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Cambridge Financial Group

Latest statistics and disclosures from Cambridge Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFAT, DFIC, DFEM, DFEV, and represent 31.31% of Cambridge Financial Group's stock portfolio.
Added to shares of these 10 stocks: AAPL, QQQ, DFIV, DFAX, DFIC, VBR, IOO, VNQ, DFEM, VO.
Started 11 new stock positions in VNQ, ONTO, RTX, URI, TGT, AMPX, SDY, NUE, VUG, NOC. IOO.
Reduced shares in these 10 stocks: EMXF, BRK.A, VIOV, IBTF, IBIT, VCIT, VTEB, BSJT, BSJS, BSMQ.
Sold out of its positions in AVSE, AVDE, BSJS, BSMQ, BSMP, IBTF, PSX.
Cambridge Financial Group was a net buyer of stock by $3.7M.
Cambridge Financial Group has $288M in assets under management (AUM), dropping by -7.39%.
Central Index Key (CIK): 0002085256

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Portfolio Holdings for Cambridge Financial Group

Cambridge Financial Group holds 169 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	8.2	$24M		679k	34.73	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	6.8	$20M		352k	56.02	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	6.4	$18M	+3%	682k	26.89	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.2	$15M	+4%	545k	27.39	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	4.7	$14M		506k	26.84	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	2.8	$8.1M	+10%	322k	25.10	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.8	$7.9M		271k	29.27	View chart
Spdr Series Trust State Street Spd (SLYV)	2.5	$7.3M		83k	87.72	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	2.1	$6.0M	+5%	55k	110.06	View chart
Apple (AAPL)	1.9	$5.5M	+32%	21k	258.40	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.9	$5.4M	+6%	204k	26.69	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.8	$5.2M	+12%	25k	206.94	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.6	$4.7M		193k	24.48	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.6	$4.6M		190k	24.33	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.6	$4.5M	+21%	108k	41.69	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.5	$4.3M	+4%	53k	80.17	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.4	$4.2M		12k	353.82	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.4	$4.0M	+6%	193k	20.82	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	1.4	$3.9M	-25%	40k	98.69	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.3	$3.6M	+3%	133k	27.47	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.1	$3.3M	+11%	50k	66.38	View chart
Ishares Tr Core Div Grwth (DGRO)	1.1	$3.2M	-8%	52k	62.78	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	1.1	$3.0M	+8%	6.9k	444.17	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.0	$3.0M		101k	29.53	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.0	$2.9M		21k	140.97	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$2.6M		37k	70.64	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.9	$2.6M	+8%	95k	27.08	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.8	$2.3M		35k	65.46	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.8	$2.3M	+30%	78k	28.96	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$2.2M	+57%	4.0k	554.43	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.7	$2.1M	+16%	76k	27.68	View chart
Ishares Tr Egsadvncdmsci Em (EMXF)	0.7	$2.1M	-45%	46k	45.39	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$1.9M	+5%	3.1k	623.87	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$1.9M	+14%	9.4k	204.74	View chart
Dimensional Etf Trust International (DFSI)	0.6	$1.7M	-17%	47k	36.30	View chart
Microsoft Corporation (MSFT)	0.6	$1.7M	+9%	3.8k	438.97	View chart
American Express Company (AXP)	0.6	$1.7M		5.4k	308.93	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$1.6M	-9%	4.1k	401.83	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$1.6M	-29%	19k	83.99	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.6	$1.6M	+6%	42k	38.42	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$1.6M	-4%	8.2k	194.43	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.5	$1.6M	+3%	54k	29.07	View chart
Spdr Series Trust State Street Spd (MDYV)	0.5	$1.5M	-12%	18k	81.02	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.5	$1.4M		3.7k	388.68	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$1.4M	+12%	5.9k	243.36	View chart
