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: $233.9M128 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$441K	0.2%Prev: 0.2%	2,480 SH	Increased+165 SH
ALPHABET INC	CAP STK CL A	$837K	0.4%Prev: 0.3%	4,422 SH	Increased+620 SH
ALPHABET INC	CAP STK CL C	$606K	0.3%Prev: 0.2%	3,182 SH	Increased+680 SH
AMAZON COM INC	COM	$1.4M	0.6%Prev: 0.5%	6,287 SH	Increased-642 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$402K	0.2%Prev: 0.2%	6,837 SH	Increased-250 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$327K	0.1%Prev: 0.2%	5,018 SH	Increased+31 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$308K	0.1%Prev: 0.4%	3,193 SH	Decreased-5,834 SH
AMERICAN EXPRESS CO	COM	$1.6M	0.7%Prev: 0.6%	5,495 SH	Increased-670 SH
AMERIPRISE FINL INC	COM	$482K	0.2%Prev: 0.2%	906 SH	Increased-16 SH
APPLE INC	COM	$4.0M	1.7%Prev: 1.5%	15,952 SH	Increased+956 SH
AT&T INC	COM	$228K	0.1%Prev: 0.1%	10,034 SH	Increased-380 SH
BOOKING HOLDINGS INC	COM	$204K	0.1%	41 SH	New
BROADCOM INC	COM	$420K	0.2%Prev: 0.1%	1,811 SH	Increased+1,618 SH
CATERPILLAR INC	COM	$237K	0.1%Prev: 0.1%	653 SH	Increased-148 SH
CHEVRON CORP NEW	COM	$324K	0.1%Prev: 0.2%	2,239 SH	Decreased-252 SH
CISCO SYS INC	COM	$310K	0.1%Prev: 0.2%	5,239 SH	Increased-531 SH
COCA COLA CO	COM	$247K	0.1%	3,968 SH	New
COLGATE PALMOLIVE CO	COM	$305K	0.1%Prev: 0.1%	3,350 SH	Increased
CONOCOPHILLIPS	COM	$510K	0.2%Prev: 0.3%	5,144 SH	Decreased-425 SH
CORTEVA INC	COM	$218K	0.1%	3,824 SH	New
COSTCO WHSL CORP NEW	COM	$412K	0.2%Prev: 0.2%	449 SH	Increased-7 SH
DIMENSIONAL ETF TRUST	EMERGING MARKETS	$1.1M	0.5%Prev: 0.2%	32,459 SH	Increased+19,248 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$12.8M	5.5%Prev: 5.2%	489,279 SH	Increased+93,641 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$12.4M	5.3%Prev: 5.5%	472,342 SH	Increased+56,857 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.2M	0.5%Prev: 0.4%	46,127 SH	Increased+16,720 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$1.4M	0.6%Prev: 0.3%	43,282 SH	Increased+25,470 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$4.2M	1.8%Prev: 1.1%	117,211 SH	Increased+54,585 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$581K	0.2%Prev: 0.1%	19,902 SH	Increased+11,504 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$15.6M	6.7%Prev: 5.8%	604,201 SH	Increased+169,001 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$2.0M	0.9%Prev: 1.1%	76,285 SH	Increased-2,252 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$23.1M	9.9%Prev: 7.6%	668,432 SH	Increased+171,270 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$2.3M	1.0%	36,032 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$287K	0.1%Prev: 0.1%	7,024 SH	Increased+23 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$3.1M	1.3%Prev: 1.6%	48,181 SH	Decreased-4,550 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$2.0M	0.9%Prev: 0.3%	65,455 SH	Increased+45,761 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$1.2M	0.5%Prev: 0.4%	32,162 SH	Increased+7,430 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$18.7M	8.0%Prev: 7.4%	336,559 SH	Increased+63,861 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$7.9M	3.4%Prev: 3.9%	319,390 SH	Increased+14,194 SH
DUPONT DE NEMOURS INC	COM	$253K	0.1%Prev: 0.1%	3,313 SH	Decreased-228 SH
EA SERIES TRUST	FREEDOM 100 EM	$224K	0.1%Prev: 0.1%	6,841 SH	Decreased-224 SH
ELI LILLY & CO	COM	$879K	0.4%Prev: 0.3%	1,139 SH	Increased+12 SH
EMERSON ELEC CO	COM	$328K	0.1%Prev: 0.1%	2,648 SH	Increased+1 SH
EXXON MOBIL CORP	COM	$256K	0.1%Prev: 0.2%	2,378 SH	Decreased-1,186 SH
