Cambridge Financial Group, LLC holds a focused book of 155 reported positions worth $317.6M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter they opened Freedom 100 Emeging MRKT ETF and trimmed Dimensional Emrg MRKT Val. Their largest long position is Dimensional US Core Equity 2 at 11% of the reported non-option book. Cloning the disclosed picks since 2025 would be +17% (+16.9%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +31.9%, a 14.8-point gap that is the cost of the ~14-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Cambridge Financial Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~14 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
14% mapped to company sectors
+6 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Cambridge Financial Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 34 / 80 | $277.8B |
| Hoffman, Alan N Investment Management | 8 / 80 | $154.1M |
| Sensible Money, LLC | 36 / 80 | $338.1M |
| Capstone Capital LLC | 11 / 80 | $147.8M |
| Demming Financial Services Corp | 17 / 80 | $129.0M |
| XP Advisory US, Inc. | 15 / 80 | $148.7M |
| Shearwater Capital LLC | 28 / 80 | $170.4M |
| Ketron Financial | 19 / 80 | $251.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Cambridge Financial Group, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $34.8M | 785.2K | 11.0% | ▲+3.7% Added · +28K sh | |
| 2 | Dimensional ETF Trust US TARGETED VLU | $28.4M | 405.8K | 8.9% | ▲+4.0% Added · +16K sh | |
| 3 | Dimensional ETF Trust INTL CORE EQUITY | $26.9M | 722.5K | 8.5% | ▲+5.7% Added · +39K sh | |
| 4 | Dimensional ETF Trust EMERGING MKTS CO | $22.1M | 544.4K | 7.0% | ▲+0.5% Added · +3K sh | |
| 5 | Dimensional ETF Trust EMERGING MKTS VA | $21.6M | 505.9K | 6.8% | ▼−0.2% Reduced · −1K sh | |
| 6 | Dimensional ETF Trust WORLD EX US CORE | $9.0M | 243.9K | 2.8% | ▼−7.5% Reduced · −20K sh | |
| 7 | SPDR Series Trust ST STR SP600SM C | $7.5M | 68.7K | 2.4% | ▼−1.6% Reduced · −1K sh | |
| 8 | Schwab Strategic TR US LCAP GR ETF | $6.1M | 178.9K | 1.9% | ▼−8.2% Reduced · −16K sh | |
| 9 | Apple Inc COM | $5.8M | 20.0K | 1.8% | —Held | |
| 10 | Schwab Strategic TR US BRD MKT ETF | $4.8M | 167.0K | 1.5% | ▼−4.1% Reduced · −7K sh | |
| 11 | Schwab Strategic TR US SML CAP ETF | $4.7M | 128.8K | 1.5% | ▼−11% Reduced · −15K sh | |
| 12 | Ishares TR SP SMCP600VL ETF | $4.3M | 31.5K | 1.4% | ▼−8.7% Reduced · −3K sh | |
| 13 | Dimensional ETF Trust INTERNATNAL VAL | $3.7M | 69.3K | 1.2% | ▼−6.2% Reduced · −5K sh | |
| 14 | Ishares TR RUS 1000 ETF | $3.7M | 9.0K | 1.2% | ▼−13% Reduced · −1K sh | |
| 15 | Ishares TR CORE DIV GRWTH | $3.5M | 46.4K | 1.1% | ▼−12% Reduced · −6K sh | |
| 16 | Ishares TR CORE MSCI EAFE | $3.4M | 35.5K | 1.1% | ▼−2.7% Reduced · −995 sh | |
| 17 | Vanguard Admiral FDS Inc SMLCP 600 VAL | $3.4M | 29.2K | 1.1% | ▼−1.0% Reduced · −298 sh | |
| 18 | Schwab Strategic TR INTL EQTY ETF | $3.3M | 120.9K | 1.1% | ▼−14% Reduced · −20K sh | |
| 19 | Berkshire Hathaway Inc Del CL A | $3.0M | 4 | 0.9% | —Held | |
| 20 | Dimensional ETF Trust US SMALL CAP ETF | $3.0M | 36.1K | 0.9% | ▲+2.7% Added · +965 sh | |
| 21 | Vanguard Whitehall FDS INTL HIGH ETF | $2.9M | 29.7K | 0.9% | ▲+0.1% Added · +21 sh | |
| 22 | Schwab Strategic TR US DIVIDEND EQ | $2.9M | 90.2K | 0.9% | ▼−18% Reduced · −20K sh | |
