Cambridge Financial Group, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed September 9, 2025), Cambridge Financial Group, LLC reported 129 stock positions worth $233.9 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 9.9% of the portfolio, followed by Dimensional US Target Value (DFAT, 8.0%) and Dimensional International (DFIC, 6.7%). Compared with Q3 2024, it opened 5 new positions, sold out of 6, added to 39 and reduced 58. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +8%) and the biggest sale an exit from iShares Ibonds Dec 2024 Term (IBTE).
- Most Recent 13F
- Q2 2026
- Location
- TUCSON, AZ
- CIK
- 0002085256
- Portfolio Value
- $233.9M (Q4 2024)
- SEC Filing
- 0001214659-25-013552 ↗ filed Sep 9, 2025
Holdings Value
Holdings 129 stocks · $233.9M
| DFAC Dimensional US Core Equity 2 | 9.89% | 668,432 | $23.1M | Add +8.0% |
| DFAT Dimensional US Target Value | 8.01% | 336,559 | $18.7M | Add +3.1% |
| DFIC Dimensional International Co. | 6.68% | 604,201 | $15.6M | Add +11.2% |
| DFEM Dimensional Emrg MRKT Core | 5.48% | 489,279 | $12.8M | Add +3.3% |
| DFEV Dimensional Emrg MRKT Val | 5.29% | 472,342 | $12.4M | Add +1.9% |
| DFAX Dimensional World Ex US Core | 3.39% | 319,390 | $7.9M | Reduce -0.7% |
| SCHG Schwab US Large-Cap Growth | 3.27% | 274,556 | $7.7M | Reduce -4.4% |
| SLYV SS SPDR S&P 600 SC Val ETF | 3.09% | 82,837 | $7.2M | Reduce -0.7% |
| IJS iShares S&P Small-Cap 600 Va | 2.39% | 51,479 | $5.6M | Reduce -0.1% |
| SCHA Schwab US Small-Cap ETF | 2.13% | 192,868 | $5.0M | Reduce -6.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.07% | 24,442 | $4.8M | Reduce -3.3% |
| SCHX Schwab US Large-Cap ETF | 1.91% | 193,198 | $4.5M | Reduce -1.2% |
| DFIV Dimensional International Va | 1.78% | 117,211 | $4.2M | Add +33.9% |
| AAPL Apple Inc. | 1.71% | 15,952 | $4.0M | Reduce -0.0% |
| SCHF Schwab Intl Equity ETF | 1.49% | 188,395 | $3.5M | Reduce -4.3% |
| VYMI Vanguard Int High DVD YLD Inc. | 1.38% | 47,686 | $3.2M | Add +0.5% |
| DFAS Dimensional US Small Cap ETF | 1.34% | 48,181 | $3.1M | Reduce -10.9% |
| SCHD Schwab US DVD Equity ETF | 1.31% | 112,226 | $3.1M | Reduce -4.9% |
| SCHB Schwab US Broad Market ETF | 1.26% | 129,657 | $2.9M | Reduce -2.1% |
| DGRO iShares Core Dividend Growth | 1.12% | 42,891 | $2.6M | Reduce -1.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.12% | 6,135 | $2.6M | Reduce -4.9% |
| IEFA iShares Core MSCI Eafe ETF | 1.11% | 36,833 | $2.6M | Add +0.5% |
| DFUS Dimensional US Eq MKT ETF | 0.98% | 36,032 | $2.3M | Reduce -7.3% |
| SCHV Schwab US Large-Cap Value | 0.98% | 87,871 | $2.3M | Reduce -11.2% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.89% | 78,183 | $2.1M | Add +0.2% |
| DISV Dimensional International SM | 0.87% | 76,285 | $2.0M | Reduce -17.4% |
| VIG Vanguard Dividend Apprec ETF | 0.86% | 10,299 | $2.0M | Reduce -9.7% |
| DFSV Dimensional US Small Cap Val | 0.86% | 65,455 | $2.0M | Add +8.2% |
| SCHM Schwab US Mid Cap ETF | 0.81% | 68,235 | $1.9M | Reduce -8.8% |
| MSFT Microsoft Corp. | 0.75% | 4,181 | $1.8M | Reduce -2.8% |
| IWF iShares Russell 1000 Growth | 0.70% | 4,088 | $1.6M | Reduce -1.8% |
| AXP American Express Co. | 0.70% | 5,495 | $1.6M | Reduce -0.4% |
| SPEM State Street SP PTF Em ETF | 0.68% | 41,594 | $1.6M | Reduce -0.6% |
| IWB iShares Russell 1000 ETF | 0.67% | 4,868 | $1.6M | Add +2.4% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.67% | 53,877 | $1.6M | Reduce -1.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.67% | 3,048 | $1.6M | Reduce -8.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.63% | 2,527 | $1.5M | Reduce -2.2% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.63% | 18,354 | $1.5M | Add +3.0% |
