Cambridge Financial Group, LLC
CIK: 0002085256SEC EDGAR →
Portfolio Value
$287.7B
Holdings
169
As of
Q4 2025
New Positions
28
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 678,784 | $23.6B | 8.19% |
| 2 | DIMENSIONAL ETF TRUST | 351,609 | $19.7B | 6.85% |
| 3 | DIMENSIONAL ETF TRUST | 681,609 | $18.3B | 6.37% |
| 4 | DIMENSIONAL ETF TRUST | 545,310 | $14.9B | 5.19% |
| 5 | DIMENSIONAL ETF TRUST | 505,547 | $13.6B | 4.72% |
| 6 | DIMENSIONAL ETF TRUST | 322,161 | $8.1B | 2.81% |
| 7 | SCHWAB STRATEGIC TR | 270,936 | $7.9B | 2.76% |
| 8 | SPDR SERIES TRUST | 82,904 | $7.3B | 2.53% |
| 9 | ISHARES TR | 54,670 | $6.0B | 2.09% |
| 10 | APPLE INC | 21,217 | $5.5B | 1.91% |
Quarterly Changes
Top Buys
New Positions (11)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 114 | $250.7B | 87.1% |
| Technology | 10 | $11.0B | 3.8% |
| Unknown | 9 | $9.2B | 3.2% |
| Consumer Defensive | 6 | $3.2B | 1.1% |
| Consumer Cyclical | 4 | $3.2B | 1.1% |
| Healthcare | 5 | $2.8B | 1.0% |
| Communication Services | 5 | $2.3B | 0.8% |
| Industrials | 7 | $2.1B | 0.7% |
| Energy | 3 | $1.2B | 0.4% |
| Basic Materials | 3 | $895.0M | 0.3% |
| Utilities | 2 | $577.0M | 0.2% |
| Real Estate | 1 | $473.0M | 0.2% |