Q2 2026 13F · SEC CIK 1419186

Cambridge Investment Research Advisors, Inc.

Wealth managerFiled 2026-07-27 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $43.3B
Reported positions: 3,772
Top holdings a year, 3 yrs: +20.9%
Assets under management: $138.7B

Cambridge Investment Research Advisors, Inc. is a wealth manager that reported 3,772 positions worth $43.3B in its Q2 2026 13F, filed 2026-07-27. Its largest holdings were Vanguard Index Fds (VOO, 3.3%), Apple Inc (AAPL, 2.9%), Nvidia Corporation (NVDA, 2.6%). A portfolio copying its top holdings returned 20.9% a year over the last 3 years, against 20.4% for the S&P 500.

Cambridge Investment Research Advisors, Inc. holdings largest 50 of 3,772 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 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 Investment Research Advisors, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	3.3%	3.0%	2,053,373	+6.1%	$1.4B
AAPLApple Inc	2.9%	2.9%	4,361,063	-0.5%	$1.3B
NVDANvidia Corporation	2.6%	2.6%	5,697,894	+0.4%	$1.1B
QQQInvesco Qqq Tr	2.1%	1.9%	1,261,788	-0.8%	$929.2M
IVVIshares Tr	2.0%	2.0%	1,158,614	-3.7%	$867.7M
VTIVanguard Index Fds	1.9%	1.8%	2,171,772	+1.9%	$803.6M
AMZNAmazon Com Inc	1.4%	1.3%	2,479,745	+1.4%	$591.0M
VXUSVanguard Star Fds	1.2%	1.2%	6,284,639	+1.7%	$537.3M
SPYState Str Spdr S&p 500 ETF T	1.2%	1.1%	684,014	+6.3%	$510.8M
MSFTMicrosoft Corp	1.1%	1.2%	1,290,936	+0.7%	$481.5M
CGDVCapital Group Dividend Value	0.9%	0.8%	7,842,610	+2.7%	$386.5M
BRK-BBerkshire Hathaway Inc Del	0.9%	0.9%	743,469	+0.2%	$372.0M
GOOGLAlphabet Inc	0.8%	0.7%	993,091	-1.2%	$354.9M
GOOGAlphabet Inc	0.8%	0.7%	934,693	-0.2%	$330.3M
SPLGSpdr Series Trust	0.8%	0.4%	3,699,693	+66.0%	$325.1M
VUGVanguard Index Fds	0.7%	0.6%	3,704,579	+587.8%	$319.1M
VEAVanguard Ftse Developed Markets Index Fu	0.7%	0.6%	4,013,919	+15.9%	$286.0M
RDVYFirst Tr Exchange Traded Fd	0.6%	0.6%	3,453,799	+6.9%	$280.0M
AVGOBroadcom Inc	0.6%	0.6%	718,851	+4.1%	$271.5M
MUMicron Technology Inc	0.6%	—	216,740	—	$250.2M
CGGRCapital Group Growth ETF	0.6%	0.5%	5,096,833	+11.8%	$240.6M
AMDAdvanced Micro Devices Inc	0.5%	—	391,706	—	$227.5M
VTVVanguard Index Fds	0.5%	0.5%	1,043,747	+1.4%	$227.5M
CATCaterpillar Inc	0.5%	0.4%	212,747	+1.0%	$226.6M
JPMJpmorgan Chase & Co	0.5%	0.5%	686,343	+0.1%	$224.7M
LLYEli Lilly & Co	0.5%	0.4%	181,813	+4.8%	$218.1M
SPMOInvesco Exch Traded Fd Tr II	0.5%	0.3%	1,343,836	+26.3%	$217.1M
XLKSelect Sector Spdr Tr	0.5%	0.4%	1,113,441	-5.2%	$212.1M
SCHDSchwab Strategic Tr	0.5%	0.5%	6,649,246	+1.6%	$210.8M
GLDSpdr Gold Tr	0.5%	0.6%	571,990	-2.1%	$210.7M
TSLATesla Inc	0.5%	0.5%	500,337	+1.1%	$210.4M
QQQMInvesco Exch Traded Fd Tr II	0.5%	—	687,113	—	$208.2M
VIGVanguard Specialized Funds	0.5%	0.5%	872,972	+2.1%	$206.6M
BNDVanguard Bd Index Fds	0.5%	0.5%	2,739,306	+1.2%	$201.1M
COWZPacer Fds Tr	0.5%	0.5%	3,132,860	-0.7%	$194.9M
METAMeta Platforms Inc	0.4%	0.5%	342,140	+1.1%	$192.7M
BILSpdr Series Trust	0.4%	0.6%	1,958,249	-26.1%	$179.5M
VYMVanguard Whitehall Fds	0.4%	0.4%	1,111,958	+2.0%	$175.7M
VGTVanguard World Fd	0.4%	0.3%	1,378,822	+723.9%	$164.8M
XOMExxon Mobil Corp	0.4%	0.5%	1,148,663	+1.3%	$157.0M
RSPInvesco Exchange Traded Fd T	0.4%	0.4%	724,789	-4.5%	$154.2M
IVWIshares Tr	0.4%	0.3%	1,120,658	-1.7%	$154.1M
AIRRFirst Tr Exchange Traded Fd	0.4%	0.3%	1,154,779	+5.3%	$153.9M
WMTWalmart Inc	0.4%	0.4%	1,354,573	-0.2%	$153.4M
AGGIshares Tr	0.4%	0.4%	1,549,519	+5.5%	$153.4M
BNDXVanguard Charlotte Fds	0.4%	0.4%	3,140,768	+4.2%	$152.1M
CGGOCapital Group Gbl Growth Eqt	0.3%	—	3,532,856	—	$149.5M
PVALPutnam Focused Large Capvalue ETF	0.3%	—	2,895,121	—	$147.5M
CGUSCapital Group Core Equity Et	0.3%	0.3%	3,258,359	+4.2%	$144.9M
ABBVAbbvie Inc	0.3%	0.3%	566,283	+2.5%	$142.5M

