Cambridge Financial Group, LLC

CIK 0002085256 • 11 13F filings • Sep 9, 2025 – Jul 14, 2026

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Filer information

Filed by: Cambridge Financial Group, LLC, Operations Manager, CCO, Partner
Address: 6700 N ORACLE RD., SUITE 324, TUCSON, AZ, 85704
Phone: 520-531-0550-1004
AUM: $287.7M

AUM over time

$317.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q4 2023

Q3 2026

Q3 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $218.9M126 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$397K	0.2%Prev: 0.2%	2,314 SH	Decreased-190 SH
ALPHABET INC	CAP STK CL A	$673K	0.3%Prev: 0.3%	3,696 SH	Decreased+372 SH
ALPHABET INC	CAP STK CL C	$418K	0.2%Prev: 0.3%	2,281 SH	Decreased-769 SH
AMAZON COM INC	COM	$1.3M	0.6%Prev: 0.5%	6,497 SH	Decreased+80 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$431K	0.2%Prev: 0.2%	7,055 SH	Decreased-490 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$243K	0.1%Prev: 0.1%	3,897 SH	Increased+1,170 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$324K	0.1%Prev: 0.2%	4,987 SH	Decreased-31 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$730K	0.3%Prev: 0.3%	8,134 SH	Decreased+407 SH
AMERICAN EXPRESS CO	COM	$1.4M	0.6%Prev: 0.5%	5,966 SH	Increased+1,405 SH
AMERIPRISE FINL INC	COM	$387K	0.2%Prev: 0.1%	906 SH	Increased+453 SH
APPLE INC	COM	$3.1M	1.4%Prev: 1.7%	14,796 SH	Decreased-5,174 SH
AT&T INC	COM	$199K	0.1%Prev: 0.1%	10,414 SH	Decreased+116 SH
BROADCOM INC	COM	$298K	0.1%Prev: 0.2%	185 SH	Decreased-1,602 SH
CATERPILLAR INC	COM	$267K	0.1%Prev: 0.1%	801 SH	Decreased+291 SH
CHEVRON CORP NEW	COM	$377K	0.2%	2,407 SH	New
CISCO SYS INC	COM	$268K	0.1%Prev: 0.2%	5,651 SH	Decreased-233 SH
COLGATE PALMOLIVE CO	COM	$325K	0.1%	3,350 SH	New
CONOCOPHILLIPS	COM	$639K	0.3%Prev: 0.2%	5,584 SH	Decreased+258 SH
CORTEVA INC	COM	$206K	0.1%Prev: 0.1%	3,824 SH	Decreased
COSTCO WHSL CORP NEW	COM	$393K	0.2%	463 SH	New
DIMENSIONAL ETF TRUST	EMERGING MARKETS	$997K	0.5%Prev: 0.4%	29,785 SH	Decreased+4,075 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$11.8M	5.4%Prev: 6.3%	441,880 SH	Decreased-99,754 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$12.4M	5.7%Prev: 6.1%	450,899 SH	Decreased-56,189 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.0M	0.5%Prev: 0.4%	38,870 SH	Decreased+360 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$1.3M	0.6%Prev: 0.7%	39,540 SH	Decreased-7,143 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$2.9M	1.3%Prev: 1.3%	82,021 SH	Decreased+8,089 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$12.5M	5.7%Prev: 8.2%	476,773 SH	Decreased-206,951 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$2.7M	1.2%Prev: 0.8%	98,757 SH	Increased+40,150 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$17.8M	8.1%Prev: 10.0%	553,032 SH	Decreased-204,422 SH
DIMENSIONAL ETF TRUST	US EQUITY ETF	$2.2M	1.0%	38,126 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$275K	0.1%Prev: 0.1%	7,012 SH	Increased+1,652 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$3.4M	1.6%Prev: 0.8%	57,236 SH	Increased+22,056 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$1.3M	0.6%Prev: 0.2%	43,538 SH	Increased+25,110 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$1.2M	0.5%Prev: 0.5%	33,267 SH	Decreased-1,689 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$16.4M	7.5%Prev: 8.2%	316,446 SH	Decreased-73,570 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$8.4M	3.8%Prev: 3.0%	328,670 SH	Decreased+64,892 SH
