Top Institutional Investors

CAMBIENT FAMILY OFFICE, LLC — 13F Holdings & Portfolio

CIK 2105684 · latest 13F-HR filed 2026-08-13

Backtest portfolio

CAMBIENT FAMILY OFFICE, LLC manages $813.0M in 13F-reported U.S. long-equity assets across 328 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (6.85%), IVV (5.29%), SPY (5.14%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 77 new positions and exited 10; 145 existing positions rose in reported value and 60 fell.

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.

Loading holdings…
AUM
$813.0M

Long-equity book

Holdings
328

Distinct positions

Period
2026-06-30

Filed 2026-08-13

Q/Q Activity
+77 / −10 / ↑145 / ↓60

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
NVDA6.9% · +0%IVV5.3% · +10%SPY5.1% · 0%MSFT3.9% · +1%VEU3.8% · -0%LLY3.6% · +2%GOOG3.4% · -6%AAPL3.3% · -1%AMZN2.2% · +2%RTX2.0% · +2%JPM1.9% · +1%VTI1.8% · +4%AMAT1.6% · +0%SHY1.5% · 0%XHLF1.3% · -10%DE1.3% · -3%GOOGL1.2% · +10%ABBV1.1% · -43%KO1.1% · +2%PG1.1% · +0%ANET1.0% · -0%ADP1.0% · +3%PANW1.0% · -2%SUB1.0% · +99%ISRG1.0% · +4%JNJ1.0% · +2%CSCO0.9% · -3%ABT0.9% · +2%PLTR0.9% · -9%GEV0.9% · +22%COST0.8% · +3%GUNR0.8% · +0%HD0.8% · +0%XOM0.7% · +2%EMR0.7% · +1%AVGO0.7% · +13%IEFA0.7% · +3%BLK0.6% · +2%CVX0.6% · -1%MCD0.6% · +0%SPTM0.6% · -2%IWR0.6% · +23%VCSH0.6% · 0%NEE0.6% · +1%APD0.6% · -18%PEP0.6% · +2%MU0.5% · +18%VGSH0.5% · +4%IEF0.5% · +2%VUSB0.5% · 0%SHV0.5% · -38%BRK.B0.5% · +4%SNPS0.5% · +1%SPYM0.4% · 0%META0.4% · +8%AMD0.4% · +27%HOOD0.4% · -0%TSLA0.4% · +10%GSY0.4% · +6%DHR0.4% · -5%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 39.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jul 16, 2026.

Assets Under Management
$857.9M
Discretionary
$781.2M
Employees
6
Accounts
260
Address
4690 E. FULTON STREET
SUITE 203
ADA, MI 49301
Phone
(616) 330-2270
Website
Name Title / Status Ownership Type
Fabiano, Andrew, Harold ControlCHIEF INVESTMENT OFFICER
since Jan 2026
50–75%Individual
Gibbs, Joshua, Kirk ControlCHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER
since Jan 2026
5–10%Individual
GOHEEN, JOCELYNCLIENT ADVISOR
since Jan 2026
Less than 5%Individual
RIMAR DEVELOPMENT, INCMEMBER
since Jan 2026
10–25%Domestic Entity
Rausch, Daniel, BairdINVESTMENT ADVISOR
since Jan 2026
5–10%Individual
Wilbur, Stephen, CraigFAMILY OFFICE PORTFOLIO MANAGER
since Jan 2026
5–10%Individual
Zandee, DonnaTRUST ADVISOR
since Jan 2026
10–25%Individual
CHRISTOPHER S. WITHAM TRUST U/D/A 11/16/2000
Indirect owner via RIMAR DEVELOPMENT, INC
OWNER
since Jan 2026
75% or moreDomestic Entity
Witham, Christopher, Scott
Indirect owner via CHRISTOPHER S. WITHAM TRUST U/D/A 11/16/2000
TRUSTEE
since Jan 2026
General partner, trustee or managerIndividual
Ownership & leadership changes · 3 filings with changes since Feb 27, 2025

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jan 21, 2026 filing
  • No longer listedWitham, Christopher, Scott · MANAGING MEMBER · 75% or more · control person · listed since Feb 2025
  • AddedCHRISTOPHER S. WITHAM TRUST U/D/A 11/16/2000 · OWNER · 75% or more · indirect via RIMAR DEVELOPMENT, INC
  • AddedGOHEEN, JOCELYN · CLIENT ADVISOR · Less than 5%
  • AddedRIMAR DEVELOPMENT, INC · MEMBER · 10–25%
  • AddedRausch, Daniel, Baird · INVESTMENT ADVISOR · 5–10%
  • AddedWitham, Christopher, Scott · TRUSTEE · General partner, trustee or manager · indirect via CHRISTOPHER S. WITHAM TRUST U/D/A 11/16/2000
  • AddedZandee, Donna · TRUST ADVISOR · 10–25%
  • ChangedFabiano, Andrew, Harold · ownership Less than 5% → 50–75%
  • ChangedGibbs, Joshua, Kirk · ownership Less than 5% → 5–10%
  • ChangedWilbur, Stephen, Craig · ownership Less than 5% → 5–10%; no longer a control person
Jul 31, 2025 filing
  • No longer listedWINN, CHRISTOPHER, EDWARD · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Feb 2025
  • AddedGibbs, Joshua, Kirk · CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER · Less than 5% · control person
May 20, 2025 filing
  • AddedFabiano, Andrew, Harold · CHIEF INVESTMENT OFFICER · Less than 5% · control person
  • AddedWilbur, Stephen, Craig · FAMILY OFFICE PORTFOLIO MANAGER · Less than 5% · control person
Feb 27, 2025 filing (earliest on record)
  • ListedWINN, CHRISTOPHER, EDWARD · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ListedWitham, Christopher, Scott · MANAGING MEMBER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

