Cambridge Financial Group, LLC

Name: Cambridge Financial Group, LLC 13F holdings, Q2 2026
Creator: Cambridge Financial Group, LLC
Published: 2026-07-14

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 14, 2026), Cambridge Financial Group, LLC reported 155 stock positions worth $317.6 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 11.0% of the portfolio, followed by Dimensional US Target Value (DFAT, 8.9%) and Dimensional International (DFIC, 8.5%). Compared with Q1 2026, it opened 9 new positions, sold out of 22, added to 29 and reduced 79. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +4%) and the biggest sale an exit from Vanguard Int-Term Corporate (VCIT).

Most Recent 13F: Q2 2026
Location: TUCSON, AZ
CIK: 0002085256
Portfolio Value: $317.6M (Q2 2026)
SEC Filing: 0001214659-26-008499 ↗ filed Jul 14, 2026

Holdings Value

Holdings 155 stocks · $317.6M


DFAC Dimensional US Core Equity 2	10.97%	785,237	$34.8M	Add +3.7%
DFAT Dimensional US Target Value	8.93%	405,762	$28.4M	Add +4.0%
DFIC Dimensional International Co.	8.47%	722,462	$26.9M	Add +5.7%
DFEM Dimensional Emrg MRKT Core	6.96%	544,360	$22.1M	Add +0.5%
DFEV Dimensional Emrg MRKT Val	6.80%	505,917	$21.6M	Reduce -0.2%
DFAX Dimensional World Ex US Core	2.83%	243,861	$9.0M	Reduce -7.5%
SLYV SS SPDR S&P 600 SC Val ETF	2.36%	68,669	$7.5M	Reduce -1.6%
SCHG Schwab US Large-Cap Growth	1.91%	178,929	$6.1M	Reduce -8.2%
AAPL Apple Inc.	1.82%	19,970	$5.8M	No change
SCHB Schwab US Broad Market ETF	1.52%	166,962	$4.8M	Reduce -4.2%
SCHA Schwab US Small-Cap ETF	1.47%	128,796	$4.7M	Reduce -10.7%
IJS iShares S&P Small-Cap 600 Va	1.36%	31,516	$4.3M	Reduce -8.7%
DFIV Dimensional International Va	1.18%	69,324	$3.7M	Reduce -6.2%
IWB iShares Russell 1000 ETF	1.16%	8,962	$3.7M	Reduce -13.3%
DGRO iShares Core Dividend Growth	1.11%	46,382	$3.5M	Reduce -11.8%
IEFA iShares Core MSCI Eafe ETF	1.08%	35,527	$3.4M	Reduce -2.7%
VIOV Vanguard S&P Small-Cap 600 V	1.08%	29,187	$3.4M	Reduce -1.0%
SCHF Schwab Intl Equity ETF	1.05%	120,931	$3.3M	Reduce -13.9%
BRK.A Berkshire Hathaway Inc. Class A	0.94%	4	$3.0M	No change
DFAS Dimensional US Small Cap ETF	0.94%	36,145	$3.0M	Add +2.7%
VYMI Vanguard Int High DVD YLD Inc.	0.92%	29,688	$2.9M	Add +0.1%
SCHD Schwab US DVD Equity ETF	0.90%	90,249	$2.9M	Reduce -18.3%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND	0.87%	5,302	$2.8M	No change
