Holders — by stockHoldings — by fund
Cambridge Financial Group, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002085256
$317.6M
disclosed book value
155
positions
11%
largest position share
Positions, as of 2026-06-30
top 100 of 155 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 785,237 | $34.8M | 11% |
| 2 | DFATDIMENSIONAL ETF TRUST | 405,762 | $28.4M | 8.9% |
| 3 | DFICDIMENSIONAL ETF TRUST | 722,462 | $26.9M | 8.5% |
| 4 | DFEMDIMENSIONAL ETF TRUST | 544,360 | $22.1M | 7% |
| 5 | DFEVDIMENSIONAL ETF TRUST | 505,917 | $21.6M | 6.8% |
| 6 | DFAXDIMENSIONAL ETF TRUST | 243,861 | $9.0M | 2.8% |
| 7 | SLYVSPDR SERIES TRUST | 68,669 | $7.5M | 2.4% |
| 8 | SCHGSCHWAB STRATEGIC TR | 178,929 | $6.1M | 1.9% |
| 9 | AAPLAPPLE INC | 19,970 | $5.8M | 1.8% |
| 10 | SCHBSCHWAB STRATEGIC TR | 166,962 | $4.8M | 1.5% |
| 11 | SCHASCHWAB STRATEGIC TR | 128,796 | $4.7M | 1.5% |
| 12 | IJSISHARES TR | 31,516 | $4.3M | 1.4% |
| 13 | DFIVDIMENSIONAL ETF TRUST | 69,324 | $3.7M | 1.2% |
| 14 | IWBISHARES TR | 8,962 | $3.7M | 1.2% |
| 15 | DGROISHARES TR | 46,382 | $3.5M | 1.1% |
| 16 | IEFAISHARES TR | 35,527 | $3.4M | 1.1% |
| 17 | VIOVVANGUARD ADMIRAL FDS INC | 29,187 | $3.4M | 1.1% |
| 18 | SCHFSCHWAB STRATEGIC TR | 120,931 | $3.3M | 1.1% |
| 19 | BRK/ABERKSHIRE HATHAWAY INC DEL | 4 | $3.0M | 0.9% |
| 20 | DFASDIMENSIONAL ETF TRUST | 36,145 | $3.0M | 0.9% |
| 21 | VYMIVANGUARD WHITEHALL FDS | 29,688 | $2.9M | 0.9% |
| 22 | SCHDSCHWAB STRATEGIC TR | 90,249 | $2.9M | 0.9% |
| 23 | DIASTATE STR SPDR DOW JONES IND | 5,302 | $2.8M | 0.9% |
| 24 | VBRVANGUARD INDEX FDS | 11,232 | $2.7M | 0.9% |
| 25 | SCHXSCHWAB STRATEGIC TR | 91,430 | $2.7M | 0.8% |
| 26 | DFUSDIMENSIONAL ETF TRUST | 31,693 | $2.6M | 0.8% |
| 27 | QQQINVESCO QQQ TR | 3,358 | $2.5M | 0.8% |
| 28 | SCHVSCHWAB STRATEGIC TR | 70,065 | $2.4M | 0.8% |
| 29 | DFSIDIMENSIONAL ETF TRUST | 53,237 | $2.4M | 0.8% |
| 30 | SCHMSCHWAB STRATEGIC TR | 65,011 | $2.4M | 0.8% |
| 31 | DISVDIMENSIONAL ETF TRUST | 50,664 | $2.0M | 0.6% |
| 32 | SPYSTATE STR SPDR S&P 500 ETF T | 2,721 | $2.0M | 0.6% |
| 33 | SPEMSPDR INDEX SHS FDS | 38,711 | $2.0M | 0.6% |
| 34 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,879 | $1.9M | 0.6% |
| 35 | FNDESCHWAB STRATEGIC TR | 48,347 | $1.9M | 0.6% |
| 36 | MDYVSPDR SERIES TRUST | 18,681 | $1.8M | 0.6% |
| 37 | DFSUDIMENSIONAL ETF TRUST | 37,745 | $1.8M | 0.6% |
| 38 | VYMVANGUARD WHITEHALL FDS | 10,841 | $1.7M | 0.5% |
| 39 | IWFISHARES TR | 13,297 | $1.7M | 0.5% |
| 40 | IXUSISHARES TR | 16,294 | $1.6M | 0.5% |
| 41 | AMZNAMAZON COM INC | 6,463 | $1.5M | 0.5% |
| 42 | GOOGALPHABET INC | 4,359 | $1.5M | 0.5% |
| 43 | AXPAMERICAN EXPRESS CO | 4,461 | $1.5M | 0.5% |
| 44 | DFSEDIMENSIONAL ETF TRUST | 28,925 | $1.4M | 0.4% |
| 45 | NVDANVIDIA CORPORATION | 6,769 | $1.4M | 0.4% |
| 46 | DFAEDIMENSIONAL ETF TRUST | 33,172 | $1.3M | 0.4% |
| 47 | GEVGE VERNOVA INC | 1,097 | $1.3M | 0.4% |
