Cambridge Investment Research Advisors, Inc.

CIK: 1419186SEC EDGAR →

Portfolio Value

$38.8B

Holdings

3,924

As of

Q1 2026

New Positions

3,854

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD INDEX FDS

1,935,246$1.2B
2.98%
2

APPLE

4,385,052$1.1B
2.87%
3

NVIDIA CORPORATION

5,674,949$989.7M
2.55%
4

ISHARES

1,202,937$785.8M
2.03%
5

INVESCO

1,272,210$734.3M
1.89%
6

VANGUARD INDEX FDS

2,131,861$683.9M
1.76%
7

AMAZON

2,445,594$509.3M
1.31%
8

VANGUARD STAR FDS VG TL

6,180,518$476.6M
1.23%
9

MICROSOFT

1,281,790$474.5M
1.22%
10

STATE

643,723$418.6M
1.08%

Sector Breakdown

Sector# HoldingsValue%
Financial Services2116$24.5B63.2%
Technology394$4.7B12.2%
Unknown337$2.7B7.0%
Consumer Cyclical157$1.2B3.1%
Industrials243$1.2B3.0%
Communication Services57$1.0B2.7%
Healthcare180$965.9M2.5%
Consumer Defensive70$757.7M2.0%
Energy107$714.4M1.8%
Utilities62$444.1M1.1%
Basic Materials100$290.1M0.7%
Real Estate101$225.8M0.6%