CIK: 0002105684
Total reported value
$716.4M
Reporting period: 2026-03-31 · Number of holdings: 261
CAMBIENT FAMILY OFFICE, LLC disclosed 261 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $716.4M and a quarterly turnover rate of 17.3%.
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Cambient Family Office, LLC's disclosed holdings carry a Herfindahl concentration index of 0.022 — mathematically equivalent to about 46 equally-sized positions, well below its 261 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.17), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 58% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim MSFT
-4.1% -$11.3M
Trim SPY
-7.3% -$4.8M
Add XHLF
+81.9% $5.3M
Add VEU
+18.9% $4.9M
Trim ADSK
-70.8% -$4.1M
Add IEF
+970.0% $3.8M
Showing top 200 holdings (of 261 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.75% | — | +6.26% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.08% | -0.80% | -7.31% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.76% | -0.20% | +2.75% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.35% | -1.71% | -4.10% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.91% | +0.62% | +18.95% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.38% | -0.26% | +3.80% | |
| 7 | AAPL | Apple INC | Stock-Tech | 3.33% | +0.01% | +9.76% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.06% | -0.40% | +5.35% | |
| 9 | RTX | Rtx CORP | Stock-Industrials | 2.24% | +0.07% | +0.48% | |
| 10 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.12% | +0.04% | +15.64% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.93% | -0.16% | +3.38% | |
| 12 | ABBV | Abbvie INC | Stock-Healthcare | 1.93% | -0.14% | -0.18% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.73% | -0.27% | -11.38% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.68% | — | +0.43% | |
| 15 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 1.64% | +0.72% | +81.88% | |
| 16 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.38% | -0.22% | +6.61% | |
| 17 | DE | Deere & Co | Stock-Industrials | 1.31% | +0.25% | +4.60% | |
| 18 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 1.22% | -0.23% | +6.03% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.20% | — | +0.85% | |
| 20 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.16% | +0.07% | -1.12% | |
| 21 | ABT | Abbott Laboratories | Stock-Healthcare | 1.14% | -0.24% | +2.88% | |
| 22 | GUNR | Flexshares Global Upstream N | ETF-Other | 1.06% | +0.27% | +13.03% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.03% | +0.20% | +6.37% | |
| 24 | ADP | Automatic Data Processing | Stock-Tech | 1.02% | -0.32% | -1.18% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.99% | +0.35% | +11.46% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.99% | +0.18% | +8.28% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.98% | — | +11.41% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.92% | +0.25% | +3.34% | |
| 29 | AMAT | Applied Materials INC | Stock-Tech | 0.87% | +0.23% | +4.31% | |
| 30 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.87% | — | +8.50% | |
| 31 | ANET | Arista Networks INC | Stock-Tech | 0.85% | — | +14.35% | |
| 32 | HD | Home Depot INC | Stock-Consumer Disc | 0.84% | — | +5.18% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.82% | — | +2.82% | |
| 34 | APD | Air Products & Chemicals INC | Stock-Materials | 0.77% | +0.08% | -3.27% | |
| 35 | BLK | Blackrock INC | Stock-Financials | 0.72% | — | +7.19% | |
| 36 | PEP | Pepsico INC | Stock-Consumer Staples | 0.71% | — | +4.55% | |
| 37 | CSCO | Cisco Systems INC | Stock-Tech | 0.70% | — | +3.04% | |
| 38 | EMR | Emerson Electric Co | Stock-Industrials | 0.69% | — | -1.72% | |
| 39 | NEE | Nextera Energy INC | Stock-Utilities | 0.69% | +0.14% | +10.80% | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.69% | — | -8.13% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.67% | — | +0.55% | |
| 42 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.63% | +0.09% | +25.16% | |
| 43 | GEV | GE Vernova INC | Stock-Industrials | 0.60% | +0.45% | +203.54% | |
| 44 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.58% | +0.52% | +970.04% | |