VBR Vngrd Mrngst SL-CP Val ETF-U	0.86%	11,232	$2.7M	Reduce -10.2%
SCHX Schwab US Large-Cap ETF	0.85%	91,430	$2.7M	Reduce -8.5%
DFUS Dimensional US Eq MKT ETF	0.82%	31,693	$2.6M	Add +12.8%
QQQ Invesco QQQ Trust Series 1	0.78%	3,358	$2.5M	No change
SCHV Schwab US Large-Cap Value	0.77%	70,065	$2.4M	Reduce -5.3%
DFSI Dimensional Int Sus COR1 ETF	0.76%	53,237	$2.4M	Add +14.0%
SCHM Schwab US Mid Cap ETF	0.75%	65,011	$2.4M	Reduce -2.4%
DISV Dimensional International SM	0.64%	50,664	$2.0M	Reduce -13.6%
SPY SS SPDR S&P 500 ETF Trust-US	0.64%	2,721	$2.0M	Reduce -2.0%
SPEM State Street SP PTF Em ETF	0.63%	38,711	$2.0M	Reduce -1.8%
BRK.B Berkshire Hathaway Inc. Class B	0.61%	3,879	$1.9M	Reduce -27.6%
FNDE Schwab Fndmntl Em MRK Eq ETF	0.60%	48,347	$1.9M	Reduce -2.4%
MDYV SS SPDR S&P 400 MC Val ETF	0.56%	18,681	$1.8M	Reduce -2.4%
DFSU Dimensional US Sus CORE1 ETF	0.55%	37,745	$1.8M	Add +8.0%
VYM Vanguard High DVD Yield ETF	0.54%	10,841	$1.7M	Reduce -27.8%
IWF iShares Russell 1000 Growth	0.52%	13,297	$1.7M	Reduce -25.8%
IXUS iShares Core Intl Stock ETF	0.49%	16,294	$1.6M	No change
AMZN Amazon.com Inc.	0.48%	6,463	$1.5M	Add +0.7%
GOOG Alphabet Inc. Class C	0.48%	4,359	$1.5M	Add +42.9%
AXP American Express Co.	0.47%	4,461	$1.5M	Reduce -2.2%
DFSE Dimensional Em Sus CORE1 ETF	0.45%	28,925	$1.4M	Add +12.5%
NVDA Nvidia Corp.	0.43%	6,769	$1.4M	Reduce -11.4%
DFAE Dimensional Emerging Core Eq	0.42%	33,172	$1.3M	Reduce -13.9%
GEV GE Vernova Inc.	0.41%	1,097	$1.3M	No change
SCHE Schwab Emrg Mrkts Eqty ETF	0.40%	35,368	$1.3M	Add +2.2%
ESML iShares ESG Aware MSCI USA S	0.40%	22,815	$1.3M	Add +0.1%
IWD iShares Russell 1000 Value E	0.39%	5,145	$1.2M	Reduce -26.0%
MSFT Microsoft Corp.	0.38%	3,275	$1.2M	Reduce -2.0%
IWM iShares Russell 2000 ETF	0.38%	4,047	$1.2M	Reduce -18.9%
GOOGL Alphabet Inc. Class A	0.37%	3,324	$1.2M	No change
JNJ Johnson & Johnson	0.37%	4,675	$1.2M	Add +0.6%
VXUS Vanguard Total Intl Stock	0.36%	13,320	$1.1M	Add +2.4%
ESGD iShares Trust iShares ESG Aw	0.34%	10,576	$1.1M	Reduce -2.8%
VIG Vanguard Dividend Apprec ETF	0.34%	4,503	$1.1M	Reduce -8.7%
LLY Eli Lilly & Co.	0.33%	886	$1.1M	Reduce -3.3%
WMT Walmart Inc.	0.32%	8,961	$1.0M	Reduce -1.7%
GLD SPDR Gold Shares	0.31%	2,672	$984K	Reduce -11.1%
