Institutional Fund
Cambridge Financial Group, LLC
Tucson, AZCIK 208525610 filings on record
Portfolio Value
$295.45M
Q1 2026
Holdings
168
Reported positions
New Buys
12
Opened this quarter
QoQ Change
+2.7%
from $287.74M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust10.0%
- Dimensional ETF Trust8.2%
- Dimensional ETF Trust8.2%
- Dimensional ETF Trust6.3%
- Dimensional ETF Trust6.1%
- Dimensional ETF Trust3.0%
- Other58.1%
Portfolio Holdings
168 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 757.5K | $29.43M | 10.0% | +78.7K | Added |
| 2 | Dimensional ETF Trust | 390.0K | $24.36M | 8.2% | +38.4K | Added |
| 3 | Dimensional ETF Trust | 683.7K | $24.29M | 8.2% | +2.1K | Added |
| 4 | Dimensional ETF Trust | 541.6K | $18.71M | 6.3% | −3.7K | Reduced |
| 5 | Dimensional ETF Trust | 507.1K | $18.14M | 6.1% | +1.5K | Added |
| 6 | Dimensional ETF Trust | 263.8K | $8.96M | 3.0% | −58.4K | Reduced |
| 7 | Spdr Series Trust | 69.8K | $6.60M | 2.2% | −13.1K | Reduced |
| 8 | Schwab Strategic Tr | 195.0K | $5.68M | 1.9% | −75.9K | Reduced |
| 9 | Apple Inc | 20.0K | $5.07M | 1.7% | −1.2K | Reduced |
| 10 | Schwab Strategic Tr | 174.2K | $4.37M | 1.5% | −16.2K | Reduced |
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