Cambridge Financial Group

Cambridge Financial Group as of June 30, 2026

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