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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 3 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VXUS VANGUARD STAR FDS 13,320.0 $1.1M 0.36% -2K -11.9% $85.49 +1.4%
42 ESGD ISHARES TR 10,576.0 $1.1M 0.34% -2K -12.7% $102.81 +2.5%
43 VIG VANGUARD SPECIALIZED FUNDS 4,503.0 $1.1M 0.34% -5K -52.2% $236.62 +1.9%
44 GLD SPDR GOLD TR Financial Services 2,672.0 $984K 0.31% -401.0 -13.1% $368.38 +7.7%
45 IEMG ISHARES INC 11,141.0 $923K 0.29% -3K -19.4% $82.84 -1.7%
46 JPM JPMORGAN CHASE & CO Financial Services 2,768.0 $906K 0.28% -44.0 -1.6% $327.36 +8.4%
47 EEMV ISHARES INC 11,848.0 $892K 0.28% -96.0 -0.8% $75.28 +0.4%
48 GE GE AEROSPACE Industrials 2,384.0 $891K 0.28% -559.0 -19.0% $373.73 -11.4%
49 SPTM SPDR SERIES TRUST 9,327.0 $847K 0.27% -5K -33.2% $90.79 +1.7%
50 IJJ ISHARES TR 5,378.0 $794K 0.25% -1K -20.1% $147.72 -1.5%
51 VWO VANGUARD INTL EQUITY INDEX F 13,301.0 $794K 0.25% -4K -21.6% $59.69 +1.7%
52 TSLA TESLA INC Consumer Cyclical 1,783.0 $750K 0.24% -242.0 -11.9% $420.60 -15.3%
53 IWV ISHARES TR 1,732.0 $739K 0.23% -2K -53.3% $426.40 +1.5%
54 VOE VANGUARD INDEX FDS 3,693.0 $730K 0.23% -1K -27.3% $197.60 +4.1%
55 AVEM AMERICAN CENTY ETF TR 7,465.0 $720K 0.23% -68.0 -0.9% $96.49 -2.3%
56 PEP PEPSICO INC Consumer Defensive 5,102.0 $691K 0.22% -194.0 -3.7% $135.41 +3.2%
57 VT VANGUARD INTL EQUITY INDEX F 4,374.0 $686K 0.22% -4K -47.9% $156.94 +1.5%
58 FNDA SCHWAB STRATEGIC TR 17,621.0 $671K 0.21% -663.0 -3.6% $38.06 -3.8%
59 ESGE ISHARES INC 11,065.0 $605K 0.19% -1K -10.3% $54.69 -1.5%
60 IUSV ISHARES TR 5,476.0 $603K 0.19% -1K -16.9% $110.16 +3.5%
Page 3 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%