Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Dimensional ETF TrustUS COR EQU 2 ETF | US COR EQU 2 ETF | $34.8M | 11.0% |
| Dimensional ETF TrustUS TARGETED VLU | US TARGETED VLU | $28.4M | 8.9% |
| Dimensional ETF TrustINTL CORE EQUITY | INTL CORE EQUITY | $26.9M | 8.5% |
| Dimensional ETF TrustEMERGING MKTS CO | EMERGING MKTS CO | $22.1M | 7.0% |
| Dimensional ETF TrustEMERGING MKTS VA | EMERGING MKTS VA | $21.6M | 6.8% |
| Dimensional ETF TrustWORLD EX US CORE | WORLD EX US CORE | $8.98M | 2.8% |
| SPDR Series TrustST STR SP600SM C | ST STR SP600SM C | $7.49M | 2.4% |
| Schwab Strategic TRUS LCAP GR ETF | US LCAP GR ETF | $6.05M | 1.9% |
| Apple Inc.COM | COM | $5.78M | 1.8% |
| Schwab Strategic TRUS BRD MKT ETF | US BRD MKT ETF | $4.84M | 1.5% |
| Schwab Strategic TRUS SML CAP ETF | US SML CAP ETF | $4.65M | 1.5% |
| iShares TRSP SMCP600VL ETF | SP SMCP600VL ETF | $4.31M | 1.4% |
| Dimensional ETF TrustINTERNATNAL VAL | INTERNATNAL VAL | $3.74M | 1.2% |
| iShares TRRUS 1000 ETF | RUS 1000 ETF | $3.67M | 1.2% |
| iShares TRCORE DIV GRWTH | CORE DIV GRWTH | $3.52M | 1.1% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $3.43M | 1.1% |
| Vanguard Admiral Fds Inc.SMLCP 600 VAL | SMLCP 600 VAL | $3.42M | 1.1% |
| Schwab Strategic TRINTL EQTY ETF | INTL EQTY ETF | $3.35M | 1.1% |
| Berkshire Hathaway Inc. DelCL A | CL A | $3M | 0.9% |
| Dimensional ETF TrustUS SMALL CAP ETF | US SMALL CAP ETF | $2.98M | 0.9% |
| Vanguard Whitehall FdsINTL HIGH ETF | INTL HIGH ETF | $2.92M | 0.9% |
| Schwab Strategic TRUS DIVIDEND EQ | US DIVIDEND EQ | $2.86M | 0.9% |
| State Str SPDR Dow Jones IndUT SER 1 | UT SER 1 | $2.77M | 0.9% |
| Vanguard Index FdsSM CP VAL ETF | SM CP VAL ETF | $2.73M | 0.9% |
| Schwab Strategic TRUS LRG CAP ETF | US LRG CAP ETF | $2.69M | 0.8% |
| Dimensional ETF TrustUS EQUI MARK ETF | US EQUI MARK ETF | $2.6M | 0.8% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $2.47M | 0.8% |
| Schwab Strategic TRUS LCAP VA ETF | US LCAP VA ETF | $2.44M | 0.8% |
| Dimensional ETF TrustINTERNATIONAL | INTERNATIONAL | $2.4M | 0.8% |
| Schwab Strategic TRUS MID-CAP ETF | US MID-CAP ETF | $2.4M | 0.8% |
| Dimensional ETF TrustINTL SMALL CAP V | INTL SMALL CAP V | $2.03M | 0.6% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $2.03M | 0.6% |
| SPDR Index Shs FdsST PORT MARK ETF | ST PORT MARK ETF | $2M | 0.6% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $1.94M | 0.6% |
| Schwab Strategic TRFUND EM EQUI ETF | FUND EM EQUI ETF | $1.92M | 0.6% |
| SPDR Series TrustST STR SP400VAL | ST STR SP400VAL | $1.77M | 0.6% |
| Dimensional ETF TrustUS SUSTAINABILTY | US SUSTAINABILTY | $1.76M | 0.6% |
| Vanguard Whitehall FdsHIGH DIV YLD | HIGH DIV YLD | $1.71M | 0.5% |
| iShares TRRUS 1000 GRW ETF | RUS 1000 GRW ETF | $1.65M | 0.5% |
