13F HOLDINGS REPORT

Cambridge Financial Group, LLC

Quarter ended Q3 2025 · Filed October 6, 2025 · Accession 0001214659-25-014621

Total Value

$310.7M

Positions

165

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (165)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	DIMENSIONAL ETF TRUST	25434V708	687,746	$26.5M	8.54%
2	DIMENSIONAL ETF TRUST	25434V799	655,820	$21.5M	6.92%
3	DIMENSIONAL ETF TRUST	25434V609	352,502	$20.5M	6.60%
4	DIMENSIONAL ETF TRUST	25434V732	524,208	$16.8M	5.41%
5	DIMENSIONAL ETF TRUST	25434V740	496,696	$15.8M	5.10%
6	DIMENSIONAL ETF TRUST	25434V880	291,925	$9.2M	2.95%
7	SCHWAB STRATEGIC TR	808524300	268,103	$8.6M	2.75%
8	SPDR SERIES TRUST	78464A300	81,960	$7.3M	2.34%
9	ISHARES TR	464287879	51,776	$5.7M	1.84%
10	SCHWAB STRATEGIC TR	808524607	191,706	$5.3M	1.72%
11	VANGUARD ADMIRAL FDS INC	921932778	53,745	$5.1M	1.65%
12	SCHWAB STRATEGIC TR	808524201	192,293	$5.1M	1.63%
13	SCHWAB STRATEGIC TR	808524102	190,393	$4.9M	1.58%
14	VANGUARD INDEX FDS	922908611	22,433	$4.7M	1.51%
15	VANGUARD WHITEHALL FDS	921946794	50,676	$4.3M	1.38%
16	ISHARES TR	464287622	11,717	$4.3M	1.38%
17	SCHWAB STRATEGIC TR	808524805	180,820	$4.2M	1.35%
18	APPLE INC	AAPL	16,051	$4.1M	1.32%
19	DIMENSIONAL ETF TRUST	25434V807	88,505	$4.1M	1.31%
20	ISHARES TR	46436E742	85,692	$3.9M	1.25%
21	ISHARES TR	46434V621	56,070	$3.8M	1.23%
22	SCHWAB STRATEGIC TR	808524797	128,168	$3.5M	1.13%
23	ISHARES TR	46432F842	36,346	$3.2M	1.02%
24	DIMENSIONAL ETF TRUST	25434V500	44,750	$3.1M	0.99%
25	SCHWAB STRATEGIC TR	808524508	102,827	$3.0M	0.98%
26	SPDR DOW JONES INDL AVERAGE	78467X109	6,304	$2.9M	0.94%
27	VANGUARD WHITEHALL FDS	921946406	20,378	$2.9M	0.92%
28	SCHWAB STRATEGIC TR	808524409	87,809	$2.6M	0.82%
29	DIMENSIONAL ETF TRUST	25434V401	35,010	$2.5M	0.82%
30	DIMENSIONAL ETF TRUST	25434V781	65,688	$2.3M	0.75%
31	VANGUARD SCOTTSDALE FDS	92206C870	27,482	$2.3M	0.74%
32	DIMENSIONAL ETF TRUST	25434V690	56,425	$2.3M	0.74%
33	BERKSHIRE HATHAWAY INC DEL	BRK-A	3	$2.3M	0.73%
34	ISHARES TR	464287614	4,516	$2.1M	0.68%
35	SCHWAB STRATEGIC TR	808524706	59,647	$2.0M	0.64%
36	SPDR S&P 500 ETF TR	SPY	2,934	$2.0M	0.63%
37	SCHWAB STRATEGIC TR	808524730	52,033	$1.9M	0.61%
38	SPDR INDEX SHS FDS	78463X509	39,377	$1.8M	0.59%
39	MICROSOFT CORP	MSFT	3,511	$1.8M	0.59%
40	AMERICAN EXPRESS CO	AXP	5,380	$1.8M	0.58%
41	VANGUARD SPECIALIZED FUNDS	921908844	8,211	$1.8M	0.57%
42	SPDR SERIES TRUST	78464A839	21,175	$1.8M	0.57%
43	ISHARES TR	464287598	8,576	$1.7M	0.56%
44	ISHARES BITCOIN TRUST ETF	IBIT	24,077	$1.6M	0.50%
45	INVESCO QQQ TR	IVZ	2,555	$1.5M	0.49%
46	ISHARES TR	464287689	3,707	$1.4M	0.45%
47	NVIDIA CORPORATION	NVDA	7,519	$1.4M	0.45%
48	DIMENSIONAL ETF TRUST	25434V716	32,266	$1.4M	0.44%
49	AMAZON COM INC	AMZN	6,141	$1.3M	0.43%
50	ISHARES TR	46432F834	16,294	$1.3M	0.43%
51	DIMENSIONAL ETF TRUST	25434V302	42,233	$1.3M	0.43%
