CF

Cambridge Financial Group, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$295.4M

Reporting period: 2026-03-31 · Number of holdings: 168

Cambridge Financial Group, LLC disclosed 168 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $295.4M and a quarterly turnover rate of 26.9%.

Personality snowflake

Concentration
14.69
Portfolio Stability
26.9
Momentum/Contrarian
100
Sector conviction
46.9
Diversification
100
Sizing Uniformity
77.2

Recent moves

  • Add DFIC

    +0.3%　$6.0M

  • Add DFAC

    +11.6%　$5.9M

  • Add DFEV

    +0.3%　$4.6M

  • Add DFAT

    +10.9%　$4.7M

  • Add DFEM

    -0.7%　$3.8M

  • Trim VBR

    -50.6%　-$2.5M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1DFACDimensional US Core Equity 2ETF-Other9.96%+1.77%+11.59%
2DFATDimensional US Target ValueETF-Other8.24%+1.39%+10.92%
3DFICDimensional International CoETF-Other8.22%+1.85%+0.31%
4DFEMDimensional Emrg Mrkt CoreETF-Other6.33%+1.14%-0.67%
5DFEVDimensional Emrg Mrkt ValETF-Other6.14%+1.42%+0.30%
6DFAXDimensional World Ex US CoreETF-Other3.03%+0.22%-18.12%
7SLYVSs Spdr S&p 600 Sc Val ETFETF-Other2.23%-0.30%-15.82%
8SCHGSchwab US Large-cap GrowthETF-Other1.92%-0.84%-28.03%
9AAPLApple INCStock-Tech1.72%-0.19%-5.88%
10SCHBSchwab US Broad Market ETFETF-Other1.48%—-8.49%
11SCHASchwab US Small-cap ETFETF-Other1.42%-0.47%-29.36%
12IJSIshares S&p Small-cap 600 VaETF-Other1.38%-0.71%-36.84%
13DFIVDimensional International VaETF-Other1.32%-0.24%-31.21%
14DGROIshares Core Dividend GrowthETF-Other1.25%+0.13%+2.23%
15IWBIshares Russell 1000 ETFETF-Other1.25%-0.20%-12.06%
16SCHFSchwab Intl Equity ETFETF-Other1.18%-0.22%-27.36%
17SCHDSchwab US Dvd Equity ETFETF-Other1.15%—-16.77%
18IEFAIshares Core Msci Eafe ETFETF-Other1.12%+0.21%-0.94%
19VIOVVanguard S&p Small-cap 600 VETF-Other1.02%-0.35%-26.24%
20BRK-ABerkshire Hathaway Inc-cl AStock-Other0.97%+0.71%+300.00%
21VYMIVanguard Int High Dvd Yld InETF-Other0.95%-0.53%-44.08%
22VBRVanguard Small-cap Value ETFETF-Other0.92%-0.90%-50.64%
23BRK-BBerkshire Hathaway Inc-cl BStock-Other0.87%+0.51%+160.88%
24SCHXSchwab US Large-cap ETFETF-Other0.87%-0.78%-48.31%
25DFASDimensional US Small Cap ETFETF-Small Cap0.85%-0.30%-29.23%
26DIASs Spdr Dow Jones Indus AvgETF-Large Cap & Growth0.83%-0.23%-22.64%
27DISVDimensional International SmETF-Other0.78%—-23.20%
28SCHVSchwab US Large-cap ValueETF-Other0.76%-0.14%-22.23%
29VYMVanguard High Dvd Yield ETFETF-Other0.75%-0.25%-26.79%
30SCHMSchwab US Mid Cap ETFETF-Other0.70%-0.34%-34.12%
31DFUSDimensional US Eq Mkt ETFETF-Other0.67%—-18.71%
32DFSIDimensional Int Sus Cor1 ETFETF-Other0.67%—-0.02%
33QQQInvesco Qqq Trust Series 1ETF-Tech0.66%—-16.72%
34IWFIshares Russell 1000 GrowthETF-Other0.65%—+9.14%
35FNDESchwab Fndmntl Em Mrk Eq ETFETF-Other0.64%+0.10%-7.97%
36SPEMState Street Sp Ptf Em ETFETF-Other0.63%—-5.82%
37SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.61%—-10.59%
38MDYVSs Spdr S&p 400 Mc Val ETFETF-Other0.55%—+3.79%
39IWDIshares Russell 1000 Value EETF-Other0.50%—-14.85%
40DFSUDimensional US Sus Core1 ETFETF-Other0.49%—+12.41%
41IXUSIshares Core Intl Stock ETFETF-Other0.48%—-9.45%
42AXPAmerican Express CoStock-Financials0.47%—-15.96%
43AMZNAmazon.com INCStock-Consumer Disc0.45%—-1.23%
44NVDANvidia CORPStock-Tech0.45%+0.13%+17.24%
45DFAEDimensional Emerging Core EqETF-Emerging Markets0.44%—-13.95%
46GLDSpdr Gold SharesETF-Commodities0.44%—-2.21%
47IWMIshares Russell 2000 ETFETF-Small Cap0.42%—-15.48%
48MSFTMicrosoft CORPStock-Tech0.42%-0.17%-13.17%
49SCHESchwab Emrg Mrkts Eqty ETFETF-Other0.39%-0.39%-55.63%
50JNJJohnson & JohnsonStock-Healthcare0.38%+0.09%-12.00%
1–50 of 168

Holding changes this quarter

Cambridge Financial Group, LLC's most significant position changes for 2026-03-31: Sold out: Vanguard Real Estate ETF (VNQ); New buy: Ishares Ibonds Dec 2026 Term (IBTG); New buy: Invesco Bulletshares 2027 Mb (BSMR); New buy: Invesco Bulletshares 2026 Mb (BSMQ); Sold out: Vanguard S&p Mid-cap 400 Val (IVOV).

