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Cambridge Financial Group, LLC — 13F Holdings & Portfolio

CIK 2085256 · latest 13F-HR filed 2026-07-14

Backtest portfolio

Cambridge Financial Group, LLC manages $317.6M in 13F-reported U.S. long-equity assets across 155 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFAC (10.97%), DFAT (8.93%), DFIC (8.48%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 9 new positions, exited 22, added to 73, and trimmed 31.

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
6700 N ORACLE RD.
SUITE 324
TUCSON, AZ 85704
Phone
(520) 531-0550
Filing Manager
Cambridge Financial Group, LLC
TUCSON, AZ
Signatory
Bonnie Courtney
Operations Manager, CCO, Partner
Loading holdings…
AUM

$317.6M

Long-equity book

Holdings

155

Distinct positions

Period

2026-06-30

Filed 2026-07-14

Q/Q Activity

+9 / −22 / ↑73 / ↓31

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$5.4M +18.3%
  • DIMENSIONAL ETF TRUST$4.0M +16.4%
  • DIMENSIONAL ETF TRUST$3.4M +19.0%
  • DIMENSIONAL ETF TRUST$3.4M +18.2%
  • DIMENSIONAL ETF TRUST$2.6M +10.8%
Show all 73 →

Top Trims

  • BERKSHIRE HATHAWAY INC DEL-$628.0K -24.4%
  • VANGUARD INDEX FDS-$601.2K -58.9%
  • SCHWAB STRATEGIC TR-$527.8K -15.6%
  • VANGUARD WHITEHALL FDS-$510.2K -22.9%
  • SPDR GOLD TR-$308.7K -23.9%
Show all 31 →

New Positions

  • EA SERIES TRUST$263.9K
  • ISHARES TR$256.9K
  • APPLIED MATLS INC$243.7K
  • ISHARES TR$242.4K
  • QNITY ELECTRONICS INC$233.4K
Show all 9 →

Exited Positions

  • VANGUARD SCOTTSDALE FDS$1.1M
  • VANGUARD SCOTTSDALE FDS$579.8K
  • EXXON MOBIL CORP$507.0K
  • ISHARES TR$402.8K
  • INVESCO EXCH TRD SLF IDX FD$371.8K
Show all 22 →
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 DIMENSIONAL ETF TRUST DFAC 25434V708 $34.8M 10.97% 785,237 SH
2 DIMENSIONAL ETF TRUST DFAT 25434V609 $28.4M 8.93% 405,762 SH
3 DIMENSIONAL ETF TRUST DFIC 25434V799 $26.9M 8.48% 722,462 SH
4 DIMENSIONAL ETF TRUST DFEM 25434V732 $22.1M 6.97% 544,360 SH
5 DIMENSIONAL ETF TRUST DFEV 25434V740 $21.6M 6.80% 505,917 SH
6 DIMENSIONAL ETF TRUST DFAX 25434V880 $9.0M 2.83% 243,861 SH
7 SPDR SERIES TRUST SLYV 78464A300 $7.5M 2.36% 68,669 SH
8 SCHWAB STRATEGIC TR SCHG 808524300 $6.1M 1.91% 178,929 SH
9 APPLE INC AAPL 037833100 $5.8M 1.82% 19,970 SH
10 SCHWAB STRATEGIC TR SCHB 808524102 $4.8M 1.52% 166,962 SH
11 SCHWAB STRATEGIC TR SCHA 808524607 $4.7M 1.47% 128,796 SH
12 ISHARES TR IJS 464287879 $4.3M 1.36% 31,516 SH
13 DIMENSIONAL ETF TRUST DFIV 25434V807 $3.7M 1.18% 69,324 SH
14 ISHARES TR IWB 464287622 $3.7M 1.16% 8,962 SH
15 ISHARES TR DGRO 46434V621 $3.5M 1.11% 46,382 SH
16 ISHARES TR IEFA 46432F842 $3.4M 1.08% 35,527 SH
17 VANGUARD ADMIRAL FDS INC VIOV 921932778 $3.4M 1.08% 29,187 SH
18 SCHWAB STRATEGIC TR SCHF 808524805 $3.3M 1.05% 120,931 SH
19 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $3.0M 0.94% 4 SH
20 DIMENSIONAL ETF TRUST DFAS 25434V500 $3.0M 0.94% 36,145 SH
21 VANGUARD WHITEHALL FDS VYMI 921946794 $2.9M 0.92% 29,688 SH
22 SCHWAB STRATEGIC TR SCHD 808524797 $2.9M 0.90% 90,249 SH
23 STATE STR SPDR DOW JONES IND DIA 78467X109 $2.8M 0.87% 5,302 SH
24 VANGUARD INDEX FDS VBR 922908611 $2.7M 0.86% 11,232 SH
25 SCHWAB STRATEGIC TR SCHX 808524201 $2.7M 0.85% 91,430 SH
26 DIMENSIONAL ETF TRUST DFUS 25434V401 $2.6M 0.82% 31,693 SH
27 INVESCO QQQ TR QQQ 46090E103 $2.5M 0.78% 3,358 SH
28 SCHWAB STRATEGIC TR SCHV 808524409 $2.4M 0.77% 70,065 SH
29 DIMENSIONAL ETF TRUST DFSI 25434V690 $2.4M 0.76% 53,237 SH
30 SCHWAB STRATEGIC TR SCHM 808524508 $2.4M 0.75% 65,011 SH
31 DIMENSIONAL ETF TRUST DISV 25434V781 $2.0M 0.64% 50,664 SH
32 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.0M 0.64% 2,721 SH
33 SPDR INDEX SHS FDS SPEM 78463X509 $2.0M 0.63% 38,711 SH
34 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.9M 0.61% 3,879 SH
35 SCHWAB STRATEGIC TR FNDE 808524730 $1.9M 0.60% 48,347 SH
36 SPDR SERIES TRUST MDYV 78464A839 $1.8M 0.56% 18,681 SH
37 DIMENSIONAL ETF TRUST DFSU 25434V716 $1.8M 0.55% 37,745 SH
38 VANGUARD WHITEHALL FDS VYM 921946406 $1.7M 0.54% 10,841 SH
39 ISHARES TR IWF 464287614 $1.7M 0.52% 13,297 SH
40 ISHARES TR IXUS 46432F834 $1.6M 0.49% 16,294 SH
41 AMAZON COM INC AMZN 023135106 $1.5M 0.48% 6,463 SH
42 ALPHABET INC GOOG 02079K107 $1.5M 0.48% 4,359 SH
43 AMERICAN EXPRESS CO AXP 025816109 $1.5M 0.48% 4,461 SH
44 DIMENSIONAL ETF TRUST DFSE 25434V682 $1.4M 0.45% 28,925 SH
45 NVIDIA CORPORATION NVDA 67066G104 $1.4M 0.43% 6,769 SH
46 DIMENSIONAL ETF TRUST DFAE 25434V302 $1.3M 0.42% 33,172 SH
47 GE VERNOVA INC GEV 36828A101 $1.3M 0.41% 1,097 SH
48 SCHWAB STRATEGIC TR SCHE 808524706 $1.3M 0.40% 35,368 SH
49 ISHARES TR ESML 46435U663 $1.3M 0.40% 22,815 SH
50 ISHARES TR IWD 464287598 $1.2M 0.39% 5,145 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-14 $317.6M 155 0001214659-26-008499
2026-03-31 2026-04-08 $295.4M 168 0001214659-26-004448
2025-12-31 2026-01-09 $287.7M 169 0001214659-26-000305