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Portfolio (Quarterly) Guide ↗

Cambridge Financial Group, LLC

· CIK 0002085256
13F Portfolio $318M AUM 155 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 15 New 29 Added 90 Reduced 29 Exited
Page 2 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QQQ INVESCO QQQ TR Financial Services 3,358.0 $2.5M 0.78% -674.0 -16.7% $736.34 -3.9%
22 SCHV SCHWAB STRATEGIC TR 70,065.0 $2.4M 0.77% -25K -26.4% $34.81 -1.4%
23 SCHM SCHWAB STRATEGIC TR 65,011.0 $2.4M 0.76% -36K -35.7% $36.87 -4.6%
24 DISV DIMENSIONAL ETF TRUST 50,664.0 $2.0M 0.64% -26K -33.6% $40.13 +10.2%
25 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,721.0 $2.0M 0.64% -385.0 -12.4% $746.84 +2.0%
26 SPEM SPDR INDEX SHS FDS 38,711.0 $2.0M 0.63% -3K -7.5% $51.78 +1.7%
27 FNDE SCHWAB STRATEGIC TR 48,347.0 $1.9M 0.60% -5K -10.2% $39.68 +6.9%
28 VYM VANGUARD WHITEHALL FDS 10,841.0 $1.7M 0.54% -10K -47.1% $158.03 +3.3%
29 IXUS ISHARES TR 16,294.0 $1.6M 0.49% -2K -9.4% $95.44 +1.3%
30 AMZN AMAZON COM INC Consumer Cyclical 6,463.0 $1.5M 0.48% -34.0 -0.5% $238.34 +7.0%
31 AXP AMERICAN EXPRESS CO Financial Services 4,461.0 $1.5M 0.47% -966.0 -17.8% $338.24 -4.2%
32 DFSE DIMENSIONAL ETF TRUST 28,925.0 $1.4M 0.45% -5K -14.5% $48.88 -0.3%
33 DFAE DIMENSIONAL ETF TRUST 33,172.0 $1.3M 0.42% -12K -25.9% $40.21 -1.5%
34 SCHE SCHWAB STRATEGIC TR 35,368.0 $1.3M 0.40% -43K -54.6% $36.26 +2.3%
35 ESML ISHARES TR 22,815.0 $1.3M 0.40% -4K -15.3% $55.93 -3.0%
36 IWD ISHARES TR 5,145.0 $1.2M 0.39% -3K -37.0% $242.45 +5.6%
37 MSFT MICROSOFT CORP Technology 3,275.0 $1.2M 0.39% -574.0 -14.9% $372.98 +34.3%
38 IWM ISHARES TR 4,047.0 $1.2M 0.38% -2K -31.5% $300.44 -3.3%
39 GOOGL ALPHABET INC Communication Services 3,324.0 $1.2M 0.37% -69.0 -2.0% $357.37 -6.3%
40 JNJ JOHNSON & JOHNSON Healthcare 4,675.0 $1.2M 0.37% -608.0 -11.5% $253.96 +6.8%
Page 2 of 5  ·  90 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.3%
Financial Services 27.8%
Healthcare 8.8%
Consumer Defensive 7.2%
Consumer Cyclical 6.9%
Industrials 6.4%
Communication Services 4.2%
Utilities 3.3%
Energy 2.6%
Basic Materials 2.1%