| DFSI Dimensional Int Sus COR1 ETF | 0.61% | 43,282 | $1.4M | Add +5.2% |
| AMZN Amazon.com Inc. | 0.59% | 6,287 | $1.4M | Add +0.6% |
| DFSU Dimensional US Sus CORE1 ETF | 0.52% | 32,162 | $1.2M | Reduce -12.8% |
| VT Vanguard Tot World STK ETF | 0.51% | 10,244 | $1.2M | Reduce -2.2% |
| IXUS iShares Core Intl Stock ETF | 0.51% | 17,995 | $1.2M | Reduce -23.4% |
| VNQ Vanguard Real Estate ETF | 0.50% | 13,256 | $1.2M | Add +2.2% |
| DFAE Dimensional Emerging Core Eq | 0.50% | 46,127 | $1.2M | Add +6.6% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.46% | 32,459 | $1.1M | Add +7.2% |
| VYM Vanguard High DVD Yield ETF | 0.46% | 8,363 | $1.1M | No change |
| ESML iShares ESG Aware MSCI USA S | 0.45% | 24,762 | $1.0M | Reduce -6.1% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.43% | 13,974 | $998K | Reduce -45.7% |
| IWD iShares Russell 1000 Value E | 0.42% | 5,334 | $987K | Reduce -1.0% |
| ESGD iShares Trust iShares ESG Aw | 0.38% | 11,647 | $887K | Reduce -3.4% |
| LLY Eli Lilly & Co. | 0.38% | 1,139 | $879K | Reduce -2.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.36% | 5,276 | $854K | Add +21.0% |
| GOOGL Alphabet Inc. Class A | 0.36% | 4,422 | $837K | Reduce -2.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.35% | 3,128 | $826K | Add +0.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.35% | 6,588 | $823K | Add +0.1% |
| NVDA Nvidia Corp. | 0.33% | 5,670 | $761K | Reduce -15.5% |
| V Visa Inc. Class A | 0.32% | 2,364 | $747K | No change |
| IEMG iShares Core MSCI Emerging | 0.31% | 13,749 | $718K | Reduce -3.1% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.30% | 11,944 | $693K | Reduce -1.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.28% | 2,745 | $660K | Add +5.5% |
| JNJ Johnson & Johnson | 0.28% | 4,511 | $652K | Reduce -1.0% |
| VXUS Vanguard Total Intl Stock | 0.28% | 11,061 | $652K | Add +9.9% |
| EDIV State Street SPDR S&P Emergi | 0.27% | 18,014 | $635K | Reduce -23.0% |
| GOOG Alphabet Inc. Class C | 0.26% | 3,182 | $606K | No change |
| DFAI Dimensional International Co. | 0.25% | 19,902 | $581K | Add +187.3% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.23% | 18,284 | $543K | Reduce -47.6% |
| VWO Vanguard Ftse Emerging Marke | 0.22% | 11,785 | $519K | Add +61.2% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.22% | 15,625 | $519K | No change |
| XVV iShares ESG Select Screened | 0.22% | 11,454 | $519K | No change |
| PEP Pepsico Inc. | 0.22% | 3,409 | $518K | Reduce -9.7% |
| MRK Merck & Co. Inc. | 0.22% | 5,209 | $518K | Add +1.9% |
| IBTH iShares Ibonds Dec 2027 Term | 0.22% | 23,167 | $514K | No change |
| COP Conocophillips | 0.22% | 5,144 | $510K | Reduce -7.8% |
| XJR Ishr ESG SS S&P Smal-Cap-Usd | 0.21% | 12,161 | $500K | No change |
| GE General Electric filed as GE AEROSPACE | 0.21% | 2,946 | $491K | Reduce -22.7% |
| AMP Ameriprise Financial Inc. | 0.21% | 906 | $482K | No change |
| IBTF iShares Ibonds Dec 2025 Term | 0.20% | 20,287 | $473K | New |
| WMT Walmart Inc. | 0.19% | 4,923 | $445K | No change |
| PG The Procter & Gamble Co. | 0.19% | 2,637 | $442K | Add +0.1% |
| ABBV Abbvie Inc. | 0.19% | 2,480 | $441K | Reduce -2.1% |
| ITOT iShares Core S&P Total U.S. | 0.18% | 3,284 | $422K | Add +0.1% |
| MCD McDonald's Corp. | 0.18% | 1,453 | $421K | Add +2.3% |
| AVGO Broadcom Inc. | 0.18% | 1,811 | $420K | No change |
| COST Costco Wholesale Corp. | 0.18% | 449 | $412K | Reduce -0.9% |
| ESGE iShares Inc. iShares ESG Awar | 0.18% | 12,317 | $411K | Reduce -21.2% |
