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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 38.90% of Cambridge Financial Group's stock portfolio.
Added to shares of these 10 stocks: DFAC, DFAT, BRK.A, BRK.B, IBTG, IBIT, BSMR, AVUV, BSMQ, BSJS.
Started 12 new stock positions in AMGN, AVSE, ALB, GS, BSMR, AVDE, LGVN, IBTG, BSMQ, BSJS. PSX, INTC.
Reduced shares in these 10 stocks: VBR, SCHX, IJS, SCHG, VYMI, DFAX, EMXF, DFIV, SCHA, SCHE.
Sold out of its positions in FRDM, CL, DD, EUHY, AGG, IDU, URI, UNH, IVOV, VEA. VDC, VNQ, VUG.
Cambridge Financial Group was a net seller of stock by $-32M.
Cambridge Financial Group has $295M in assets under management (AUM), dropping by 2.68%.
Central Index Key (CIK): 0002085256

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Portfolio Holdings for Cambridge Financial Group

Cambridge Financial Group holds 168 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	10.0	$29M	+11%	758k	38.86	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	8.2	$24M	+10%	390k	62.45	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	8.2	$24M		684k	35.53	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	6.3	$19M		542k	34.55	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	6.1	$18M		507k	35.78	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	3.0	$9.0M	-18%	264k	33.97	View chart
Spdr Series Trust State Street Spd (SLYV)	2.2	$6.6M	-15%	70k	94.58	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.9	$5.7M	-28%	195k	29.13	View chart
Apple (AAPL)	1.7	$5.1M	-5%	20k	253.79	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.5	$4.4M	-8%	174k	25.10	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.4	$4.2M	-29%	144k	29.08	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.4	$4.1M	-36%	35k	118.45	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.3	$3.9M	-31%	74k	52.78	View chart
Ishares Tr Core Div Grwth (DGRO)	1.2	$3.7M	+2%	53k	70.18	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.2	$3.7M	-12%	10k	356.55	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.2	$3.5M	-27%	141k	24.75	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.1	$3.4M	-16%	111k	30.68	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.1	$3.3M		37k	90.53	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	1.0	$3.0M	-26%	30k	101.74	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.0	$2.9M	+300%	4.00	718140.00	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.9	$2.8M	-44%	30k	94.24	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$2.7M	-50%	13k	217.24	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$2.6M	+160%	5.4k	479.20	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.9	$2.6M	-48%	100k	25.64	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.8	$2.5M	-29%	35k	71.13	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.8	$2.5M	-22%	5.3k	463.19	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.8	$2.3M	-23%	59k	39.44	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.8	$2.3M	-22%	74k	30.50	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.8	$2.2M	-26%	15k	148.10	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.7	$2.1M	-34%	67k	30.96	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.7	$2.0M	-18%	28k	70.91	View chart
Dimensional Etf Trust International (DFSI)	0.7	$2.0M		47k	42.40	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$1.9M	-16%	3.4k	577.13	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$1.9M	+9%	4.5k	426.38	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.6	$1.9M	-7%	50k	38.26	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.6	$1.8M	-5%	39k	46.91	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$1.8M	-10%	2.8k	650.38	View chart
Spdr Series Trust State Street Spd (MDYV)	0.6	$1.6M	+3%	19k	85.15	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$1.5M	-14%	7.0k	213.66	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.5	$1.4M	+12%	35k	41.09	View chart
Ishares Tr Core Msci Total (IXUS)	0.5	$1.4M	-9%	16k	86.64	View chart
American Express Company (AXP)	0.5	$1.4M	-15%	4.6k	302.47	View chart
Amazon (AMZN)	0.5	$1.3M		6.4k	208.27	View chart
NVIDIA Corporation (NVDA)	0.5	$1.3M	+17%	7.6k	174.40	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$1.3M	-13%	39k	33.86	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.3M	-2%	3.0k	430.29	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$1.2M	-15%	5.0k	247.99	View chart