| 23 | State STR SPDR Dow Jones Ind UT SER 1 | $2.8M | 5.3K | 0.9% | —Held | |
| 24 | Vanguard Index FDS SM CP VAL ETF | $2.7M | 11.2K | 0.9% | ▼−10% Reduced · −1K sh | |
| 25 | Schwab Strategic TR US LRG CAP ETF | $2.7M | 91.4K | 0.8% | ▼−8.5% Reduced · −9K sh | |
| 26 | Dimensional ETF Trust US EQUI MARK ETF | $2.6M | 31.7K | 0.8% | ▲+13% Added · +4K sh | |
| 27 | Invesco QQQ TR UNIT SER 1 | $2.5M | 3.4K | 0.8% | —Held | |
| 28 | Schwab Strategic TR US LCAP VA ETF | $2.4M | 70.1K | 0.8% | ▼−5.3% Reduced · −4K sh | |
| 29 | Dimensional ETF Trust INTERNATIONAL | $2.4M | 53.2K | 0.8% | ▲+14% Added · +7K sh | |
| 30 | Schwab Strategic TR US MID-CAP ETF | $2.4M | 65.0K | 0.8% | ▼−2.4% Reduced · −2K sh | |
| 31 | Dimensional ETF Trust INTL SMALL CAP V | $2.0M | 50.7K | 0.6% | ▼−14% Reduced · −8K sh | |
| 32 | State STR SPDR S&P 500 ETF T TR UNIT | $2.0M | 2.7K | 0.6% | ▼−2.0% Reduced · −56 sh | |
| 33 | SPDR Index SHS FDS ST PORT MARK ETF | $2.0M | 38.7K | 0.6% | ▼−1.7% Reduced · −688 sh | |
| 34 | Berkshire Hathaway Inc Del CL B NEW | $1.9M | 3.9K | 0.6% | ▼−28% Reduced · −1K sh | |
| 35 | Schwab Strategic TR FUND EM EQUI ETF | $1.9M | 48.3K | 0.6% | ▼−2.4% Reduced · −1K sh | |
| 36 | SPDR Series Trust ST STR SP400VAL | $1.8M | 18.7K | 0.6% | ▼−2.4% Reduced · −465 sh | |
| 37 | Dimensional ETF Trust US SUSTAINABILTY | $1.8M | 37.7K | 0.6% | ▲+8.0% Added · +3K sh | |
| 38 | Vanguard Whitehall FDS HIGH DIV YLD | $1.7M | 10.8K | 0.5% | ▼−28% Reduced · −4K sh | |
| 39 | Ishares TR RUS 1000 GRW ETF | $1.7M | 13.3K | 0.5% | ▲+197% Added · +9K sh | |
| 40 | Ishares TR CORE MSCI TOTAL | $1.6M | 16.3K | 0.5% | —Held | |
| 41 | Amazon Com Inc COM | $1.5M | 6.5K | 0.5% | ▲+0.7% Added · +46 sh | |
| 42 | Alphabet Inc CAP STK CL C | $1.5M | 4.4K | 0.5% | ▲+43% Added · +1K sh | |
| 43 | American Express Co COM | $1.5M | 4.5K | 0.5% | ▼−2.2% Reduced · −100 sh | |
| 44 | Dimensional ETF Trust EMER MARK SU ETF | $1.4M | 28.9K | 0.4% | ▲+13% Added · +3K sh | |
| 45 | Nvidia Corporation COM | $1.4M | 6.8K | 0.4% | ▼−11% Reduced · −868 sh | |
| 46 | Dimensional ETF Trust EMGR CRE EQT MNG | $1.3M | 33.2K | 0.4% | ▼−14% Reduced · −5K sh | |
| 47 | Ge Vernova Inc COM | $1.3M | 1.1K | 0.4% | —Held | |
| 48 | Schwab Strategic TR EMRG MKTEQ ETF | $1.3M | 35.4K | 0.4% | ▲+2.2% Added · +767 sh | |
| 49 | Ishares TR ESG AWARE MSCI | $1.3M | 22.8K | 0.4% | ▲+0.1% Added · +13 sh | |
| 50 | Ishares TR RUS 1000 VAL ETF | $1.2M | 5.1K | 0.4% | ▼−26% Reduced · −2K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2085256/holdings"
Use Arkolith to show Cambridge Financial Group, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 14d | 155 | $317.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 8d | 168 | $295.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 9, 2026 | 9d | 169 | $287.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 6, 2025 | 6d | 165 | $310.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Sep 9, 2025 | 71d | 137 | $266.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Sep 9, 2025 | 162d | 136 | $235.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Sep 9, 2025 | 252d | 129 | $233.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Sep 9, 2025 | 344d | 130 | $240.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.