Cambridge Financial Group, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed September 9, 2025), Cambridge Financial Group, LLC reported 122 stock positions worth $210.4 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 8.2% of the portfolio, followed by Dimensional US Target Value (DFAT, 7.7%) and Dimensional International (DFIC, 5.8%). Compared with Q4 2023, it opened 4 new positions, sold out of 8, added to 45 and reduced 47. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +9%) and the biggest sale Apple (AAPL, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- TUCSON, AZ
- CIK
- 0002085256
- Portfolio Value
- $210.4M (Q1 2024)
- SEC Filing
- 0001214659-25-013549 ↗ filed Sep 9, 2025
Holdings Value
Holdings 122 stocks · $210.4M
| DFAC Dimensional US Core Equity 2 | 8.22% | 541,516 | $17.3M | Add +8.9% |
| DFAT Dimensional US Target Value | 7.65% | 295,737 | $16.1M | Add +8.4% |
| DFIC Dimensional International Co. | 5.78% | 454,333 | $12.2M | Add +4.4% |
| DFEV Dimensional Emrg MRKT Val | 5.43% | 439,946 | $11.4M | Add +5.9% |
| DFEM Dimensional Emrg MRKT Core | 5.20% | 429,267 | $10.9M | Add +8.5% |
| DFAX Dimensional World Ex US Core | 4.06% | 335,650 | $8.5M | Add +10.0% |
| SLYV SS SPDR S&P 600 SC Val ETF | 3.31% | 83,954 | $7.0M | Add +0.1% |
| SCHG Schwab US Large-Cap Growth | 3.23% | 73,387 | $6.8M | Reduce -1.6% |
| SCHA Schwab US Small-Cap ETF | 2.57% | 109,731 | $5.4M | Add +1.4% |
| IJS iShares S&P Small-Cap 600 Va | 2.52% | 51,501 | $5.3M | Reduce -0.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.95% | 21,428 | $4.1M | Add +28.9% |
| SCHF Schwab Intl Equity ETF | 1.77% | 95,468 | $3.7M | Reduce -1.4% |
| SCHX Schwab US Large-Cap ETF | 1.74% | 58,993 | $3.7M | Reduce -0.7% |
| DFAS Dimensional US Small Cap ETF | 1.56% | 52,775 | $3.3M | Add +0.1% |
| SCHD Schwab US DVD Equity ETF | 1.52% | 39,685 | $3.2M | Reduce -3.6% |
| VYMI Vanguard Int High DVD YLD Inc. | 1.50% | 45,742 | $3.1M | Add +0.9% |
| SCHB Schwab US Broad Market ETF | 1.36% | 46,717 | $2.9M | Reduce -0.2% |
| IEFA iShares Core MSCI Eafe ETF | 1.32% | 37,520 | $2.8M | Add +0.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.32% | 6,996 | $2.8M | Add +0.2% |
| DGRO iShares Core Dividend Growth | 1.25% | 45,203 | $2.6M | Reduce -0.3% |
| DFIV Dimensional International Va | 1.24% | 70,813 | $2.6M | Add +13.1% |
| DISV Dimensional International SM | 1.23% | 95,024 | $2.6M | Add +21.0% |
| SCHV Schwab US Large-Cap Value | 1.20% | 33,115 | $2.5M | Reduce -2.3% |
| AAPL Apple Inc. | 1.19% | 14,538 | $2.5M | Reduce -3.0% |
| DFUS Dimensional US Eq MKT ETF | 0.98% | 36,335 | $2.1M | Add +0.1% |
| SCHM Schwab US Mid Cap ETF | 0.95% | 24,484 | $2.0M | Add +39.4% |
| VIG Vanguard Dividend Apprec ETF | 0.94% | 10,838 | $2.0M | Reduce -1.9% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.81% | 26,515 | $1.7M | No change |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.79% | 59,795 | $1.7M | Reduce -0.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.78% | 3,693 | $1.6M | Add +0.1% |
| IXUS iShares Core Intl Stock ETF | 0.76% | 23,651 | $1.6M | Reduce -0.3% |
| SPEM State Street SP PTF Em ETF | 0.72% | 41,832 | $1.5M | Reduce -0.1% |
| IWF iShares Russell 1000 Growth | 0.71% | 4,418 | $1.5M | Reduce -0.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.70% | 58,430 | $1.5M | Add +0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.69% | 2,783 | $1.5M | Add +0.2% |
| DFSI Dimensional Int Sus COR1 ETF | 0.68% | 42,284 | $1.4M | Add +137.4% |
| IWB iShares Russell 1000 ETF | 0.65% | 4,744 | $1.4M | Add +0.1% |
| MSFT Microsoft Corp. | 0.65% | 3,240 | $1.4M | Reduce -4.8% |
