Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| VanguardINDEX FDS S&P 500 ETF SHS | INDEX FDS S&P 500 ETF SHS | $2,820,563 | 3.2% |
| AppleINC COM | INC COM | $2,524,247 | 2.9% |
| NvidiaCORPORATION COM | CORPORATION COM | $2,280,245 | 2.6% |
| InvescoQQQ TR | QQQ TR | $1,858,359 | 2.1% |
| iSharesTR CORE S&P500 ETF | TR CORE S&P500 ETF | $1,735,374 | 2.0% |
| VanguardINDEX FDS TOTAL STK MKT | INDEX FDS TOTAL STK MKT | $1,607,264 | 1.8% |
| AmazonCOM INC COM | COM INC COM | $1,182,008 | 1.3% |
| Vanguard Star Fds VG TLINTL STK F | INTL STK F | $1,074,556 | 1.2% |
| StateSTR SPDR S&P 500 ETF T TR UNIT | STR SPDR S&P 500 ETF T TR UNIT | $1,021,671 | 1.2% |
| MicrosoftCORP COM | CORP COM | $963,120 | 1.1% |
| CapitalGROUP DIVIDEND VALUE SHS CREAT UNIT | GROUP DIVIDEND VALUE SHS CREAT UNIT | $772,931 | 0.9% |
| Berkshire HathawayINC DEL CL B NEW | INC DEL CL B NEW | $744,048 | 0.8% |
| AlphabetINC CAP STK CL A | INC CAP STK CL A | $709,900 | 0.8% |
| AlphabetINC CAP STK CL C | INC CAP STK CL C | $660,800 | 0.8% |
| SPDR SeriesTRUST ST STR P500ETF | TRUST ST STR P500ETF | $650,389 | 0.7% |
| VanguardINDEX FDS GROWTH ETF | INDEX FDS GROWTH ETF | $638,229 | 0.7% |
| Vanguard Tax-managed Fds VanFTSE DEV MKT | FTSE DEV MKT | $571,986 | 0.7% |
| First TR Exchange Traded FD RisngDIVD ACHIV | DIVD ACHIV | $559,961 | 0.6% |
| BroadcomINC COM | INC COM | $543,163 | 0.6% |
| MicronTECHNOLOGY INC | TECHNOLOGY INC | $500,362 | 0.6% |
| CapitalGROUP GROWTH ETF SHS CREAT UNIT | GROUP GROWTH ETF SHS CREAT UNIT | $481,138 | 0.5% |
| Advanced Micro DevicesINC | INC | $455,090 | 0.5% |
| VanguardINDEX FDS VALUE ETF | INDEX FDS VALUE ETF | $454,928 | 0.5% |
| CaterpillarINC COM | INC COM | $454,525 | 0.5% |
| JPMORGAN Chase &CO | CO | $449,562 | 0.5% |
| Eli Lilly &CO | CO | $436,142 | 0.5% |
| Invesco Exch Traded FD TR IIS&P 500 MOMNTM | S&P 500 MOMNTM | $434,166 | 0.5% |
| SelectSECTOR SPDR TR ST STR TECHN ETF | SECTOR SPDR TR ST STR TECHN ETF | $424,266 | 0.5% |
| Schwab StrategicTR US DIVIDEND EQ | TR US DIVIDEND EQ | $421,721 | 0.5% |
| SPDRGOLD TR GOLD SHS | GOLD TR GOLD SHS | $421,427 | 0.5% |
| TeslaINC COM | INC COM | $420,879 | 0.5% |
| Invesco Exch Traded FD TR IINASDAQ 100 ETF | NASDAQ 100 ETF | $416,331 | 0.5% |
| Vanguard Specialized Funds Div AppETF | ETF | $413,126 | 0.5% |
| VanguardBD INDEX FDS | BD INDEX FDS | $402,184 | 0.5% |
| Pacer Fds TR US Cash Cows100 | 100 | $389,747 | 0.4% |
| Meta PlatformsINC CL A | INC CL A | $385,506 | 0.4% |
| SPDR Series Trust ST Str Blo1 ETF | 1 ETF | $358,908 | 0.4% |
| Vanguard WhitehallFDS HIGH DIV YLD | FDS HIGH DIV YLD | $351,459 | 0.4% |
| VanguardWORLD FD INF TECH ETF | WORLD FD INF TECH ETF | $329,639 | 0.4% |
| Exxon MobilCORP | CORP | $314,180 | 0.4% |
| Invesco Exchange TradedFD T S&P500 EQL WGT | FD T S&P500 EQL WGT | $308,437 | 0.4% |
