Cambient Family Office, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Cambient Family Office, LLC reported 328 stock positions worth $813.0 million. Its top holding was Nvidia (NVDA) at 6.9% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 5.3%) and SS SPDR S&P 500 ETF Trust-US (SPY, 5.1%). Compared with Q1 2026, it opened 75 new positions, sold out of 9, added to 127 and reduced 94. The biggest buy was Applied Materials (AMAT, shares +0%) and the biggest sale Abbvie (ABBV, shares −43%).

Most Recent 13F
Q2 2026
Location
ADA, MI
CIK
0002105684
Portfolio Value
$813.0M (Q2 2026)
SEC Filing
0001398344-26-014342 ↗ filed Aug 13, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q4 2025: $700.8M Q4 2025 Q1 2026: $716.4M Q1 2026 Q2 2026: $813.0M $813.0M Q2 2026

Holdings 328 stocks · $813.0M
NVDA Nvidia Corp. 6.85% 278,401 $55.7M Add +0.5%
IVV iShares Core S&P 500 ETF 5.29% 57,462 $43.0M Add +10.1%
SPY SS SPDR S&P 500 ETF Trust-US 5.14% 55,809 $41.8M No change
MSFT Microsoft Corp. 3.90% 85,106 $31.7M Add +1.1%
VEU Vanguard Ftse All-World Ex-U 3.83% 371,365 $31.1M Reduce -0.4%
LLY Eli Lilly & Co. 3.58% 24,259 $29.1M Add +1.9%
GOOG Alphabet Inc. Class C 3.43% 78,891 $27.9M Reduce -6.4%
AAPL Apple Inc. 3.32% 93,332 $27.0M Reduce -0.7%
AMZN Amazon.com Inc. 2.17% 74,099 $17.7M Add +1.5%
RTX RTX Corp. 1.98% 84,674 $16.1M Add +1.6%
JPM JPMorgan Chase & Co. 1.92% 47,709 $15.6M Add +1.4%
VTI VG Morningstar TS MKT ETF-US 1.78% 39,163 $14.5M Add +4.4%
AMAT Applied Materials Inc. 1.63% 18,326 $13.2M Add +0.4%
SHY iShares 1-3 Year Treasury Bo 1.51% 149,814 $12.3M No change
XHLF Bondbloxx BBG 6 MTH US Treas 1.30% 209,507 $10.5M Reduce -10.2%
DE Deere & Co. 1.26% 16,089 $10.2M Reduce -3.3%
GOOGL Alphabet Inc. Class A 1.17% 26,702 $9.5M Add +9.6%
ABBV Abbvie Inc. 1.12% 36,055 $9.1M Reduce -43.2%
KO The Coca-Cola Co. 1.11% 110,237 $9.0M Add +1.7%
PG The Procter & Gamble Co. 1.08% 59,872 $8.8M Add +0.3%
ANET Arista Networks Inc. 1.03% 49,523 $8.4M Reduce -0.5%
ADP Automatic Data Processing 1.02% 36,768 $8.3M Add +2.7%
PANW Palo Alto Networks Inc. 1.01% 24,159 $8.2M Reduce -1.5%
SUB iShares Short-Term National 0.99% 75,455 $8.0M Add +99.3%
ISRG Intuitive Surgical Inc. 0.97% 19,820 $7.9M Add +4.2%
JNJ Johnson & Johnson 0.96% 30,573 $7.8M Add +1.7%
CSCO Cisco Systems Inc. 0.91% 62,978 $7.4M Reduce -2.9%
ABT Abbott Laboratories 0.90% 80,795 $7.3M Add +1.4%
PLTR Palantir Technologies Inc. Class A 0.88% 61,439 $7.2M Reduce -8.9%
GEV GE Vernova Inc. 0.86% 5,945 $7.0M Add +21.7%
COST Costco Wholesale Corp. 0.84% 7,335 $6.9M Add +3.3%
GUNR NT Mstar GLBL NR ETF 0.83% 137,370 $6.8M Add +0.1%
HD Home Depot Inc. 0.80% 18,390 $6.5M Add +0.5%
XOM Exxon Mobil Corp. 0.71% 42,490 $5.8M Add +1.5%
EMR Emerson Electric Co. 0.67% 38,307 $5.5M Add +1.0%
AVGO Broadcom Inc. 0.66% 14,210 $5.4M Add +13.1%
IEFA iShares Core MSCI Eafe ETF 0.65% 54,839 $5.3M Add +3.3%