Microsoft Corporation (MSFT)	0.4	$1.2M	-13%	3.3k	370.13	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$1.1M	-55%	35k	32.95	View chart
Johnson & Johnson (JNJ)	0.4	$1.1M	-12%	4.6k	244.43	View chart
Wal-Mart Stores (WMT)	0.4	$1.1M	+5%	9.1k	124.29	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$1.1M	-30%	13k	82.75	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.4	$1.1M	-24%	26k	42.37	View chart
Ishares Tr Esg Aware Msci (ESML)	0.4	$1.1M	-15%	23k	47.02	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$1.1M	-47%	4.9k	215.05	View chart
Spdr Series Trust State Street Spd (SPTM)	0.4	$1.1M	-4%	13k	79.06	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.4	$1.0M	-10%	11k	95.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.0M	-6%	3.2k	320.86	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$1.0M	-13%	13k	77.11	View chart
Ge Vernova (GEV)	0.3	$958k		1.1k	872.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$956k	-2%	3.3k	287.56	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$875k		3.1k	286.87	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$854k	+94%	7.7k	110.47	View chart
Eli Lilly & Co. (LLY)	0.3	$843k	+5%	916.00	919.85	View chart
JPMorgan Chase & Co. (JPM)	0.3	$838k		2.8k	294.18	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$834k	-9%	15k	54.05	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$805k	-16%	12k	69.75	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$789k	+238%	21k	38.42	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$788k	-42%	2.1k	370.68	View chart
Pepsi (PEP)	0.3	$781k	-5%	5.0k	155.30	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.3	$767k		12k	64.73	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$738k	-17%	5.6k	132.51	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$726k	-22%	3.9k	184.27	View chart
ConocoPhillips (COP)	0.2	$703k	+3%	5.3k	132.00	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$691k	+48%	4.9k	142.44	View chart
Ge Aerospace Com New (GE)	0.2	$677k	-18%	2.4k	283.77	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$674k		6.6k	102.24	View chart
Tesla Motors (TSLA)	0.2	$653k	-13%	1.8k	371.75	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$646k	-43%	18k	35.04	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$631k	-45%	4.6k	138.32	View chart
Qualcomm (QCOM)	0.2	$610k	+3%	4.7k	128.78	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$608k		7.5k	80.58	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.2	$598k		18k	32.43	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$594k	-22%	12k	48.93	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$580k	-42%	7.3k	79.27	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.2	$577k	NEW	25k	22.91	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$574k	-32%	2.2k	261.87	View chart
Merck & Co (MRK)	0.2	$567k	-17%	4.7k	120.28	View chart
American Healthcare Reit Com Shs (AHR)	0.2	$566k		12k	47.16	View chart
Ishares Tr Esg Select Scre (XVV)	0.2	$564k		12k	49.22	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$561k		4.6k	120.98	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$560k		3.7k	151.41	View chart
Emerson Electric (EMR)	0.2	$557k		4.2k	131.04	View chart
Broadcom (AVGO)	0.2	$553k	+4%	1.8k	309.57	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$546k	-32%	14k	38.96	View chart
Abbvie (ABBV)	0.2	$545k		2.5k	217.45	View chart
Costco Wholesale Corporation (COST)	0.2	$537k	-7%	539.00	995.51	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.2	$532k		24k	22.43	View chart
Ishares Tr Esg Select Scree (XJR)	0.2	$530k		12k	43.54	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$525k	-6%	12k	45.47	View chart
Exxon Mobil Corporation (XOM)	0.2	$507k	+4%	3.0k	169.66	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.2	$503k	NEW	21k	23.65	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.2	$502k	+79%	24k	21.04	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$501k		5.0k	99.86	View chart
Spdr Index Shs Fds State Street Spd (EDIV)	0.2	$495k	-30%	13k	39.48	View chart
Visa Com Cl A (V)	0.2	$479k	+5%	1.6k	302.33	View chart
Chevron Corporation (CVX)	0.2	$476k	-7%	2.3k	206.90	View chart
McDonald's Corporation (MCD)	0.2	$468k	+11%	1.5k	310.82	View chart
Nucor Corporation (NUE)	0.2	$457k		2.7k	169.10	View chart
Cisco Systems (CSCO)	0.2	$457k		5.9k	77.59	View chart
