Cambridge Financial Group, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed September 9, 2025), Cambridge Financial Group, LLC reported 137 stock positions worth $266.4 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 9.7% of the portfolio, followed by Dimensional International (DFIC, 7.7%) and Dimensional US Target Value (DFAT, 7.1%). Compared with Q1 2025, it opened 4 new positions, sold out of 3, added to 45 and reduced 55. The biggest buy was Vanguard S&P Small-Cap 600 V (VIOV, shares +326%) and the biggest sale Apple (AAPL, shares −9%).

Most Recent 13F
Q2 2026
Location
TUCSON, AZ
CIK
0002085256
Portfolio Value
$266.4M (Q2 2025)
SEC Filing
0001214659-25-013554 ↗ filed Sep 9, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $210.4M Q1 2024 Q2 2024: $218.9M Q2 2024 Q3 2024: $240.3M Q3 2024 Q4 2024: $233.9M Q4 2024 Q1 2025: $235.6M Q1 2025 Q2 2025: $266.4M $266.4M Q2 2025 Q3 2025: $310.7M Q3 2025 Q4 2025: $287.7M Q4 2025 Q1 2026: $295.4M Q1 2026 Q2 2026: $317.6M Q2 2026

Holdings 137 stocks · $266.4M
DFAC Dimensional US Core Equity 2 9.72% 722,717 $25.9M Add +12.4%
DFIC Dimensional International Co. 7.74% 662,921 $20.6M Add +9.1%
DFAT Dimensional US Target Value 7.13% 351,786 $19.0M Add +6.9%
DFEV Dimensional Emrg MRKT Val 5.75% 510,972 $15.3M Add +11.1%
DFEM Dimensional Emrg MRKT Core 5.69% 510,656 $15.2M Add +1.5%
DFAX Dimensional World Ex US Core 3.41% 309,086 $9.1M Reduce -3.5%
SCHG Schwab US Large-Cap Growth 2.99% 272,751 $8.0M Reduce -0.1%
SLYV SS SPDR S&P 600 SC Val ETF 2.45% 81,988 $6.5M Reduce -0.6%
IJS iShares S&P Small-Cap 600 Va 1.93% 51,726 $5.1M Add +0.1%
SCHA Schwab US Small-Cap ETF 1.88% 197,599 $5.0M Reduce -2.6%
DFIV Dimensional International Va 1.77% 109,832 $4.7M Add +0.4%
SCHX Schwab US Large-Cap ETF 1.76% 192,239 $4.7M Reduce -0.9%
SCHB Schwab US Broad Market ETF 1.70% 189,882 $4.5M Add +43.8%
SCHF Schwab Intl Equity ETF 1.65% 199,425 $4.4M Add +1.2%
VIOV Vanguard S&P Small-Cap 600 V 1.61% 50,196 $4.3M Add +325.8%
VBR Vngrd Mrngst SL-CP Val ETF-U 1.57% 21,453 $4.2M Reduce -6.5%
VYMI Vanguard Int High DVD YLD Inc. 1.47% 48,817 $3.9M Add +1.3%
AAPL Apple Inc. 1.20% 15,601 $3.2M Reduce -9.3%
DGRO iShares Core Dividend Growth 1.15% 47,785 $3.1M Add +10.9%
IEFA iShares Core MSCI Eafe ETF 1.14% 36,422 $3.0M Reduce -0.9%
BRK.A Berkshire Hathaway Inc. Class A 1.09% 4 $2.9M No change
DFAS Dimensional US Small Cap ETF 1.08% 45,015 $2.9M Add +0.1%
SCHD Schwab US DVD Equity ETF 1.05% 106,050 $2.8M Reduce -4.5%
