Cambridge Financial Group, LLC — 13F Holdings & Portfolio
CIK 2085256 · latest 13F-HR filed 2026-04-08
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.
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AUM
$295.4M
Long-equity book
Holdings
168
Distinct positions
Period
2026-03-31
Filed 2026-04-08
Q/Q Activity
+12 / −13 / ↑68 / ↓66
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DIMENSIONAL ETF TRUST$6.0M +32.6%
- DIMENSIONAL ETF TRUST$5.9M +24.9%
- DIMENSIONAL ETF TRUST$4.7M +23.7%
- DIMENSIONAL ETF TRUST$4.6M +33.7%
- DIMENSIONAL ETF TRUST$3.8M +25.3%
Top Trims
- VANGUARD INDEX FDS-$2.5M -48.2%
- SCHWAB STRATEGIC TR-$2.3M -28.4%
- SCHWAB STRATEGIC TR-$2.2M -45.9%
- ISHARES TR-$1.9M -32.0%
- ISHARES TR-$1.8M -83.8%
New Positions
- ISHARES TR$577.0K
- INVESCO EXCH TRD SLF IDX FD$502.8K
- INVESCO EXCH TRD SLF IDX FD$395.2K
- INVESCO EXCH TRD SLF IDX FD$273.2K
- AMERICAN CENTY ETF TR$273.0K
Exited Positions
- VANGUARD INDEX FDS$589.9K
- VANGUARD ADMIRAL FDS INC$392.3K
- ISHARES INC$377.5K
- VANGUARD WORLD FD$373.5K
- COLGATE PALMOLIVE CO$304.5K
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 | $29.4M | 9.96% | 757,454 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $24.4M | 8.24% | 390,016 | SH |
| 3 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $24.3M | 8.22% | 683,724 | SH |
| 4 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $18.7M | 6.33% | 541,634 | SH |
| 5 | DIMENSIONAL ETF TRUST | DFEV | 25434V740 | $18.1M | 6.14% | 507,088 | SH |
| 6 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $9.0M | 3.03% | 263,778 | SH |
| 7 | SPDR SERIES TRUST | SLYV | 78464A300 | $6.6M | 2.23% | 69,786 | SH |
| 8 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $5.7M | 1.92% | 194,993 | SH |
| 9 | APPLE INC | AAPL | 037833100 | $5.1M | 1.72% | 19,970 | SH |
| 10 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $4.4M | 1.48% | 174,184 | SH |
| 11 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $4.2M | 1.42% | 144,226 | SH |
| 12 | ISHARES TR | IJS | 464287879 | $4.1M | 1.38% | 34,532 | SH |
| 13 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $3.9M | 1.32% | 73,932 | SH |
| 14 | ISHARES TR | DGRO | 46434V621 | $3.7M | 1.25% | 52,617 | SH |
| 15 | ISHARES TR | IWB | 464287622 | $3.7M | 1.25% | 10,343 | SH |
| 16 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $3.5M | 1.18% | 140,520 | SH |
| 17 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $3.4M | 1.15% | 110,481 | SH |
| 18 | ISHARES TR | IEFA | 46432F842 | $3.3M | 1.12% | 36,522 | SH |
| 19 | VANGUARD ADMIRAL FDS INC | VIOV | 921932778 | $3.0M | 1.02% | 29,485 | SH |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $2.9M | 0.97% | 4 | SH |
| 21 | VANGUARD WHITEHALL FDS | VYMI | 921946794 | $2.8M | 0.95% | 29,667 | SH |
| 22 | VANGUARD INDEX FDS | VBR | 922908611 | $2.7M | 0.92% | 12,510 | SH |
| 23 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $2.6M | 0.87% | 5,361 | SH |
| 24 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $2.6M | 0.87% | 99,954 | SH |
| 25 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $2.5M | 0.85% | 35,180 | SH |
| 26 | STATE STR SPDR DOW JONES IND | DIA | 78467X109 | $2.5M | 0.83% | 5,302 | SH |
| 27 | DIMENSIONAL ETF TRUST | DISV | 25434V781 | $2.3M | 0.78% | 58,607 | SH |
| 28 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $2.3M | 0.76% | 73,995 | SH |
| 29 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $2.2M | 0.75% | 15,013 | SH |
| 30 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $2.1M | 0.70% | 66,632 | SH |
| 31 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $2.0M | 0.67% | 28,106 | SH |
| 32 | DIMENSIONAL ETF TRUST | DFSI | 25434V690 | $2.0M | 0.67% | 46,683 | SH |
| 33 | INVESCO QQQ TR | QQQ | 46090E103 | $1.9M | 0.66% | 3,358 | SH |
| 34 | ISHARES TR | IWF | 464287614 | $1.9M | 0.65% | 4,478 | SH |
| 35 | SCHWAB STRATEGIC TR | FNDE | 808524730 | $1.9M | 0.64% | 49,546 | SH |
| 36 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $1.8M | 0.63% | 39,399 | SH |
| 37 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.8M | 0.61% | 2,777 | SH |
| 38 | SPDR SERIES TRUST | MDYV | 78464A839 | $1.6M | 0.55% | 19,146 | SH |
| 39 | ISHARES TR | IWD | 464287598 | $1.5M | 0.50% | 6,955 | SH |
| 40 | DIMENSIONAL ETF TRUST | DFSU | 25434V716 | $1.4M | 0.49% | 34,956 | SH |
| 41 | ISHARES TR | IXUS | 46432F834 | $1.4M | 0.48% | 16,294 | SH |
| 42 | AMERICAN EXPRESS CO | AXP | 025816109 | $1.4M | 0.47% | 4,561 | SH |
| 43 | AMAZON COM INC | AMZN | 023135106 | $1.3M | 0.45% | 6,417 | SH |
| 44 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.3M | 0.45% | 7,637 | SH |
| 45 | DIMENSIONAL ETF TRUST | DFAE | 25434V302 | $1.3M | 0.44% | 38,510 | SH |
| 46 | SPDR GOLD TR | GLD | 78463V107 | $1.3M | 0.44% | 3,005 | SH |
| 47 | ISHARES TR | IWM | 464287655 | $1.2M | 0.42% | 4,991 | SH |
| 48 | MICROSOFT CORP | MSFT | 594918104 | $1.2M | 0.42% | 3,342 | SH |
| 49 | SCHWAB STRATEGIC TR | SCHE | 808524706 | $1.1M | 0.39% | 34,601 | SH |
| 50 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.1M | 0.38% | 4,649 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-08 | $295.4M | 168 | 0001214659-26-004448 |
| 2025-12-31 | 2026-01-09 | $287.7M | 169 | 0001214659-26-000305 |