| iShares TRCORE MSCI TOTAL | CORE MSCI TOTAL | $1.56M | 0.5% |
| Amazon Com Inc.COM | COM | $1.54M | 0.5% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $1.54M | 0.5% |
| American Express COCOM | COM | $1.51M | 0.5% |
| Dimensional ETF TrustEMER MARK SU ETF | EMER MARK SU ETF | $1.41M | 0.4% |
| Nvidia CorporationCOM | COM | $1.35M | 0.4% |
| Dimensional ETF TrustEMGR CRE EQT MNG | EMGR CRE EQT MNG | $1.33M | 0.4% |
| GE Vernova Inc.COM | COM | $1.29M | 0.4% |
| Schwab Strategic TREMRG MKTEQ ETF | EMRG MKTEQ ETF | $1.28M | 0.4% |
| iShares TRESG AWARE MSCI | ESG AWARE MSCI | $1.28M | 0.4% |
| iShares TRRUS 1000 VAL ETF | RUS 1000 VAL ETF | $1.25M | 0.4% |
Dimensional ETF TrustUS COR EQU 2 ETF$34.8M
- Class
- US COR EQU 2 ETF
- Share
- 11.0%
Dimensional ETF TrustUS TARGETED VLU$28.4M
- Class
- US TARGETED VLU
- Share
- 8.9%
Dimensional ETF TrustINTL CORE EQUITY$26.9M
- Class
- INTL CORE EQUITY
- Share
- 8.5%
Dimensional ETF TrustEMERGING MKTS CO$22.1M
- Class
- EMERGING MKTS CO
- Share
- 7.0%
Dimensional ETF TrustEMERGING MKTS VA$21.6M
- Class
- EMERGING MKTS VA
- Share
- 6.8%
Dimensional ETF TrustWORLD EX US CORE$8.98M
- Class
- WORLD EX US CORE
- Share
- 2.8%
SPDR Series TrustST STR SP600SM C$7.49M
- Class
- ST STR SP600SM C
- Share
- 2.4%
Schwab Strategic TRUS LCAP GR ETF$6.05M
- Class
- US LCAP GR ETF
- Share
- 1.9%
Apple Inc.COM$5.78M
- Class
- COM
- Share
- 1.8%
Schwab Strategic TRUS BRD MKT ETF$4.84M
- Class
- US BRD MKT ETF
- Share
- 1.5%
Schwab Strategic TRUS SML CAP ETF$4.65M
- Class
- US SML CAP ETF
- Share
- 1.5%
iShares TRSP SMCP600VL ETF$4.31M
- Class
- SP SMCP600VL ETF
- Share
- 1.4%
Dimensional ETF TrustINTERNATNAL VAL$3.74M
- Class
- INTERNATNAL VAL
- Share
- 1.2%
iShares TRRUS 1000 ETF$3.67M
- Class
- RUS 1000 ETF
- Share
- 1.2%
iShares TRCORE DIV GRWTH$3.52M
- Class
- CORE DIV GRWTH
- Share
- 1.1%
iShares TRCORE MSCI EAFE$3.43M
- Class
- CORE MSCI EAFE
- Share
- 1.1%
Vanguard Admiral Fds Inc.SMLCP 600 VAL$3.42M
- Class
- SMLCP 600 VAL
- Share
- 1.1%
Schwab Strategic TRINTL EQTY ETF$3.35M
- Class
- INTL EQTY ETF
- Share
- 1.1%
Berkshire Hathaway Inc. DelCL A$3M
- Class
- CL A
- Share
- 0.9%
Dimensional ETF TrustUS SMALL CAP ETF$2.98M
- Class
- US SMALL CAP ETF
- Share
- 0.9%
Vanguard Whitehall FdsINTL HIGH ETF$2.92M
- Class
- INTL HIGH ETF
- Share
- 0.9%
Schwab Strategic TRUS DIVIDEND EQ$2.86M
- Class
- US DIVIDEND EQ
- Share
- 0.9%
State Str SPDR Dow Jones IndUT SER 1$2.77M
- Class
- UT SER 1
- Share
- 0.9%
Vanguard Index FdsSM CP VAL ETF$2.73M
- Class
- SM CP VAL ETF
- Share
- 0.9%
Schwab Strategic TRUS LRG CAP ETF$2.69M
- Class
- US LRG CAP ETF
- Share
- 0.8%
Dimensional ETF TrustUS EQUI MARK ETF$2.6M
- Class
- US EQUI MARK ETF
- Share
- 0.8%
Invesco Qqq TRUNIT SER 1$2.47M
- Class
- UNIT SER 1
- Share
- 0.8%
