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CIK: 0001419186
Total reported value
$44.6B
$44.6B
3812 檔
11.0%
According to the latest 13F quarterly dataset, Cambridge Investment Research Advisors, Inc. managed an equity portfolio of $44.6B at the end of Q4 2025, spanning 3812 distinct U.S. exchange-listed positions.
In Q4 2025, Cambridge Investment Research Advisors, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 32 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, AAPL, NVDA) accounted for 11.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
AKRE
市值: $70.3M
Top Position Liquidated / Trimmed
SHV
前期市值: $24.7M
Showing top 200 holdings (of 3812 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 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% | -0.04% | -0.37% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.71% | +0.01% | -0.49% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.14% | +0.19% | -1.45% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.84% | +0.04% | -1.28% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.81% | -0.08% | -1.03% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.58% | -0.14% | +1.46% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.48% | +0.02% | +1.21% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.27% | -0.02% | -0.35% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.25% | +0.07% | +5.13% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.05% | -0.09% | +4.40% | |
| 12 | CGDV | Cap Group Dividend Value | ETF-Other | 0.81% | +0.03% | +12.33% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | +0.06% | -0.02% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | +0.05% | +0.77% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 0.66% | +0.11% | +2.44% | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 0.62% | -0.18% | -2.24% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | +0.06% | +1.42% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | -0.07% | +3.47% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.59% | — | -2.21% | |
| 20 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.55% | -0.12% | -1.46% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | -0.02% | +0.77% | |
| 22 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.52% | -0.07% | -15.20% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.52% | +0.07% | -6.36% | |
| 24 | CGGR | Cap Group Growth Equity | ETF-Other | 0.51% | +0.07% | +16.25% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.50% | -0.01% | -2.17% | |
| 26 | RDVY | First Trust Rising Dividend | ETF-Other | 0.50% | +0.06% | +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% | -0.06% | +3.96% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.48% | -0.01% | -4.02% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.47% | +0.08% | +100.54% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.46% | -0.05% | -7.57% | |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.29% | -29.85% | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.44% | -0.22% | +34.28% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.41% | -0.03% | +8.26% | |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.41% | -0.23% | +33.46% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.09% | +2.85% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.37% | -0.04% | +5.76% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.15% | +0.66% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.37% | +0.02% | -1.83% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | -0.01% | -0.69% | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.35% | -0.08% | +20.87% | |
| 42 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.35% | -0.03% | +1.42% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.35% | -0.03% | -13.77% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.34% | +0.07% | +0.17% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.33% | +0.01% | +1.82% | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.32% | +0.13% | +2.86% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.31% | -0.07% | -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% | +0.05% | +12.57% | |
| 50 | CGUS | Cap Group Core Equity | ETF-Other | 0.29% | +0.02% | +4.70% |
| # | 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 |
According to official SEC Form 13F filings, Cambridge Investment Research Advisors, Inc. reported a total U.S. public equity portfolio value of $44.6B across 3812 disclosed positions in Q4 2025.
During Q4 2025, Cambridge Investment Research Advisors, Inc.'s top holdings by market value included VOO (3.2%)、AAPL (3.1%)、NVDA (2.7%). The largest single position, VOO, represented 3.2% of total portfolio value.
In Q4 2025, Cambridge Investment Research Advisors, Inc. made 50 total portfolio adjustments, initiating 2 new buys, adding to 32 positions, trimming 15 holdings, and fully liquidating 1 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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