Q3 2026 13F · SEC CIK 2085256

Cambridge Financial Group, LLC

Wealth managerFiled 2026-10-06 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $317.1M
Reported positions: 153
Holdings vs S&P 500, 3 yrs: —
Assets under management: $331.3M

Cambridge Financial Group, LLC is a wealth manager that reported 153 positions worth $317.1M in its Q3 2026 13F, filed 2026-10-06. Its largest holdings were Dimensional ETF Trust (DFAC, 11.0%), Dimensional ETF Trust (DFAT, 8.9%), Dimensional ETF Trust (DFIC, 8.5%).

Cambridge Financial Group, LLC holdings largest 50 of 153 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Cambridge Financial Group, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
DFACDimensional ETF Trust	11.0%	11.0%	785,237	+0.0%	$34.8M
DFATDimensional ETF Trust	8.9%	8.9%	405,762	+0.0%	$28.4M
DFICDimensional ETF Trust	8.5%	8.5%	722,462	+0.0%	$26.9M
DFEMDimensional ETF Trust	7.0%	7.0%	544,360	+0.0%	$22.1M
DFEVDimensional ETF Trust	6.8%	6.8%	505,917	+0.0%	$21.6M
DFAXDimensional ETF Trust	2.8%	2.8%	243,898	+0.0%	$9.0M
SLYVSpdr Series Trust	2.4%	2.4%	68,669	+0.0%	$7.5M
SCHGSchwab Strategic Tr	1.9%	1.9%	178,929	+0.0%	$6.1M
AAPLApple Inc	1.8%	1.8%	19,970	+0.0%	$5.8M
SCHBSchwab Strategic Tr	1.5%	1.5%	166,962	+0.0%	$4.8M
SCHASchwab Strategic Tr	1.5%	1.5%	128,796	+0.0%	$4.7M
IJSIshares Tr	1.4%	1.4%	31,516	+0.0%	$4.3M
DFIVDimensional ETF Trust	1.2%	1.2%	69,345	+0.0%	$3.7M
IWBIshares Tr	1.2%	1.2%	8,962	+0.0%	$3.7M
DGROIshares Tr	1.1%	1.1%	46,382	+0.0%	$3.5M
IEFAIshares Tr	1.1%	1.1%	35,527	+0.0%	$3.4M
VIOVVanguard S&p 600 Small Cap Value- ETF	1.1%	1.1%	29,187	+0.0%	$3.4M
SCHFSchwab Strategic Tr	1.1%	1.1%	120,931	+0.0%	$3.3M
BRK-ABerkshire Hathaway Inc Del	0.9%	0.9%	4	+0.0%	$3.0M
DFASDimensional ETF Trust	0.9%	0.9%	36,145	+0.0%	$3.0M
VYMIVanguard Whitehall Fds	0.9%	0.9%	29,688	+0.0%	$2.9M
SCHDSchwab Strategic Tr	0.9%	0.9%	90,249	+0.0%	$2.9M
DIASpdr Dow Jones Indl Average	0.9%	0.9%	5,302	+0.0%	$2.8M
VBRVanguard Index Fds	0.9%	0.9%	11,235	+0.0%	$2.7M
SCHXSchwab Strategic Tr	0.8%	0.8%	91,430	+0.0%	$2.7M
DFUSDimensional ETF Trust	0.8%	0.8%	31,693	+0.0%	$2.6M
QQQInvesco Qqq Tr	0.8%	0.8%	3,358	+0.0%	$2.5M
SCHVSchwab Strategic Tr	0.8%	0.8%	70,065	+0.0%	$2.4M
DFSIDimensional ETF Trust	0.8%	0.8%	53,237	+0.0%	$2.4M
SCHMSchwab Strategic Tr	0.8%	0.8%	65,011	+0.0%	$2.4M
DISVDimensional ETF Trust	0.6%	0.6%	50,664	+0.0%	$2.0M
SPYState Str Spdr S&p 500 ETF T	0.6%	0.6%	2,721	+0.0%	$2.0M
SPEMSpdr Index Shs Fds	0.6%	0.6%	38,711	+0.0%	$2.0M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.6%	3,879	+0.0%	$1.9M
FNDESchwab Strategic Tr	0.6%	0.6%	48,347	+0.0%	$1.9M
MDYVSpdr Series Trust	0.6%	0.6%	18,681	+0.0%	$1.8M
DFSUDimensional ETF Trust	0.6%	0.6%	37,745	+0.0%	$1.8M
VYMVanguard Whitehall Fds	0.5%	0.5%	10,841	+0.0%	$1.7M
IWFIshares Tr	0.5%	0.5%	13,297	+0.0%	$1.7M
IXUSIshares Tr	0.5%	0.5%	16,294	+0.0%	$1.6M
AMZNAmazon Com Inc	0.5%	0.5%	6,463	+0.0%	$1.5M
GOOGAlphabet Inc	0.5%	0.5%	4,359	+0.0%	$1.5M
AXPAmerican Express Co	0.5%	0.5%	4,461	+0.0%	$1.5M
DFSEDimensional ETF Trust	0.4%	0.4%	28,925	+0.0%	$1.4M
NVDANvidia Corporation	0.4%	0.4%	6,769	+0.0%	$1.4M
DFAEDimensional ETF Trust	0.4%	0.4%	33,172	+0.0%	$1.3M
GEVGe Vernova Inc	0.4%	0.4%	1,097	+0.0%	$1.3M
SCHESchwab Strategic Tr	0.4%	0.4%	35,368	+0.0%	$1.3M
ESMLIshares Tr	0.4%	0.4%	22,815	+0.0%	$1.3M
IWDIshares Tr	0.4%	0.4%	5,145	+0.0%	$1.2M

What Cambridge Financial Group, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Reduced

No position shrank by more than 5%.

Left the top 50

No position left the top 50.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +31.5% /yr; S&P 500 +22.0%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$317.1M	153
Q2 2026	$317.6M	155
Q1 2026	$295.4M	168
Q4 2025	$287.7M	169
Q3 2025	$310.7M	165
Q2 2025	$266.4M	137
Q1 2025	$235.6M	136

Questions about Cambridge Financial Group, LLC's portfolio

What stocks does Cambridge Financial Group, LLC own?

Cambridge Financial Group, LLC's latest 13F, for Q3 2026 and filed Oct 6, 2026, lists 153 positions worth $317.1M. The largest are Dimensional ETF Trust (DFAC) at 11.0%, Dimensional ETF Trust (DFAT) at 8.9%, Dimensional ETF Trust (DFIC) at 8.5%, Dimensional ETF Trust (DFEM) at 7.0% and Dimensional ETF Trust (DFEV) at 6.8%.

What did Cambridge Financial Group, LLC buy last quarter?

Cambridge Financial Group, LLC opened no new positions and grew none by more than 5% among its largest holdings in Q3 2026.

What did Cambridge Financial Group, LLC sell last quarter?

Cambridge Financial Group, LLC sold out of nothing and cut no large position by more than 5% in Q3 2026.

When is Cambridge Financial Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Cambridge Financial Group, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Cambridge Financial Group, LLC manage?

Cambridge Financial Group, LLC reported $331.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $317.1M.