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Cambridge Financial Group

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

Central Index Key (CIK): 0002085256

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Positions held by Cambridge Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cambridge Financial Group

Cambridge Financial Group holds 165 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	8.5	$27M	688k	38.57	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	6.9	$22M	656k	32.79	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	6.6	$21M	353k	58.21	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.4	$17M	524k	32.07	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	5.1	$16M	497k	31.89	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	2.9	$9.2M	292k	31.38	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.8	$8.6M	268k	31.91	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	2.3	$7.3M	82k	88.65	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.8	$5.7M	52k	110.59	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.7	$5.3M	192k	27.90	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	1.6	$5.1M	54k	95.22	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.6	$5.1M	192k	26.34	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.6	$4.9M	190k	25.71	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.5	$4.7M	22k	208.71	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.4	$4.3M	51k	84.68	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.4	$4.3M	12k	365.47	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.4	$4.2M	181k	23.28	View chart
Apple (AAPL)	1.3	$4.1M	16k	254.63	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.3	$4.1M	89k	46.12	View chart
Ishares Tr Egsadvncdmsci Em (EMXF)	1.2	$3.9M	86k	45.27	View chart
Ishares Tr Core Div Grwth (DGRO)	1.2	$3.8M	56k	68.08	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.1	$3.5M	128k	27.30	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$3.2M	36k	87.31	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.0	$3.1M	45k	68.46	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.0	$3.0M	103k	29.64	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.9	$2.9M	6.3k	463.75	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$2.9M	20k	140.95	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.8	$2.6M	88k	29.11	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.8	$2.5M	35k	72.44	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.8	$2.3M	66k	35.69	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.7	$2.3M	28k	84.11	View chart
Dimensional Etf Trust International (DFSI)	0.7	$2.3M	56k	40.95	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.7	$2.3M	3.00	754200.00	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$2.1M	4.5k	468.38	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.6	$2.0M	60k	33.37	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$2.0M	2.9k	666.18	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.6	$1.9M	52k	36.16	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.6	$1.8M	39k	46.81	View chart
Microsoft Corporation (MSFT)	0.6	$1.8M	3.5k	518.03	View chart
American Express Company (AXP)	0.6	$1.8M	5.4k	332.15	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$1.8M	8.2k	215.78	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.6	$1.8M	21k	83.41	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$1.7M	8.6k	203.60	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.5	$1.6M	24k	65.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$1.5M	2.6k	600.52	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.5	$1.4M	3.7k	378.94	View chart
NVIDIA Corporation (NVDA)	0.5	$1.4M	7.5k	186.59	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.4	$1.4M	32k	42.47	View chart
Amazon (AMZN)	0.4	$1.3M	6.1k	219.57	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$1.3M	16k	82.58	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$1.3M	42k	31.53	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.4	$1.3M	32k	41.09	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$1.3M	5.2k	241.97	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$1.2M	15k	79.93	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.1M	3.2k	355.47	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.4	$1.1M	14k	80.65	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.1M	2.2k	502.74	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$1.1M	12k	92.98	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$1.1M	33k	31.84	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.0M	3.2k	328.22	View chart
Ishares Tr Esg Aware Msci (ESML)	0.3	$1.0M	23k	45.08	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.3	$1.0M	43k	23.36	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$992k	14k	73.46	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$983k	8.8k	111.47	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$917k	17k	54.18	View chart
Wal-Mart Stores (WMT)	0.3	$912k	8.9k	103.06	View chart
Ge Aerospace Com New (GE)	0.3	$885k	2.9k	300.82	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$869k	6.3k	137.78	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$857k	13k	65.92	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$846k	17k	50.07	View chart
Johnson & Johnson (JNJ)	0.3	$845k	4.6k	185.41	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$841k	3.5k	243.09	View chart
Tesla Motors (TSLA)	0.3	$831k	1.9k	444.72	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.3	$828k	6.4k	129.71	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$797k	4.6k	174.59	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.3	$780k	36k	21.57	View chart