| 45 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.57% | +0.39% | +221.41% | |
| 46 | SUB | Ishares Short-term National | ETF-Other | 0.56% | +0.11% | +26.87% | |
| 47 | PANW | Palo Alto Networks INC | Stock-Tech | 0.55% | — | +21.79% | |
| 48 | AVGO | Broadcom INC | Stock-Tech | 0.54% | — | +22.00% | |
| 49 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.54% | — | -7.98% | |
| 50 | INTC | Intel CORP | Stock-Tech | 0.52% | +0.09% | +3.94% |
Performance for Q3 2026
+1.9%
Performance Last 4 Quarters
+6%
Based on 5 months of available history
Based on 76% of reported portfolio value with available pricing
Cambient Family Office, LLC's most significant position changes for 2026-03-31: Sold out: JPM Ultra-short Muni Income (JMST); Sold out: Jpmorgan Municipal ETF (JMUB); Trim: Microsoft CORP (MSFT) — shares -4.10%; Trim: Ss Spdr S&p 500 ETF Trust-us (SPY) — shares -7.31%; Add: Bondbloxx Bbg 6 Mth US Treas (XHLF) — shares +81.88%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XHLF | Bondbloxx Bbg 6 Mth US Treas | +0.7% | +81.88% | Add |
| 2 | VEU | Vanguard Ftse All-world Ex-u | +0.6% | +18.95% | Add |
| 3 | IEF | Ishares 7-10 Year Treasury B | +0.5% | +970.04% | Add |
| 4 | GEV | GE Vernova INC | +0.5% | +203.54% | Add |
| 5 | VGSH | Vanguard Short-term Treasury | +0.4% | +221.41% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.4% | +11.46% | Add |
| 7 | GUNR | Flexshares Global Upstream N | +0.3% | +13.03% | Add |
| 8 | DE | Deere & Co | +0.3% | +4.60% | Add |
| 9 | CVX | Chevron CORP | +0.3% | +3.34% | Add |
| 10 | AMAT | Applied Materials INC | +0.2% | +4.31% | Add |
| 11 | WMT | Walmart INC | +0.2% | +151.63% | Add |
| 12 | GNR | State Street Spdr S&p Global | +0.2% | +183.94% | Add |
| 13 | JNJ | Johnson & Johnson | +0.2% | +6.37% | Add |
| 14 | CRCL | Circle Internet Group INC | +0.2% | +291.92% | Add |
| 15 | COST | Costco Wholesale CORP | +0.2% | +8.28% | Add |
| 16 | VTIP | Vanguard Short-term Tips | +0.2% | +430.81% | Add |
| 17 | RWR | Ss Spdr Dow Jones Reit ETF | +0.2% | +198.87% | Add |
| 18 | NEE | Nextera Energy INC | +0.1% | +10.80% | Add |
| 19 | USHY | Ishares Broad Usd High Yield | +0.1% | +222.60% | Add |
| 20 | SUB | Ishares Short-term National | +0.1% | +26.87% | Add |
| 21 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.1% | +25.16% | Add |
| 22 | INTC | Intel CORP | +0.1% | +3.94% | Add |
| 23 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +240.76% | Add |
| 24 | HON | Honeywell International INC | +0.1% | +5.53% | Add |
| 25 | APD | Air Products & Chemicals INC | +0.1% | -3.27% | Trim |
| 26 | RTX | Rtx CORP | +0.1% | +0.48% | Add |
| 27 | KO | Coca-cola Co/the | +0.1% | -1.12% | Trim |
| 28 | AMZN | Amazon.com INC | 0% | +15.64% | Add |
| 29 | AAPL | Apple INC | 0% | +9.76% | Add |
| 30 | DHR | Danaher CORP | -0.1% | +2.48% | Add |
| 31 | ORCL | Oracle CORP | -0.1% | +6.84% | Add |
| 32 | ABBV | Abbvie INC | -0.1% | -0.18% | Trim |
| 33 | JPM | Jpmorgan Chase & Co | -0.2% | +3.38% | Add |
| 34 | FBTC | Fidelity Wise Origin Bitcoin | -0.2% | -6.71% | Trim |
| 35 | HOOD | Robinhood Markets INC - A | -0.2% | +10.22% | Add |
| 36 | IVV | Ishares Core S&p 500 ETF | -0.2% | +2.75% | Add |
| 37 | IWM | Ishares Russell 2000 ETF | -0.2% | -46.19% | Trim |
| 38 | PLTR | Palantir Technologies Inc-a | -0.2% | +6.61% | Add |
| 39 | ISRG | Intuitive Surgical INC | -0.2% | +6.03% | Add |
| 40 | ABT | Abbott Laboratories | -0.2% | +2.88% | Add |
| 41 | GOOG | Alphabet Inc-cl C | -0.3% | +3.80% | Add |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | -0.3% | -11.38% | Trim |
| 43 | ADP | Automatic Data Processing | -0.3% | -1.18% | Trim |
| 44 | SYK | Stryker CORP | -0.4% | -46.43% | Trim |
| 45 | LLY | Eli Lilly & Co | -0.4% | +5.35% | Add |
| 46 | ADSK | Autodesk INC | -0.6% | -70.83% | Trim |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.8% | -7.31% | Trim |
| 48 | MSFT | Microsoft CORP | -1.7% | -4.10% | Trim |
| 49 | JMST | JPM Ultra-short Muni Income | — | EXIT | Sold out |
| 50 | JMUB | Jpmorgan Municipal ETF | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-21 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-20 | 13F-HR | View on EDGAR |
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