| AXP American Express Co. | 0.64% | 5,942 | $1.4M | Reduce -3.6% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.57% | 15,807 | $1.2M | Add +8.0% |
| VT Vanguard Tot World STK ETF | 0.55% | 10,454 | $1.2M | Add +0.1% |
| AMZN Amazon.com Inc. | 0.55% | 6,398 | $1.2M | Reduce -7.7% |
| VNQ Vanguard Real Estate ETF | 0.53% | 12,973 | $1.1M | No change |
| DFSU Dimensional US Sus CORE1 ETF | 0.53% | 32,454 | $1.1M | Add +31.2% |
| ESML iShares ESG Aware MSCI USA S | 0.53% | 27,590 | $1.1M | Add +0.3% |
| ESGD iShares Trust iShares ESG Aw | 0.51% | 13,418 | $1.1M | Reduce -1.4% |
| IWD iShares Russell 1000 Value E | 0.50% | 5,923 | $1.1M | Add +0.1% |
| VYM Vanguard High DVD Yield ETF | 0.48% | 8,363 | $1.0M | No change |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.47% | 17,445 | $995K | Reduce -10.3% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.44% | 28,672 | $923K | Add +117.0% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.42% | 7,428 | $879K | Reduce -0.2% |
| JNJ Johnson & Johnson | 0.41% | 5,462 | $864K | Reduce -0.9% |
| IEMG iShares Core MSCI Emerging | 0.40% | 16,361 | $844K | Add +0.7% |
| GE General Electric | 0.40% | 4,735 | $831K | No change |
| AVUV Avantis US Small Cap Value | 0.39% | 8,813 | $826K | Reduce -2.4% |
| LLY Eli Lilly & Co. | 0.39% | 1,051 | $818K | Reduce -6.7% |
| DFSV Dimensional US Small Cap Val | 0.39% | 27,092 | $815K | Add +37.6% |
| EDIV State Street SPDR S&P Emergi | 0.37% | 23,395 | $784K | No change |
| VXUS Vanguard Total Intl Stock | 0.37% | 12,870 | $776K | Reduce -11.0% |
| DFAE Dimensional Emerging Core Eq | 0.35% | 29,768 | $736K | Add +1.2% |
| COP Conocophillips | 0.34% | 5,570 | $709K | Add +0.0% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.33% | 12,234 | $692K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.33% | 2,650 | $689K | No change |
| MRK Merck & Co. Inc. | 0.30% | 4,858 | $641K | Reduce -7.3% |
| NVDA Nvidia Corp. | 0.30% | 707 | $638K | Reduce -2.1% |
| IBTE iShares Ibonds Dec 2024 Term | 0.29% | 25,698 | $615K | Add +158.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.29% | 3,880 | $605K | Add +1.6% |
| PEP Pepsico Inc. | 0.28% | 3,420 | $598K | Add +0.0% |
| PSX Phillips 66 | 0.27% | 3,454 | $564K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.27% | 15,713 | $560K | No change |
| GOOGL Alphabet Inc. Class A | 0.26% | 3,670 | $554K | Reduce -3.5% |
| ESGE iShares Inc. iShares ESG Awar | 0.25% | 16,180 | $522K | Reduce -0.7% |
| XJR Ishr ESG SS S&P Smal-Cap-Usd | 0.23% | 12,236 | $479K | No change |
| MCD McDonald's Corp. | 0.22% | 1,670 | $471K | Reduce -5.6% |
| XVV iShares ESG Select Screened | 0.22% | 11,454 | $461K | No change |
| FXY Invesco Currencyshares Japan | 0.21% | 7,114 | $436K | No change |
| ABBV Abbvie Inc. | 0.20% | 2,314 | $421K | Reduce -0.0% |
| AVEM Avantis Emerging Markets Eq | 0.19% | 7,055 | $409K | Reduce -0.5% |
| AMP Ameriprise Financial Inc. | 0.19% | 906 | $397K | Reduce -1.7% |
| META Meta Platforms Inc. Class A | 0.19% | 810 | $393K | Reduce -5.6% |
| TLTE NT Emg MKTS Ftilt ETF | 0.18% | 7,531 | $387K | Reduce -0.5% |
| PG The Procter & Gamble Co. | 0.18% | 2,359 | $383K | Reduce -8.3% |
| IVOV Vanguard S&P Mid-Cap 400 Val | 0.18% | 4,174 | $379K | No change |
| ITOT iShares Core S&P Total U.S. | 0.18% | 3,281 | $378K | Add +0.1% |
| CVX Chevron Corp. | 0.18% | 2,396 | $378K | Reduce -3.8% |
| EUHY iShares Euro High Yield Corp. | 0.17% | 7,524 | $366K | New |
| HD Home Depot Inc. | 0.17% | 908 | $348K | Reduce -12.7% |
