Cambridge Financial Group, LLC
CIK: 0002085256Latest portfolio: $287.7M · Q4 2025
Holdings
169
Total Value
$287.7M
New Positions
11
Closed Positions
6
Top Holdings
View All 169 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 678,784 | $23.6M | 8.19% | -8,962 | |
| 2 | DFATDIMENSIONAL ETF TRUST | 351,609 | $19.7M | 6.85% | -893 | |
| 3 | DFICDIMENSIONAL ETF TRUST | 681,609 | $18.3M | 6.37% | +26K | |
| 4 | DFEMDIMENSIONAL ETF TRUST | 545,310 | $14.9M | 5.19% | +21K | |
| 5 | DFEVDIMENSIONAL ETF TRUST | 505,547 | $13.6M | 4.72% | +9K | |
| 6 | DFAXDIMENSIONAL ETF TRUST | 322,161 | $8.1M | 2.81% | +30K | |
| 7 | SCHGSCHWAB STRATEGIC TR | 270,936 | $7.9M | 2.76% | +3K | |
| 8 | SLYVSPDR SERIES TRUST | 82,904 | $7.3M | 2.53% | +944 | |
| 9 | IJSISHARES TR | 54,670 | $6.0M | 2.09% | +3K | |
| 10 | AAPLAPPLE INC | 21,217 | $5.5M | 1.91% | +5K | |
| 11 | SCHASCHWAB STRATEGIC TR | 204,168 | $5.4M | 1.89% | +12K | |
| 12 | VBRVANGUARD INDEX FDS | 25,342 | $5.2M | 1.82% | +3K | |
| 13 | SCHXSCHWAB STRATEGIC TR | 193,372 | $4.7M | 1.65% | +1K | |
| 14 | SCHBSCHWAB STRATEGIC TR | 190,350 | $4.6M | 1.61% | -43 | |
| 15 | DFIVDIMENSIONAL ETF TRUST | 107,470 | $4.5M | 1.56% | +19K | |
| 16 | VYMIVANGUARD WHITEHALL FDS | 53,056 | $4.3M | 1.48% | +2K | |
| 17 | IWBISHARES TR | 11,761 | $4.2M | 1.45% | +44 | |
| 18 | SCHFSCHWAB STRATEGIC TR | 193,443 | $4.0M | 1.40% | +13K | |
| 19 | VIOVVANGUARD ADMIRAL FDS INC | 39,975 | $3.9M | 1.37% | -13,770 | |
| 20 | SCHDSCHWAB STRATEGIC TR | 132,738 | $3.6M | 1.27% | +5K | |
| 21 | DFASDIMENSIONAL ETF TRUST | 49,713 | $3.3M | 1.15% | +5K | |
| 22 | DGROISHARES TR | 51,468 | $3.2M | 1.12% | -4,602 | |
| 23 | DONSPDR DOW JONES INDL AVERAGE | 6,854 | $3.0M | 1.06% | +550 | |
| 24 | SCHMSCHWAB STRATEGIC TR | 101,140 | $3.0M | 1.04% | -1,687 | |
| 25 | VYMVANGUARD WHITEHALL FDS | 20,506 | $2.9M | 1.00% | +128 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($5.482168992378951e+22T)
Unknown0.0% ($2.604223510991036e+21T)
Industrials0.0% ($54449027123.7T)
Consumer Defensive0.0% ($860786524.4T)
Healthcare0.0% ($827670.6T)
Communication Services0.0% ($707654.5T)
Consumer Cyclical0.0% ($1429.9T)
Energy0.0% ($510.4B)
Basic Materials0.0% ($426.3B)
Utilities0.0% ($360.2M)
Real Estate0.0% ($473K)
Filing History
Fund Information
Cambridge Financial Group, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $287.7M across 169 holdings. The largest position is DIMENSIONAL ETF TRUST (DFAC), representing 8.2% of the portfolio. Compared to the previous quarter, the fund opened 11 new positions and closed 7 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.