SCHM Schwab US Mid Cap ETF 1.05% 99,563 $2.8M Add +48.9%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 1.04% 6,301 $2.8M Reduce -7.0%
SCHV Schwab US Large-Cap Value 0.92% 88,555 $2.5M Add +1.3%
DISV Dimensional International SM 0.88% 71,370 $2.3M Reduce -17.5%
DFUS Dimensional US Eq MKT ETF 0.88% 34,956 $2.3M Add +1.7%
DFSI Dimensional Int Sus COR1 ETF 0.83% 56,397 $2.2M Add +18.3%
VIG Vanguard Dividend Apprec ETF 0.81% 10,511 $2.2M Add +0.8%
SCHE Schwab Emrg Mrkts Eqty ETF 0.79% 69,467 $2.1M Add +37.3%
IWF iShares Russell 1000 Growth 0.72% 4,538 $1.9M Add +11.0%
MSFT Microsoft Corp. 0.68% 3,620 $1.8M Reduce -15.1%
SPEM State Street SP PTF Em ETF 0.67% 41,594 $1.8M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.67% 2,869 $1.8M Reduce -6.4%
FNDE Schwab Fndmntl Em MRK Eq ETF 0.65% 52,383 $1.7M Reduce -4.7%
AXP American Express Co. 0.64% 5,379 $1.7M Reduce -2.1%
MDYV SS SPDR S&P 400 MC Val ETF 0.63% 21,062 $1.7M Add +10.2%
IWB iShares Russell 1000 ETF 0.62% 4,845 $1.6M Reduce -0.6%
QQQ Invesco QQQ Trust Series 1 0.53% 2,571 $1.4M Reduce -17.2%
DFAE Dimensional Emerging Core Eq 0.52% 48,083 $1.4M Add +9.1%
IBIT iShares Bitcoin Trust ETF 0.52% 22,535 $1.4M Add +6.7%
AMZN Amazon.com Inc. 0.51% 6,139 $1.3M Reduce -4.0%
DFSU Dimensional US Sus CORE1 ETF 0.50% 33,792 $1.3M Reduce -9.7%
IXUS iShares Core Intl Stock ETF 0.48% 16,611 $1.3M Reduce -0.5%
VNQ Vanguard Real Estate ETF 0.43% 12,973 $1.2M Reduce -2.1%
IWD iShares Russell 1000 Value E 0.42% 5,784 $1.1M Add +8.4%
VYM Vanguard High DVD Yield ETF 0.42% 8,363 $1.1M No change
NVDA Nvidia Corp. 0.41% 6,987 $1.1M Reduce -3.3%
SPTM SS SPDR P S&P 1500 Comp ETF 0.39% 13,940 $1.0M Reduce -0.2%
ESGD iShares Trust iShares ESG Aw 0.38% 11,448 $1.0M Reduce -1.1%
DFSV Dimensional US Small Cap Val 0.38% 34,452 $1.0M Reduce -15.8%
ESML iShares ESG Aware MSCI USA S 0.35% 22,696 $938K Reduce -3.3%
DFSE Dimensional Em Sus CORE1 ETF 0.34% 23,530 $896K Reduce -29.5%
IJJ iShares S&P Mid-Cap 400 Valu 0.31% 6,664 $823K Add +0.1%
VT Vanguard Tot World STK ETF 0.30% 6,295 $809K Add +3.8%
IBTF iShares Ibonds Dec 2025 Term 0.30% 34,082 $796K Add +13.4%
IEMG iShares Core MSCI Emerging 0.30% 13,172 $791K Reduce -2.1%
BSJT Invesco Bulletshares 2029 HY 0.29% 36,179 $779K New
VXUS Vanguard Total Intl Stock 0.29% 11,011 $761K Add +0.5%
GE General Electric filed as GE AEROSPACE 0.28% 2,943 $757K Reduce -0.1%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.28% 4,546 $748K Reduce -14.4%
EEMV iShares MSCI Emg MKT Min Vol 0.28% 11,848 $744K Reduce -0.8%
QCOM Qualcomm Inc. 0.27% 4,574 $729K Add +0.4%