Amazon (AMZN)	0.5	$1.4M	+5%	6.5k	219.96	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$1.4M	+5%	45k	30.38	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.4	$1.2M	+5%	34k	35.29	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$1.2M	+10%	18k	66.14	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.4	$1.2M	-3%	31k	38.12	View chart
Ishares Tr Esg Aware Msci (ESML)	0.4	$1.1M	+17%	27k	42.48	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.1M	+7%	3.4k	326.55	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.1M	-3%	3.1k	357.83	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.4	$1.1M		33k	31.99	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$1.0M	+120%	3.9k	271.17	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$1.0M	+11%	15k	68.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.0M	-7%	2.1k	503.71	View chart
Vanguard Intl Equity Index Tt Wrld St Etf (VT)	0.4	$1.0M	+33%	8.4k	123.23	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$1.0M	-17%	13k	79.81	View chart
Spdr Series Trust State Street Spd (SPTM)	0.3	$998k		14k	71.43	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$941k	+5%	12k	77.67	View chart
NVIDIA Corporation (NVDA)	0.3	$924k	-13%	6.5k	141.77	View chart
Tesla Motors (TSLA)	0.3	$897k	+8%	2.0k	442.81	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$883k	+11%	5.1k	173.92	View chart
Wal-Mart Stores (WMT)	0.3	$860k	-2%	8.6k	99.63	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.3	$849k	+5%	6.7k	126.09	View chart
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO)	0.3	$848k		17k	49.95	View chart
Johnson & Johnson (JNJ)	0.3	$827k	+15%	5.3k	156.60	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$814k	+18%	3.2k	252.22	View chart
Qualcomm (QCOM)	0.3	$790k		4.6k	171.72	View chart
Pepsi (PEP)	0.3	$786k	+70%	5.3k	148.45	View chart
JPMorgan Chase & Co. (JPM)	0.3	$785k	+73%	2.8k	279.26	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$755k	-66%	1.00	755400.00	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$741k	+6%	14k	53.64	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$708k	+34%	3.1k	230.37	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$699k		21k	33.90	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.2	$693k		12k	57.99	View chart
Eli Lilly & Co. (LLY)	0.2	$670k	-2%	868.00	772.00	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$668k		6.6k	101.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$655k		3.4k	193.03	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.2	$635k	+43%	18k	35.27	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$602k	-38%	5.4k	110.66	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$591k	NEW	4.6k	127.38	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$590k	NEW	6.6k	89.08	View chart
Merck & Co (MRK)	0.2	$575k	+44%	5.7k	100.56	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$571k	-23%	8.2k	69.90	View chart
Emerson Electric (EMR)	0.2	$545k	+60%	4.2k	128.22	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.2	$543k		18k	29.70	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.2	$538k		24k	22.02	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.2	$531k		23k	23.15	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.2	$527k		24k	22.21	View chart
Costco Wholesale Corporation (COST)	0.2	$525k	+4%	582.00	901.89	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$525k	+56%	3.7k	141.76	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$519k	+2%	16k	33.21	View chart
Ishares Tr Esg Select Scre (XVV)	0.2	$519k		12k	45.30	View chart
International Business Machines (IBM)	0.2	$512k	+2%	2.0k	253.24	View chart
ConocoPhillips (COP)	0.2	$510k	-3%	5.1k	99.15	View chart
Visa Com Cl A (V)	0.2	$507k		1.5k	337.71	View chart
Ishares Tr Esg Select Scree (XJR)	0.2	$504k		12k	41.42	View chart
Ge Aerospace Com New (GE)	0.2	$491k		2.9k	166.79	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.2	$478k		20k	23.46	View chart
American Healthcare Reit Com Shs (AHR)	0.2	$473k		12k	39.46	View chart
Meta Platforms Cl A (META)	0.2	$469k	-2%	770.00	609.29	View chart
Ameriprise Financial (AMP)	0.2	$465k		906.00	513.45	View chart
Home Depot (HD)	0.2	$460k	+12%	1.2k	377.61	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$456k		7.5k	60.49	View chart
Abbvie (ABBV)	0.2	$451k		2.5k	182.17	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$444k		3.3k	135.65	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$433k	+2%	12k	35.08	View chart