Position changes disclosed by Cambridge Financial Group, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1DFICDimensional International Co+1.9%+0.31%Add
2DFACDimensional US Core Equity 2+1.8%+11.59%Add
3DFEVDimensional Emrg Mrkt Val+1.4%+0.30%Add
4DFATDimensional US Target Value+1.4%+10.92%Add
5DFEMDimensional Emrg Mrkt Core+1.1%-0.67%Trim
6BRK-ABerkshire Hathaway Inc-cl A+0.7%+300.00%Add
7BRK-BBerkshire Hathaway Inc-cl B+0.5%+160.88%Add
8DFAXDimensional World Ex US Core+0.2%-18.12%Trim
9IEFAIshares Core Msci Eafe ETF+0.2%-0.94%Trim
10GEVGE Vernova INC+0.2%—Unchanged
11IBITIshares Bitcoin Trust ETF+0.2%+238.65%Add
12AVUVAvantis US Small Cap Value+0.2%+94.10%Add
13DGROIshares Core Dividend Growth+0.1%+2.23%Add
14NVDANvidia CORP+0.1%+17.24%Add
15FNDESchwab Fndmntl Em Mrk Eq ETF+0.1%-7.97%Trim
16JNJJohnson & Johnson+0.1%-12.00%Trim
17SCHVSchwab US Large-cap Value-0.1%-22.23%Trim
18VCSHVanguard S/t CORP Bond ETF-0.2%-42.30%Trim
19DFSVDimensional US Small Cap Val-0.2%-43.91%Trim
20VTVanguard Tot World Stk ETF-0.2%-45.64%Trim
21MSFTMicrosoft CORP-0.2%-13.17%Trim
22VCITVanguard Int-term Corporate-0.2%-30.67%Trim
23AAPLApple INC-0.2%-5.88%Trim
24IWBIshares Russell 1000 ETF-0.2%-12.06%Trim
25SCHFSchwab Intl Equity ETF-0.2%-27.36%Trim
26IWVIshares Russell 3000 ETF-0.2%-42.68%Trim
27DIASs Spdr Dow Jones Indus Avg-0.2%-22.64%Trim
28VOVanguard Mid-cap ETF-0.2%-67.45%Trim
29DFIVDimensional International Va-0.2%-31.21%Trim
30VYMVanguard High Dvd Yield ETF-0.3%-26.79%Trim
31DFASDimensional US Small Cap ETF-0.3%-29.23%Trim
32SLYVSs Spdr S&p 600 Sc Val ETF-0.3%-15.82%Trim
33VIGVanguard Dividend Apprec ETF-0.3%-47.68%Trim
34SCHMSchwab US Mid Cap ETF-0.3%-34.12%Trim
35VIOVVanguard S&p Small-cap 600 V-0.4%-26.24%Trim
36SCHESchwab Emrg Mrkts Eqty ETF-0.4%-55.63%Trim
37SCHASchwab US Small-cap ETF-0.5%-29.36%Trim
38VYMIVanguard Int High Dvd Yld In-0.5%-44.08%Trim
39EMXFIshares Esg Adv Msci Em ETF-0.6%-84.63%Trim
40IJSIshares S&p Small-cap 600 Va-0.7%-36.84%Trim
41SCHXSchwab US Large-cap ETF-0.8%-48.31%Trim
42SCHGSchwab US Large-cap Growth-0.8%-28.03%Trim
43VBRVanguard Small-cap Value ETF-0.9%-50.64%Trim
44VNQVanguard Real Estate ETF—EXITSold out
45IBTGIshares Ibonds Dec 2026 Term—NEWNew buy
46BSMRInvesco Bulletshares 2027 Mb—NEWNew buy
47BSMQInvesco Bulletshares 2026 Mb—NEWNew buy
48IVOVVanguard S&p Mid-cap 400 Val—EXITSold out
49EUHYIshares Euro High Yield CORP—EXITSold out
50VDCVanguard Consumer Staple ETF—EXITSold out

FAQ

What is Cambridge Financial Group, LLC and what type of investor is it?
Cambridge Financial Group, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $295.4M, spread across 168 disclosed positions.
What are Cambridge Financial Group, LLC's largest equity positions?
Based on the latest 13F filing, Cambridge Financial Group, LLC's top holdings by market value are: 1. Dimensional US Core Equity 2 (DFAC) — $29.4M (10.0%) 2. Dimensional US Target Value (DFAT) — $24.4M (8.2%) 3. Dimensional International Co (DFIC) — $24.3M (8.2%) 4. Dimensional Emrg Mrkt Core (DFEM) — $18.7M (6.3%) 5. Dimensional Emrg Mrkt Val (DFEV) — $18.1M (6.1%)
What changes did Cambridge Financial Group, LLC make in its most recent portfolio filing?
In the latest reported quarter, Cambridge Financial Group, LLC made 49 notable position adjustments: 3 new positions were initiated, 10 existing holdings were added to, 32 positions were partially reduced, and 4 were completely exited. The largest of these moves: Sold out: Vanguard Real Estate ETF (VNQ); New buy: Ishares Ibonds Dec 2026 Term (IBTG); New buy: Invesco Bulletshares 2027 Mb (BSMR); New buy: Invesco Bulletshares 2026 Mb (BSMQ); Sold out: Vanguard S&p Mid-cap 400 Val (IVOV)
What sectors does Cambridge Financial Group, LLC focus on?
Cambridge Financial Group, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 29.5% • Financials: 16.4% • Health Care: 9.3% • Industrials: 9.0% • Consumer Staples: 9.0% • Consumer Discretionary: 8.4%