52	DIMENSIONAL ETF TRUST	25434V682	32,182	$1.3M	0.43%
53	ISHARES TR	464287655	5,226	$1.3M	0.41%
54	VANGUARD SCOTTSDALE FDS	92206C409	15,282	$1.2M	0.39%
55	SPDR GOLD TR	GLD	3,179	$1.1M	0.36%
56	SPDR SERIES TRUST	78464A805	13,940	$1.1M	0.36%
57	BERKSHIRE HATHAWAY INC DEL	BRK-A	2,218	$1.1M	0.36%
58	ISHARES TR	46435G516	11,475	$1.1M	0.34%
59	DIMENSIONAL ETF TRUST	25434V815	33,086	$1.1M	0.34%
60	VANGUARD INDEX FDS	922908769	3,182	$1.0M	0.34%
61	ISHARES TR	46435U663	22,971	$1.0M	0.33%
62	ISHARES TR	46436E866	43,336	$1.0M	0.33%
63	VANGUARD STAR FDS	921909768	13,509	$992,359	0.32%
64	ISHARES TR	464287242	8,819	$983,054	0.32%
65	VANGUARD INTL EQUITY INDEX F	922042858	16,922	$916,825	0.30%
66	WALMART INC	WMT	8,853	$912,433	0.29%
67	GE AEROSPACE	369604301	2,943	$885,314	0.28%
68	VANGUARD INTL EQUITY INDEX F	922042742	6,305	$868,719	0.28%
69	ISHARES INC	46434G103	13,002	$857,060	0.28%
70	VANGUARD MUN BD FDS	922907746	16,896	$845,983	0.27%
71	JOHNSON & JOHNSON	JNJ	4,556	$844,731	0.27%
72	ALPHABET INC	GOOG	3,458	$840,593	0.27%
73	TESLA INC	TSLA	1,868	$830,738	0.27%
74	ISHARES TR	464287705	6,384	$828,098	0.27%
75	VANGUARD INDEX FDS	922908512	4,564	$796,829	0.26%
76	INVESCO EXCH TRD SLF IDX FD	IVZ	36,179	$780,382	0.25%
77	QUALCOMM INC	QCOM	4,596	$764,595	0.25%
78	ISHARES INC	464286533	11,848	$756,258	0.24%
79	VANGUARD BD INDEX FDS	921937793	10,665	$755,616	0.24%
80	DIMENSIONAL ETF TRUST	25434V203	20,250	$736,070	0.24%
81	ISHARES TR	464288414	6,794	$723,494	0.23%
82	AMERICAN CENTY ETF TR	025072877	7,021	$698,801	0.22%
83	VANGUARD INDEX FDS	922908751	2,721	$692,104	0.22%
84	ELI LILLY & CO	LLY	891	$679,880	0.22%
85	GE VERNOVA INC	GEV	1,097	$674,546	0.22%
86	ISHARES TR	464287663	6,590	$658,629	0.21%
87	SCHWAB STRATEGIC TR	808524755	15,175	$651,918	0.21%
88	BROADCOM INC	AVGO	1,801	$594,273	0.19%
89	ISHARES TR	46436E569	11,454	$590,124	0.19%
90	META PLATFORMS INC	META	790	$580,205	0.19%
91	ABBVIE INC	ABBV	2,503	$579,449	0.19%
92	SCHWAB STRATEGIC TR	808524763	18,284	$569,730	0.18%
93	AMERICAN CENTY ETF TR	025072604	7,487	$562,340	0.18%
94	INTERNATIONAL BUSINESS MACHS	INTR	1,980	$558,702	0.18%
95	ALPHABET INC	GOOG	2,283	$556,056	0.18%
96	ISHARES TR	46436E841	24,035	$541,270	0.17%
97	INVESCO EXCH TRD SLF IDX FD	IVZ	24,406	$534,980	0.17%
98	INVESCO EXCH TRD SLF IDX FD	IVZ	22,955	$530,261	0.17%
99	ISHARES INC	46434G863	11,989	$520,538	0.17%
100	VISA INC	V	1,517	$518,042	0.17%
101	ISHARES TR	46436E544	12,161	$517,573	0.17%
102	COSTCO WHSL CORP NEW	22160K105	557	$514,839	0.17%
103	VANGUARD INDEX FDS	922908629	1,750	$514,146	0.17%
104	ISHARES TR	464288620	9,827	$513,166	0.17%
105	JPMORGAN CHASE & CO.	VYLD	1,624	$512,327	0.16%
106	CONOCOPHILLIPS	COP	5,351	$506,160	0.16%
107	AMERICAN HEALTHCARE REIT INC	AHR	11,993	$503,827	0.16%
108	ORACLE CORP	ORCL-PD	1,782	$501,074	0.16%
109	SPDR INDEX SHS FDS	78463X533	12,563	$488,073	0.16%
