Cambridge Investment Research Advisors, Inc.

Est. AUM

$38.36B

13F long equity, this entity only

Positions

3,862

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.16B	1935246	3.01%	SOLE
2	APPLE	INC COM	$1.11B	4385052	2.90%	SOLE
3	NVIDIA CORPORATION	COM	$989.7M	5674949	2.58%	SOLE
4	ISHARES	TR CORE S&P500 ETF	$785.8M	1202937	2.05%	SOLE
5	INVESCO	QQQ TR UNIT SER 1	$734.3M	1272210	1.91%	SOLE
6	VANGUARD INDEX FDS	TOTAL STK MKT	$683.9M	2131861	1.78%	SOLE
7	AMAZON	COM INC COM	$509.3M	2445594	1.33%	SOLE
8	VANGUARD STAR FDS VG TL	INTL STK F	$476.6M	6180518	1.24%	SOLE
9	MICROSOFT	CORP COM	$474.5M	1281790	1.24%	SOLE
10	STATE	STR SPDR S&P 500 ETF T TR UNIT	$418.6M	643723	1.09%	SOLE
11	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$355.5M	741877	0.93%	SOLE
12	CAPITAL GROUP	DIVIDEND VALUE SHS CREATION UNI	$324.8M	7634516	0.85%	SOLE
13	ALPHABET	INC CAP STK CL A	$289.0M	1004911	0.75%	SOLE
14	ALPHABET	INC CAP STK CL C	$268.8M	936893	0.70%	SOLE
15	SPDR	GOLD TR GOLD SHS	$251.3M	584011	0.66%	SOLE
16	SPDR SERIES TRUST STATE	STREET SPD	$242.7M	2648917	0.63%	SOLE
17	VANGUARD INDEX FDS	GROWTH ETF	$235.2M	538579	0.61%	SOLE
18	VANGUARD TAX-MANAGED FDS VAN	FTSE DEV MKT	$221.8M	3462023	0.58%	SOLE
19	FIRST TR EXCHANGE TRADED FD RISNG	DIVD ACHIV	$220.6M	3230196	0.58%	SOLE
20	BROADCOM	INC COM	$213.8M	690788	0.56%	SOLE
21	VANGUARD INDEX FDS	VALUE ETF	$201.9M	1028947	0.53%	SOLE
22	JPMORGAN CHASE &	CO COM	$201.6M	685325	0.53%	SOLE
23	SCHWAB STRATEGIC	TR US DIVIDEND EQ	$200.7M	6543313	0.52%	SOLE
24	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$199.4M	2707953	0.52%	SOLE
25	PACER FDS TR US CASH COWS	100	$197.3M	3154181	0.51%	SOLE
26	META PLATFORMS	INC CL A	$193.6M	338386	0.50%	SOLE
27	EXXON MOBIL	CORP COM	$192.4M	1134033	0.50%	SOLE
28	TESLA	INC COM	$184.0M	494824	0.48%	SOLE
29	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$183.9M	854916	0.48%	SOLE
30	CAPITAL GROUP	GROWTH ETF SHS CREATION UNI	$183.2M	4557813	0.48%	SOLE
31	J P MORGAN EXCHANGE TRADED	F ULTRA SHRT ETF	$175.2M	3461245	0.46%	SOLE
32	SPDR SERIES TRUST STATE	STREET SPD	$170.6M	2228576	0.44%	SOLE
33	WALMART	INC COM	$168.6M	1356955	0.44%	SOLE
34	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$161.4M	1090112	0.42%	SOLE
35	ELI LILLY &	CO COM	$159.6M	173486	0.42%	SOLE
36	PALANTIR TECHNOLOGIES	INC CL A	$156.7M	1070893	0.41%	SOLE
37	SELECT SECTOR SPDR TR STATE	STREET TEC	$156.1M	1174237	0.41%	SOLE
38	CATERPILLAR	INC COM	$149.2M	210622	0.39%	SOLE
39	ISHARES TR CORE US AGGBD	ET	$145.8M	1468473	0.38%	SOLE
40	INVESCO EXCHANGE TRADED	FD T S&P500 EQL WGT	$145.7M	758937	0.38%	SOLE
41	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$144.8M	3013127	0.38%	SOLE
42	ISHARES	TR CORE MSCI EAFE	$141.2M	1559760	0.37%	SOLE
43	COSTCO WHOLESALE CORPORATION	COM	$138.3M	138765	0.36%	SOLE
44	ISHARES	TR S&P 500 GRWT ETF	$128.9M	1139627	0.34%	SOLE
45	ISHARES TR MSCI USA MIN	VOL	$124.0M	1336870	0.32%	SOLE
46	FIRST TR EXCHANGE TRADED FD RBA	INDL ETF	$121.5M	1096735	0.32%	SOLE
47	ABBVIE	INC COM	$120.1M	552320	0.31%	SOLE
48	CAPITAL GROUP	CORE EQUITY ET SHS CREATION UNI	$120.1M	3126028	0.31%	SOLE
49	VANGUARD	WORLD FD INF TECH ETF	$116.8M	167353	0.30%	SOLE
50	JOHNSON & JOHNSON	COM	$116.7M	477473	0.30%	SOLE

1–50 of 3,862

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.