Cambridge Financial Group

Cambridge Financial Group as of March 31, 2026

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