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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 42.13% of Cambridge Financial Group's stock portfolio.
Added to shares of these 10 stocks: DFIC, DFAC, DFAT, IWF, GOOG, DFSI, DFUS, FRDM, IBIL, VO.
Started 9 new stock positions in EMXC, MTUM, UNH, IBIL, AMAT, URI, EUHY, FRDM, Q.
Reduced shares in these 10 stocks: , VTI, BRK.B, DFAX, VYM, SCHD, , IWB, SCHA, SCHG.
Sold out of its positions in T, ALB, AMPX, DFUV, XOM, GS, BSMV, BSMU, BSMT, BSMS. BSCT, BSCS, BSSX, BSMW, LQD, MUB, USIG, SDY, BLV, VCSH, VCIT, VTEB.
Cambridge Financial Group was a net seller of stock by $-11M.
Cambridge Financial Group has $318M in assets under management (AUM), dropping by 7.51%.
Central Index Key (CIK): 0002085256

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Portfolio Holdings for Cambridge Financial Group

Cambridge Financial Group holds 155 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	11.0	$35M	+3%	785k	44.36	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	8.9	$28M	+4%	406k	69.90	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	8.5	$27M	+5%	723k	37.26	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	7.0	$22M		544k	40.64	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	6.8	$22M		506k	42.67	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	2.8	$9.0M	-7%	244k	36.84	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	2.4	$7.5M		69k	109.11	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.9	$6.1M	-8%	179k	33.84	View chart
Apple (AAPL)	1.8	$5.8M		20k	289.36	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.5	$4.8M	-4%	167k	28.96	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.5	$4.7M	-10%	129k	36.13	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.4	$4.3M	-8%	32k	136.68	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.2	$3.7M	-6%	69k	54.02	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.2	$3.7M	-13%	9.0k	409.49	View chart
Ishares Tr Core Div Grwth (DGRO)	1.1	$3.5M	-11%	46k	75.79	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.1	$3.4M	-2%	36k	96.58	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	1.1	$3.4M		29k	117.33	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.1	$3.3M	-13%	121k	27.70	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.9	$3.0M		4.00	748850.00	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.9	$3.0M	+2%	36k	82.34	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.9	$2.9M		30k	98.20	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$2.9M	-18%	90k	31.71	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.9	$2.8M		5.3k	522.42	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$2.7M	-10%	11k	242.99	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.8	$2.7M	-8%	91k	29.43	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.8	$2.6M	+12%	32k	81.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$2.5M		3.4k	736.34	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.8	$2.4M	-5%	70k	34.81	View chart
Dimensional Etf Trust International (DFSI)	0.8	$2.4M	+14%	53k	45.10	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.8	$2.4M	-2%	65k	36.87	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.6	$2.0M	-13%	51k	40.13	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$2.0M	-2%	2.7k	746.84	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.6	$2.0M		39k	51.78	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.9M	-27%	3.9k	500.39	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.6	$1.9M	-2%	48k	39.68	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.6	$1.8M	-2%	19k	94.85	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.6	$1.8M	+7%	38k	46.63	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$1.7M	-27%	11k	158.03	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$1.7M	+196%	13k	124.17	View chart
Ishares Tr Core Msci Total (IXUS)	0.5	$1.6M		16k	95.44	View chart
Amazon (AMZN)	0.5	$1.5M		6.5k	238.34	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.5M	+42%	4.4k	353.33	View chart
American Express Company (AXP)	0.5	$1.5M	-2%	4.5k	338.24	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	0.4	$1.4M	+12%	29k	48.88	View chart
NVIDIA Corporation (NVDA)	0.4	$1.4M	-11%	6.8k	200.10	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$1.3M	-13%	33k	40.21	View chart
Ge Vernova (GEV)	0.4	$1.3M		1.1k	1174.86	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$1.3M	+2%	35k	36.26	View chart
Ishares Tr Esg Aware Msci (ESML)	0.4	$1.3M		23k	55.93	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$1.2M	-26%	5.1k	242.45	View chart
Microsoft Corporation (MSFT)	0.4	$1.2M	-2%	3.3k	372.98	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$1.2M	-18%	4.0k	300.44	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.2M		3.3k	357.37	View chart
Johnson & Johnson (JNJ)	0.4	$1.2M		4.7k	253.96	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$1.1M	+2%	13k	85.49	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$1.1M	-2%	11k	102.81	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$1.1M	-8%	4.5k	236.62	View chart
Eli Lilly & Co. (LLY)	0.3	$1.1M	-3%	886.00	1199.57	View chart
Wal-Mart Stores (WMT)	0.3	$1.0M		9.0k	113.27	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$984k	-11%	2.7k	368.38	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$956k		7.7k	124.76	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$923k	-3%	11k	82.84	View chart
JPMorgan Chase & Co. (JPM)	0.3	$906k	-2%	2.8k	327.36	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.3	$892k		12k	75.28	View chart
Ge Aerospace Com New (GE)	0.3	$891k		2.4k	373.73	View chart
Qualcomm (QCOM)	0.3	$859k		4.6k	184.79	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.3	$847k	-29%	9.3k	90.79	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$797k		4.9k	164.29	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.3	$795k	-3%	5.4k	147.72	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$794k	-13%	13k	59.69	View chart