BLK BlackRock Inc. 0.65% 5,457 $5.2M Add +1.6%
CVX Chevron Corp. 0.64% 31,469 $5.2M Reduce -1.4%
MCD McDonald's Corp. 0.63% 19,028 $5.1M Add +0.1%
SPTM SS SPDR P S&P 1500 Comp ETF 0.63% 56,318 $5.1M Reduce -2.0%
IWR iShares Russell Mid-Cap ETF 0.61% 45,318 $5.0M Add +22.8%
VCSH Vanguard S/T Corp. Bond ETF 0.60% 62,108 $4.9M No change
NEE Nextera Energy Inc. 0.58% 54,027 $4.7M Add +1.3%
APD Air Products & Chemicals Inc. 0.56% 15,626 $4.6M Reduce -17.9%
PEP Pepsico Inc. 0.56% 33,402 $4.5M Add +1.8%
MU Micron Technology Inc. 0.52% 3,677 $4.2M Add +18.4%
VGSH Vanguard Short-Term Treasury 0.52% 72,897 $4.2M Add +3.9%
IEF iShares 7-10 Year Treasury B 0.52% 44,702 $4.2M Add +2.3%
VUSB Vanguard Ultra Short Bond Et 0.48% 77,866 $3.9M No change
SHV iShares 0-1 Year Treasury Bo 0.47% 34,898 $3.9M Reduce -38.2%
BRK.B Berkshire Hathaway Inc. Class B 0.47% 7,555 $3.8M Add +3.6%
SNPS Synopsys Inc. 0.46% 8,340 $3.7M Add +0.7%
SPYM Ste STR SPDR PT S&P 500 ETF 0.44% 40,918 $3.6M No change
META Meta Platforms Inc. Class A 0.43% 6,136 $3.5M Add +7.5%
AMD Advanced Micro Devices 0.43% 5,949 $3.5M Add +27.2%
HOOD Robinhood Markets Inc. Class A 0.42% 34,000 $3.4M Reduce -0.5%
TSLA Tesla Inc. 0.40% 7,812 $3.3M Add +9.6%
GSY Invesco Ultra Short Duration 0.40% 65,104 $3.3M Add +6.2%
DHR Danaher Corp. 0.40% 17,077 $3.3M Reduce -4.8%
CAT Caterpillar Inc. 0.38% 2,877 $3.1M Add +0.5%
LITE Lumentum Holdings Inc. 0.35% 3,328 $2.9M New
LOW Lowe's Cos Inc. 0.35% 12,819 $2.8M Reduce -2.4%
ORCL Oracle Corp. 0.32% 17,951 $2.6M Reduce -4.9%
IWM iShares Russell 2000 ETF 0.32% 8,738 $2.6M Add +22.4%
GNR State Street SPDR S&P Global 0.31% 37,249 $2.5M Add +16.0%
SYK Stryker Corp. 0.30% 7,668 $2.4M Reduce -1.8%
WMT Walmart Inc. 0.29% 21,159 $2.4M Reduce -1.1%
VOO Vanguard S&P 500 ETF 0.29% 3,482 $2.4M Add +9.2%
EEM iShares MSCI Emerging Market 0.29% 34,077 $2.3M Add +2.7%
IEMG iShares Core MSCI Emerging 0.27% 26,538 $2.2M Add +0.5%
INTC Intel Corp. 0.26% 15,249 $2.1M Reduce -81.9%
IBIT iShares Bitcoin Trust ETF 0.26% 63,811 $2.1M Add +125.5%
LRCX Lam Research Corp. 0.25% 4,686 $2.0M Add +11.5%
FBTC Fidelity Wise Origin Bitcoin 0.25% 39,742 $2.0M Reduce -21.9%
V Visa Inc. Class A 0.25% 5,887 $2.0M Add +14.4%
XYL Xylem Inc. 0.25% 17,060 $2.0M Add +0.6%
KLAC KLA Corp. 0.25% 6,666 $2.0M Reduce -4.6%
RWR SS SPDR Dow Jones REIT ETF 0.23% 16,833 $1.9M Add +9.9%
ETN Eaton Corp. PLC 0.23% 4,339 $1.8M Add +0.6%
AXP American Express Co. 0.23% 5,460 $1.8M Add +2.2%
AWK American Water Works Co. Inc. 0.23% 13,953 $1.8M Reduce -3.4%
HON Honeywell International Inc. 0.22% 8,146 $1.8M Reduce -0.5%
MUB iShares National Muni Bond E 0.22% 16,832 $1.8M Add +144.4%
IJH iShares Core S&P Midcap ETF 0.22% 23,096 $1.8M Reduce -3.4%
HONA Honeywell Aerospace Inc. 0.22% 8,017 $1.8M Reduce -2.0%
VEA Vanguard Ftse Developed ETF 0.22% 24,859 $1.8M New
EMXC iShares MSCI Emr MRK Ex Chna 0.22% 17,121 $1.8M Add +9006.9%
