC	Stock-Industrials	0.32%	+0.06%	+2.86%
47	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.31%	+0.05%	-0.03%
48	BUFR	Ft Vest Lad Buffervetf-usd I	ETF-Other	0.30%	—	+14.72%
49	CGGO	Cap Group Global Growth	ETF-Other	0.29%	—	+12.57%
50	CGUS	Cap Group Core Equity	ETF-Other	0.29%	—	+4.70%

1–50 of 200

Holding changes this quarter

Position changes disclosed by Cambridge Investment Research Advisors, Inc. for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	GSY	Invesco Ultra Short Duration	+0.2%	+673.48%	Add
2	GOOG	Alphabet Inc-cl C	+0.2%	+0.77%	Add
3	GOOGL	Alphabet Inc-cl A	+0.2%	-0.02%	Trim
4	LLY	Eli Lilly & Co	+0.1%	-1.62%	Trim
5	MINT	Pimco Enhanced Short Maturit	+0.1%	+134.25%	Add
6	JPST	Jpmorgan Ultra-short Income	+0.1%	+34.28%	Add
7	CGHM	Cap Group Muni High-income	+0.1%	+835.59%	Add
8	CGDV	Cap Group Dividend Value	+0.1%	+12.33%	Add
9	BIL	Ss Spdr Bb 1-3m T-bill ETF	+0.1%	+33.46%	Add
10	AAPL	Apple INC	+0.1%	-0.37%	Trim
11	MU	Micron Technology INC	+0.1%	+7.41%	Add
12	JBND	Jpmorgan Active Bond ETF	+0.1%	+268.67%	Add
13	CGGR	Cap Group Growth Equity	+0.1%	+16.25%	Add
14	IEF	Ishares 7-10 Year Treasury B	+0.1%	+58.64%	Add
15	CGGE	Cap Group Global Eq	+0.1%	+400.03%	Add
16	PVAL	Putnam Focused Lrg Cap Value	+0.1%	+42.31%	Add
17	CAT	Caterpillar INC	+0.1%	+2.86%	Add
18	PHYS	Sprott Physical Gold Trust	+0.1%	+15.50%	Add
19	AMD	Advanced Micro Devices	+0.1%	+0.60%	Add
20	IVE	Ishares S&p 500 Value ETF	+0.1%	+21.43%	Add
21	FLCG	Fed Hermes Large Cap Growth	+0.1%	+713.95%	Add
22	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	+5.13%	Add
23	USMV	Ishares Msci USA Min Vol Fac	0%	+20.87%	Add
24	VWO	Vanguard Ftse Emerging Marke	0%	+33.89%	Add
25	VGIT	Vanguard Intermediate-term T	0%	+71.05%	Add
26	TLT	Ishares 20+ Year Treasury Bd	0%	+28.77%	Add
27	BUFR	Ft Vest Lad Buffervetf-usd I	0%	+14.72%	Add
28	GRID	First Trst Nasd Cl Edg Sgiif	0%	+94.82%	Add
29	CGDG	Cap Group Dividend Growers	0%	+46.36%	Add
30	AMZN	Amazon.com INC	0%	+1.21%	Add
31	GLD	Spdr Gold Shares	0%	-2.24%	Trim
32	BRK-B	Berkshire Hathaway Inc-cl B	0%	+4.40%	Add
33	BBAG	Jpmorgan Betabuilders US Agg	-0.1%	-56.72%	Trim
34	DFAC	Dimensional US Core Equity 2	-0.1%	-32.52%	Trim
35	MSTR	Strategy INC	-0.1%	+9.43%	Add
36	USHY	Ishares Broad Usd High Yield	-0.1%	-66.58%	Trim
37	NFLX	Netflix INC	-0.1%	+923.06%	Add
38	RSP	Invesco S&p 500 Equal Weight	-0.1%	-13.77%	Trim
39	ORCL	Oracle CORP	-0.1%	-1.45%	Trim
40	META	Meta Platforms Inc-class A	-0.1%	+3.47%	Add
41	TIP	Ishares Tips Bond ETF	-0.1%	-63.03%	Trim
42	DIA	Ss Spdr Dow Jones Indus Avg	-0.1%	-37.95%	Trim
43	SPHB	Invesco S&p 500 High Beta Et	-0.1%	-95.76%	Trim
44	COWZ	Pacer US Cash Cows 100 ETF	-0.1%	-15.20%	Trim
45	MSFT	Microsoft CORP	-0.2%	+1.46%	Add
46	SPYM	Ste Str Spdr Pt S&p 500 ETF	-0.2%	-29.85%	Trim
47	QQQM	Invesco Nasdaq 100 ETF	-0.2%	-46.67%	Trim
48	AKRE	Akre Focus ETF	—	NEW	New buy
49	BPRE	Bluerock Private Real Estate	—	NEW	New buy
50	SHV	Ishares 0-1 Year Treasury Bo	—	EXIT	Sold out