| GOOG Alphabet Inc. Class C | 0.17% | 2,281 | $347K | Reduce -8.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.16% | 1,502 | $343K | Add +0.1% |
| VWO Vanguard Ftse Emerging Marke | 0.16% | 8,156 | $341K | Add +0.1% |
| COST Costco Wholesale Corp. | 0.16% | 456 | $335K | No change |
| AVDV Avantis Intl S/C Value ETF | 0.16% | 4,987 | $328K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.15% | 1,661 | $317K | Reduce -13.3% |
| IVV iShares Core S&P 500 ETF | 0.15% | 583 | $306K | No change |
| CL Colgate-Palmolive Co. | 0.14% | 3,350 | $302K | No change |
| DD Dupont DE Nemours Inc. | 0.14% | 3,919 | $300K | Add +10.7% |
| EMR Emerson Electric Co. | 0.14% | 2,648 | $300K | Add +0.0% |
| JPM JPMorgan Chase & Co. | 0.14% | 1,470 | $294K | Reduce -17.3% |
| CAT Caterpillar Inc. | 0.14% | 801 | $294K | No change |
| XOM Exxon Mobil Corp. | 0.14% | 2,509 | $292K | Reduce -29.6% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -3.0% | 1.19% | −0.32 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -0.1% | 2.52% | −0.26 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.15 |
| DFAI Dimensional International Co. | Sold out | 0.00% | −0.13 |
| INTC Intel Corp. | Sold out | 0.00% | −0.12 |
| BA The Boeing Co. | Sold out | 0.00% | −0.12 |
| DOW Dow Inc. | Sold out | 0.00% | −0.12 |
| SCHD Schwab US DVD Equity ETF | Reduce -3.6% | 1.52% | −0.11 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.11 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.11 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.10 |
| SCHF Schwab Intl Equity ETF | Reduce -1.4% | 1.77% | −0.10 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -10.3% | 0.47% | −0.09 |
| VXUS Vanguard Total Intl Stock | Reduce -11.0% | 0.37% | −0.07 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Reduce -0.7% | 0.79% | −0.06 |
| SPEM State Street SP PTF Em ETF | Reduce -0.1% | 0.72% | −0.05 |
| MCD McDonald's Corp. | Reduce -5.6% | 0.22% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -15.8% | 0.13% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -29.6% | 0.14% | −0.05 |
| SCHV Schwab US Large-Cap Value | Reduce -2.3% | 1.20% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.9% | 0.94% | −0.04 |
| IXUS iShares Core Intl Stock ETF | Reduce -0.3% | 0.76% | −0.04 |
| JNJ Johnson & Johnson | Reduce -0.9% | 0.41% | −0.04 |
| AVUV Avantis US Small Cap Value | Reduce -2.4% | 0.39% | −0.03 |
| CVS CVS Health Corp. | Reduce -13.0% | 0.11% | −0.03 |
| ESGD iShares Trust iShares ESG Aw | Reduce -1.4% | 0.51% | −0.03 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -0.2% | 0.42% | −0.03 |
| DGRO iShares Core Dividend Growth | Reduce -0.3% | 1.25% | −0.03 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -0.7% | 0.25% | −0.02 |
| HD Home Depot Inc. | Reduce -12.7% | 0.17% | −0.02 |
| MSFT Microsoft Corp. | Reduce -4.8% | 0.65% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -8.8% | 0.17% | −0.02 |
| V Visa Inc. Class A | Reduce -10.9% | 0.12% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -2.1% | 0.13% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -17.3% | 0.14% | −0.02 |
| TLTE NT Emg MKTS Ftilt ETF | Reduce -0.5% | 0.18% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -8.3% | 0.18% | −0.01 |
| AVEM Avantis Emerging Markets Eq | Reduce -0.5% | 0.19% | −0.01 |
| CVX Chevron Corp. | Reduce -3.8% | 0.18% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -3.5% | 0.26% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -13.3% | 0.15% | −0.01 |
| WMT Walmart Inc. | Reduce -10.8% | 0.14% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.7% | 1.74% | −0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -0.2% | 1.36% | −0.00 |