UNP Union Pacific Corp. 0.21% 6,200 $1.7M Add +0.4%
VTIP Vanguard Short-Term Tips 0.20% 33,068 $1.7M Add +21.5%
MRK Merck & Co. Inc. 0.20% 12,738 $1.6M Add +1.5%
EFA iShares MSCI Eafe ETF 0.20% 15,790 $1.6M No change
PM Philip Morris International 0.20% 8,935 $1.6M Add +3.5%
TXN Texas Instruments Inc. 0.20% 5,396 $1.6M Add +0.1%
CMI Cummins Inc. 0.19% 2,199 $1.6M Add +0.8%
MO Altria Group Inc. 0.18% 20,268 $1.5M Add +6.4%
QDEF NT Qual Div Def ETF 0.16% 14,489 $1.3M Add +24.8%
USHY iShares Broad Usd High Yield 0.15% 33,701 $1.2M Add +3.0%
MA Mastercard Inc. Class A 0.15% 2,422 $1.2M Add +10.8%
AMP Ameriprise Financial Inc. 0.15% 2,705 $1.2M Add +3.5%

Show all 328 holdings

Portfolio Sells Q1 2026 → Q2 2026
ABBV Abbvie Inc. Reduce -43.2% 1.12% −0.81
PLTR Palantir Technologies Inc. Class A Reduce -8.9% 0.88% −0.50
SHV iShares 0-1 Year Treasury Bo Reduce -38.2% 0.47% −0.40
CARR Carrier Global Corp. Reduce -89.8% 0.05% −0.40
XHLF Bondbloxx BBG 6 MTH US Treas Reduce -10.2% 1.30% −0.34
OTIS Otis Worldwide Corp. Reduce -87.0% 0.04% −0.30
HON Honeywell International Inc. Reduce -0.5% 0.22% −0.29
CVX Chevron Corp. Reduce -1.4% 0.64% −0.28
INTC Intel Corp. Reduce -81.9% 0.26% −0.26
APD Air Products & Chemicals Inc. Reduce -17.9% 0.56% −0.21
FBTC Fidelity Wise Origin Bitcoin Reduce -21.9% 0.25% −0.17
CI The Cigna Group Reduce -81.0% 0.03% −0.12
CRCL Circle Internet Group Inc. Reduce -2.7% 0.14% −0.11
ADSK Autodesk Inc. Reduce -42.0% 0.07% −0.10
LOW Lowe's Cos Inc. Reduce -2.4% 0.35% −0.09
VEU Vanguard Ftse All-World Ex-U Reduce -0.4% 3.83% −0.08
WMT Walmart Inc. Reduce -1.1% 0.29% −0.08
DHR Danaher Corp. Reduce -4.8% 0.40% −0.07
ORCL Oracle Corp. Reduce -4.9% 0.32% −0.06
SYK Stryker Corp. Reduce -1.8% 0.30% −0.06
ACN Accenture PLC Class A Reduce -11.0% 0.05% −0.05
DE Deere & Co. Reduce -3.3% 1.26% −0.05
AWK American Water Works Co. Inc. Reduce -3.4% 0.23% −0.05
T AT&T Inc. Reduce -12.5% 0.05% −0.04
CTAS Cintas Corp. Sold out 0.00% −0.04
CME Cme Group Inc. Sold out 0.00% −0.04
VZ Verizon Communications Inc. Reduce -8.5% 0.08% −0.04
PFE Pfizer Inc. Reduce -24.0% 0.05% −0.04
ALB Albemarle Corp. Reduce -25.1% 0.04% −0.04
HONA Honeywell Aerospace Inc. Reduce -2.0% 0.22% −0.03
COP Conocophillips Reduce -3.0% 0.07% −0.03
MKC McCormick & Co.-Non VTG SHRS Sold out 0.00% −0.03
BSX Boston Scientific Corp. Sold out 0.00% −0.03
ADBE Adobe Inc. Sold out 0.00% −0.03
XEL Xcel Energy Inc. Sold out 0.00% −0.03
JCI Johnson Controls Internation Sold out 0.00% −0.03
TPR Tapestry Inc. Sold out 0.00% −0.03
STPZ PIMCO 1-5 Year US Tips Index Sold out 0.00% −0.03
ALSN Allison Transmission Holding Reduce -41.3% 0.03% −0.03
TJX TJX Companies Inc. Reduce -4.9% 0.10% −0.03
MDLZ Mondelez International Inc. Class A Reduce -34.4% 0.03% −0.03
LMT Lockheed Martin Corp. Reduce -18.0% 0.03% −0.02
TMO Thermo Fisher Scientific Inc. Reduce -19.5% 0.05% −0.02