DFAI Dimensional International Co. 0.26% 20,234 $699K Reduce -2.3%
LLY Eli Lilly & Co. 0.26% 876 $683K Reduce -23.1%
JNJ Johnson & Johnson 0.25% 4,324 $660K Reduce -5.5%
WMT Walmart Inc. 0.25% 6,706 $656K Add +3.3%
AVUV Avantis US Small Cap Value 0.24% 7,135 $650K Add +106.7%
GOOGL Alphabet Inc. Class A 0.23% 3,458 $609K Reduce -20.6%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.23% 15,175 $607K Reduce -2.9%
TSLA Tesla Inc. 0.22% 1,868 $593K Reduce -4.0%
VWO Vanguard Ftse Emerging Marke 0.22% 11,814 $584K Add +0.1%
GEV GE Vernova Inc. 0.22% 1,097 $580K No change
XVV iShares ESG Select Screened 0.21% 11,454 $546K No change
IBTH iShares Ibonds Dec 2027 Term 0.20% 24,035 $541K Add +2.8%
V Visa Inc. Class A 0.20% 1,517 $539K Reduce -38.1%
FNDA Schwab Fndmntl US SM Co. ETF 0.20% 18,284 $524K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.19% 1,761 $519K No change
AVEM Avantis Emerging Markets Eq 0.19% 7,574 $519K Add +10.7%
COST Costco Wholesale Corp. 0.19% 521 $516K Reduce -0.8%
VB Vanguard Most SM-Cap ETF-Usd 0.19% 2,151 $510K Add +20.0%
AVGO Broadcom Inc. 0.19% 1,801 $497K Add +5.3%
AMP Ameriprise Financial Inc. 0.18% 906 $484K No change
XJR Ishr ESG SS S&P Smal-Cap-Usd 0.18% 12,161 $481K No change
COP Conocophillips 0.18% 5,351 $480K Add +4.0%
EDIV State Street SPDR S&P Emergi 0.18% 12,563 $479K No change
ABBV Abbvie Inc. 0.17% 2,503 $465K Reduce -7.1%
ESGE iShares Inc. iShares ESG Awar 0.17% 11,853 $464K Reduce -15.9%
ITOT iShares Core S&P Total U.S. 0.17% 3,333 $450K Add +1.4%
VTI VG Morningstar TS MKT ETF-US 0.17% 1,465 $445K Reduce -47.2%
JPM JPMorgan Chase & Co. 0.16% 1,484 $430K No change
MCD McDonald's Corp. 0.16% 1,438 $420K Reduce -7.0%
BSJS Invesco Bulletshares 2028 HY 0.16% 18,942 $418K New
META Meta Platforms Inc. Class A 0.16% 565 $417K Reduce -24.2%
EUHY iShares Euro High Yield Corp. 0.16% 7,524 $413K No change
GOOG Alphabet Inc. Class C 0.15% 2,283 $405K Reduce -28.3%
KO The Coca-Cola Co. 0.15% 5,660 $400K Add +0.1%
AVDV Avantis Intl S/C Value ETF 0.15% 5,018 $398K No change
ORCL Oracle Corp. 0.15% 1,782 $390K Reduce -9.7%
TLTE NT Emg MKTS Ftilt ETF 0.14% 6,528 $383K No change
PEP Pepsico Inc. 0.14% 2,879 $380K Reduce -19.6%
PG The Procter & Gamble Co. 0.14% 2,308 $368K Reduce -24.2%
IVV iShares Core S&P 500 ETF 0.14% 591 $367K No change
CSCO Cisco Systems Inc. 0.14% 5,224 $362K Reduce -2.7%
GLD SPDR Gold Shares 0.13% 1,174 $358K No change
EMR Emerson Electric Co. 0.13% 2,648 $353K No change
NFLX Netflix Inc. 0.13% 261 $350K Add +7.4%