AVUV Avantis US Small Cap Value	0.30%	7,660	$956K	Reduce -0.9%
IEMG iShares Core MSCI Emerging	0.29%	11,141	$923K	Reduce -3.5%
JPM JPMorgan Chase & Co.	0.29%	2,768	$906K	Reduce -2.8%
EEMV iShares MSCI Emg MKT Min Vol	0.28%	11,848	$892K	No change
GE General Electric filed as GE AEROSPACE	0.28%	2,384	$891K	No change
QCOM Qualcomm Inc.	0.27%	4,646	$859K	Reduce -2.0%
SPTM SS SPDR P S&P 1500 Comp ETF	0.27%	9,327	$847K	Reduce -29.9%
ITOT iShares Core S&P Total U.S.	0.25%	4,850	$797K	No change
IJJ iShares S&P Mid-Cap 400 Valu	0.25%	5,378	$794K	Reduce -3.5%
VWO Vanguard Ftse Emerging Marke	0.25%	13,301	$794K	Reduce -13.8%
TSLA Tesla Inc.	0.24%	1,783	$750K	Add +1.5%
IWV iShares Russell 3000 ETF	0.23%	1,732	$739K	Reduce -18.5%
VOE Vngrd Mrngstr MD-Cap Val ETF	0.23%	3,693	$730K	Reduce -6.2%
AVEM Avantis Emerging Markets Eq	0.23%	7,465	$720K	Reduce -1.1%
IBTG iShares Ibonds Dec 2026 Term	0.22%	30,598	$700K	Add +21.5%
IBIT iShares Bitcoin Trust ETF	0.22%	20,900	$696K	Add +1.8%
CSCO Cisco Systems Inc.	0.22%	5,885	$691K	Add +0.0%
PEP Pepsico Inc.	0.22%	5,102	$691K	Add +1.5%
VT Vanguard Tot World STK ETF	0.22%	4,374	$686K	Reduce -4.1%
AVGO Broadcom Inc.	0.22%	1,813	$685K	Add +1.4%
FNDA Schwab Fndmntl US SM Co. ETF	0.21%	17,621	$671K	Reduce -4.3%
XVV iShares ESG Select Screened	0.20%	11,454	$650K	No change
XJR Ishr ESG SS S&P Smal-Cap-Usd	0.20%	12,161	$641K	No change
IOO iShares Global 100 ETF	0.20%	4,640	$634K	No change
ABBV Abbvie Inc.	0.20%	2,503	$630K	Reduce -0.0%
INTC Intel Corp.	0.20%	4,509	$630K	Reduce -5.8%
AHR American Healthcare REIT Inc.	0.20%	11,993	$625K	No change
EMR Emerson Electric Co.	0.19%	4,248	$608K	No change
ESGE iShares Inc. iShares ESG Awar	0.19%	11,065	$605K	Reduce -4.2%
IUSV iShares Core S&P U.S. Value	0.19%	5,476	$603K	Reduce -16.9%
NUE Nucor Corp.	0.19%	2,702	$602K	No change
MRK Merck & Co. Inc.	0.18%	4,574	$588K	Reduce -3.0%
COP Conocophillips	0.17%	5,326	$554K	No change
CAT Caterpillar Inc.	0.17%	517	$551K	Add +1.4%
DFAI Dimensional International Co.	0.17%	13,305	$549K	Reduce -5.1%
DFSV Dimensional US Small Cap Val	0.17%	13,983	$542K	Reduce -24.1%
V Visa Inc. Class A	0.17%	1,547	$531K	Reduce -2.3%
IBTH iShares Ibonds Dec 2027 Term	0.17%	23,712	$530K	No change
AVDV Avantis Intl S/C Value ETF	0.16%	5,018	$517K	No change
EDIV State Street SPDR S&P Emergi	0.16%	12,546	$514K	Reduce -0.0%