Nucor Corporation (NUE)	0.1	$426k	NEW	2.7k	157.68	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$408k	+9%	2.4k	173.48	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$408k	-20%	7.9k	51.93	View chart
Procter & Gamble Company (PG)	0.1	$404k	-7%	2.4k	165.83	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$403k		671.00	600.57	View chart
Broadcom (AVGO)	0.1	$397k	-4%	1.7k	231.88	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.1	$392k	+53%	4.0k	97.75	View chart
McDonald's Corporation (MCD)	0.1	$390k	-3%	1.3k	289.97	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$389k	-43%	4.0k	97.79	View chart
Ishares Euro High Yield (HYXU)	0.1	$378k		7.5k	50.17	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$374k		1.8k	212.35	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$373k	-48%	3.5k	107.10	View chart
Coca-Cola Company (KO)	0.1	$366k	-2%	5.5k	66.49	View chart
Chevron Corporation (CVX)	0.1	$363k	+8%	2.5k	145.90	View chart
Cisco Systems (CSCO)	0.1	$361k	+12%	5.9k	61.23	View chart
Ge Vernova (GEV)	0.1	$361k		1.1k	328.93	View chart
Flexshares Tr Mstar Emkt Fac (TLTE)	0.1	$336k		6.5k	51.49	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$335k	+7%	20k	16.51	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$327k		5.0k	65.08	View chart
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)	0.1	$325k		15k	21.14	View chart
Exxon Mobil Corporation (XOM)	0.1	$320k	+25%	2.9k	111.81	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$318k		7.0k	45.53	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$311k	-4%	2.3k	136.94	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$306k	-74%	6.1k	50.39	View chart
Colgate-Palmolive Company (CL)	0.1	$305k		3.4k	90.91	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$301k	-64%	6.0k	50.28	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.1	$299k		14k	21.34	View chart
Oracle Corporation (ORCL)	0.1	$297k		1.8k	166.61	View chart
Texas Instruments Incorporated (TXN)	0.1	$295k	+6%	1.6k	185.34	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$292k		1.0k	288.93	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.1	$285k	-63%	13k	21.53	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$282k	NEW	687.00	410.24	View chart
UnitedHealth (UNH)	0.1	$275k	-6%	543.00	505.48	View chart
Bank of America Corporation (BAC)	0.1	$274k		5.6k	49.25	View chart
Northrop Grumman Corporation (NOC)	0.1	$272k	NEW	482.00	563.28	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$269k		1.4k	190.88	View chart
Onto Innovation (ONTO)	0.1	$269k	NEW	1.7k	162.34	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$263k		2.6k	101.53	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$255k		12k	22.15	View chart
At&t (T)	0.1	$254k	+15%	11k	22.96	View chart
Netflix (NFLX)	0.1	$253k	+236%	1.2k	218.12	View chart
Dupont De Nemours (DD)	0.1	$253k	+15%	3.3k	76.25	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$249k		4.6k	54.25	View chart
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)	0.1	$244k		9.7k	25.14	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$241k	-13%	6.0k	40.36	View chart
Caterpillar (CAT)	0.1	$237k		653.00	363.01	View chart
United Rentals (URI)	0.1	$235k	NEW	302.00	779.15	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$230k	+11%	11k	20.32	View chart
Raytheon Technologies Corp (RTX)	0.1	$222k	NEW	1.5k	150.51	View chart
Corteva (CTVA)	0.1	$218k		3.8k	56.97	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$218k		3.8k	57.96	View chart
Public Service Enterprise (PEG)	0.1	$218k		2.6k	84.49	View chart
Target Corporation (TGT)	0.1	$217k	NEW	2.1k	102.44	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$215k	+12%	12k	18.56	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$211k		2.1k	100.12	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX)	0.1	$210k		8.1k	25.84	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$209k	NEW	1.5k	139.93	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$206k		1.9k	109.10	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.1	$204k		6.0k	34.14	View chart
Amprius Technologies Common Stock (AMPX)	0.0	$78k	NEW	10k	7.83	View chart

Past Filings by Cambridge Financial Group

SEC 13F filings are viewable for Cambridge Financial Group going back to 2025

Cambridge Financial Group 2025 Q4 filed Jan. 9, 2026
Cambridge Financial Group 2025 Q3 filed Oct. 6, 2025

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