HD Home Depot Inc. 0.13% 946 $347K Reduce -31.9%
CVX Chevron Corp. 0.12% 2,299 $329K Reduce -33.5%
CL Colgate-Palmolive Co. 0.12% 3,602 $327K Add +7.5%
IJT iShares S&P Small-Cap 600 GR 0.12% 2,397 $319K Add +6.6%
TXN Texas Instruments Inc. 0.12% 1,497 $311K Reduce -20.5%
OEF iShares S&P 100 ETF 0.12% 1,012 $308K No change
IBTJ iShares Ibonds Dec 2029 Term 0.11% 13,890 $304K No change
MRK Merck & Co. Inc. 0.11% 3,812 $302K Reduce -14.4%
T AT&T Inc. 0.11% 10,370 $300K No change
DFUV Dimensional US Marketwide Va 0.11% 7,036 $297K Add +0.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.11% 1,058 $296K Add +0.5%
EFV iShares MSCI Eafe Value ETF 0.11% 4,589 $291K No change
BRK.B Berkshire Hathaway Inc. Class B 0.11% 593 $288K No change
IVW iShares S&P 500 Growth ETF 0.11% 2,591 $285K No change
CTVA Corteva Inc. 0.11% 3,824 $285K No change
EMXF iShares ESG Adv MSCI Em ETF 0.11% 6,552 $281K No change
FRDM Freedom 100 Emeging MRKT ETF 0.10% 6,883 $278K Add +0.6%
AVSE Avantis Resp Emerg MKTS Eq-E 0.10% 4,740 $278K New
IVE iShares S&P 500 Value ETF 0.10% 1,408 $275K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.10% 5,564 $263K No change
IBTI iShares Ibonds Dec 2028 Term 0.10% 11,704 $262K No change
BSCU Invesco Bulletshares 2030 CB 0.10% 15,260 $256K No change
CAT Caterpillar Inc. 0.10% 653 $254K No change
FNDC Schwab Fndmnt Intl SM Eq ETF 0.09% 5,961 $251K No change
IVOV Vanguard S&P Mid-Cap 400 Val 0.09% 2,617 $250K No change
XOM Exxon Mobil Corp. 0.09% 2,249 $242K Reduce -9.6%
IWM iShares Russell 2000 ETF 0.09% 1,059 $229K Reduce -4.5%
AVDE Avantis International Equity 0.08% 3,000 $222K New
PEG Public Service Enterprise GP 0.08% 2,577 $217K No change

Portfolio Sells Q1 2025 → Q2 2025
AAPL Apple Inc. Reduce -9.3% 1.20% −0.41
SLYV SS SPDR S&P 600 SC Val ETF Reduce -0.6% 2.45% −0.29
SCHD Schwab US DVD Equity ETF Reduce -4.5% 1.05% −0.26
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -6.5% 1.57% −0.24
DISV Dimensional International SM Reduce -17.5% 0.88% −0.19
DIA SS SPDR Dow Jones Indus Avg Reduce -7.0% 1.04% −0.16
V Visa Inc. Class A Reduce -38.1% 0.20% −0.16
VTI VG Morningstar TS MKT ETF-US Reduce -47.2% 0.17% −0.16
DFAX Dimensional World Ex US Core Reduce -3.5% 3.41% −0.15
LLY Eli Lilly & Co. Reduce -23.1% 0.26% −0.14
SCHA Schwab US Small-Cap ETF Reduce -2.6% 1.88% −0.14
DFSE Dimensional Em Sus CORE1 ETF Reduce -29.5% 0.34% −0.14
CVX Chevron Corp. Reduce -33.5% 0.12% −0.12
UNH Unitedhealth Group Inc. Sold out 0.00% −0.11
DFSV Dimensional US Small Cap Val Reduce -15.8% 0.38% −0.11