| AVEM Avantis Emerging Markets Eq | 0.17% | 6,837 | $402K | Reduce -2.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 1,323 | $383K | Add +9.2% |
| IVOV Vanguard S&P Mid-Cap 400 Val | 0.16% | 3,989 | $381K | Add +1.1% |
| META Meta Platforms Inc. Class A | 0.16% | 645 | $377K | Reduce -27.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 1,661 | $365K | No change |
| GEV GE Vernova Inc. | 0.15% | 1,097 | $361K | Reduce -7.1% |
| JPM JPMorgan Chase & Co. | 0.15% | 1,484 | $356K | No change |
| EUHY iShares Euro High Yield Corp. | 0.15% | 7,524 | $354K | No change |
| IVV iShares Core S&P 500 ETF | 0.15% | 591 | $348K | Add +1.4% |
| HD Home Depot Inc. | 0.15% | 889 | $346K | Reduce -0.9% |
| TLTE NT Emg MKTS Ftilt ETF | 0.14% | 6,528 | $333K | Reduce -10.7% |
| ORCL Oracle Corp. | 0.14% | 1,974 | $329K | No change |
| EMR Emerson Electric Co. | 0.14% | 2,648 | $328K | No change |
| AVDV Avantis Intl S/C Value ETF | 0.14% | 5,018 | $327K | Add +0.6% |
Portfolio Sells Q3 2024 → Q4 2024
| IBTE iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.43 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -45.7% | 0.43% | −0.32 |
| DISV Dimensional International SM | Reduce -17.4% | 0.87% | −0.25 |
| DFAX Dimensional World Ex US Core | Reduce -0.7% | 3.39% | −0.22 |
| IXUS iShares Core Intl Stock ETF | Reduce -23.4% | 0.51% | −0.20 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -47.6% | 0.23% | −0.20 |
| SCHF Schwab Intl Equity ETF | Reduce -4.3% | 1.49% | −0.19 |
| AVUV Avantis US Small Cap Value | Reduce -60.8% | 0.13% | −0.19 |
| PSX Phillips 66 | Sold out | 0.00% | −0.13 |
| SCHV Schwab US Large-Cap Value | Reduce -11.2% | 0.98% | −0.12 |
| DFAS Dimensional US Small Cap ETF | Reduce -10.9% | 1.34% | −0.12 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.10 |
| EDIV State Street SPDR S&P Emergi | Reduce -23.0% | 0.27% | −0.10 |
| GE General Electric | Reduce -22.7% | 0.21% | −0.09 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.08 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.08 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.08 |
| VIG Vanguard Dividend Apprec ETF | Reduce -9.7% | 0.86% | −0.08 |
| SCHD Schwab US DVD Equity ETF | Reduce -4.9% | 1.31% | −0.07 |
| SCHA Schwab US Small-Cap ETF | Reduce -6.1% | 2.13% | −0.07 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Reduce -1.4% | 0.67% | −0.06 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -21.2% | 0.18% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -2.6% | 0.38% | −0.06 |
| SCHM Schwab US Mid Cap ETF | Reduce -8.8% | 0.81% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -27.8% | 0.16% | −0.05 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -12.8% | 0.52% | −0.05 |
| PEP Pepsico Inc. | Reduce -9.7% | 0.22% | −0.05 |
| ESGD iShares Trust iShares ESG Aw | Reduce -3.4% | 0.38% | −0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -3.3% | 2.07% | −0.04 |
| DD Dupont DE Nemours Inc. | Reduce -15.4% | 0.11% | −0.04 |
| SPEM State Street SP PTF Em ETF | Reduce -0.6% | 0.68% | −0.04 |
| IEMG iShares Core MSCI Emerging | Reduce -3.1% | 0.31% | −0.03 |
| TLTE NT Emg MKTS Ftilt ETF | Reduce -10.7% | 0.14% | −0.03 |
| CAT Caterpillar Inc. | Reduce -18.5% | 0.10% | −0.03 |
| JNJ Johnson & Johnson | Reduce -1.0% | 0.28% | −0.03 |
| COP Conocophillips | Reduce -7.8% | 0.22% | −0.03 |
| DFUS Dimensional US Eq MKT ETF | Reduce -7.3% | 0.98% | −0.02 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -4.9% | 1.12% | −0.02 |
| ABBV Abbvie Inc. | Reduce -2.1% | 0.19% | −0.02 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -1.3% | 0.30% | −0.02 |