DUPONT DE NEMOURS INC	COM	$315K	0.1%	3,918 SH	New
EA SERIES TRUST	FREEDOM 100 EM	$251K	0.1%	7,099 SH	New
ELI LILLY & CO	COM	$959K	0.4%Prev: 0.3%	1,059 SH	Increased+143 SH
EMERSON ELEC CO	COM	$297K	0.1%Prev: 0.2%	2,692 SH	Decreased-1,556 SH
EXXON MOBIL CORP	COM	$298K	0.1%Prev: 0.2%	2,593 SH	Decreased-395 SH
FLEXSHARES TR	MSTAR EMKT FAC	$401K	0.2%Prev: 0.1%	7,531 SH	Decreased+1,289 SH
GE AEROSPACE	COM NEW	$753K	0.3%Prev: 0.2%	4,735 SH	Increased+2,351 SH
GE VERNOVA INC	COM	$203K	0.1%Prev: 0.3%	1,181 SH	Decreased+84 SH
HOME DEPOT INC	COM	$316K	0.1%Prev: 0.1%	917 SH	Decreased-190 SH
INTERNATIONAL BUSINESS MACHS	COM	$292K	0.1%Prev: 0.1%	1,686 SH	Decreased-54 SH
INVESCO CURRENCYSHARES JAPAN	JAPANESE YEN	$301K	0.1%	5,232 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.8M	0.8%Prev: 0.7%	3,693 SH	Decreased+335 SH
ISHARES INC	CORE MSCI EMKT	$847K	0.4%Prev: 0.3%	15,828 SH	Increased+4,285 SH
ISHARES INC	ESG AWR MSCI EM	$544K	0.2%Prev: 0.2%	16,231 SH	Increased+4,677 SH
ISHARES INC	INTL HIGH YIELD	$366K	0.2%	7,524 SH	New
ISHARES INC	MSCI EMERG MRKT	$700K	0.3%Prev: 0.3%	12,234 SH	Decreased+386 SH
ISHARES TR	CORE DIV GRWTH	$2.6M	1.2%Prev: 1.2%	44,896 SH	Decreased-7,721 SH
ISHARES TR	CORE MSCI EAFE	$2.7M	1.2%Prev: 1.1%	36,900 SH	Decreased+378 SH
ISHARES TR	CORE MSCI TOTAL	$1.6M	0.7%Prev: 0.5%	23,530 SH	Increased+7,236 SH
ISHARES TR	CORE S&P TTL STK	$390K	0.2%Prev: 0.2%	3,284 SH	Decreased-1,566 SH
ISHARES TR	CORE S&P500 ETF	$319K	0.1%Prev: 0.1%	583 SH	Decreased+2 SH
ISHARES TR	EAFE VALUE ETF	$221K	0.1%Prev: 0.1%	4,164 SH	Decreased-425 SH
ISHARES TR	EGSADVNCDMSCI EM	$244K	0.1%Prev: 0.1%	6,662 SH	Decreased-470 SH
ISHARES TR	ESG AW MSCI EAFE	$1.0M	0.5%Prev: 0.4%	12,794 SH	Decreased+1,919 SH
ISHARES TR	ESG AWARE MSCI	$1.0M	0.5%Prev: 0.4%	26,683 SH	Decreased+3,881 SH
ISHARES TR	ESG SCRND S&P SM	$463K	0.2%	12,236 SH	New
ISHARES TR	ESG SCRND S&P500	$482K	0.2%	11,454 SH	New
ISHARES TR	IBONDS 24 TRM TS	$687K	0.3%	28,660 SH	New
ISHARES TR	IBONDS 27 TRM TS	$493K	0.2%Prev: 0.2%	22,354 SH	Decreased-1,358 SH
ISHARES TR	IBONDS 29 TRM TS	$280K	0.1%Prev: 0.1%	13,105 SH	Decreased-906 SH
ISHARES TR	RUS 1000 ETF	$1.4M	0.6%Prev: 1.2%	4,748 SH	Decreased-5,595 SH
ISHARES TR	RUS 1000 GRW ETF	$1.6M	0.7%Prev: 0.6%	4,357 SH	Decreased-121 SH
ISHARES TR	RUS 1000 VAL ETF	$1.0M	0.5%Prev: 0.5%	5,868 SH	Decreased-1,087 SH
ISHARES TR	RUS 2000 VAL ETF	$229K	0.1%Prev: 0.1%	1,500 SH	Decreased-380 SH
ISHARES TR	RUSSELL 2000 ETF	$227K	0.1%Prev: 0.4%	1,118 SH	Decreased-3,873 SH
ISHARES TR	S&P 100 ETF	$268K	0.1%Prev: 0.1%	1,012 SH	Decreased
ISHARES TR	S&P 500 GRWT ETF	$240K	0.1%Prev: 0.1%	2,591 SH	Decreased
ISHARES TR	S&P 500 VAL ETF	$256K	0.1%Prev: 0.1%	1,408 SH	Decreased
ISHARES TR	S&P MC 400VL ETF	$843K	0.4%Prev: 0.2%	7,431 SH	Increased+1,861 SH
ISHARES TR	S&P SML 600 GWT	$285K	0.1%Prev: 0.1%	2,219 SH	Decreased-258 SH
ISHARES TR	SP SMCP600VL ETF	$5.0M	2.3%Prev: 1.4%	51,583 SH	Increased+17,051 SH
JOHNSON & JOHNSON	COM	$786K	0.4%Prev: 0.4%	5,381 SH	Decreased+732 SH
JPMORGAN CHASE & CO.	COM	$307K	0.1%	1,519 SH	New
MCDONALDS CORP	COM	$345K	0.2%Prev: 0.2%	1,355 SH	Decreased-149 SH
MERCK & CO INC	COM	$602K	0.3%Prev: 0.2%	4,860 SH	Increased+147 SH
META PLATFORMS INC	CL A	$409K	0.2%Prev: 0.2%	810 SH	Decreased+26 SH
MICROSOFT CORP	COM	$1.5M	0.7%Prev: 0.4%	3,274 SH	Increased-68 SH
NETFLIX INC	COM	$219K	0.1%	324 SH	New