Meta Platforms Cl A (META)	0.2	$449k		784.00	572.40	View chart
Coca-Cola Company (KO)	0.1	$431k	+2%	5.7k	76.05	View chart
International Business Machines (IBM)	0.1	$422k	-13%	1.7k	242.40	View chart
Flexshares Tr Mstar Emkt Fac (TLTE)	0.1	$420k	-4%	6.2k	67.21	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$403k	-32%	3.7k	108.99	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.1	$395k	NEW	17k	23.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$379k	-13%	581.00	652.98	View chart
Northrop Grumman Corporation (NOC)	0.1	$373k	+13%	547.00	682.08	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.1	$372k	-30%	17k	21.81	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.1	$367k	-30%	16k	23.02	View chart
Home Depot (HD)	0.1	$364k	-9%	1.1k	329.02	View chart
Caterpillar (CAT)	0.1	$362k	-21%	510.00	709.08	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$361k	-67%	1.3k	287.16	View chart
Procter & Gamble Company (PG)	0.1	$361k	+2%	2.5k	144.47	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$358k	+8%	2.5k	144.71	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$356k	-20%	1.9k	189.59	View chart
Netflix (NFLX)	0.1	$350k	+213%	3.6k	96.15	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.1	$346k	-27%	15k	23.40	View chart
Ishares Tr Egsadvncdmsci Em (EMXF)	0.1	$341k	-84%	7.1k	47.84	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$341k		4.6k	74.35	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$338k		20k	16.72	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$327k	-41%	4.8k	68.78	View chart
Raytheon Technologies Corp (RTX)	0.1	$326k	+14%	1.7k	192.90	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$322k		1.0k	318.16	View chart
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)	0.1	$322k		15k	20.88	View chart
Corteva (CTVA)	0.1	$320k		3.8k	83.72	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.1	$306k		14k	21.84	View chart
At&t (T)	0.1	$299k	-6%	10k	28.99	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$297k		1.4k	211.15	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$293k		2.6k	113.11	View chart
Texas Instruments Incorporated (TXN)	0.1	$274k	-11%	1.4k	194.20	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.1	$273k	NEW	13k	21.68	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	0.1	$273k	NEW	4.1k	66.57	View chart
Bank of America Corporation (BAC)	0.1	$271k		5.6k	48.75	View chart
Phillips 66 (PSX)	0.1	$268k	NEW	1.5k	182.18	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.1	$266k	-3%	5.7k	46.36	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$260k	-23%	5.4k	48.46	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$256k		12k	22.28	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$256k	-36%	5.0k	51.23	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$253k	-15%	5.1k	49.89	View chart
Oracle Corporation (ORCL)	0.1	$251k	-4%	1.7k	147.08	View chart
Amgen (AMGN)	0.1	$248k	NEW	706.00	351.86	View chart
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)	0.1	$242k		9.7k	24.85	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$238k	-35%	2.2k	106.15	View chart
Onto Innovation (ONTO)	0.1	$232k	-31%	1.1k	205.07	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$231k	NEW	2.7k	84.85	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$229k		11k	20.42	View chart
Target Corporation (TGT)	0.1	$223k	-13%	1.8k	121.20	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$218k		1.5k	145.94	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$215k		12k	18.66	View chart
Albemarle Corporation (ALB)	0.1	$215k	NEW	1.2k	179.53	View chart
Intel Corporation (INTC)	0.1	$211k	NEW	4.8k	44.13	View chart
Public Service Enterprise (PEG)	0.1	$209k		2.6k	80.95	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX)	0.1	$206k		8.1k	25.42	View chart
Ameriprise Financial (AMP)	0.1	$201k	-50%	453.00	444.40	View chart
Goldman Sachs (GS)	0.1	$201k	NEW	237.00	846.24	View chart
Amprius Technologies Common Stock (AMPX)	0.1	$169k		10k	16.86	View chart
Longeveron Cl A New (LGVN)	0.0	$11k	NEW	11k	1.04	View chart

Past Filings by Cambridge Financial Group

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

Cambridge Financial Group 2026 Q1 filed April 8, 2026
Cambridge Financial Group 2025 Q4 filed Jan. 9, 2026
Cambridge Financial Group 2025 Q3 filed Oct. 6, 2025

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