What Cambridge Investment Research Advisors, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 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: +18.7% /yr; S&P 500 +20.1%
3 years: +20.9% /yr; S&P 500 +20.4%
5 years: +11.5% /yr; S&P 500 +11.6%

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
Q2 2026	$43.3B	3,772
Q1 2026	$38.8B	3,921
Q4 2025	$37.8B	3,810
Q3 2025	$36.4B	3,714
Q2 2025	$32.9B	3,608
Q1 2025	$29.6B	3,495
Q4 2024	$29.9B	3,460
Q3 2024	$29.4B	3,408
Q2 2024	$27.1B	3,308
Q1 2024	$26.0B	3,300
Q4 2023	$23.5B	3,183
Q3 2023	$21.4B	3,133

Questions about Cambridge Investment Research Advisors, Inc.'s portfolio

What stocks does Cambridge Investment Research Advisors, Inc. own?

Cambridge Investment Research Advisors, Inc.'s latest 13F, for Q2 2026 and filed Jul 27, 2026, lists 3,772 positions worth $43.3B. The largest are Vanguard Index Fds (VOO) at 3.3%, Apple Inc (AAPL) at 2.9%, Nvidia Corporation (NVDA) at 2.6%, Invesco Qqq Tr (QQQ) at 2.1% and Ishares Tr (IVV) at 2.0%.

What did Cambridge Investment Research Advisors, Inc. buy last quarter?

In Q2 2026, Cambridge Investment Research Advisors, Inc. added Vanguard World Fd (VGT) (+723.9% shares), Vanguard Index Fds (VUG) (+587.8% shares) and Spdr Series Trust (SPLG) (+66.0% shares), compared with its Q1 2026 filing.

What did Cambridge Investment Research Advisors, Inc. sell last quarter?

In Q2 2026, Cambridge Investment Research Advisors, Inc. cut from its top 50 J P Morgan Exchange Traded F (JPST), cut from its top 50 Palantir Technologies Inc (PLTR), cut from its top 50 Ishares Tr (IEFA), cut from its top 50 Costco Wholesale Corporation (COST), cut from its top 50 Ishares Tr (USMV), Spdr Series Trust (BIL) (-26.1% shares) and Select Sector Spdr Tr (XLK) (-5.2% shares), compared with its Q1 2026 filing.

How has Cambridge Investment Research Advisors, Inc.'s portfolio performed?

A portfolio copying Cambridge Investment Research Advisors, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.7% against +20.1%. Over 5 years: +11.5% a year against +11.6%.

When is Cambridge Investment Research Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Cambridge Investment Research Advisors, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Cambridge Investment Research Advisors, Inc. manage?

Cambridge Investment Research Advisors, Inc. reported $138.7B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $43.3B.