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CIK: 0001419186
Total reported value
$44.6B
$44.6B
3924 檔
10.7%
As reported in its official Q1 2026 Form 13F filing, Cambridge Investment Research Advisors, Inc.'s tracked investment portfolio stood at $44.6B with 3924 total positions.
In Q1 2026, Cambridge Investment Research Advisors, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 126 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3924 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.98% | +0.18% | +1.64% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.87% | -0.04% | +0.17% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.55% | +0.01% | +3.06% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.03% | -0.08% | +20.58% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.89% | +0.19% | -3.66% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.76% | +0.04% | +2.50% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.31% | +0.02% | +0.82% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.23% | -0.02% | -2.81% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | -0.14% | +3.87% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.08% | +0.07% | -7.49% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.92% | -0.09% | -5.79% | |
| 12 | CGDV | Cap Group Dividend Value | ETF-Other | 0.84% | +0.03% | +8.23% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | +0.06% | +3.13% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | +0.05% | -2.45% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 0.65% | -0.18% | -1.45% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.63% | -0.23% | +56.21% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 0.61% | +0.11% | +5.02% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.57% | +0.07% | +10.68% | |
| 19 | RDVY | First Trust Rising Dividend | ETF-Other | 0.57% | +0.06% | +19.27% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.55% | +0.06% | +2.52% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 0.52% | -0.01% | +8.66% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | -0.02% | +6.32% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.52% | -0.05% | +2.73% | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 0.51% | -0.06% | +9.00% | |
| 25 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.51% | -0.07% | -3.21% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.07% | -1.94% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.15% | -1.58% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | — | -0.58% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.47% | -0.01% | -0.63% | |
| 30 | CGGR | Cap Group Growth Equity | ETF-Other | 0.47% | +0.07% | +4.45% | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.45% | -0.22% | +5.78% | |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.29% | +4.28% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.09% | +2.65% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.42% | -0.03% | -0.01% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | +0.08% | -0.28% | |
| 36 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.40% | -0.12% | -8.81% | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.40% | +0.08% | -5.32% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.38% | +0.13% | -1.54% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.38% | -0.04% | +4.94% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.38% | -0.03% | +10.81% | |
| 41 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.37% | -0.03% | +10.98% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.36% | -0.06% | +28.37% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.36% | -0.07% | +1.33% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.33% | +0.02% | +1.59% | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.32% | -0.08% | -5.76% | |
| 46 | AIRR | First Trust Rba American Ind | ETF-Other | 0.31% | +0.04% | +10.55% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.31% | +0.01% | +1.30% | |
| 48 | CGUS | Cap Group Core Equity | ETF-Other | 0.31% | +0.02% | +13.15% | |
| 49 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.31% | +0.18% | +19.72% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.30% | +0.07% | -2.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.2% | +20.58% | Add |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +56.21% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.1% | -1.58% | Trim |
| 4 | ONEY | Ss Spdr R1000 Yield Foc ETF | +0.1% | +364.69% | Add |
| 5 | CVX | Chevron CORP | +0.1% | +3.46% | Add |
| 6 | TIP | Ishares Tips Bond ETF | +0.1% | +185.79% | Add |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +28.37% | Add |
| 8 | RDVY | First Trust Rising Dividend | +0.1% | +19.27% | Add |
| 9 | XLE | Ss Energy Select Sector | +0.1% | +16.45% | Add |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +49.65% | Add |
| 11 | IWM | Ishares Russell 2000 ETF | +0.1% | +37.07% | Add |
| 12 | AMLP | Alerian Mlp ETF | +0.1% | +166.84% | Add |
| 13 | CAT | Caterpillar Inc | +0.1% | -1.54% | Trim |
| 14 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +2.73% | Add |
| 15 | SFLR | Innovator Eqty Mgd Floor ETF | +0.1% | +640.79% | Add |
| 16 | IVLU | Ishares Msci International V | +0.1% | +786.59% | Add |
| 17 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +32.73% | Add |
| 18 | PYLD | Pimco Multisector Bond Actv | +0.1% | +85.01% | Add |
| 19 | GEV | GE Vernova Inc | +0.1% | +14.00% | Add |
| 20 | VEA | Vanguard Ftse Developed ETF | +0.1% | +10.68% | Add |
| 21 | AIRR | First Trust Rba American Ind | +0.1% | +10.55% | Add |
| 22 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | +59.20% | Add |
| 23 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +24.23% | Add |
| 24 | COST | Costco Wholesale CORP | +0.1% | +1.33% | Add |
| 25 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +246.82% | Add |
| 26 | AVDE | Avantis International Equity | +0.1% | +54.95% | Add |
| 27 | WMT | Walmart Inc | 0% | +2.65% | Add |
| 28 | VTV | Vanguard Value ETF | 0% | +8.66% | Add |
| 29 | JNJ | Johnson & Johnson | 0% | +1.29% | Add |
| 30 | EFG | Ishares Msci Eafe Growth ETF | 0% | +139.44% | Add |
| 31 | VZ | Verizon Communications Inc | 0% | +4.24% | Add |
| 32 | T | At&t Inc | 0% | +8.79% | Add |
| 33 | DFCF | Dimensional Core Fixed Inc | 0% | +154.71% | Add |
| 34 | MU | Micron Technology Inc | 0% | +8.79% | Add |
| 35 | GLW | Corning Inc | 0% | +3.20% | Add |
| 36 | FENI | Fidelity Enhanced Intl ETF | 0% | +62.70% | Add |
| 37 | JIVE | JPM Interntl Value ETF | 0% | +94.36% | Add |
| 38 | AMAT | Applied Materials Inc | 0% | +3.16% | Add |
| 39 | IDEF | Ishares Def Industrials Act | 0% | +651.25% | Add |
| 40 | CGDV | Cap Group Dividend Value | 0% | +8.23% | Add |
| 41 | GLD | Spdr Gold Shares | 0% | -1.45% | Trim |
| 42 | GOVT | Ishares US Treasury Bond ETF | 0% | +62.98% | Add |
| 43 | PVAL | Putnam Focused Lrg Cap Value | 0% | +18.42% | Add |
| 44 | RSP | Invesco S&p 500 Equal Weight | 0% | +10.81% | Add |
| 45 | SPMO | Invesco S&p 500 Momentum ETF | 0% | +19.72% | Add |
| 46 | PAAA | Pgim Aaa Clo ETF | 0% | +92.13% | Add |
| 47 | IXUS | Ishares Core Intl Stock ETF | 0% | +17.45% | Add |
| 48 | VRT | Vertiv Holdings Co-a | 0% | +9.86% | Add |
| 49 | LMT | Lockheed Martin CORP | 0% | +5.36% | Add |
| 50 | VGSH | Vanguard Short-term Treasury | 0% | +62.14% | Add |
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 3924 disclosed positions in Q1 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 VOO, AAPL, NVDA) accounted for 10.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
HECA
市值: $42.7M
Top Position Liquidated / Trimmed
AZNN
前期市值: $11.7M
During Q1 2026, Cambridge Investment Research Advisors, Inc.'s top holdings by market value included VOO (3.0%)、AAPL (2.9%)、NVDA (2.5%). The largest single position, VOO, represented 3.0% of total portfolio value.
In Q1 2026, Cambridge Investment Research Advisors, Inc. made 200 total portfolio adjustments, initiating 6 new buys, adding to 126 positions, trimming 66 holdings, and fully liquidating 2 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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