NVIDIA CORPORATION	COM	$895K	0.4%Prev: 0.5%	7,246 SH	Decreased-391 SH
ORACLE CORP	COM	$252K	0.1%Prev: 0.1%	1,782 SH	Increased+75 SH
PEPSICO INC	COM	$568K	0.3%Prev: 0.3%	3,441 SH	Decreased-1,586 SH
PHILLIPS 66	COM	$488K	0.2%Prev: 0.1%	3,454 SH	Increased+1,983 SH
PROCTER AND GAMBLE CO	COM	$391K	0.2%	2,370 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$2.1M	1.0%Prev: 0.4%	78,470 SH	Increased+43,869 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$1.6M	0.7%Prev: 0.6%	55,077 SH	Decreased+5,531 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$755K	0.3%Prev: 0.3%	21,610 SH	Decreased+3,730 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$958K	0.4%Prev: 0.2%	17,442 SH	Increased-981 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$3.8M	1.7%Prev: 1.2%	97,725 SH	Increased-42,795 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$3.0M	1.4%Prev: 1.5%	47,497 SH	Decreased-126,687 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.0M	1.4%Prev: 1.1%	39,070 SH	Decreased-71,411 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$7.3M	3.3%Prev: 1.9%	72,353 SH	Increased-122,640 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$2.5M	1.1%Prev: 0.8%	33,186 SH	Increased-40,809 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$4.2M	1.9%Prev: 0.9%	65,462 SH	Increased-34,492 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.9M	0.9%Prev: 0.7%	24,734 SH	Decreased-41,898 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$5.0M	2.3%Prev: 1.4%	105,426 SH	Increased-38,800 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$2.7M	1.2%	6,777 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$1.6M	0.7%	41,832 SH	New
SPDR INDEX SHS FDS	S&P EM MKT DIV	$826K	0.4%	23,395 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.5M	0.7%	2,783 SH	New
SPDR SER TR	PORTFOLI S&P1500	$1.8M	0.8%	26,500 SH	New
SPDR SER TR	S&P 400 MDCP VAL	$1.2M	0.5%	15,833 SH	New
SPDR SER TR	S&P 600 SMCP VAL	$6.6M	3.0%	84,218 SH	New
TEXAS INSTRS INC	COM	$240K	0.1%Prev: 0.1%	1,235 SH	Decreased-178 SH
UNITEDHEALTH GROUP INC	COM	$276K	0.1%	543 SH	New
VANGUARD ADMIRAL FDS INC	MIDCP 400 VAL	$366K	0.2%	4,174 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$243K	0.1%	651 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$581K	0.3%Prev: 0.2%	3,862 SH	Decreased-75 SH
VANGUARD INDEX FDS	MID CAP ETF	$750K	0.3%Prev: 0.1%	3,098 SH	Increased+1,840 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.1M	0.5%	12,973 SH	New
VANGUARD INDEX FDS	SM CP VAL ETF	$4.6M	2.1%Prev: 0.9%	25,269 SH	Increased+12,759 SH
VANGUARD INDEX FDS	SMALL CP ETF	$545K	0.2%Prev: 0.2%	2,497 SH	Decreased+306 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$709K	0.3%Prev: 0.3%	2,650 SH	Decreased-532 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$318K	0.1%Prev: 0.3%	7,264 SH	Decreased-8,158 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.2M	0.5%Prev: 0.2%	10,493 SH	Increased+5,933 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.1M	0.9%Prev: 0.4%	11,385 SH	Increased+6,452 SH
VANGUARD STAR FDS	VG TL INTL STK F	$787K	0.4%Prev: 0.3%	13,048 SH	Decreased+36 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$992K	0.5%Prev: 0.8%	8,363 SH	Decreased-6,650 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$3.2M	1.5%Prev: 0.9%	46,692 SH	Increased+17,025 SH
VISA INC	COM CL A	$249K	0.1%Prev: 0.2%	947 SH	Decreased-636 SH
WALMART INC	COM	$330K	0.2%Prev: 0.4%	4,873 SH	Decreased-4,243 SH

