Skip to content
Shameless Cloning

Search Shameless Cloning

Search superinvestors, stocks, insiders and members of Congress

Q3 2026 13F · SEC CIK 2085256

Cambridge Financial Group, LLC

Wealth managerFiled 2026-10-06 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$317.1M
Reported positions
153
Holdings vs S&P 500, 3 yrs
—
Assets under management
$331.3M

Cambridge Financial Group, LLC is a wealth manager that reported 153 positions worth $317.1M in its Q3 2026 13F, filed 2026-10-06. Its largest holdings were Dimensional ETF Trust (DFAC, 11.0%), Dimensional ETF Trust (DFAT, 8.9%), Dimensional ETF Trust (DFIC, 8.5%).

Cambridge Financial Group, LLC holdings largest 50 of 153 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Cambridge Financial Group, LLC 13F holdings
Stock% of 13F valueShare changeReported value
DFACDimensional ETF Trust11.0%+0.0%$34.8M
DFATDimensional ETF Trust8.9%+0.0%$28.4M
DFICDimensional ETF Trust8.5%+0.0%$26.9M
DFEMDimensional ETF Trust7.0%+0.0%$22.1M
DFEVDimensional ETF Trust6.8%+0.0%$21.6M
DFAXDimensional ETF Trust2.8%+0.0%$9.0M
SLYVSpdr Series Trust2.4%+0.0%$7.5M
SCHGSchwab Strategic Tr1.9%+0.0%$6.1M
AAPLApple Inc1.8%+0.0%$5.8M
SCHBSchwab Strategic Tr1.5%+0.0%$4.8M
SCHASchwab Strategic Tr1.5%+0.0%$4.7M
IJSIshares Tr1.4%+0.0%$4.3M
DFIVDimensional ETF Trust1.2%+0.0%$3.7M
IWBIshares Tr1.2%+0.0%$3.7M
DGROIshares Tr1.1%+0.0%$3.5M
IEFAIshares Tr1.1%+0.0%$3.4M
VIOVVanguard S&p 600 Small Cap Value- ETF1.1%+0.0%$3.4M
SCHFSchwab Strategic Tr1.1%+0.0%$3.3M
BRK-ABerkshire Hathaway Inc Del0.9%+0.0%$3.0M
DFASDimensional ETF Trust0.9%+0.0%$3.0M
VYMIVanguard Whitehall Fds0.9%+0.0%$2.9M
SCHDSchwab Strategic Tr0.9%+0.0%$2.9M
DIASpdr Dow Jones Indl Average0.9%+0.0%$2.8M
VBRVanguard Index Fds0.9%+0.0%$2.7M
SCHXSchwab Strategic Tr0.8%+0.0%$2.7M
DFUSDimensional ETF Trust0.8%+0.0%$2.6M
QQQInvesco Qqq Tr0.8%+0.0%$2.5M
SCHVSchwab Strategic Tr0.8%+0.0%$2.4M
DFSIDimensional ETF Trust0.8%+0.0%$2.4M
SCHMSchwab Strategic Tr0.8%+0.0%$2.4M
DISVDimensional ETF Trust0.6%+0.0%$2.0M
SPYState Str Spdr S&p 500 ETF T0.6%+0.0%$2.0M
SPEMSpdr Index Shs Fds0.6%+0.0%$2.0M
BRK-BBerkshire Hathaway Inc Del0.6%+0.0%$1.9M
FNDESchwab Strategic Tr0.6%+0.0%$1.9M
MDYVSpdr Series Trust0.6%+0.0%$1.8M
DFSUDimensional ETF Trust0.6%+0.0%$1.8M
VYMVanguard Whitehall Fds0.5%+0.0%$1.7M
IWFIshares Tr0.5%+0.0%$1.7M
IXUSIshares Tr0.5%+0.0%$1.6M
AMZNAmazon Com Inc0.5%+0.0%$1.5M
GOOGAlphabet Inc0.5%+0.0%$1.5M
AXPAmerican Express Co0.5%+0.0%$1.5M
DFSEDimensional ETF Trust0.4%+0.0%$1.4M
NVDANvidia Corporation0.4%+0.0%$1.4M
DFAEDimensional ETF Trust0.4%+0.0%$1.3M
GEVGe Vernova Inc0.4%+0.0%$1.3M
SCHESchwab Strategic Tr0.4%+0.0%$1.3M
ESMLIshares Tr0.4%+0.0%$1.3M
IWDIshares Tr0.4%+0.0%$1.2M

What Cambridge Financial Group, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Reduced

No position shrank by more than 5%.

Left the top 50

No position left the top 50.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year
+31.5% /yr
S&P 500 +22.0%
3 years
—
5 years
—

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q3 2026$317.1M153
Q2 2026$317.6M155
Q1 2026$295.4M168
Q4 2025$287.7M169
Q3 2025$310.7M165
Q2 2025$266.4M137
Q1 2025$235.6M136

Questions about Cambridge Financial Group, LLC's portfolio

What stocks does Cambridge Financial Group, LLC own?

Cambridge Financial Group, LLC's latest 13F, for Q3 2026 and filed Oct 6, 2026, lists 153 positions worth $317.1M. The largest are Dimensional ETF Trust (DFAC) at 11.0%, Dimensional ETF Trust (DFAT) at 8.9%, Dimensional ETF Trust (DFIC) at 8.5%, Dimensional ETF Trust (DFEM) at 7.0% and Dimensional ETF Trust (DFEV) at 6.8%.

What did Cambridge Financial Group, LLC buy last quarter?

Cambridge Financial Group, LLC opened no new positions and grew none by more than 5% among its largest holdings in Q3 2026.

What did Cambridge Financial Group, LLC sell last quarter?

Cambridge Financial Group, LLC sold out of nothing and cut no large position by more than 5% in Q3 2026.

When is Cambridge Financial Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Cambridge Financial Group, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Cambridge Financial Group, LLC manage?

Cambridge Financial Group, LLC reported $331.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $317.1M.