Cambridge Financial Group, LLC
CIK: 2085256SEC EDGAR →
Portfolio Value
$228.9B
Holdings
153
As of
Q3 2026
New Positions
152
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 785,237 | $34.8B | 15.22% |
| 2 | DIMENSIONAL ETF TRUST | 405,762 | $28.4B | 12.39% |
| 3 | DIMENSIONAL ETF TRUST | 722,462 | $26.9B | 11.76% |
| 4 | DIMENSIONAL ETF TRUST | 544,360 | $22.1B | 9.67% |
| 5 | DIMENSIONAL ETF TRUST | 505,917 | $21.6B | 9.43% |
| 6 | DIMENSIONAL ETF TRUST | 243,898 | $9.0B | 3.93% |
| 7 | SCHWAB STRATEGIC TR | 178,929 | $6.1B | 2.65% |
| 8 | SCHWAB STRATEGIC TR | 166,962 | $4.8B | 2.11% |
| 9 | SCHWAB STRATEGIC TR | 128,796 | $4.7B | 2.03% |
| 10 | DIMENSIONAL ETF TRUST | 69,345 | $3.7B | 1.64% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 99 | $223.5B | 97.7% |
| Unknown | 8 | $3.4B | 1.5% |
| Real Estate | 1 | $625.4M | 0.3% |
| Consumer Defensive | 5 | $438.9M | 0.2% |
| Basic Materials | 2 | $324.5M | 0.1% |
| Communication Services | 4 | $263.6M | 0.1% |
| Utilities | 1 | $209.2M | 0.1% |
| Technology | 13 | $13.1M | 0.0% |
| Industrials | 7 | $4.1M | 0.0% |
| Healthcare | 6 | $3.9M | 0.0% |
| Consumer Cyclical | 4 | $3.1M | 0.0% |
| Energy | 3 | $1.2M | 0.0% |