Sold (vs prior filing)

ALBEMARLE CORP — $215K
AMERICAN CENTY ETF TR — $273K
AMERICAN HEALTHCARE REIT INC — $566K
AMGEN INC — $248K
AMPRIUS TECHNOLOGIES INC — $169K
BANK AMERICA CORP — $271K
BERKSHIRE HATHAWAY INC DEL — $2.9M
BERKSHIRE HATHAWAY INC DEL — $2.6M
CHEVRON CORPORATION — $476K
COCA COLA CO — $431K
COSTCO WHOLESALE CORPORATION — $537K
DIMENSIONAL ETF TRUST — $546K
DIMENSIONAL ETF TRUST — $2.0M
GOLDMAN SACHS GROUP INC — $201K
INTEL CORP — $211K
INVESCO EXCH TRD SLF IDX FD — $215K
INVESCO EXCH TRD SLF IDX FD — $502K
INVESCO EXCH TRD SLF IDX FD — $322K
INVESCO EXCH TRD SLF IDX FD — $241K
INVESCO EXCH TRD SLF IDX FD — $395K
… and 42 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 9, 2026	Q4 2025	13F-HR	0001214659-26-000305	$287.7M	View
Sep 9, 2025	Q4 2024	13F-HR	0001214659-25-013552	$233.9M	View
Sep 9, 2025