Tesla Motors (TSLA)	0.2	$750k		1.8k	420.60	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$739k	-18%	1.7k	426.40	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$730k	-6%	3.7k	197.60	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$720k		7.5k	96.49	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.2	$700k	+21%	31k	22.89	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$696k		21k	33.29	View chart
Cisco Systems (CSCO)	0.2	$691k		5.9k	117.45	View chart
Pepsi (PEP)	0.2	$691k		5.1k	135.41	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$687k	-4%	4.4k	156.94	View chart
Broadcom (AVGO)	0.2	$685k		1.8k	377.82	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.2	$671k	-4%	18k	38.06	View chart
Ishares Tr Esg Select Scre (XVV)	0.2	$651k		12k	56.79	View chart
Ishares Tr Esg Sele Scr Etf (XJR)	0.2	$641k		12k	52.75	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$634k		4.6k	136.61	View chart
Abbvie (ABBV)	0.2	$630k		2.5k	251.60	View chart
Intel Corporation (INTC)	0.2	$630k	-5%	4.5k	139.63	View chart
American Healthcare Reit Com Shs (AHR)	0.2	$625k		12k	52.15	View chart
Emerson Electric (EMR)	0.2	$608k		4.2k	143.17	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$605k	-4%	11k	54.69	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$603k	-16%	5.5k	110.16	View chart
Nucor Corporation (NUE)	0.2	$602k		2.7k	222.75	View chart
Merck & Co (MRK)	0.2	$588k	-2%	4.6k	128.49	View chart
ConocoPhillips (COP)	0.2	$554k		5.3k	103.96	View chart
Caterpillar (CAT)	0.2	$551k		517.00	1065.82	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$549k	-5%	13k	41.25	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.2	$542k	-24%	14k	38.79	View chart
Visa Com Cl A (V)	0.2	$531k	-2%	1.5k	343.20	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.2	$530k		24k	22.37	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$517k		5.0k	103.05	View chart
Spdr Index Shs Fds St Mar Divid Etf (EDIV)	0.2	$514k		13k	40.96	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$490k	+10%	2.7k	178.62	View chart
International Business Machines (IBM)	0.1	$475k	-2%	1.7k	281.22	View chart
Costco Wholesale Corporation (COST)	0.1	$474k	-5%	507.00	934.74	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$460k	-28%	8.7k	52.76	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$449k	-22%	2.9k	156.30	View chart
Meta Platforms Cl A (META)	0.1	$442k		784.00	563.56	View chart
Coca-Cola Company (KO)	0.1	$436k	-5%	5.4k	81.27	View chart
Home Depot (HD)	0.1	$425k	+8%	1.2k	352.81	View chart
Texas Instruments Incorporated (TXN)	0.1	$421k		1.4k	298.16	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$420k	-64%	1.1k	370.19	View chart
Ishares Tr Egsadvncdmsci Em (EMXF)	0.1	$413k		7.1k	57.94	View chart
Flexshares Tr Mstar Emkt Fac (TLTE)	0.1	$404k	-16%	5.2k	77.39	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.1	$398k	-20%	17k	23.64	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$396k	-40%	1.3k	303.05	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.1	$394k		17k	23.55	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$387k	-11%	517.00	748.60	View chart
Chevron Corporation (CVX)	0.1	$381k		2.3k	165.76	View chart
McDonald's Corporation (MCD)	0.1	$373k	-8%	1.4k	270.40	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$370k		1.0k	365.97	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$356k		2.6k	137.53	View chart
Procter & Gamble Company (PG)	0.1	$353k	-3%	2.4k	146.67	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$351k		4.6k	76.55	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$348k	+243%	4.3k	80.57	View chart
American Centy Etf Tr Ava Res Mar Etf (AVSE)	0.1	$336k		4.1k	81.84	View chart
Corteva (CTVA)	0.1	$324k		3.8k	84.70	View chart
Raytheon Technologies Corp (RTX)	0.1	$322k		1.7k	189.73	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$320k		1.4k	227.06	View chart
Bank of America Corporation (BAC)	0.1	$317k		5.6k	56.98	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.1	$303k		14k	21.65	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$294k	-12%	18k	16.64	View chart
Onto Innovation (ONTO)	0.1	$287k	-32%	757.00	378.45	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.1	$283k	-43%	13k	21.13	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.1	$282k		5.8k	48.56	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$264k	NEW	3.6k	72.89	View chart
Netflix (NFLX)	0.1	$261k		3.6k	71.40	View chart
Northrop Grumman Corporation (NOC)	0.1	$259k	-7%	508.00	509.19	View chart
Ishares Tr Ibonds Oct 2035 (IBIL)	0.1	$257k	NEW	10k	25.65	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$255k		12k	22.14	View chart
Oracle Corporation (ORCL)	0.1	$250k		1.7k	146.52	View chart
Phillips 66 (PSX)	0.1	$249k		1.5k	169.05	View chart
Amgen (AMGN)	0.1	$247k	-3%	682.00	362.13	View chart
Applied Materials (AMAT)	0.1	$244k	NEW	337.00	723.00	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$243k	-41%	1.1k	221.20	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$242k	NEW	707.00	342.83	View chart
Target Corporation (TGT)	0.1	$240k		1.8k	130.61	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$239k		2.7k	89.21	View chart
Qnity Electronics Common Stock (Q)	0.1	$233k	NEW	1.4k	163.31	View chart
United Rentals (URI)	0.1	$229k	NEW	202.00	1132.89	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.1	$224k	-18%	10k	21.75	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$210k	NEW	2.0k	102.30	View chart
Public Service Enterprise (PEG)	0.1	$209k		2.6k	81.16	View chart
Ameriprise Financial (AMP)	0.1	$208k		453.00	458.76	View chart
UnitedHealth (UNH)	0.1	$206k	NEW	496.00	415.28	View chart
Ishares Euro High Yield (EUHY)	0.1	$203k	NEW	3.8k	53.86	View chart
Longeveron Cl A New (LGVN)	0.0	$7.4k		11k	0.70	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 Q2 filed July 14, 2026
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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