Qualcomm (QCOM)	0.2	$765k	4.6k	166.36	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.2	$756k	12k	63.83	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$756k	11k	70.85	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$736k	20k	36.35	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$724k	6.8k	106.49	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$699k	7.0k	99.53	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$692k	2.7k	254.36	View chart
Eli Lilly & Co. (LLY)	0.2	$680k	891.00	763.05	View chart
Ge Vernova (GEV)	0.2	$675k	1.1k	614.90	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$659k	6.6k	99.94	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$652k	15k	42.96	View chart
Broadcom (AVGO)	0.2	$594k	1.8k	329.97	View chart
Ishares Tr Esg Select Scre (XVV)	0.2	$590k	12k	51.52	View chart
Meta Platforms Cl A (META)	0.2	$580k	790.00	734.44	View chart
Abbvie (ABBV)	0.2	$579k	2.5k	231.50	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.2	$570k	18k	31.16	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$562k	7.5k	75.11	View chart
International Business Machines (IBM)	0.2	$559k	2.0k	282.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$556k	2.3k	243.56	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.2	$541k	24k	22.52	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.2	$535k	24k	21.92	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.2	$530k	23k	23.10	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$521k	12k	43.42	View chart
Visa Com Cl A (V)	0.2	$518k	1.5k	341.49	View chart
Ishares Tr Esg Select Scree (XJR)	0.2	$518k	12k	42.56	View chart
Costco Wholesale Corporation (COST)	0.2	$515k	557.00	924.31	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$514k	1.8k	293.80	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.2	$513k	9.8k	52.22	View chart
JPMorgan Chase & Co. (JPM)	0.2	$512k	1.6k	315.47	View chart
ConocoPhillips (COP)	0.2	$506k	5.4k	94.59	View chart
American Healthcare Reit Com Shs (AHR)	0.2	$504k	12k	42.01	View chart
Oracle Corporation (ORCL)	0.2	$501k	1.8k	281.19	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.2	$488k	13k	38.85	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$486k	3.3k	145.66	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.2	$477k	20k	23.41	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$449k	671.00	669.10	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$447k	5.0k	89.03	View chart
Ameriprise Financial (AMP)	0.1	$445k	906.00	491.25	View chart
Home Depot (HD)	0.1	$437k	1.1k	405.35	View chart
Pepsi (PEP)	0.1	$437k	3.1k	140.46	View chart
McDonald's Corporation (MCD)	0.1	$422k	1.4k	303.82	View chart
Ishares Intl High Yield (HYXU)	0.1	$418k	7.5k	55.61	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.1	$418k	19k	22.08	View chart
Netflix (NFLX)	0.1	$414k	345.00	1198.92	View chart
Flexshares Tr Mstar Emkt Fac (TLTE)	0.1	$412k	6.5k	63.11	View chart
Procter & Gamble Company (PG)	0.1	$405k	2.6k	153.68	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.1	$395k	17k	23.62	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$381k	2.2k	176.81	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$376k	1.8k	213.73	View chart
Coca-Cola Company (KO)	0.1	$376k	5.7k	66.32	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP)	0.1	$367k	15k	24.53	View chart
Cisco Systems (CSCO)	0.1	$357k	5.2k	68.42	View chart
Chevron Corporation (CVX)	0.1	$357k	2.3k	155.29	View chart
Emerson Electric (EMR)	0.1	$347k	2.6k	131.20	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$338k	2.4k	141.51	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$337k	1.0k	332.93	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$335k	2.4k	142.10	View chart
Merck & Co (MRK)	0.1	$332k	4.0k	83.94	View chart
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)	0.1	$324k	15k	21.01	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$319k	19k	16.90	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$315k	7.0k	44.69	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$313k	2.6k	120.72	View chart
Caterpillar (CAT)	0.1	$312k	653.00	477.48	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$311k	4.6k	67.83	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$306k	6.9k	44.31	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.1	$305k	14k	21.96	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$291k	1.4k	206.51	View chart
Bank of America Corporation (BAC)	0.1	$287k	5.6k	51.59	View chart
Texas Instruments Incorporated (TXN)	0.1	$275k	1.5k	183.78	View chart
At&t (T)	0.1	$270k	9.6k	28.24	View chart
Colgate-Palmolive Company (CL)	0.1	$268k	3.4k	79.94	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.1	$265k	6.0k	44.51	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.1	$264k	2.6k	100.76	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$262k	12k	22.39	View chart
Corteva (CTVA)	0.1	$259k	3.8k	67.64	View chart
Exxon Mobil Corporation (XOM)	0.1	$258k	2.3k	112.75	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	0.1	$257k	4.0k	63.57	View chart
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)	0.1	$243k	9.7k	24.98	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$237k	3.0k	78.91	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$225k	3.8k	59.92	View chart
Dupont De Nemours (DD)	0.1	$223k	2.9k	77.90	View chart
Public Service Enterprise (PEG)	0.1	$215k	2.6k	83.46	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$212k	2.1k	100.25	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$210k	1.9k	110.90	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$209k	10k	20.57	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX)	0.1	$207k	8.1k	25.55	View chart
UnitedHealth (UNH)	0.1	$201k	581.00	345.05	View chart
Phillips 66 (PSX)	0.1	$200k	1.5k	136.02	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$194k	10k	18.81	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 Q3 filed Oct. 6, 2025

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