DD Dupont DE Nemours Inc. Sold out 0.00% −0.10
TGT Target Corp. Sold out 0.00% −0.09
QQQ Invesco QQQ Trust Series 1 Reduce -17.2% 0.53% −0.09
PEP Pepsico Inc. Reduce -19.6% 0.14% −0.08
HD Home Depot Inc. Reduce -31.9% 0.13% −0.08
PG The Procter & Gamble Co. Reduce -24.2% 0.14% −0.08
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -14.4% 0.28% −0.08
JNJ Johnson & Johnson Reduce -5.5% 0.25% −0.07
VNQ Vanguard Real Estate ETF Reduce -2.1% 0.43% −0.07
DFSU Dimensional US Sus CORE1 ETF Reduce -9.7% 0.50% −0.07
FNDE Schwab Fndmntl Em MRK Eq ETF Reduce -4.7% 0.65% −0.07
ABBV Abbvie Inc. Reduce -7.1% 0.17% −0.06
SPY SS SPDR S&P 500 ETF Trust-US Reduce -6.4% 0.67% −0.06
GOOG Alphabet Inc. Class C Reduce -28.3% 0.15% −0.06
GOOGL Alphabet Inc. Class A Reduce -20.6% 0.23% −0.06
MRK Merck & Co. Inc. Reduce -14.4% 0.11% −0.06
SCHX Schwab US Large-Cap ETF Reduce -0.9% 1.76% −0.05
MCD McDonald's Corp. Reduce -7.0% 0.16% −0.05
IEFA iShares Core MSCI Eafe ETF Reduce -0.9% 1.14% −0.04
ESGE iShares Inc. iShares ESG Awar Reduce -15.9% 0.17% −0.03
XOM Exxon Mobil Corp. Reduce -9.6% 0.09% −0.03
ESML iShares ESG Aware MSCI USA S Reduce -3.3% 0.35% −0.03
TXN Texas Instruments Inc. Reduce -20.5% 0.12% −0.03
META Meta Platforms Inc. Class A Reduce -24.2% 0.16% −0.03
ESGD iShares Trust iShares ESG Aw Reduce -1.1% 0.38% −0.02
IWB iShares Russell 1000 ETF Reduce -0.6% 0.62% −0.02
COST Costco Wholesale Corp. Reduce -0.8% 0.19% −0.02
EEMV iShares MSCI Emg MKT Min Vol Reduce -0.8% 0.28% −0.02
DFAI Dimensional International Co. Reduce -2.3% 0.26% −0.01
IXUS iShares Core Intl Stock ETF Reduce -0.5% 0.48% −0.01
FNDF Schwab Fndmn Intl LRG Co. ETF Reduce -2.9% 0.23% −0.01
IEMG iShares Core MSCI Emerging Reduce -2.1% 0.30% −0.01
SPTM SS SPDR P S&P 1500 Comp ETF Reduce -0.2% 0.39% −0.01
AMZN Amazon.com Inc. Reduce -4.0% 0.51% −0.01
IWM iShares Russell 2000 ETF Reduce -4.5% 0.09% −0.01

Portfolio Buys Q1 2025 → Q2 2025
VIOV Vanguard S&P Small-Cap 600 V Add +325.8% 1.61% +1.19
DFAC Dimensional US Core Equity 2 Add +12.4% 9.72% +0.72
DFIC Dimensional International Co. Add +9.1% 7.74% +0.58
SCHB Schwab US Broad Market ETF Add +43.8% 1.70% +0.49
DFEV Dimensional Emrg MRKT Val Add +11.1% 5.75% +0.47
SCHM Schwab US Mid Cap ETF Add +48.9% 1.05% +0.31
BSJT Invesco Bulletshares 2029 HY New 0.29% +0.29
SCHE Schwab Emrg Mrkts Eqty ETF Add +37.3% 0.79% +0.19
BSJS Invesco Bulletshares 2028 HY New 0.16% +0.16
DFSI Dimensional Int Sus COR1 ETF Add +18.3% 0.83% +0.13
AVUV Avantis US Small Cap Value Add +106.7% 0.24% +0.12
