Institutional Manager · CIK 0002085256
Cambridge Financial Group, LLC
TUCSON, AZ · File #028-25774
Latest AUM
$287.7M
Positions
169
Top-10 Concentration
54.6%
Filings
9
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025169 pos · $287.7M
- 13F HOLDINGS REPORTQ/E Sep 2025165 pos · $310.7M
- 13F HOLDINGS REPORTQ/E Sep 2025137 pos · $266.4M
- 13F HOLDINGS REPORTQ/E Sep 2025130 pos · $240.3M
- 13F HOLDINGS REPORTQ/E Sep 2025136 pos · $235.6M
- 13F HOLDINGS REPORTQ/E Sep 2025122 pos · $210.4M
- 13F HOLDINGS REPORTQ/E Sep 2025126 pos · $191.7M
- 13F HOLDINGS REPORTQ/E Sep 2025129 pos · $233.9M
- 13F HOLDINGS REPORTQ/E Sep 2025127 pos · $218.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 678,784 | $23.6M | 10.30% |
| 2 | DIMENSIONAL ETF TRUST | 25434V609 | 351,609 | $19.7M | 8.61% |
| 3 | DIMENSIONAL ETF TRUST | 25434V799 | 681,609 | $18.3M | 8.01% |
| 4 | DIMENSIONAL ETF TRUST | 25434V732 | 545,310 | $14.9M | 6.53% |
| 5 | DIMENSIONAL ETF TRUST | 25434V740 | 505,547 | $13.6M | 5.93% |
| 6 | DIMENSIONAL ETF TRUST | 25434V880 | 322,161 | $8.1M | 3.53% |
| 7 | SCHWAB STRATEGIC TR | 808524300 | 270,936 | $7.9M | 3.47% |
| 8 | SPDR SERIES TRUST | 78464A300 | 82,904 | $7.3M | 3.18% |
| 9 | ISHARES TR | 464287879 | 54,670 | $6.0M | 2.63% |
| 10 | APPLE INC | AAPL | 21,217 | $5.5M | 2.40% |
| 11 | SCHWAB STRATEGIC TR | 808524607 | 204,168 | $5.4M | 2.38% |
| 12 | VANGUARD INDEX FDS | 922908611 | 25,342 | $5.2M | 2.29% |
| 13 | SCHWAB STRATEGIC TR | 808524201 | 193,372 | $4.7M | 2.07% |
| 14 | SCHWAB STRATEGIC TR | 808524102 | 190,350 | $4.6M | 2.02% |
| 15 | DIMENSIONAL ETF TRUST | 25434V807 | 107,470 | $4.5M | 1.96% |
| 16 | VANGUARD WHITEHALL FDS | 921946794 | 53,056 | $4.3M | 1.86% |
| 17 | ISHARES TR | 464287622 | 11,761 | $4.2M | 1.82% |
| 18 | SCHWAB STRATEGIC TR | 808524805 | 193,443 | $4.0M | 1.76% |
| 19 | VANGUARD ADMIRAL FDS INC | 921932778 | 39,975 | $3.9M | 1.72% |
| 20 | SCHWAB STRATEGIC TR | 808524797 | 132,738 | $3.6M | 1.59% |