SCHW Schwab (charles) Corp. Reduce -20.6% 0.04% −0.02
ICE Intercontinental Exchange Inc. Reduce -17.8% 0.03% −0.02
WM Waste Management Inc. Reduce -9.0% 0.07% −0.02
ZBH Zimmer Biomet Holdings Inc. Reduce -19.8% 0.04% −0.02
NOC Northrop Grumman Corp. Reduce -8.0% 0.03% −0.02
SO The Southern Co. Reduce -1.1% 0.11% −0.02
UFPI Ufp Industries Inc. Reduce -0.2% 0.10% −0.02

Portfolio Buys Q1 2026 → Q2 2026
AMAT Applied Materials Inc. Add +0.4% 1.63% +0.76
IVV iShares Core S&P 500 ETF Add +10.1% 5.29% +0.53
LLY Eli Lilly & Co. Add +1.9% 3.58% +0.52
SUB iShares Short-Term National Add +99.3% 0.99% +0.43
MU Micron Technology Inc. Add +18.4% 0.52% +0.38
LITE Lumentum Holdings Inc. New 0.35% +0.35
AMD Advanced Micro Devices Add +27.2% 0.43% +0.29
GEV GE Vernova Inc. Add +21.7% 0.86% +0.26
VEA Vanguard Ftse Developed ETF New 0.22% +0.22
EMXC iShares MSCI Emr MRK Ex Chna Add +9006.9% 0.22% +0.21
GOOGL Alphabet Inc. Class A Add +9.6% 1.17% +0.20
JMUB JPMorgan Municipal ETF New 0.13% +0.13
JMST JPM Ultra-Short Muni Income New 0.12% +0.12
LRCX Lam Research Corp. Add +11.5% 0.25% +0.12
SNDK Sandisk Corp. New 0.12% +0.12
MUB iShares National Muni Bond E Add +144.4% 0.22% +0.12
AVGO Broadcom Inc. Add +13.1% 0.66% +0.12
IWR iShares Russell Mid-Cap ETF Add +22.8% 0.61% +0.11
IBIT iShares Bitcoin Trust ETF Add +125.5% 0.26% +0.11
NVDA Nvidia Corp. Add +0.5% 6.85% +0.11
VTI VG Morningstar TS MKT ETF-US Add +4.4% 1.78% +0.10
CAT Caterpillar Inc. Add +0.5% 0.38% +0.09
WDC Western Digital Corp. New 0.09% +0.09
DELL Dell Technologies -C Add +39.1% 0.11% +0.08
IWM iShares Russell 2000 ETF Add +22.4% 0.32% +0.08
MRVL Marvell Technology Inc. New 0.06% +0.06
STX Seagate Technology Holdings New 0.06% +0.06
CVS CVS Health Corp. New 0.05% +0.05
TXN Texas Instruments Inc. Add +0.1% 0.20% +0.05
RPG Invesco S&P 500 Pure Growth New 0.05% +0.05
GLW Corning Inc. New 0.05% +0.05
AMZN Amazon.com Inc. Add +1.5% 2.17% +0.05
QUAL iShares MSCI USA Quality Fac Add +3052.6% 0.05% +0.05
C Citigroup Inc. Add +74.5% 0.10% +0.05
CRWD CrowdStrike Holdings Inc. Class A New 0.04% +0.04
VGT Vanguard Info Tech ETF New 0.04% +0.04
UNH Unitedhealth Group Inc. Add +5.2% 0.13% +0.04
JPST JPMorgan Ultra-Short Income New 0.04% +0.04
USB US Bancorp New 0.04% +0.04
DAL Delta Air Lines Inc. New 0.04% +0.04
CFG Citizens Financial Group New 0.04% +0.04
SYF Synchrony Financial New 0.03% +0.03
TSLA Tesla Inc. Add +9.6% 0.40% +0.03
VRT Vertiv Holdings Co. Class A New 0.03% +0.03
SHW The Sherwin-Williams Co. New 0.03% +0.03
V Visa Inc. Class A Add +14.4% 0.25% +0.03
MCO Moody's Corp. New 0.03% +0.03
VLO Valero Energy Corp. New 0.03% +0.03
CDNS Cadence Design SYS Inc. New 0.03% +0.03
IGIB iShares 5-10Y Inv Grade Corp. New 0.03% +0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 328$813.0MNVDA, IVV, SPY, MSFT, VEU
Q1 2026 261$716.4MNVDA, SPY, IVV, MSFT, VEU
Q4 2025 260$700.8MNVDA, MSFT, SPY, IVV, GOOG