| MSFT Microsoft Corp. | Reduce -2.8% | 0.75% | −0.02 |
| AVEM Avantis Emerging Markets Eq | Reduce -2.1% | 0.17% | −0.02 |
| DGRO iShares Core Dividend Growth | Reduce -1.9% | 1.12% | −0.02 |
| ESML iShares ESG Aware MSCI USA S | Reduce -6.1% | 0.45% | −0.01 |
| NVDA Nvidia Corp. | Reduce -15.5% | 0.33% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -8.8% | 0.67% | −0.01 |
| FRDM Freedom 100 Emeging MRKT ETF | Reduce -3.8% | 0.10% | −0.01 |
| EMXF iShares ESG Adv MSCI Em ETF | Reduce -1.6% | 0.10% | −0.01 |
| VT Vanguard Tot World STK ETF | Reduce -2.2% | 0.51% | −0.01 |
| HD Home Depot Inc. | Reduce -0.9% | 0.15% | −0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| DFAC Dimensional US Core Equity 2 | Add +8.0% | 9.89% | +1.05 |
| DFAT Dimensional US Target Value | Add +3.1% | 8.01% | +0.45 |
| DFIV Dimensional International Va | Add +33.9% | 1.78% | +0.39 |
| DFIC Dimensional International Co. | Add +11.2% | 6.68% | +0.31 |
| IBTF iShares Ibonds Dec 2025 Term | New | 0.20% | +0.20 |
| DFAI Dimensional International Co. | Add +187.3% | 0.25% | +0.16 |
| BSCU Invesco Bulletshares 2030 CB | New | 0.11% | +0.11 |
| KO The Coca-Cola Co. | New | 0.11% | +0.11 |
| AMZN Amazon.com Inc. | Add +0.6% | 0.59% | +0.10 |
| TSLA Tesla Inc. | New | 0.09% | +0.09 |
| BKNG Booking Holdings Inc. | New | 0.09% | +0.09 |
| DFSV Dimensional US Small Cap Val | Add +8.2% | 0.86% | +0.09 |
| VWO Vanguard Ftse Emerging Marke | Add +61.2% | 0.22% | +0.08 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +21.0% | 0.36% | +0.06 |
| IWB iShares Russell 1000 ETF | Add +2.4% | 0.67% | +0.05 |
| MDYV SS SPDR S&P 400 MC Val ETF | Add +3.0% | 0.63% | +0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +5.5% | 0.28% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +9.2% | 0.16% | +0.02 |
| CSCO Cisco Systems Inc. | Add +0.0% | 0.13% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +5.4% | 0.12% | +0.02 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +7.2% | 0.46% | +0.01 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +0.1% | 0.35% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.3% | 0.35% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Add +0.1% | 0.18% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +1.4% | 0.15% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +9.9% | 0.28% | +0.01 |
| DFAE Dimensional Emerging Core Eq | Add +6.6% | 0.50% | +0.01 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +6.0% | 0.13% | +0.01 |
| IVOV Vanguard S&P Mid-Cap 400 Val | Add +1.1% | 0.16% | +0.01 |
| EFV iShares MSCI Eafe Value ETF | Add +10.2% | 0.10% | +0.00 |
| IJT iShares S&P Small-Cap 600 GR | Add +2.6% | 0.12% | +0.00 |
| DFUV Dimensional US Marketwide Va | Add +0.1% | 0.12% | +0.00 |
| MCD McDonald's Corp. | Add +2.3% | 0.18% | +0.00 |
| PG The Procter & Gamble Co. | Add +0.1% | 0.19% | −0.00 |
| DFSI Dimensional Int Sus COR1 ETF | Add +5.2% | 0.61% | −0.00 |
| XOM Exxon Mobil Corp. | Add +0.9% | 0.11% | −0.01 |
| AVDV Avantis Intl S/C Value ETF | Add +0.6% | 0.14% | −0.01 |
| MRK Merck & Co. Inc. | Add +1.9% | 0.22% | −0.02 |
| VNQ Vanguard Real Estate ETF | Add +2.2% | 0.50% | −0.02 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +0.2% | 0.89% | −0.06 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +0.5% | 1.38% | −0.07 |
| DFEM Dimensional Emrg MRKT Core | Add +3.3% | 5.48% | −0.07 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.5% | 1.11% | −0.08 |
| DFEV Dimensional Emrg MRKT Val | Add +1.9% | 5.29% | −0.20 |
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 |