| AMZN Amazon.com Inc. | Reduce -7.7% | 0.55% | −0.00 |
| AVGO Broadcom Inc. | Reduce -6.7% | 0.11% | +0.00 |
| IWF iShares Russell 1000 Growth | Reduce -0.7% | 0.71% | +0.00 |
| AMP Ameriprise Financial Inc. | Reduce -1.7% | 0.19% | +0.01 |
| MRK Merck & Co. Inc. | Reduce -7.3% | 0.30% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Reduce -1.6% | 3.23% | +0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| DFAC Dimensional US Core Equity 2 | Add +8.9% | 8.22% | +0.64 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +28.9% | 1.95% | +0.39 |
| DFSI Dimensional Int Sus COR1 ETF | Add +137.4% | 0.68% | +0.38 |
| SCHM Schwab US Mid Cap ETF | Add +39.4% | 0.95% | +0.26 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +117.0% | 0.44% | +0.22 |
| DFAT Dimensional US Target Value | Add +8.4% | 7.65% | +0.20 |
| EUHY iShares Euro High Yield Corp. | New | 0.17% | +0.17 |
| DISV Dimensional International SM | Add +21.0% | 1.23% | +0.17 |
| DFAX Dimensional World Ex US Core | Add +10.0% | 4.06% | +0.17 |
| IBTE iShares Ibonds Dec 2024 Term | Add +158.3% | 0.29% | +0.17 |
| DFSU Dimensional US Sus CORE1 ETF | Add +31.2% | 0.53% | +0.13 |
| DFIV Dimensional International Va | Add +13.1% | 1.24% | +0.11 |
| ORCL Oracle Corp. | New | 0.11% | +0.11 |
| CTVA Corteva Inc. | New | 0.10% | +0.10 |
| IVW iShares S&P 500 Growth ETF | New | 0.10% | +0.10 |
| DFSV Dimensional US Small Cap Val | Add +37.6% | 0.39% | +0.09 |
| DFEM Dimensional Emrg MRKT Core | Add +8.5% | 5.20% | +0.05 |
| MDYV SS SPDR S&P 400 MC Val ETF | Add +8.0% | 0.57% | +0.01 |
| EMR Emerson Electric Co. | Add +0.0% | 0.14% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 0.69% | +0.00 |
| DFUS Dimensional US Eq MKT ETF | Add +0.1% | 0.98% | +0.00 |
| IWB iShares Russell 1000 ETF | Add +0.1% | 0.65% | +0.00 |
| DD Dupont DE Nemours Inc. | Add +10.7% | 0.14% | +0.00 |
| DFUV Dimensional US Marketwide Va | Add +0.1% | 0.14% | +0.00 |
| ITOT iShares Core S&P Total U.S. | Add +0.1% | 0.18% | −0.00 |
| COP Conocophillips | Add +0.0% | 0.34% | −0.00 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +1.6% | 0.29% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.2% | 0.11% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.1% | 0.16% | −0.00 |
| IJT iShares S&P Small-Cap 600 GR | Add +2.1% | 0.14% | −0.00 |
| IWD iShares Russell 1000 Value E | Add +0.1% | 0.50% | −0.01 |
| TXN Texas Instruments Inc. | Add +0.6% | 0.10% | −0.01 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +0.0% | 0.11% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.1% | 0.78% | −0.01 |
| VT Vanguard Tot World STK ETF | Add +0.1% | 0.55% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +0.1% | 0.16% | −0.01 |
| ESML iShares ESG Aware MSCI USA S | Add +0.3% | 0.53% | −0.02 |
| PEP Pepsico Inc. | Add +0.0% | 0.28% | −0.02 |
| DFAE Dimensional Emerging Core Eq | Add +1.2% | 0.35% | −0.02 |
| DFIC Dimensional International Co. | Add +4.4% | 5.78% | −0.02 |
| IEMG iShares Core MSCI Emerging | Add +0.7% | 0.40% | −0.03 |
| DFEV Dimensional Emrg MRKT Val | Add +5.9% | 5.43% | −0.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.4% | 1.32% | −0.05 |
| DIA SS SPDR Dow Jones Indus Avg | Add +0.2% | 1.32% | −0.05 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +0.0% | 0.70% | −0.05 |
| DFAS Dimensional US Small Cap ETF | Add +0.1% | 1.56% | −0.08 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +0.9% | 1.50% | −0.08 |
| SCHA Schwab US Small-Cap ETF | Add +1.4% | 2.57% | −0.10 |
| SLYV SS SPDR S&P 600 SC Val ETF | Add +0.1% | 3.31% | −0.33 |
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 |