StockDriftsStockDriftsTop 50 Cambridge Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 10.97% | 785.2K | $34.8M | +3.67%(+27.78K) | $30.98(+48.45%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 8.93% | 405.8K | $28.4M | +4.04%(+15.75K) | $51.73(+39.54%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 8.48% | 722.5K | $26.9M | +5.67%(+38.74K) | $26.38(+48.63%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 6.97% | 544.4K | $22.1M | +0.50%(+2.73K) | $25.19(+56.44%) | 2026-06-30 | |
| DFEV | DIMENSIONAL ETF TRUST | 6.8% | 505.9K | $21.6M | -0.23%(-1.17K) | $25.25(+64.34%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 2.83% | 243.9K | $9.0M | -7.55%(-19.92K) | $24.40(+55.16%) | 2026-06-30 | |
| SLYV | SPDR SERIES TRUST | 2.36% | 68.7K | $7.5M | -1.60%(-1.12K) | $77.99(+41.85%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 1.91% | 178.9K | $6.1M | -8.24%(-16.06K) | $19.59(+82.58%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.82% | 20.0K | $5.8M | +0.00%(+0) | $207.21(+48.00%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 1.52% | 167.0K | $4.8M | -4.15%(-7.22K) | $19.23(+55.53%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +47.10% |
| Top 20 Holdings Unweighted | — | — | — | — | +45.03% |
Cambridge Financial Group, LLC reports $317.63M in US-listed equity holdings across 155 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (11.0%), DFAT (8.9%) and DFIC (8.5%). The top 20 holdings account for 63.96% of reported assets. Its disclosed equity book has returned +47.10% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cambridge Financial Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2085256). View Cambridge Financial Group, LLC’s 13F filings on SEC