Show all 155 holdings

Portfolio Sells Q1 2026 → Q2 2026


VCIT Vanguard Int-Term Corporate	Sold out	0.00%	−0.37
BRK.B Berkshire Hathaway Inc. Class B	Reduce -27.6%	0.61%	−0.26
SCHD Schwab US DVD Equity ETF	Reduce -18.3%	0.90%	−0.25
VTI VG Morningstar TS MKT ETF-US	Reduce -64.4%	0.13%	−0.21
VYM Vanguard High DVD Yield ETF	Reduce -27.8%	0.54%	−0.21
DFAX Dimensional World Ex US Core	Reduce -7.5%	2.83%	−0.20
VCSH Vanguard S/T Corp. Bond ETF	Sold out	0.00%	−0.20
XOM Exxon Mobil Corp.	Sold out	0.00%	−0.17
DGRO iShares Core Dividend Growth	Reduce -11.8%	1.11%	−0.14
DISV Dimensional International SM	Reduce -13.6%	0.64%	−0.14
DFIV Dimensional International Va	Reduce -6.2%	1.18%	−0.14
LQD Ishr Ibx Usd Invgd CB ETF-Ui	Sold out	0.00%	−0.14
GLD SPDR Gold Shares	Reduce -11.1%	0.31%	−0.13
IWF iShares Russell 1000 Growth	Reduce -25.8%	0.52%	−0.13
BSMU Invesco Bulletshares 2030 MB	Sold out	0.00%	−0.13
BSMT Invesco Bulletshares 2029 MB	Sold out	0.00%	−0.12
SCHF Schwab Intl Equity ETF	Reduce -13.9%	1.05%	−0.12
BSMS Invesco Bulletshares 2028 MB	Sold out	0.00%	−0.12
BLV Vanguard Long-Term Bond ETF	Sold out	0.00%	−0.11
IWD iShares Russell 1000 Value E	Reduce -26.0%	0.39%	−0.11
BSMV Invesco Bulletshares 2031 MB	Sold out	0.00%	−0.11
T AT&T Inc.	Sold out	0.00%	−0.10
IWB iShares Russell 1000 ETF	Reduce -13.3%	1.16%	−0.09
SPTM SS SPDR P S&P 1500 Comp ETF	Reduce -29.9%	0.27%	−0.09
DFUV Dimensional US Marketwide Va	Sold out	0.00%	−0.09
USIG iShares Broad Usd Investment	Sold out	0.00%	−0.09
VTEB Vanguard Tax-Exempt Bond ETF	Sold out	0.00%	−0.09
BSMW Invesco Bulletshares 2032 MB	Sold out	0.00%	−0.08
BSJT Invesco Bulletshares 2029 HY	Reduce -43.8%	0.09%	−0.08
MUB iShares National Muni Bond E	Sold out	0.00%	−0.08
BSCS Invesco Bulletshares 2028 CB	Sold out	0.00%	−0.08
SDY SS SPDR S&P Dividend ETF	Sold out	0.00%	−0.07
BSCT Invesco Bulletshares 2029 CB	Sold out	0.00%	−0.07
ALB Albemarle Corp.	Sold out	0.00%	−0.07
BSSX Invesco Bulletshares 2033 MB	Sold out	0.00%	−0.07
VB Vanguard Most SM-Cap ETF-Usd	Reduce -40.4%	0.12%	−0.07
GS Goldman Sachs Group Inc.	Sold out	0.00%	−0.07
WMT Walmart Inc.	Reduce -1.7%	0.32%	−0.06
VBR Vngrd Mrngst SL-CP Val ETF-U	Reduce -10.2%	0.86%	−0.06
AMPX Amprius Technologies Inc.	Sold out	0.00%	−0.06
FNDF Schwab Fndmn Intl LRG Co. ETF	Reduce -28.1%	0.14%	−0.06
DVY iShares Select Dividend ETF	Reduce -22.3%	0.14%	−0.05
DFSV Dimensional US Small Cap Val	Reduce -24.1%	0.17%	−0.05
BSMR Invesco Bulletshares 2027 MB	Reduce -20.9%	0.13%	−0.04
NOC Northrop Grumman Corp.	Reduce -7.1%	0.08%	−0.04
IWN iShares Russell 2000 Value E	Reduce -41.5%	0.08%	−0.04
MCD McDonald's Corp.	Reduce -8.2%	0.12%	−0.04
IEFA iShares Core MSCI Eafe ETF	Reduce -2.7%	1.08%	−0.04
IUSV iShares Core S&P U.S. Value	Reduce -16.9%	0.19%	−0.04
FNDE Schwab Fndmntl Em MRK Eq ETF	Reduce -2.4%	0.60%	−0.04

