Cambridge Financial Group, LLC

Est. AUM

$292.7M

13F long equity, this entity only

Positions

162

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$29.4M	757454	10.06%	SOLE
2	DIMENSIONAL ETF TRUST	US TARGETED VLU	$24.4M	390016	8.32%	SOLE
3	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$24.3M	683724	8.30%	SOLE
4	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$18.7M	541634	6.39%	SOLE
5	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$18.1M	507088	6.20%	SOLE
6	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$9.0M	263778	3.06%	SOLE
7	SPDR SERIES TRUST	STATE STREET SPD	$6.6M	69786	2.26%	SOLE
8	SCHWAB STRATEGIC TR	US LCAP GR ETF	$5.7M	194993	1.94%	SOLE
9	APPLE INC	COM	$5.1M	19970	1.73%	SOLE
10	SCHWAB STRATEGIC TR	US BRD MKT ETF	$4.4M	174184	1.49%	SOLE
11	SCHWAB STRATEGIC TR	US SML CAP ETF	$4.2M	144226	1.43%	SOLE
12	ISHARES TR	SP SMCP600VL ETF	$4.1M	34532	1.40%	SOLE
13	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$3.9M	73932	1.33%	SOLE
14	ISHARES TR	CORE DIV GRWTH	$3.7M	52617	1.26%	SOLE
15	ISHARES TR	RUS 1000 ETF	$3.7M	10343	1.26%	SOLE
16	SCHWAB STRATEGIC TR	INTL EQTY ETF	$3.5M	140520	1.19%	SOLE
17	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.4M	110481	1.16%	SOLE
18	ISHARES TR	CORE MSCI EAFE	$3.3M	36522	1.13%	SOLE
19	VANGUARD ADMIRAL FDS INC	SMLCP 600 VAL	$3.0M	29485	1.03%	SOLE
20	BERKSHIRE HATHAWAY INC DEL	CL A	$2.9M	4	0.98%	SOLE
21	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$2.8M	29667	0.96%	SOLE
22	VANGUARD INDEX FDS	SM CP VAL ETF	$2.7M	12510	0.93%	SOLE
23	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.6M	5361	0.88%	SOLE
24	SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.6M	99954	0.88%	SOLE
25	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$2.5M	35180	0.85%	SOLE
26	STATE STR SPDR DOW JONES IND	UT SER 1	$2.5M	5302	0.84%	SOLE
27	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$2.3M	58607	0.79%	SOLE
28	SCHWAB STRATEGIC TR	US LCAP VA ETF	$2.3M	73995	0.77%	SOLE
29	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.2M	15013	0.76%	SOLE
30	SCHWAB STRATEGIC TR	US MID-CAP ETF	$2.1M	66632	0.70%	SOLE
31	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$2.0M	28106	0.68%	SOLE
32	DIMENSIONAL ETF TRUST	INTERNATIONAL	$2.0M	46683	0.68%	SOLE
33	INVESCO QQQ TR	UNIT SER 1	$1.9M	3358	0.66%	SOLE
34	ISHARES TR	RUS 1000 GRW ETF	$1.9M	4478	0.65%	SOLE
35	SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$1.9M	49546	0.65%	SOLE
36	SPDR INDEX SHS FDS	STATE STREET SPD	$1.8M	39399	0.63%	SOLE
37	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.8M	2777	0.62%	SOLE
38	SPDR SERIES TRUST	STATE STREET SPD	$1.6M	19146	0.56%	SOLE
39	ISHARES TR	RUS 1000 VAL ETF	$1.5M	6955	0.51%	SOLE
40	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$1.4M	34956	0.49%	SOLE
41	ISHARES TR	CORE MSCI TOTAL	$1.4M	16294	0.48%	SOLE
42	AMERICAN EXPRESS CO	COM	$1.4M	4561	0.47%	SOLE
43	AMAZON COM INC	COM	$1.3M	6417	0.46%	SOLE
44	NVIDIA CORPORATION	COM	$1.3M	7637	0.46%	SOLE
45	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.3M	38510	0.45%	SOLE
46	SPDR GOLD TR	GOLD SHS	$1.3M	3005	0.44%	SOLE
47	ISHARES TR	RUSSELL 2000 ETF	$1.2M	4991	0.42%	SOLE
48	MICROSOFT CORP	COM	$1.2M	3342	0.42%	SOLE
49	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.1M	34601	0.39%	SOLE
50	JOHNSON & JOHNSON	COM	$1.1M	4649	0.39%	SOLE

1–50 of 162

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