| iSharesTR S&P 500 GRWT ETF | TR S&P 500 GRWT ETF | $308,312 | 0.4% |
| First TR Exchange Traded FD RbaINDL ETF | INDL ETF | $307,748 | 0.4% |
| WalmartINC COM | INC COM | $306,836 | 0.3% |
| iShares TR Core US AggbdET | ET | $306,745 | 0.3% |
| Vanguard CharlotteFDS TOTAL INT BD ETF | FDS TOTAL INT BD ETF | $304,216 | 0.3% |
| CapitalGROUP GBL GROWTH EQT SHS CREAT UNIT | GROUP GBL GROWTH EQT SHS CREAT UNIT | $299,097 | 0.3% |
| PutnamETF TRUST FOCUSED LAR CAP | ETF TRUST FOCUSED LAR CAP | $295,012 | 0.3% |
| CapitalGROUP CORE EQUITY ET SHS CREAT UNIT | GROUP CORE EQUITY ET SHS CREAT UNIT | $289,865 | 0.3% |
| AbbvieINC COM | INC COM | $285,023 | 0.3% |
VanguardINDEX FDS S&P 500 ETF SHS$2,820,563
- Class
- INDEX FDS S&P 500 ETF SHS
- Share
- 3.2%
AppleINC COM$2,524,247
- Class
- INC COM
- Share
- 2.9%
NvidiaCORPORATION COM$2,280,245
- Class
- CORPORATION COM
- Share
- 2.6%
InvescoQQQ TR$1,858,359
- Class
- QQQ TR
- Share
- 2.1%
iSharesTR CORE S&P500 ETF$1,735,374
- Class
- TR CORE S&P500 ETF
- Share
- 2.0%
VanguardINDEX FDS TOTAL STK MKT$1,607,264
- Class
- INDEX FDS TOTAL STK MKT
- Share
- 1.8%
AmazonCOM INC COM$1,182,008
- Class
- COM INC COM
- Share
- 1.3%
Vanguard Star Fds VG TLINTL STK F$1,074,556
- Class
- INTL STK F
- Share
- 1.2%
StateSTR SPDR S&P 500 ETF T TR UNIT$1,021,671
- Class
- STR SPDR S&P 500 ETF T TR UNIT
- Share
- 1.2%
MicrosoftCORP COM$963,120
- Class
- CORP COM
- Share
- 1.1%
CapitalGROUP DIVIDEND VALUE SHS CREAT UNIT$772,931
- Class
- GROUP DIVIDEND VALUE SHS CREAT UNIT
- Share
- 0.9%
Berkshire HathawayINC DEL CL B NEW$744,048
- Class
- INC DEL CL B NEW
- Share
- 0.8%
AlphabetINC CAP STK CL A$709,900
- Class
- INC CAP STK CL A
- Share
- 0.8%
AlphabetINC CAP STK CL C$660,800
- Class
- INC CAP STK CL C
- Share
- 0.8%
SPDR SeriesTRUST ST STR P500ETF$650,389
- Class
- TRUST ST STR P500ETF
- Share
- 0.7%
VanguardINDEX FDS GROWTH ETF$638,229
- Class
- INDEX FDS GROWTH ETF
- Share
- 0.7%
Vanguard Tax-managed Fds VanFTSE DEV MKT$571,986
- Class
- FTSE DEV MKT
- Share
- 0.7%
First TR Exchange Traded FD RisngDIVD ACHIV$559,961
- Class
- DIVD ACHIV
- Share
- 0.6%
BroadcomINC COM$543,163
- Class
- INC COM
- Share
- 0.6%
MicronTECHNOLOGY INC$500,362
- Class
- TECHNOLOGY INC
- Share
- 0.6%
CapitalGROUP GROWTH ETF SHS CREAT UNIT$481,138
- Class
- GROUP GROWTH ETF SHS CREAT UNIT
- Share
- 0.5%
Advanced Micro DevicesINC$455,090
- Class
- INC
- Share
- 0.5%
VanguardINDEX FDS VALUE ETF$454,928
- Class
- INDEX FDS VALUE ETF
- Share
- 0.5%
CaterpillarINC COM$454,525
- Class
- INC COM
- Share
- 0.5%
JPMORGAN Chase &CO$449,562
- Class
- CO
- Share
- 0.5%
Eli Lilly &CO$436,142
- Class
- CO
- Share
- 0.5%
Invesco Exch Traded FD TR IIS&P 500 MOMNTM$434,166
- Class
- S&P 500 MOMNTM
- Share
- 0.5%
SelectSECTOR SPDR TR ST STR TECHN ETF$424,266
- Class
- SECTOR SPDR TR ST STR TECHN ETF
- Share
- 0.5%
