CAMBIENT FAMILY OFFICE, LLC — 13F Holdings & Portfolio

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

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, exited 10, added to 145, and trimmed 60.

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
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
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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$8.9M +26.2%
  • NVIDIA CORPORATION$7.4M +15.3%
  • ELI LILLY & CO$7.2M +32.9%
  • APPLIED MATLS INC$7.0M +112.3%
  • STATE STR SPDR S&P 500 ETF T$5.4M +14.8%
Show all 145

Top Trims

  • ABBVIE INC-$4.7M -34.3%
  • CARRIER GLOBAL CORPORATION-$2.8M -86.7%
  • PALANTIR TECHNOLOGIES INC-$2.7M -27.4%
  • ISHARES TR-$2.4M -38.2%
  • OTIS WORLDWIDE CORP-$2.1M -87.9%
Show all 60

New Positions

  • LUMENTUM HLDGS INC$2.9M
  • HONEYWELL INTL INC$1.8M
  • HONEYWELL AEROSPACE INC$1.8M
  • VANGUARD TAX-MANAGED FDS$1.8M
  • J P MORGAN EXCHANGE TRADED F$1.0M
Show all 77

Exited Positions

  • HONEYWELL INTL INC$3.7M
  • CINTAS CORP$274.9K
  • CME GROUP INC$273.2K
  • MCCORMICK & CO INC$235.5K
  • BOSTON SCIENTIFIC CORP$232.1K
Show all 10
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 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