110	ISHARES TR	464287150	3,336	$485,905	0.16%
111	INVESCO EXCH TRD SLF IDX FD	IVZ	20,365	$476,847	0.15%
112	ISHARES TR	464287200	671	$448,965	0.14%
113	AMERICAN CENTY ETF TR	025072802	5,018	$446,753	0.14%
114	AMERIPRISE FINL INC	03076C106	906	$445,074	0.14%
115	HOME DEPOT INC	HD	1,079	$437,374	0.14%
116	PEPSICO INC	PEP	3,108	$436,547	0.14%
117	MCDONALDS CORP	MCD	1,389	$422,005	0.14%
118	ISHARES INC	464286210	7,524	$418,410	0.13%
119	INVESCO EXCH TRD SLF IDX FD	IVZ	18,942	$418,240	0.13%
120	NETFLIX INC	NFLX	345	$413,629	0.13%
121	FLEXSHARES TR	FLEX	6,528	$411,963	0.13%
122	PROCTER AND GAMBLE CO	742718109	2,637	$405,245	0.13%
123	INVESCO EXCH TRD SLF IDX FD	IVZ	16,727	$395,176	0.13%
124	ISHARES TR	464287630	2,154	$380,850	0.12%
125	VANGUARD WORLD FD	92204A207	1,759	$375,952	0.12%
126	COCA COLA CO	KO	5,663	$375,546	0.12%
127	INVESCO EXCH TRD SLF IDX FD	IVZ	14,970	$367,140	0.12%
128	CISCO SYS INC	CSCO	5,224	$357,410	0.12%
129	CHEVRON CORP NEW	CVX	2,299	$357,013	0.11%
130	EMERSON ELEC CO	EMR	2,648	$347,429	0.11%
131	ISHARES TR	464287887	2,391	$338,361	0.11%
132	ISHARES TR	464287101	1,012	$336,925	0.11%
133	ISHARES TR	464287168	2,359	$335,215	0.11%
134	MERCK & CO INC	MRK	3,952	$331,739	0.11%
135	INVESCO EXCH TRD SLF IDX FD	IVZ	15,398	$323,512	0.10%
136	INVESCO EXCH TRD SLF IDX FD	IVZ	18,845	$318,482	0.10%
137	DIMENSIONAL ETF TRUST	25434V724	7,043	$314,733	0.10%
138	ISHARES TR	464287309	2,591	$312,779	0.10%
139	CATERPILLAR INC	CAT	653	$311,793	0.10%
140	ISHARES TR	464288877	4,589	$311,273	0.10%
141	EA SERIES TRUST	02072L607	6,897	$305,614	0.10%
142	ISHARES TR	46436E825	13,890	$304,956	0.10%
143	ISHARES TR	464287408	1,408	$290,767	0.09%
144	BANK AMERICA CORP	060505104	5,564	$287,064	0.09%
145	TEXAS INSTRS INC	882508104	1,497	$275,121	0.09%
146	AT&T INC	T-PC	9,550	$269,693	0.09%
147	COLGATE PALMOLIVE CO	CL	3,350	$267,799	0.09%
148	SCHWAB STRATEGIC TR	808524748	5,961	$265,325	0.09%
149	VANGUARD ADMIRAL FDS INC	921932844	2,617	$263,676	0.08%
150	ISHARES TR	46436E833	11,704	$261,995	0.08%
151	CORTEVA INC	CTVA	3,824	$258,643	0.08%
152	EXXON MOBIL CORP	XOM	2,290	$258,203	0.08%
153	AMERICAN CENTY ETF TR	025072315	4,038	$256,685	0.08%
154	INVESCO EXCH TRD SLF IDX FD	IVZ	9,715	$242,633	0.08%
155	AMERICAN CENTY ETF TR	025072703	3,000	$236,726	0.08%
156	VANGUARD TAX-MANAGED FDS	921943858	3,757	$225,133	0.07%
157	DUPONT DE NEMOURS INC	DD	2,859	$222,717	0.07%
158	PUBLIC SVC ENTERPRISE GRP IN	744573106	2,577	$215,077	0.07%
159	ISHARES TR	464287226	2,110	$211,528	0.07%
160	ISHARES TR	464287697	1,891	$209,712	0.07%
161	INVESCO EXCH TRD SLF IDX FD	IVZ	10,151	$208,807	0.07%
162	INVESCO EXCH TRD SLF IDX FD	IVZ	8,107	$207,094	0.07%
163	UNITEDHEALTH GROUP INC	UNH	581	$200,476	0.06%
164	PHILLIPS 66	PSX	1,471	$200,086	0.06%
165	INVESCO EXCH TRD SLF IDX FD	IVZ	10,319	$194,101	0.06%