Schwab StrategicTR US DIVIDEND EQ$421,721
- Class
- TR US DIVIDEND EQ
- Share
- 0.5%
SPDRGOLD TR GOLD SHS$421,427
- Class
- GOLD TR GOLD SHS
- Share
- 0.5%
TeslaINC COM$420,879
- Class
- INC COM
- Share
- 0.5%
Invesco Exch Traded FD TR IINASDAQ 100 ETF$416,331
- Class
- NASDAQ 100 ETF
- Share
- 0.5%
Vanguard Specialized Funds Div AppETF$413,126
- Class
- ETF
- Share
- 0.5%
VanguardBD INDEX FDS$402,184
- Class
- BD INDEX FDS
- Share
- 0.5%
Pacer Fds TR US Cash Cows100$389,747
- Class
- 100
- Share
- 0.4%
Meta PlatformsINC CL A$385,506
- Class
- INC CL A
- Share
- 0.4%
SPDR Series Trust ST Str Blo1 ETF$358,908
- Class
- 1 ETF
- Share
- 0.4%
Vanguard WhitehallFDS HIGH DIV YLD$351,459
- Class
- FDS HIGH DIV YLD
- Share
- 0.4%
VanguardWORLD FD INF TECH ETF$329,639
- Class
- WORLD FD INF TECH ETF
- Share
- 0.4%
Exxon MobilCORP$314,180
- Class
- CORP
- Share
- 0.4%
Invesco Exchange TradedFD T S&P500 EQL WGT$308,437
- Class
- FD T S&P500 EQL WGT
- Share
- 0.4%
iSharesTR S&P 500 GRWT ETF$308,312
- Class
- TR S&P 500 GRWT ETF
- Share
- 0.4%
First TR Exchange Traded FD RbaINDL ETF$307,748
- Class
- INDL ETF
- Share
- 0.4%
WalmartINC COM$306,836
- Class
- INC COM
- Share
- 0.3%
iShares TR Core US AggbdET$306,745
- Class
- ET
- Share
- 0.3%
Vanguard CharlotteFDS TOTAL INT BD ETF$304,216
- Class
- FDS TOTAL INT BD ETF
- Share
- 0.3%
CapitalGROUP GBL GROWTH EQT SHS CREAT UNIT$299,097
- Class
- GROUP GBL GROWTH EQT SHS CREAT UNIT
- Share
- 0.3%
PutnamETF TRUST FOCUSED LAR CAP$295,012
- Class
- ETF TRUST FOCUSED LAR CAP
- Share
- 0.3%
CapitalGROUP CORE EQUITY ET SHS CREAT UNIT$289,865
- Class
- GROUP CORE EQUITY ET SHS CREAT UNIT
- Share
- 0.3%
AbbvieINC COM$285,023
- Class
- INC COM
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 4,046 positions by value, with holdings of the same security combined. The 200 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
- 1419186
- File number
- 028-12861
- Options
- 0 call, 0 put
- In the 25 largest
- 29.3%
- Prior quarter
- $38,798,037 at 31 March 2026
- Positions opened
- 318
- Positions closed
- 196
Common questions
What are Cambridge Investment Research Advisors’ 13F holdings worth?
$87,845,268 across 4,046 positions for the quarter ended 30 June 2026.
What is Cambridge Investment Research Advisors’ largest 13F holding?
VANGUARD (INDEX FDS S&P 500 ETF SHS) was the largest position at $2,820,563, or 3.2% of reported 13F value, as of 30 June 2026.
How concentrated is Cambridge Investment Research Advisors’ 13F portfolio?
The ten largest positions accounted for 19.4% of reported value and the twenty-five largest for 29.3%, across 4,046 positions as of 30 June 2026.
Does Form 13F show everything Cambridge Investment Research Advisors 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 Investment Research Advisors 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.