| 48 | SCHESCHWAB STRATEGIC TR | 35,368 | $1.3M | 0.4% |
| 49 | ESMLISHARES TR | 22,815 | $1.3M | 0.4% |
| 50 | IWDISHARES TR | 5,145 | $1.2M | 0.4% |
| 51 | MSFTMICROSOFT CORP | 3,275 | $1.2M | 0.4% |
| 52 | IWMISHARES TR | 4,047 | $1.2M | 0.4% |
| 53 | GOOGLALPHABET INC | 3,324 | $1.2M | 0.4% |
| 54 | JNJJOHNSON & JOHNSON | 4,675 | $1.2M | 0.4% |
| 55 | VXUSVANGUARD STAR FDS | 13,320 | $1.1M | 0.4% |
| 56 | ESGDISHARES TR | 10,576 | $1.1M | 0.3% |
| 57 | VIGVANGUARD SPECIALIZED FUNDS | 4,503 | $1.1M | 0.3% |
| 58 | LLYELI LILLY & CO | 886 | $1.1M | 0.3% |
| 59 | WMTWALMART INC | 8,961 | $1.0M | 0.3% |
| 60 | GLDSPDR GOLD TR | 2,672 | $984,312 | 0.3% |
| 61 | AVUVAMERICAN CENTY ETF TR | 7,660 | $955,662 | 0.3% |
| 62 | IEMGISHARES INC | 11,141 | $922,885 | 0.3% |
| 63 | JPMJPMORGAN CHASE & CO | 2,768 | $906,120 | 0.3% |
| 64 | EEMVISHARES INC | 11,848 | $891,918 | 0.3% |
| 65 | GEGE AEROSPACE | 2,384 | $890,973 | 0.3% |
| 66 | QCOMQUALCOMM INC | 4,646 | $858,539 | 0.3% |
| 67 | SPTMSPDR SERIES TRUST | 9,327 | $846,799 | 0.3% |
| 68 | ITOTISHARES TR | 4,850 | $796,791 | 0.3% |
| 69 | IJJISHARES TR | 5,378 | $794,454 | 0.3% |
| 70 | VWOVANGUARD INTL EQUITY INDEX F | 13,301 | $793,937 | 0.2% |
| 71 | TSLATESLA INC | 1,783 | $749,930 | 0.2% |
| 72 | IWVISHARES TR | 1,732 | $738,525 | 0.2% |
| 73 | VOEVANGUARD INDEX FDS | 3,693 | $729,731 | 0.2% |
| 74 | AVEMAMERICAN CENTY ETF TR | 7,465 | $720,286 | 0.2% |
| 75 | IBTGISHARES TR | 30,598 | $700,389 | 0.2% |
| 76 | IBITISHARES BITCOIN TRUST ETF | 20,900 | $695,761 | 0.2% |
| 77 | CSCOCISCO SYS INC | 5,885 | $691,202 | 0.2% |
| 78 | PEPPEPSICO INC | 5,102 | $690,868 | 0.2% |
| 79 | VTVANGUARD INTL EQUITY INDEX F | 4,374 | $686,455 | 0.2% |
| 80 | AVGOBROADCOM INC | 1,813 | $684,981 | 0.2% |
| 81 | FNDASCHWAB STRATEGIC TR | 17,621 | $670,656 | 0.2% |
| 82 | XVVISHARES TR | 11,454 | $650,473 | 0.2% |
| 83 | XJRISHARES TR | 12,161 | $641,445 | 0.2% |
| 84 | IOOISHARES TR | 4,640 | $633,851 | 0.2% |
| 85 | ABBVABBVIE INC | 2,503 | $629,750 | 0.2% |
| 86 | INTCINTEL CORP | 4,509 | $629,592 | 0.2% |
| 87 | AHRAMERICAN HEALTHCARE REIT INC | 11,993 | $625,435 | 0.2% |
| 88 | EMREMERSON ELEC CO | 4,248 | $608,171 | 0.2% |
| 89 | ESGEISHARES INC | 11,065 | $605,140 | 0.2% |
| 90 | IUSVISHARES TR | 5,476 | $603,227 | 0.2% |
| 91 | NUENUCOR CORP | 2,702 | $601,871 | 0.2% |
| 92 | MRKMERCK & CO INC | 4,574 | $587,702 | 0.2% |
| 93 | COPCONOCOPHILLIPS | 5,326 | $553,700 | 0.2% |
| 94 | CATCATERPILLAR INC | 517 | $551,031 | 0.2% |
| 95 | DFAIDIMENSIONAL ETF TRUST | 13,305 | $548,847 | 0.2% |
| 96 | DFSVDIMENSIONAL ETF TRUST | 13,983 | $542,394 | 0.2% |
| 97 | VVISA INC | 1,547 | $530,929 | 0.2% |
| 98 | IBTHISHARES TR | 23,712 | $530,438 | 0.2% |
| 99 | AVDVAMERICAN CENTY ETF TR | 5,018 | $517,105 | 0.2% |
| 100 | EDIVSPDR INDEX SHS FDS | 12,546 | $513,853 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.