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Cambridge Investment Research Advisors, Inc. — 13F Holdings & Portfolio

CIK 1419186 · latest 13F-HR filed 2026-07-30

Backtest portfolio

Cambridge Investment Research Advisors, Inc. manages $44.6M in 13F-reported U.S. long-equity assets across 4,043 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (3.16%), AAPL (2.83%), NVDA (2.56%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 272 new positions, exited 3, added to 2, and trimmed 1.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1776 PLEASANT PLAIN ROAD
FAIRFIELD, IA 52556
Phone
(641) 472-5100
Filing Manager
Cambridge Investment Research Advisors, Inc.
FAIRFIELD, IA
Signatory
Danielle N Schaffer
Senior Disclosures Liaison
Loading holdings…
AUM

$44.6M

Long-equity book

Holdings

4,043

Distinct positions

Period

2026-06-30

Filed 2026-07-30

Q/Q Activity

+272 / −3 / ↑2 / ↓1

vs 2026-06-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • REVOLUTION MEDICINES$421 +16.5%
  • AB$55 +6.5%
Show all 2 →

Top Trims

  • NORDIC AMERICAN TANKERS LIMI-$4 -5.6%
Show all 1 →

New Positions

  • FIRST TR EXCHNG TRADED FD VI FT LADD$128.9K
  • NETFLIX INC.$62.4K
  • ETF OPPORTUNITIES TRUST HEDGEYE$49.2K
  • FIRST TR EXCHANGE-TRADED FD VEST$45.5K
  • J P MORGAN EXCHANGE TRADED F MORTGAGE$45.4K
Show all 272 →

Exited Positions

  • GREEN BRICK PARTNERS$201
  • GOLDMAN SACHS$95
  • HELLO$59
Show all 3 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VOO 922908363 $1.4M 3.16% 2,053,386 SH
2 APPLE AAPL 037833100 $1.3M 2.83% 4,362,491 SH
3 NVIDIA CORPORATION NVDA 67066G104 $1.1M 2.56% 5,698,200 SH
4 INVESCO QQQ 46090E103 $929.2K 2.08% 1,261,786 SH
5 ISHARES IVV 464287200 $867.7K 1.95% 1,158,646 SH
6 VANGUARD INDEX FDS VTI 922908769 $803.6K 1.80% 2,171,713 SH
7 AMAZON AMZN 023135106 $591.0K 1.33% 2,479,591 SH
8 VANGUARD STAR FDS VG TL VXUS 921909768 $537.3K 1.21% 6,284,729 SH
9 STATE SPY 78462F103 $510.9K 1.15% 684,105 SH
10 MICROSOFT MSFT 594918104 $481.6K 1.08% 1,291,017 SH
11 CAPITAL CGDV 14020W106 $386.4K 0.87% 7,841,855 SH
12 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $372.0K 0.83% 743,469 SH
13 ALPHABET GOOGL 02079K305 $355.0K 0.80% 993,366 SH
14 ALPHABET GOOG 02079K107 $330.5K 0.74% 935,515 SH
15 SPDR SERIES TRUST SPYM 78464A854 $325.3K 0.73% 3,701,184 SH
16 VANGUARD INDEX FDS VUG 922908736 $319.1K 0.72% 3,704,637 SH
17 VANGUARD TAX-MANAGED FDS VAN VEA 921943858 $286.0K 0.64% 4,013,947 SH
18 FIRST TR EXCHANGE TRADED FD RISNG RDVY 33738R506 $280.0K 0.63% 3,454,180 SH
19 BROADCOM AVGO 11135F101 $271.6K 0.61% 719,039 SH
20 MICRON MU 595112103 $250.2K 0.56% 216,740 SH
21 CAPITAL CGGR 14020G101 $240.6K 0.54% 5,096,748 SH
22 CATERPILLAR CAT 149123101 $228.0K 0.51% 214,076 SH
23 ADVANCED MICRO DEVICES AMD 007903107 $227.5K 0.51% 391,703 SH
24 VANGUARD INDEX FDS VTV 922908744 $227.5K 0.51% 1,043,747 SH
25 JPMORGAN CHASE & JPM 46625H100 $224.9K 0.50% 687,077 SH
26 ELI LILLY & LLY 532457108 $218.1K 0.49% 181,813 SH
27 INVESCO EXCH TRADED FD TR II SPMO 46138E339 $217.1K 0.49% 1,343,836 SH
28 SELECT XLK 81369Y803 $212.1K 0.48% 1,113,441 SH
29 SCHWAB STRATEGIC SCHD 808524797 $210.9K 0.47% 6,650,047 SH
30 SPDR GLD 78463V107 $210.7K 0.47% 572,010 SH
31 TESLA TSLA 88160R101 $210.4K 0.47% 500,327 SH
32 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $208.2K 0.47% 687,050 SH
33 VANGUARD SPECIALIZED FUNDS VIG 921908844 $206.6K 0.46% 872,972 SH
34 VANGUARD BD INDEX FDS BND 921937835 $201.1K 0.45% 2,739,306 SH
35 PACER FDS TR US CASH COWS COWZ 69374H881 $194.9K 0.44% 3,133,164 SH
36 META PLATFORMS META 30303M102 $192.8K 0.43% 342,242 SH
37 SPDR SERIES TRUST ST STR BLO BIL 78468R663 $179.5K 0.40% 1,958,249 SH
38 VANGUARD WHITEHALL FDS VYM 921946406 $175.7K 0.39% 1,112,040 SH
39 VANGUARD VGT 92204A702 $164.8K 0.37% 1,379,203 SH
40 EXXON MOBIL XOM 30231G102 $157.1K 0.35% 1,149,316 SH
41 INVESCO EXCHANGE TRADED RSP 46137V357 $154.2K 0.35% 724,839 SH
42 ISHARES IVW 464287309 $154.2K 0.35% 1,121,121 SH
43 FIRST TR EXCHANGE TRADED FD RBA AIRR 33738R704 $153.9K 0.35% 1,154,779 SH
44 WALMART WMT 931142103 $153.4K 0.34% 1,354,558 SH
45 ISHARES TR CORE US AGGBD AGG 464287226 $153.4K 0.34% 1,549,543 SH
46 VANGUARD CHARLOTTE FDS BNDX 92203J407 $152.1K 0.34% 3,140,804 SH
47 CAPITAL CGGO 14020X104 $149.6K 0.34% 3,532,974 SH
48 PUTNAM ETF TRUST PVAL 746729300 $147.5K 0.33% 2,895,121 SH
49 CAPITAL CGUS 14020V108 $144.9K 0.33% 3,258,379 SH
50 ABBVIE ABBV 00287Y109 $142.5K 0.32% 566,381 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-30 $44.6M 4,043 0001419186-26-000006
2026-06-30 2026-07-27 $43.3M 3,774 0001419186-26-000005
2026-03-31 2026-04-30 $38.8M 3,924 0001419186-26-000003
2025-12-31 2026-02-05 $37.8M 3,812 0001419186-26-000001