FLEXSHARES TR	MSTAR EMKT FAC	$333K	0.1%Prev: 0.2%	6,528 SH	Decreased-1,040 SH
GE AEROSPACE	COM NEW	$491K	0.2%	2,946 SH	New
GE VERNOVA INC	COM	$361K	0.2%	1,097 SH	New
HOME DEPOT INC	COM	$346K	0.1%Prev: 0.2%	889 SH	Decreased-151 SH
INTERNATIONAL BUSINESS MACHS	COM	$365K	0.2%Prev: 0.2%	1,661 SH	Increased-255 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$250K	0.1%	15,260 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.6M	0.7%Prev: 0.8%	3,048 SH	Increased-643 SH
ISHARES INC	CORE MSCI EMKT	$718K	0.3%Prev: 0.4%	13,749 SH	Decreased-2,505 SH
ISHARES INC	ESG AWR MSCI EM	$411K	0.2%Prev: 0.3%	12,317 SH	Decreased-3,981 SH
ISHARES INC	INTL HIGH YIELD	$354K	0.2%	7,524 SH	New
ISHARES INC	MSCI EMERG MRKT	$693K	0.3%Prev: 0.4%	11,944 SH	Increased-290 SH
ISHARES TR	CORE DIV GRWTH	$2.6M	1.1%Prev: 1.3%	42,891 SH	Increased-2,429 SH
ISHARES TR	CORE MSCI EAFE	$2.6M	1.1%Prev: 1.4%	36,833 SH	Decreased-536 SH
ISHARES TR	CORE MSCI TOTAL	$1.2M	0.5%Prev: 0.8%	17,995 SH	Decreased-5,721 SH
ISHARES TR	CORE S&P TTL STK	$422K	0.2%Prev: 0.2%	3,284 SH	Increased+6 SH
ISHARES TR	CORE S&P500 ETF	$348K	0.1%Prev: 0.1%	591 SH	Increased+8 SH
ISHARES TR	EAFE VALUE ETF	$241K	0.1%Prev: 0.1%	4,589 SH	Increased+425 SH
ISHARES TR	EGSADVNCDMSCI EM	$244K	0.1%Prev: 0.1%	6,552 SH	Increased-110 SH
ISHARES TR	ESG AW MSCI EAFE	$887K	0.4%Prev: 0.5%	11,647 SH	Decreased-1,966 SH
ISHARES TR	ESG AWARE MSCI	$1.0M	0.4%Prev: 0.5%	24,762 SH	Decreased-2,753 SH
ISHARES TR	ESG SCRND S&P SM	$500K	0.2%Prev: 0.2%	12,161 SH	Increased-75 SH
ISHARES TR	ESG SCRND S&P500	$519K	0.2%Prev: 0.2%	11,454 SH	Increased
ISHARES TR	IBONDS 25 TRM TS	$473K	0.2%	20,287 SH	New
ISHARES TR	IBONDS 27 TRM TS	$514K	0.2%	23,167 SH	New
ISHARES TR	IBONDS 28 TRM TS	$242K	0.1%	11,068 SH	New
ISHARES TR	IBONDS 29 TRM TS	$296K	0.1%	13,890 SH	New
ISHARES TR	RUS 1000 ETF	$1.6M	0.7%Prev: 0.6%	4,868 SH	Increased+129 SH
ISHARES TR	RUS 1000 GRW ETF	$1.6M	0.7%Prev: 0.7%	4,088 SH	Increased-361 SH
ISHARES TR	RUS 1000 VAL ETF	$987K	0.4%Prev: 0.5%	5,334 SH	Increased-586 SH
ISHARES TR	RUSSELL 2000 ETF	$234K	0.1%Prev: 0.1%	1,059 SH	Increased
ISHARES TR	S&P 100 ETF	$292K	0.1%Prev: 0.1%	1,012 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$263K	0.1%	2,591 SH	New
ISHARES TR	S&P 500 VAL ETF	$269K	0.1%Prev: 0.1%	1,408 SH	Increased
ISHARES TR	S&P MC 400VL ETF	$823K	0.4%Prev: 0.4%	6,588 SH	Decreased-855 SH
ISHARES TR	S&P SML 600 GWT	$283K	0.1%Prev: 0.1%	2,093 SH	Increased-92 SH
ISHARES TR	SP SMCP600VL ETF	$5.6M	2.4%Prev: 2.8%	51,479 SH	Increased-67 SH
JOHNSON & JOHNSON	COM	$652K	0.3%Prev: 0.5%	4,511 SH	Decreased-1,003 SH
JPMORGAN CHASE & CO.	COM	$356K	0.2%	1,484 SH	New
MCDONALDS CORP	COM	$421K	0.2%Prev: 0.3%	1,453 SH	Decreased-316 SH
MERCK & CO INC	COM	$518K	0.2%Prev: 0.3%	5,209 SH	Decreased-29 SH
META PLATFORMS INC	CL A	$377K	0.2%Prev: 0.2%	645 SH	Increased-213 SH
MICROSOFT CORP	COM	$1.8M	0.8%Prev: 0.7%	4,181 SH	Increased+778 SH
NVIDIA CORPORATION	COM	$761K	0.3%Prev: 0.2%	5,670 SH	Increased+4,948 SH
ORACLE CORP	COM	$329K	0.1%	1,974 SH	New
PEPSICO INC	COM	$518K	0.2%Prev: 0.3%	3,409 SH	Decreased-10 SH