CAMBIENT FAMILY OFFICE, LLC Holdings (2026-06-30)

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 NVIDIA CORPORATION NVDA 67066G104 $55.7M 6.85% 278,401 SH
2 ISHARES TR IVV 464287200 $43.0M 5.29% 57,462 SH
3 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $41.8M 5.14% 55,809 SH
4 MICROSOFT CORP MSFT 594918104 $31.7M 3.90% 85,106 SH
5 VANGUARD INTL EQUITY INDEX F VEU 922042775 $31.1M 3.83% 371,365 SH
6 ELI LILLY & CO LLY 532457108 $29.1M 3.58% 24,259 SH
7 ALPHABET INC GOOG 02079K107 $27.9M 3.43% 78,891 SH
8 APPLE INC AAPL 037833100 $27.0M 3.32% 93,332 SH
9 AMAZON COM INC AMZN 023135106 $17.7M 2.17% 74,099 SH
10 RTX CORPORATION RTX 75513E101 $16.1M 1.98% 84,674 SH
11 JPMORGAN CHASE & CO JPM 46625H100 $15.6M 1.92% 47,709 SH
12 VANGUARD INDEX FDS VTI 922908769 $14.5M 1.78% 39,163 SH
13 APPLIED MATLS INC AMAT 038222105 $13.2M 1.63% 18,326 SH
14 ISHARES TR SHY 464287457 $12.3M 1.51% 149,814 SH
15 BONDBLOXX ETF TRUST XHLF 09789C788 $10.5M 1.30% 209,507 SH
16 DEERE & CO DE 244199105 $10.2M 1.26% 16,089 SH
17 ALPHABET INC GOOGL 02079K305 $9.5M 1.17% 26,702 SH
18 ABBVIE INC ABBV 00287Y109 $9.1M 1.12% 36,055 SH
19 COCA COLA CO KO 191216100 $9.0M 1.11% 110,237 SH
20 PROCTER & GAMBLE CO PG 742718109 $8.8M 1.08% 59,872 SH
21 ARISTA NETWORKS INC ANET 040413205 $8.4M 1.03% 49,523 SH
22 AUTOMATIC DATA PROCESSING IN ADP 053015103 $8.3M 1.02% 36,768 SH
23 PALO ALTO NETWORKS INC PANW 697435105 $8.2M 1.01% 24,159 SH
24 ISHARES TR SUB 464288158 $8.0M 0.99% 75,455 SH
25 INTUITIVE SURGICAL INC ISRG 46120E602 $7.9M 0.97% 19,820 SH
26 JOHNSON & JOHNSON JNJ 478160104 $7.8M 0.96% 30,573 SH
27 CISCO SYS INC CSCO 17275R102 $7.4M 0.91% 62,978 SH
28 ABBOTT LABORATORIES ABT 002824100 $7.3M 0.90% 80,795 SH
29 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $7.2M 0.88% 61,439 SH
30 GE VERNOVA INC GEV 36828A101 $7.0M 0.86% 5,945 SH
31 COSTCO WHOLESALE CORPORATION COST 22160K105 $6.9M 0.84% 7,335 SH
32 FLEXSHARES TR GUNR 33939L407 $6.8M 0.83% 137,370 SH
33 HOME DEPOT INC HD 437076102 $6.5M 0.80% 18,390 SH
34 EXXON MOBIL CORP XOM 30231G102 $5.8M 0.71% 42,490 SH
35 EMERSON ELEC CO EMR 291011104 $5.5M 0.67% 38,307 SH
36 BROADCOM INC AVGO 11135F101 $5.4M 0.66% 14,210 SH
37 ISHARES TR IEFA 46432F842 $5.3M 0.65% 54,839 SH
38 BLACKROCK INC BLK 09290D101 $5.2M 0.65% 5,457 SH
39 CHEVRON CORPORATION CVX 166764100 $5.2M 0.64% 31,469 SH
40 MCDONALDS CORP MCD 580135101 $5.1M 0.63% 19,028 SH
41 SPDR SERIES TRUST SPTM 78464A805 $5.1M 0.63% 56,318 SH
42 ISHARES TR IWR 464287499 $5.0M 0.61% 45,318 SH
43 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $4.9M 0.60% 62,108 SH
44 NEXTERA ENERGY INC NEE 65339F101 $4.7M 0.58% 54,027 SH
45 AIR PRODUCTS AND CHEMICALS I APD 009158106 $4.6M 0.56% 15,626 SH
46 PEPSICO INC PEP 713448108 $4.5M 0.56% 33,402 SH
47 MICRON TECHNOLOGY INC MU 595112103 $4.2M 0.52% 3,677 SH
48 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $4.2M 0.52% 72,897 SH
49 ISHARES TR IEF 464287440 $4.2M 0.52% 44,702 SH
50 VANGUARD BD INDEX FDS VUSB 92203C303 $3.9M 0.48% 77,866 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $813.0M 328 0001398344-26-014342
2026-03-31 2026-04-21 $716.4M 261 0001398344-26-006785
2025-12-31 2026-02-20 $700.8M 260 0001398344-26-003434
Filer Information
Address
4690 FULTON STREET E
SUITE 203
ADA, MI 49301
Phone
(616) 330-2270
Filing Manager
CAMBIENT FAMILY OFFICE, LLC
ADA, MI
Signatory
Josh Gibbs
Trust Advisor, Chief Compliance Officer