Schwab Strategic TRUS LCAP VA ETF$2.44M
- Class
- US LCAP VA ETF
- Share
- 0.8%
Dimensional ETF TrustINTERNATIONAL$2.4M
- Class
- INTERNATIONAL
- Share
- 0.8%
Schwab Strategic TRUS MID-CAP ETF$2.4M
- Class
- US MID-CAP ETF
- Share
- 0.8%
Dimensional ETF TrustINTL SMALL CAP V$2.03M
- Class
- INTL SMALL CAP V
- Share
- 0.6%
State Str SPDR S&P 500 ETF TTR UNIT$2.03M
- Class
- TR UNIT
- Share
- 0.6%
SPDR Index Shs FdsST PORT MARK ETF$2M
- Class
- ST PORT MARK ETF
- Share
- 0.6%
Berkshire Hathaway Inc. DelCL B NEW$1.94M
- Class
- CL B NEW
- Share
- 0.6%
Schwab Strategic TRFUND EM EQUI ETF$1.92M
- Class
- FUND EM EQUI ETF
- Share
- 0.6%
SPDR Series TrustST STR SP400VAL$1.77M
- Class
- ST STR SP400VAL
- Share
- 0.6%
Dimensional ETF TrustUS SUSTAINABILTY$1.76M
- Class
- US SUSTAINABILTY
- Share
- 0.6%
Vanguard Whitehall FdsHIGH DIV YLD$1.71M
- Class
- HIGH DIV YLD
- Share
- 0.5%
iShares TRRUS 1000 GRW ETF$1.65M
- Class
- RUS 1000 GRW ETF
- Share
- 0.5%
iShares TRCORE MSCI TOTAL$1.56M
- Class
- CORE MSCI TOTAL
- Share
- 0.5%
Amazon Com Inc.COM$1.54M
- Class
- COM
- Share
- 0.5%
Alphabet Inc.CAP STK CL C$1.54M
- Class
- CAP STK CL C
- Share
- 0.5%
American Express COCOM$1.51M
- Class
- COM
- Share
- 0.5%
Dimensional ETF TrustEMER MARK SU ETF$1.41M
- Class
- EMER MARK SU ETF
- Share
- 0.4%
Nvidia CorporationCOM$1.35M
- Class
- COM
- Share
- 0.4%
Dimensional ETF TrustEMGR CRE EQT MNG$1.33M
- Class
- EMGR CRE EQT MNG
- Share
- 0.4%
GE Vernova Inc.COM$1.29M
- Class
- COM
- Share
- 0.4%
Schwab Strategic TREMRG MKTEQ ETF$1.28M
- Class
- EMRG MKTEQ ETF
- Share
- 0.4%
iShares TRESG AWARE MSCI$1.28M
- Class
- ESG AWARE MSCI
- Share
- 0.4%
iShares TRRUS 1000 VAL ETF$1.25M
- Class
- RUS 1000 VAL ETF
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 155 positions by value, with holdings of the same security combined. The 155 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2085256
- File number
- 028-25774
- Options
- 0 call, 0 put
- In the 25 largest
- 68.3%
- Prior quarter
- $295M at 31 March 2026
- Positions opened
- 9
- Positions closed
- 22
Common questions
What are Cambridge Financial Group’s 13F holdings worth?
$318 million across 155 positions for the quarter ended 30 June 2026.
What is Cambridge Financial Group’s largest 13F holding?
DIMENSIONAL ETF TRUST (US COR EQU 2 ETF) was the largest position at $34.8 million, or 11.0% of reported 13F value, as of 30 June 2026.
How concentrated is Cambridge Financial Group’s 13F portfolio?
The ten largest positions accounted for 52.6% of reported value and the twenty-five largest for 68.3%, across 155 positions as of 30 June 2026.
Does Form 13F show everything Cambridge Financial Group manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Cambridge Financial Group file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.