Cambridge Financial Group, LLC holds a focused book of 155 stocks worth $317.6M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-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 equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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.
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
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, no cost basis
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 155 | $317.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 168 | $295.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 9, 2026 | 169 | $287.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 6, 2025 | 165 | $310.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Sep 9, 2025 | 137 | $266.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Sep 9, 2025 | 136 | $235.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Sep 9, 2025 | 129 | $233.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Sep 9, 2025 | 130 | $240.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.