Portfolio Buys Q1 2026 → Q2 2026


DFAC Dimensional US Core Equity 2	Add +3.7%	10.97%	+1.00
DFAT Dimensional US Target Value	Add +4.0%	8.93%	+0.69
DFEM Dimensional Emrg MRKT Core	Add +0.5%	6.96%	+0.63
DFIC Dimensional International Co.	Add +5.7%	8.47%	+0.25
GOOG Alphabet Inc. Class C	Add +42.9%	0.48%	+0.19
DFUS Dimensional US Eq MKT ETF	Add +12.8%	0.82%	+0.14
DFAS Dimensional US Small Cap ETF	Add +2.7%	0.94%	+0.09
DFSI Dimensional Int Sus COR1 ETF	Add +14.0%	0.76%	+0.09
FRDM Freedom 100 Emeging MRKT ETF	New	0.08%	+0.08
IBIL iShares Ibonds Oct 2035 Tips	New	0.08%	+0.08
AMAT Applied Materials Inc.	New	0.08%	+0.08
DFSE Dimensional Em Sus CORE1 ETF	Add +12.5%	0.45%	+0.08
MTUM iShares MSCI USA Momentum Fa	New	0.08%	+0.08
Q Qnity Electronics Inc.	New	0.07%	+0.07
URI United Rentals Inc.	New	0.07%	+0.07
DFSU Dimensional US Sus CORE1 ETF	Add +8.0%	0.55%	+0.07
EMXC iShares MSCI Emr MRK Ex Chna	New	0.07%	+0.07
UNH Unitedhealth Group Inc.	New	0.06%	+0.06
EUHY iShares Euro High Yield Corp.	New	0.06%	+0.06
CSCO Cisco Systems Inc.	Add +0.0%	0.22%	+0.06
CAT Caterpillar Inc.	Add +1.4%	0.17%	+0.05
ESML iShares ESG Aware MSCI USA S	Add +0.1%	0.40%	+0.04
IJT iShares S&P Small-Cap 600 GR	Add +10.8%	0.15%	+0.03
AMZN Amazon.com Inc.	Add +0.7%	0.48%	+0.03
AVGO Broadcom Inc.	Add +1.4%	0.22%	+0.03
IBTG iShares Ibonds Dec 2026 Term	Add +21.5%	0.22%	+0.03
VXUS Vanguard Total Intl Stock	Add +2.4%	0.36%	+0.02
SCHE Schwab Emrg Mrkts Eqty ETF	Add +2.2%	0.40%	+0.02
TSLA Tesla Inc.	Add +1.5%	0.24%	+0.02
HD Home Depot Inc.	Add +8.8%	0.13%	+0.01
FNDC Schwab Fndmnt Intl SM Eq ETF	Add +1.0%	0.09%	−0.00
ORCL Oracle Corp.	Add +0.1%	0.08%	−0.01
RTX RTX Corp.	Add +0.3%	0.10%	−0.01
JNJ Johnson & Johnson	Add +0.6%	0.37%	−0.01
VYMI Vanguard Int High DVD YLD Inc.	Add +0.1%	0.92%	−0.03
NFLX Netflix Inc.	Add +0.3%	0.08%	−0.04
PEP Pepsico Inc.	Add +1.5%	0.22%	−0.05
IBIT iShares Bitcoin Trust ETF	Add +1.8%	0.22%	−0.05

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	155	$317.6M	DFAC, DFAT, DFIC, DFEM, DFEV
Q1 2026	168	$295.4M	DFAC, DFAT, DFIC, DFEM, DFEV
Q4 2025	169	$287.7M	DFAC, DFAT, DFIC, DFEM, DFEV
Q3 2025	165	$310.7M	DFAC, DFIC, DFAT, DFEM, DFEV
Q2 2025	137	$266.4M	DFAC, DFIC, DFAT, DFEV, DFEM
Q1 2025	136	$235.6M	DFAC, DFAT, DFIC, DFEM, DFEV
Q4 2024	129	$233.9M	DFAC, DFAT, DFIC, DFEM, DFEV
Q3 2024	130	$240.3M	DFAC, DFAT, DFIC, DFEM, DFEV
Q2 2024	127	$218.9M	DFAC, DFAT, DFIC, DFEV, DFEM
Q1 2024	122	$210.4M	DFAC, DFAT, DFIC, DFEV, DFEM