PROCTER AND GAMBLE CO	COM	$442K	0.2%Prev: 0.2%	2,637 SH	Increased+66 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$218K	0.1%	2,577 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$2.1M	0.9%Prev: 0.8%	78,183 SH	Increased+19,757 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$1.6M	0.7%	53,877 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$722K	0.3%	21,586 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$543K	0.2%	18,284 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$3.5M	1.5%Prev: 1.9%	188,395 SH	Decreased+91,614 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$2.9M	1.3%Prev: 1.4%	129,657 SH	Increased+82,837 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.1M	1.3%Prev: 1.6%	112,226 SH	Decreased+71,072 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$7.7M	3.3%Prev: 3.2%	274,556 SH	Increased+199,997 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$2.3M	1.0%Prev: 1.2%	87,871 SH	Decreased+53,990 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$4.5M	1.9%Prev: 1.7%	193,198 SH	Increased+133,764 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.9M	0.8%Prev: 0.7%	68,235 SH	Increased+50,669 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$5.0M	2.1%Prev: 2.7%	192,868 SH	Decreased+84,697 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$2.6M	1.1%Prev: 1.4%	6,135 SH	Decreased-847 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$1.6M	0.7%Prev: 0.8%	41,594 SH	Increased-274 SH
SPDR INDEX SHS FDS	S&P EM MKT DIV	$635K	0.3%Prev: 0.4%	18,014 SH	Decreased-5,381 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.5M	0.6%Prev: 0.7%	2,527 SH	Increased-251 SH
SPDR SER TR	PORTFOLI S&P1500	$998K	0.4%Prev: 0.8%	13,974 SH	Decreased-12,541 SH
SPDR SER TR	S&P 400 MDCP VAL	$1.5M	0.6%Prev: 0.6%	18,354 SH	Increased+3,715 SH
SPDR SER TR	S&P 600 SMCP VAL	$7.2M	3.1%Prev: 3.6%	82,837 SH	Increased-1,014 SH
TESLA INC	COM	$214K	0.1%Prev: 0.1%	531 SH	Decreased-605 SH
TEXAS INSTRS INC	COM	$298K	0.1%Prev: 0.1%	1,590 SH	Increased+387 SH
UNITEDHEALTH GROUP INC	COM	$274K	0.1%Prev: 0.2%	543 SH	Decreased-102 SH
VANGUARD ADMIRAL FDS INC	MIDCP 400 VAL	$381K	0.2%Prev: 0.2%	3,989 SH	Increased-185 SH
VANGUARD INDEX FDS	GROWTH ETF	$282K	0.1%	687 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$854K	0.4%Prev: 0.3%	5,276 SH	Increased+1,458 SH
VANGUARD INDEX FDS	MID CAP ETF	$826K	0.4%Prev: 0.1%	3,128 SH	Increased+2,178 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.2M	0.5%Prev: 0.6%	13,256 SH	Increased+283 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$4.8M	2.1%Prev: 1.6%	24,442 SH	Increased+7,818 SH
VANGUARD INDEX FDS	SMALL CP ETF	$660K	0.3%Prev: 0.2%	2,745 SH	Increased+1,245 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$383K	0.2%Prev: 0.3%	1,323 SH	Decreased-1,327 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$519K	0.2%Prev: 0.2%	11,785 SH	Increased+3,633 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.2M	0.5%Prev: 0.6%	10,244 SH	Increased-201 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.0M	0.9%Prev: 1.0%	10,299 SH	Increased-754 SH
VANGUARD STAR FDS	VG TL INTL STK F	$652K	0.3%Prev: 0.4%	11,061 SH	Decreased-3,393 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.1M	0.5%Prev: 0.5%	8,363 SH	Increased
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$3.2M	1.4%Prev: 1.6%	47,686 SH	Increased+2,348 SH
VISA INC	COM CL A	$747K	0.3%Prev: 0.1%	2,364 SH	Increased+1,317 SH
WALMART INC	COM	$445K	0.2%Prev: 0.1%	4,923 SH	Increased+3,147 SH

Sold (vs prior filing)

ADOBE INC — $200K
BOEING CO — $226K
CVS HEALTH CORP — $275K
DIMENSIONAL ETF TRUST — $1.9M
DOW INC — $221K
GENERAL ELECTRIC CO — $604K
INTEL CORP — $232K
INVESCO CURRENCYSHARES JAPAN — $468K
ISHARES TR — $237K
ISHARES TR — $233K
JPMORGAN CHASE & CO — $303K
NETFLIX INC — $209K
PHILLIPS 66 — $460K
SCHWAB STRATEGIC TR — $1.1M
SCHWAB STRATEGIC TR — $1.6M
SCHWAB STRATEGIC TR — $530K
SCHWAB STRATEGIC TR — $209K
ZOETIS INC — $204K

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