AVSE Avantis Resp Emerg MKTS Eq-E New 0.10% +0.10
IWF iShares Russell 1000 Growth Add +11.0% 0.72% +0.10
IBIT iShares Bitcoin Trust ETF Add +6.7% 0.52% +0.10
AVDE Avantis International Equity New 0.08% +0.08
AVGO Broadcom Inc. Add +5.3% 0.19% +0.06
DFAE Dimensional Emerging Core Eq Add +9.1% 0.52% +0.04
DFEM Dimensional Emrg MRKT Core Add +1.5% 5.69% +0.04
NFLX Netflix Inc. Add +7.4% 0.13% +0.04
VB Vanguard Most SM-Cap ETF-Usd Add +20.0% 0.19% +0.02
AVEM Avantis Emerging Markets Eq Add +10.7% 0.19% +0.02
DGRO iShares Core Dividend Growth Add +10.9% 1.15% +0.02
VT Vanguard Tot World STK ETF Add +3.8% 0.30% +0.01
WMT Walmart Inc. Add +3.3% 0.25% +0.00
MDYV SS SPDR S&P 400 MC Val ETF Add +10.2% 0.63% +0.00
FRDM Freedom 100 Emeging MRKT ETF Add +0.6% 0.10% +0.00
IJT iShares S&P Small-Cap 600 GR Add +6.6% 0.12% +0.00
IBTF iShares Ibonds Dec 2025 Term Add +13.4% 0.30% +0.00
ITOT iShares Core S&P Total U.S. Add +1.4% 0.17% −0.00
DFUS Dimensional US Eq MKT ETF Add +1.7% 0.88% −0.00
VXUS Vanguard Total Intl Stock Add +0.5% 0.29% −0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.5% 0.11% −0.00
IWD iShares Russell 1000 Value E Add +8.4% 0.42% −0.00
SCHF Schwab Intl Equity ETF Add +1.2% 1.65% −0.01
VWO Vanguard Ftse Emerging Marke Add +0.1% 0.22% −0.01
CL Colgate-Palmolive Co. Add +7.5% 0.12% −0.01
DFUV Dimensional US Marketwide Va Add +0.1% 0.11% −0.01
IBTH iShares Ibonds Dec 2027 Term Add +2.8% 0.20% −0.02
KO The Coca-Cola Co. Add +0.1% 0.15% −0.02
QCOM Qualcomm Inc. Add +0.4% 0.27% −0.02
IJJ iShares S&P Mid-Cap 400 Valu Add +0.1% 0.31% −0.03
VYMI Vanguard Int High DVD YLD Inc. Add +1.3% 1.47% −0.04
VIG Vanguard Dividend Apprec ETF Add +0.8% 0.81% −0.05
COP Conocophillips Add +4.0% 0.18% −0.05
DFAT Dimensional US Target Value Add +6.9% 7.13% −0.06
DFAS Dimensional US Small Cap ETF Add +0.1% 1.08% −0.06
SCHV Schwab US Large-Cap Value Add +1.3% 0.92% −0.06
DFIV Dimensional International Va Add +0.4% 1.77% −0.07
IJS iShares S&P Small-Cap 600 Va Add +0.1% 1.93% −0.20

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 155$317.6MDFAC, DFAT, DFIC, DFEM, DFEV
Q1 2026 168$295.4MDFAC, DFAT, DFIC, DFEM, DFEV
Q4 2025 169$287.7MDFAC, DFAT, DFIC, DFEM, DFEV
Q3 2025 165$310.7MDFAC, DFIC, DFAT, DFEM, DFEV
Q2 2025 137$266.4MDFAC, DFIC, DFAT, DFEV, DFEM
Q1 2025 136$235.6MDFAC, DFAT, DFIC, DFEM, DFEV
Q4 2024 129$233.9MDFAC, DFAT, DFIC, DFEM, DFEV
Q3 2024 130$240.3MDFAC, DFAT, DFIC, DFEM, DFEV
Q2 2024 127$218.9MDFAC, DFAT, DFIC, DFEV, DFEM
Q1 2024 122$210.4MDFAC, DFAT, DFIC, DFEV, DFEM